Workflow consulting

Find what's slowing the work down.

Before you buy software, automate a process, or hire another employee, understand where the work gets stuck. I examine workflows and help you decide what to change, what technology can help, and who will own it.

We'll discuss the workflow, see whether the work is a fit, and decide on a useful next step. You suggest a few times and I confirm one.

Sioux Falls, SDRemote nationwide

Where it shows up

Does this sound familiar?

  • Your team enters the same information into several systems.
  • Work stalls between the sale, scheduling, and delivery.
  • You keep getting pulled in to chase updates or make routine decisions.

These are common places for work to get stuck. Whether one of them is worth fixing depends on how often it happens, how long it takes, and what it costs when it goes wrong.

How I think about it

Understand the workflow before choosing the technology.

Most workflow problems arrive disguised as something else: a software request, an AI idea, or a recurring frustration everyone has learned to work around. The visible problem is rarely the whole problem.

I get curious about how your business works. I ask questions, follow the connections, and notice things that are easy to miss when you're in it every day. I watch how information moves between people and software, then help you figure out a practical way to make the work easier.

The answer might be a clearer process, better use of software you already own, a small automation, or an AI prototype. I won't know which until I understand the work.

How to start

Start with one workflow.

Pick a recurring workflow that takes more effort than it should. In a 20-minute call we'll discuss the workflow, see whether the work is a fit, and decide on a useful next step.

When a workflow review makes sense, it ends with a map of the current workflow, the main constraint with the evidence behind it, and a decision on whether a technology experiment is worth running. Your team or an implementation partner puts the changes into practice.

How workflow consulting works →

Book a 20-minute call

You suggest a few times and I confirm one. Nothing lands on a calendar until we both say yes.

Speaking

Practical talks about AI, everyday workflows, and making technology work better for the people using it.

Talk 1

Beyond the Chat Window: AI That Does Useful Work

AI can work with files, create useful tools, and help carry out a repeatable process. Through a live demonstration, I show how an everyday business task can grow from a simple request into a working application, and explain what changes when you give AI access to your working environment.

Attendees leave with concrete possibilities for their own work and a clearer understanding of where human judgment and review belong.

Talk 2

Is This Workflow Worth Automating?

Take a real workflow apart, examine what each step costs, and determine where AI could help. In this practical walkthrough, we estimate the time automation could save, account for setup, ongoing costs, and human review, and calculate the net impact.

Attendees leave with a way to evaluate automation opportunities, including the difference between freeing up time and saving money, and how to account for improvements to the employee experience.

Talk 3

What Should You Automate First?

When almost anything seems possible, choosing where to start becomes its own challenge. This talk offers a practical way to examine a workflow and decide what to simplify, automate, support with AI, or keep in human hands.

Attendees learn how to choose a manageable first project, recognize exceptions that need attention, and judge whether a change actually improves the work.

Ask about a speaking engagement

Send a note with your event, audience, and date.

Background

Technologist and former AV business owner.

I spent 13 years building and running an AV integration company, designing hundreds of meeting rooms, then sold it. A meeting room only works when the people, the process, and the technology agree on what should happen when someone walks in. Those years taught me to see whole systems and to ask the question nobody had asked yet.

That is the same habit I bring to a workflow that lives in email, spreadsheets, and software. I look at how the pieces of a business fit together, and I am comfortable saying I need to see the work before I know the answer.

AV background and certifications →

Other work

AV advisory and Fortitude Ministries.

Workflow consulting is most of what I do. These two continue alongside it.

For churches and conferences

Fortitude Ministries

Heather and I founded Fortitude in 2022. It is a 501(c)(3) built around the Fortitude podcast, more than 70 episodes of real stories of pain, faith, and healing, and the events that grew out of it. Heather speaks at churches and conferences. I serve on the board and co-host.

Contact

Tell me what you're working on.

A workflow, a meeting room, or a speaking date.

Prefer a call? Book a 20-minute call. You suggest a few times and I confirm one.
Prefer LinkedIn? Message me there.