Good work built on better systems.
When the pressure to move on technology is real — but the internal clarity to move well isn’t there yet.
I’m a practitioner with 12+ years in the sector, currently managing technology at the portfolio level. If you’re ready to tackle that friction between mission & tech strategy, let’s chat.
Who is This For?
I work best with impact organizations at a real inflection point: where a technology decision is already on the table, and the cost of getting it wrong is high.
Maybe you’re growing faster than your systems, are in the middle of a transition, or you’re feeling the pressure to move on AI but you lack the internal expertise to do it well. What’s true across all of it is: you’re mission-serious and under-resourced on the operations side. You need someone who can bring both the strategic clarity and execution discipline to get your team through — not just a recommendation, but an honest assessment and real path forward.
I define ‘lean teams’ as any one of the following:
- You have 1 or 2 people managing your technology – your unsung heroes – and they’re stretched thin.
- You have no one managing tech right now, but you needed to scale yesterday.
- You’ve outgrown spreadsheets and informal systems, but aren’t sure what to build towards.
- Your leadership is (or you are leadership) asking about AI and automation – and you need guidance thinking it through.
- You’re going through a transition and need a steady hand: whether that’s a new CRM, data strategy, systems overhaul or something in between.
Advising you on what really matters.
Your mission can’t wait.
I provide audits & guidance to get you where you need to go –
across the following areas.
Thoughtful AI Adoption
The pressure’s on your org to move on AI. But moving too quickly often creates more problems than it solves, and can result in tools that no one uses. We’ll work together to prevent this: by assessing your org’s readiness, clarifying the problems you’re solving for and identifying where you stand to see results – not just hype.
CRM Tech Strategy
Your CRM is the backbone of how you manage relationships and drive revenue. The wrong platform (or the right one used poorly!) costs you more than you think. We’ll assess where you are, clarify what you actually need, and build a strategy that scales with your org.
Data Management & Platform Migrations
Your data systems helped you get here, but they may not be built for where you’re going. If you’re ready to move beyond spreadsheets, evolve your current setup, or migrate to a new platform entirely, we’ll build a plan that sets you up for the next level of scale and sophistication.
Workflow Optimization
You’ve long suspected your team could be working better, but don’t know where to start. We’ll examine your current and desired processes together to diagnose inefficiencies, cut out the noise, and find opportunities for greater precision and streamlining.
Strategic Automation
The right automations can multiply what a lean team is capable of, while the wrong ones can create fragile systems that break the moment something changes. We’ll identify where automation actually makes sense for your org, and build toward sustainable solutions.
Revenue Operations & Analytics
Money keeps mission running. But without the right operational foundation beneath it, even a strong revenue stream can feel chaotic. We’ll build the processes and visibility your team needs to work efficiently and act on insights, not just report them.
How I Best Serve Lean Teams
Every organization is different. What stays consistent is how I show up: curious, collaborative, and committed to building something that actually fits — not just something that checks the box.
Clear, Impactful Documentation
What we build together shouldn’t live only in my head — or yours. I document everything clearly and intentionally, so your team holds the context long after our engagement ends and whatever comes next is set up to succeed.
Full-Scale Project Management
You have enough to manage without also herding a complex project. I own the coordination, tracking and follow-through of your project — so that your team stays focused on mission, while nothing slips through the cracks.
Change Management Lens
Technology only works if your team actually uses it. Everything we build together is done with adoption in mind from the start — because we’re not just delivering a solution. We’re making sure it lands, sticks, and becomes part of how your org actually operates.
The Experience I Bring
1
More than a decade of diverse, practitioner experience
I’ve spent 12+ years working inside impact organizations — not just consulting from the outside. That includes currently leading technology strategy across a multi-million dollar impact portfolio, partnering directly with executive leadership on systems decisions with real stakes.
2
The ability to evaluate any system against what actually matters
I’m 3x Salesforce certified and have worked across many CRMs, AI & automation platforms, analytics tools, and beyond. But most importantly, I know how to evaluate any system against your specific requirements — not just what’s popular or familiar.
3
Fluency with both technical & non-tech stakeholders
Bridging technical and non-technical stakeholders isn’t a soft skill — it’s core to whether anything actually gets built and adopted. I’ve spent years making that translation work in both directions, at the leadership table and in the weeds.
4
Building towards systems coherence
I don’t just look for solutions through the lens of one problem or angle. I regularly tie it back to the bigger picture of your mission and operational reality – and push my client teams to do the same.
Ready to chat?
Let’s figure out where to start. Request a brief intro call today.