Right-fit architecture, evaluated against how your teams actually work.
Discovery first — mapping how work actually flows through the business — before recommending any platform. Then delivery, not just advice: leading the build, data migration, and team adoption directly.
Executive consulting through hands-on delivery
27+ years leading enterprise architecture and transformation for Fortune 100, federal, and founder-led organizations. Every engagement is platform-agnostic by design — the goal is the system that fits the business, not a product tied to a single vendor.
Enterprise Architecture & Strategy
Technology roadmaps, operating model design, governance, and business process optimization aligned to measurable business outcomes.
CRM Strategy & Transformation
Salesforce, Microsoft Dynamics, and Oracle/Siebel strategy and implementation — sales, service, and account management modernization.
Digital Transformation
End-to-end modernization from business strategy and solution architecture through delivery leadership, organizational change, and adoption.
Salesforce Practice Development
Delivery methodologies, governance standards, and mentoring for organizations building or scaling a Salesforce consulting capability.
Enterprise Integration & Data
Integrations connecting CRM to ERP, finance, and proprietary systems — ETL, REST/SOAP APIs, identity & SSO, and data migration.
AI Enablement & Automation
AI strategy and automation built on solid enterprise architecture — practical enablement, not a bolt-on pilot project.
AI-Assisted Custom Development
Bespoke internal tools, client portals, and system integrations, built and iterated with AI-assisted development practices — not advice about it, hands-on delivery of it. See how EvoMerge was built →
Discovery, right-fit design, and delivery
Discovery first
Map how a bid becomes a job, a job becomes a service call, and where data actually lives — before recommending any platform.
Right-fit architecture
Evaluate CRM, service, project, and integration systems against how teams really work — not a vendor's roadmap.
Delivery, not just advice
Lead the build, data migration, and team adoption directly — the same delivery discipline used on multi-million-dollar federal programs.
Experience across sectors where systems can't afford to go down
Not sure where to start?
A direct conversation about your CRM, integration, and delivery challenges — and what a realistic next step looks like.