Contract consulting · Operations · Data · Automation · AI

Services

I help organisations improve how work runs, how data moves between systems, and how automation and AI are introduced into real operations.

Engagements usually begin with the operating model — ownership, lifecycle, handoffs, data and controls — and then extend into integration, automation and AI. Microsoft Fabric and Databricks are part of my current platform direction, building on an established background in operations, CRM, APIs, reporting and business systems.

Operational Transformation & Operating Model Design

Process mapping and redesign
Lifecycle and status design
Ownership and handoff frameworks
SLAs, escalations, runbooks and governance
Customer, revenue and service operations

Data & Systems Transformation

Current status: Microsoft DP-700 Fabric Data Engineer certification in progress

CRM and data architecture
Data quality and governance
Systems integration
Reporting and operational intelligence
SQL, Power BI and APIs
Microsoft Fabric / Databricks direction

Workflow Automation & Systems Integration

n8n, Make and Zapier
API and webhook integrations
CRM automation
Approvals, exception handling and orchestration

AI Enablement & Agentic Workflows

OpenAI and Claude integrations
Agentic workflow design
Structured outputs and tool use
Human-in-the-loop controls
Governance, monitoring and value measurement

Typical engagement areas

Operating model and process redesign

Operational governance and lifecycle design

Data quality and reporting transformation

CRM and systems integration

Workflow and automation audits

AI readiness and enablement

Technical discovery and solution design

Delivery across commercial and technical teams

Have an operations, data or AI transformation project?

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