I help mid-size firms see through decades of legacy systems, quick fixes, and "we'll document it later" — so they can build an AI-ready data foundation without betting the company on a guess.
You don't have a clear picture of what's holding your data together. Spreadsheets patched onto legacy databases. Integrations nobody fully understands anymore. A vendor pitch that promises a fix but skips the diagnosis. Before you spend a dollar on AI, you need to know what you're standing on. That's the work I do.
I come in agnostic — no platform to push, no build team waiting in the wings. My job is to tell you the truth about your data environment, then hand you a roadmap sized to your budget, your team, and your appetite for change.
A fixed-scope, fixed-fee assessment of where your data really stands — and what's actually blocking your path to AI.
Learn more →A focused investigation into the systems nobody wants to touch. What's there, what's hidden, what's at risk.
Learn more →A phased plan — build vs. buy, cloud vs. on-prem — designed around your real constraints, not a vendor's.
Learn more →I've designed and supported ETL processes and data pipelines handling multi-million row datasets for major investment and fund accounting firms — environments where a wrong assumption shows up in someone's balance sheet.
I've taken legacy, on-premise systems and transformed them into cloud-engineered, API-driven, AI-ready ecosystems using medallion architecture, across both cloud and on-premise environments. I don't theorize about technical debt. I've found it, documented it, and helped firms work through it without disrupting their operations.
A phased approach, often beginning with a small dataset, lets you prove the concept before committing budget or political capital to a wider rollout. I help you find that starting point, and the sequence that follows it.
Start with an AuditI speak to data and technology leaders on what it actually takes to move legacy environments toward AI-readiness — the technical debt nobody budgeted for, the politics of buy-in, and the phased paths that actually work.
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