Andrea cut through twelve months of vendor-selection paralysis in three weeks. Her roadmap is the only strategy doc on my desk that's actually being executed.
Daniel M.President, Manufacturing Firm
Service · 01
Technology Strategy
Pick the right stack, sequence the right investments, and align technology to revenue.
What you get
Concrete deliverables — no fluff.
Most technology decisions get made under pressure — by people who don't have time to evaluate alternatives and don't want to look indecisive. The result is a stack that grows by accumulation, not design. I help founders and operators step back, look at the whole map, and make sequenced technology decisions that actually serve the business model.
- Full stack audit with vendor consolidation recommendations
- 12-month sequenced technology roadmap with budgets
- AI readiness assessment and high-value use case shortlist
- Build-vs-buy framework tailored to your stage
- Executive briefing deck for board or partner sign-off
How it works
Four-phase engagement, measured at every step.
01
Diagnose
Two weeks of interviews, system reviews, and a written snapshot of your current stack — what's earning its keep and what's not.
02
Design
A sequenced roadmap with owners, costs, and a clear ROI thesis per investment.
03
Decide
Working sessions with you (and your team) to commit to the next 90 days of moves.
04
Document
A living strategy doc your team can run from — not a deck that dies in Drive.
Who this is for
A fit if you're one of these.
- Founders evaluating their first real CRM, ERP, or AI investment
- Operators inheriting a tangled stack from a predecessor
- Teams scaling past $5M and feeling the limits of their original tools
Outcomes you can expect
Numbers I'm comfortable defending.
40%
Avg reduction in active tooling spend within 6 months
3×
Faster decision velocity on tech investments
90
Days to a documented, executable roadmap
Ready to scope technology strategy?
A 30-minute call is enough to know whether this engagement fits your situation.