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 →
Managed Services
Senior architecture for your platforms, on retainer — one monthly pool of hours covering platform operations, integrations, data, and roadmap advisory, so the work that matters most gets done by someone who understands how it all fits together. Download the brochure →
Strategic Marketing Consulting
Business analysis, SEO, website health, backlink building, and partnership development — plus the blog posts and articles to support it, as a monthly partnership or a one-time project. See what's included →
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
From the blog
SalesBleed Is SQL Injection Again (And We Don't Have Bind Variables Yet)
September 30, 2026
Zenity Labs found three flaws in Salesforce Agentforce, and the way in was a public lead form. This is the same defect we spent the nineties fixing in SQL, except this time we don't have bind variables yet.
What AI Actually Is (From Someone Who Remembers Building "Did You Mean")
September 7, 2026
I don't think most people really understand what AI is - and that's okay, because it isn't new magic. It's the same interpretation problem I was solving with SQL wildcards and data dictionaries years ago, just handed the ability to actually act.
Claudeforce: What It Actually Changes (and Doesn't, Yet) for Salesforce Customers
September 4, 2026
Salesforce and Anthropic's new partnership runs in both directions - Claude reasoning inside Salesforce, and Salesforce's live data reachable from inside Claude. Here's what's actually real today, what's still pilot-stage, and where I think the real opportunity sits.
Not sure where to start?
A direct conversation about your CRM, integration, and delivery challenges — and what a realistic next step looks like.