Roger. I do not subcontract nor have employees. If we need someone else to be involved based on the problem that we are solving, we will discuss that as part of the Solution Study and ensure that we involve them in the project.

A majority of the work will be done remotely, with a mix of virtual facetime and async review of materials. There are meaningful interactions that cannot be replaced in a virtual environment, and those will be defined for each project ahead of time; for those interactions, I will join your team onsite at your workplace.

Consistent engagement from start to finish. Mutually, the expectations are that we commit to and hold each other accountable for reviewing and producing deliverables, and are open to having difficult conversations around the “how” and “why” your organization operates.

Practically all organizations face a similar set of challenges, regardless of what your revenue source is and how you service that revenue. The experience that I have gained by working across a variety of industries and solving a plethora of problems over the past decade, along with persistent reading and lifelong learning outside of work, allows me to learn how your organization operates and where we need to focus to improve it.

Here are some of the many areas where I have designed business processes and delivered technology solutions: custom CPQ; quote-to-cash with document generation and online payments; revenue attribution and commission plans; customer service across email, chat, and phone; built mobile apps for Android and iOS integrated with customer experiences; buy-side and sell-side deal management; fundraising and investor relations applications; template-based and fully custom Experience Cloud sites; core banking system integrations for account origination and servicing, balance and transaction syncing, and householding; fundraising and grants management (both seeking and making); project and program management; travel and expense management; inventory management; batch planning for manufacturing; integrations with a variety of cloud and on-premises systems; data warehousing, retention, and archival policies; lead scoring with machine learning; integration with foundation and fine-tuning generative AI models.

No, there are providers that are a better fit for you to work with to implement process and technology changes that you have already fully designed.

If your stakeholders have fully signed off and have buy-in for a work plan with defined changes and understand the impact of those for your organization, I can make an introduction within my network to an organization or person that can help you with implementation.

However, you may wish to look at my Advisory offering to ensure you have an independent architect riding along with you.

Independence. Partnership programs with vendors or industry groups have a propensity for bias and misaligned incentives. I do not and will not participate in partnership programs, as I do not want any perception of bias in my recommendations to use specific vendors as part of solving problems for your organization.

No, although I appreciate that you are interested in hiring me for a full-time role. I operate best as a consultant to your organization, as it allows me to provide unbiased advice and continue to accrue experience and insights from other domains that may benefit your organization.