Every engagement is custom, built around your processes, your systems, and your team. Here's how I typically work with clients.
Most planning teams spend hours each week manually pulling data from multiple systems and consolidating it into reports. I build custom reporting tools that do that work automatically, giving your team a single, always-current view of the data that drives decisions, without changing any of the systems they already use.
If your team is doing the same manual steps repeatedly: pulling data, running calculations, formatting reports, distributing files, that's time being lost every single cycle. I automate those workflows so your team can focus on the decisions, not the mechanics of getting to them.
When your planning process has outgrown basic spreadsheets but a full enterprise system is more than you need, or doesn't quite fit how your business works, a custom planning tool is the right answer. I build end-to-end planning tools around your specific business logic: demand forecasting, inventory planning, buy recommendations, or any process your current tools don't handle well.
These solutions are lighter and more cost-effective than enterprise software, and more customizable to how your business operates. Purpose-built for companies that need capability, not complexity.
System transitions create gaps: between the old system going down and the new one going live, or between two systems that were never designed to talk to each other. I build targeted tools that bridge those gaps, keeping operations running without requiring your team to work around broken or missing functionality.
Engagements are scoped and quoted based on project requirements. Contact me to discuss your needs and get a project estimate.
Every project starts with understanding your process before touching any tools or code.
We map your current process, identify the gaps, and define what the tool needs to do.
I define the deliverable, timeline, and approach, and we align before any work begins.
I build iteratively with regular check-ins, so there are no surprises at the end.
The final deliverable is fully self-contained. Handoff includes a walkthrough and training so your team can use and maintain the tool independently.
Start with a conversation. Tell me what's slowing your team down and I'll tell you honestly whether a custom tool is the right solution.
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