Services
Smarter workflows, better decisions.
Data & AI Strategy
Frame the right problem before reaching for a solution. Not every challenge calls for AI—sometimes better structure, a clearer process, or a simpler tool is the right answer. This work starts by understanding what your team is actually trying to accomplish, who will use the output, and what "working well" means in practice.
- User needs assessment and stakeholder interviews to ground every recommendation in real workflows
- Analysis of alternatives (e.g, AI, automation, or process change) so the solution fits the actual problem
- Problem framing and scoping for data & automation projects
- AI agent design grounded in your domain, documents, and policies
- Semantic search across records, websites, and small databases
- Information architecture for archives, programs, and complex content
- Evaluation design: defining what "good" looks like before anything is built
- Technical AI program management augmentation for your team
Dashboards & Decision Tools
Lightweight dashboards built around the questions your team actually asks. Not generic BI, rather focused views that replace manual spreadsheet reporting and help you explain the story behind your numbers.
- Simple dashboards for grants, donors, programs, and operations
- Views that connect data across systems (people, places, events)
- Visual summaries for board presentations, councils, and funders
- Reports that replace hours of manual spreadsheet work each week
- Data cleanup and structuring to make results trustworthy
Automation & Data Engineering
Reduce copy-paste work and make your records reliable. AI-driven automation wrapped in human-designed control gates... so you save time without giving up oversight.
- AI-powered tagging, summarizing, and routing for incoming information
- Data cleanup and pipelines that keep key fields consistent over time
- Form-to-spreadsheet and form-to-CRM integrations
- Lightweight CRM setup for small organizations
- Version control and simple testing so changes are safe to deploy
Connected Web Presence
Your website as a front door to your data and services is not a silo. Sites that connect to your internal records so visitors can search, browse, and submit without staff re-typing everything.
- Fast, low-maintenance sites designed for performance, not platform lock-in
- Navigation and content structured around real questions, not your org chart
- Web forms that feed clean data into your spreadsheets or tools
- AI-enhanced features: on-page search, summaries, simple Q&A
- Lightweight integrations so your site, email lists, and dashboards stay in sync
Getting started
Small, focused projects to start
Every engagement starts small: we pick one workflow, one report, or one high-friction question you want answered faster. Here are three common entry points.
"Answer my FAQs" pilot
A customized AI agent that handles a narrow set of common questions using your documents and website content.
"One dashboard that actually helps"
A focused view for a single program, office, or set of records—built and delivered in weeks.
"Untangle this dataset"
A cleanup and structure pass on a messy but important spreadsheet or small database.
Not sure where to start?
I partner with 2–3 clients per quarter so I can go deep. A short call is usually enough to identify the smallest project with the most leverage for your team.