Smarter workflows, better decisions.

The repetitive, multi-step work that eats your week—intake, triage, routing, follow-ups, data entry, record cleanup—handled end to end. I automate the process itself, not just a single task, and put human approval gates at the moments that actually need judgment. The result is a system your team can trust, audit, and keep running without me.

• End-to-end automation of a multi-step process, from trigger to finished output
• Human-in-the-loop control gates so people approve the decisions that matter
• AI-powered tagging, summarizing, and routing for incoming information
• Form-to-spreadsheet and form-to-CRM integrations
• Data cleanup and pipelines that keep key fields consistent over time
• Integration with the systems you already run—email, spreadsheets, CRMs, and documents
• Version control, logging, and simple testing so changes are safe to deploy

Most search fails because it only matches words. Hybrid search combines keyword precision with semantic understanding, so people find what they meant, not just what they typed—across records, documents, archives, and small databases at the same time. If your organization is data-rich but answer-poor, this is usually the highest-leverage thing we can build.

• Hybrid search combining keyword (lexical) and semantic (vector) retrieval
• Search across structured and unstructured data together—spreadsheets, documents, and records
• Searchable archives for collections, programs, and historical material
• Retrieval grounded in your own content, so answers cite real sources
• Information architecture and metadata design that makes retrieval work in the first place
• Retrieval evaluation: measuring what it actually finds before you trust it

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

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, and I'll tell you when that's the case. 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 (AI, automation, or plain process change) so the solution fits the actual problem
• Problem framing and scoping for data & automation projects
• Information architecture for archives, programs, and complex content
• Evaluation design: defining what "good" looks like before anything is built
• A second opinion as you review proposals, write statements of work, or weigh vendors
• Technical AI program management augmentation for your team

Your website as a front door to your data and services, 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
• On-page search powered by the hybrid retrieval described above
• Lightweight integrations so your site, email lists, and dashboards stay in sync

I build agentic AI: assistants that carry out multi-step processes on your behalf, decide which tool to call at each step, and adapt to what they find. I have deep experience here—and it is deliberately the last thing on this list. An agent is the right answer when a process is genuinely open-ended and can't be scripted in advance. Most small-organization problems aren't that; they're better served by a well-built automation and good search, which cost less to run and are far easier to keep working. When your process really does need an agent, you'll get one built with guardrails from the start.

• An honest read on whether your process actually needs an agent—or a simpler automation
• Custom AI assistants that handle multi-step, open-ended tasks
• Agentic workflows built on Hermes or other agent frameworks, scoped to your process
• Human-in-the-loop control gates so people approve the decisions that matter
• Guardrails, logging, and audit trails so you can see exactly what the agent did
• Evaluation and error analysis so the agent gets better over time, not worse