FOR SMALL BUSINESS & MID-MARKET TEAMS
Operations, finance, customer-facing teams
Focus on work that takes time every week: drafting, document review, intake, reporting, and repeat decisions.
SERVICES
Start with a clear view of the work. Then choose what to change.
Every engagement begins with your organization’s goals, tools, people, and requirements. Start with a two-week assessment, or get in touch if you already know what kind of support you need.
SERVICE 01 · FLAGSHIP
AI Readiness Assessment
Get a clear view of your team’s current skills, the workflows worth reviewing, and the decisions to make next. The assessment was first developed with an independent school in British Columbia and can be adapted to your organization.
You receive
A snapshot of AI skills across your team
A review of workflows that may benefit from change
A shortlist of tools that fit your systems and requirements
A 90-day roadmap with clear next steps
A leadership read-out
An optional starting point for an acceptable-use or governance policy
This may be a good fit if
- You want to use AI but need help choosing where to start.
- You are comparing tools and want an independent assessment.
- Your leadership or board needs a practical plan.
WHAT IT COSTS
Fixed fees. No open-ended retainers.
The 2-week AI Readiness Assessment is a fixed fee, quoted within two business days of intake. I’ll confirm the scope and price before work begins.
Implementation projects are scoped by workflow and quoted as fixed-fee engagements, not an open-ended retainer. Advisory support is capped and includes a written path to end the engagement. You know what it costs before we start, and you know when the engagement ends.
The right scope depends on your organization and what you need. A short call is a good way to decide whether the work is a fit before I prepare a proposal.
SERVICE 02 · TRAINING
AI training for your team
Help your people use the AI tools your organization already has, on Microsoft 365 Copilot or Claude. Training uses tasks from their roles, with hands-on practice and guidance for checking results and protecting information.
Choose a single session, a half-day or full-day workshop, or a multi-session program. In a full program, each participant works toward a documented workflow they can use in their job.
SERVICE 03 · IMPLEMENTATION
Workflow redesign & tool integration
Choose a repetitive task that takes too much time. We’ll map how it works today, redesign it with your team, and build a practical solution within your existing systems where possible.
Projects may include
- Drafting and document review workflows
- No-code automation between tools you already use
- Internal assistants for policies, onboarding, or technical reference
- Simplifying a process by removing unnecessary steps
- Documentation and training for the people who will maintain the work
Each project has agreed milestones, owners, and progress updates. A member of your team works alongside me and learns how to maintain the result. If there is no suitable internal owner yet, we’ll identify one before starting.
SERVICE 04 · ADVISORY
Fractional AI enablement advisory
Get experienced support for AI decisions without hiring a full-time leader. I work with executives and internal teams to assess proposals, set priorities, and connect technical choices to operational needs.
This may include
- Regular leadership working sessions
- Independent review of vendor proposals
- Coaching for internal AI leads
- A quarterly update for your leadership team or board
- Advice between scheduled sessions, within the agreed scope
SERVICE 05 · DELIVERY
AI Program Management
If your organization has an AI plan but needs someone to coordinate delivery, I can manage the work from planning through handover.
The scope may include
- A program plan with phases, milestones, and dependencies
- Progress updates suited to your governance process
- A current risk register
- Coordination with vendors, internal IT, security, and business teams
- Documented change decisions and impact reviews
- Handover materials for the people who will continue the work
This service draws on my project and program delivery experience in telecom infrastructure, procurement, and enterprise operations.
This may be a good fit if
- You have an AI plan (yours, or from another consultancy) and need someone to coordinate delivery
- Your internal project bandwidth is already full of other priorities
- The program touches multiple business units or sites and needs sequencing across them
- Procurement, audit, or board governance calls for formal program discipline
Credentials behind this work
Project Management Professional (PMP®) · Certified ScrumMaster® · Project Management Certification (Mount Royal University) · PMI GenAI for PMs · two decades of program delivery across telecom infrastructure, resource-sector procurement, and enterprise operations.
PATHWAYS
Support for different sectors
The same five services look different depending on who you are. Here is how I approach each context.
FOR SCHOOLS & FACULTIES
Practical AI literacy without panic
Build practical skills for educators and administrators. Review administrative workflows and develop acceptable-use guidance suited to your school’s needs.
FOR PUBLIC SECTOR
Adoption that survives procurement
Plan pilots and training around procurement, privacy, audit, records, and governance requirements.
FOR NORTHERN & INDIGENOUS ORGANIZATIONS
Your people’s capacity first
Plan around local governance, available capacity, infrastructure, and data control. Build skills within the organization before adopting new tools.
FOR FINANCIAL SERVICES & INVESTMENT MANAGEMENT
Faster, sharper reads on the documents that move money
Review document-heavy processes with accuracy and traceability in mind. Any tool-supported analysis should keep appropriate human review in place.
LET’S TALK
Not sure where to start?
Tell me what your team is trying to improve. I’ll help you work out whether an assessment, training, or implementation project is the right next step.