Services

What I actually do — and how it helps you

No vague promises. Here's exactly what each service delivers and why it matters to your business.

Automation

Stop doing manually what software can do for you.

Most businesses use Excel, Outlook, and Teams every day — but only scratch the surface of what they can do. I build automated workflows, dynamic dashboards, and connected systems using Excel, Power BI, Power Automate, and SharePoint that eliminate repetitive tasks and give you real-time visibility into your business.

What you get

Automated reports that run themselves — no more copy-paste
Power BI dashboards showing the metrics that matter
Power Automate workflows that connect your tools
Custom Excel models built for your specific business

Perfect for businesses already using Microsoft 365 who want to get dramatically more out of what they're paying for.

Data & Statistical Analysis

Your data is telling you something. Let's find out what.

Raw numbers don't make decisions — interpreted data does. I dig into your business data using statistical methods developed in corporate environments to surface trends, forecast outcomes, and identify the levers that actually move your numbers. Whether it's sales data, operational metrics, or customer behavior, I turn it into clear, actionable insight.

What you get

Trend analysis and forecasting for key business metrics
Customer segmentation and behavior analysis
Pricing and margin optimization modeling
Clear reports your whole team can understand and act on

Ideal for businesses that have data but aren't sure what it's telling them — or who want to make decisions based on evidence, not gut feel.

AI Integration

AI that fits your workflow — not the other way around.

AI tools are everywhere, but most small businesses don't know where to start or which ones are worth the investment. I assess your current workflows, identify where AI creates genuine value, and implement the right tools in a way your team can actually use. No hype, no unnecessary complexity — just practical AI that saves time and improves output.

What you get

AI workflow audit to identify the highest-value opportunities
Implementation of AI tools tailored to your business
Integration with your existing Microsoft and data systems
Documentation and handoff so your team owns it

Best for businesses curious about AI but overwhelmed by the options — or who've tried AI tools and haven't seen real results yet.

AI Training

Your team doesn't need to be data scientists. They just need to know how to use the tools.

Technology is only as valuable as the people using it. I design and deliver practical AI training sessions tailored to your team's actual roles and tools — not generic tutorials. After training, your staff will know exactly how to use AI to do their jobs better, faster, and with more confidence.

What you get

Role-specific training sessions for your team
Hands-on practice with tools your business actually uses
Prompt engineering basics for business applications
Ongoing reference materials your team keeps after training

Great for any business that has adopted AI tools but isn't seeing consistent, confident use across the team.

How It Works

Simple process. Real results.

Discovery Call

We talk through your business, your data situation, and where you're losing time or leaving money on the table. Free, no obligation.

Scoped Proposal

I put together a clear, specific proposal — what I'll do, what you'll get, and what it costs. No vague retainers.

Execution

I do the work. You stay informed without being buried in updates. Timelines are realistic and respected.

Handoff & Support

You own everything I build. I make sure your team understands it and can run with it independently.

Not sure which service fits?

That's what the discovery call is for. Tell me what's frustrating you and I'll tell you exactly how I can help.

Schedule a Free Call