How do I replace our spreadsheet-run operations with real software?
Start with the workflow, not the tool. I audit how work actually moves, find where it stalls, and redesign the handoffs, rules, and automations around it. If your team copies data between spreadsheets, chases updates in Slack, or rebuilds the same report every week, that is a process design problem before it is a software problem.
Workflow Automation & Process Design
I audit operational workflows, identify friction, and redesign the handoffs, tools, and automations that keep work moving.
If your team is copying data between spreadsheets, chasing updates in Slack, or manually rebuilding the same reports every week, there is probably a better system.
What working on this looks like
The same path every time, scoped to what this work actually needs.
- 01
Understand the Mess
We start with the real operating pain: where work gets stuck, where data breaks, where teams lose visibility, and where decisions are harder than they should be.
- 02
Map the System
I translate the business process into workflows, data models, rules, roles, integrations, and decision points. This is where we separate what should be automated, what should be calculated, what needs human judgment, and where AI can actually help.
- 03
Build the Operating Layer
I design and lead the build using the right tools for the job: low-code platforms, databases, dashboards, automations, AI workflows, or custom development when needed. For complex builds, I bring in trusted technical specialists while owning the product architecture and delivery.
- 04
Drive Adoption
A system only matters if people use it. I help teams roll out the workflow, train users, collect feedback, refine the experience, and make the tool part of daily operations.
Systems where this has already shipped
FACT
FACT On-Time Delivery Hub
How do you make on-time delivery measurable in a CNC plant?
Read the case studySourceMate
SourceMate Clear Revenue Hub
How do you make prospect-to-cash attributable in one system?
Read the case studyMEGO
MEGO Operating Platform
How do you replace a fragmented tool stack with one operating platform?
Read the case studyCommon questions about this work
What does an engagement typically look like?
Five steps: understand the mess, map the system, build the operating layer, drive adoption, and measure the outcome. He owns the product architecture, requirements, delivery, and adoption, and coordinates vetted technical specialists when a build needs deeper engineering.
What if our data is a mess?
That is the normal starting point. Ingestion and normalization are the first two stages of almost every system he has built — MISH begins by turning inconsistent sales, cost, and margin data into a shape that can be reasoned about before anything is detected or interpreted.
Do you work fractionally or on fixed projects?
Both. Fractional product and systems leadership suits teams that need senior ownership over internal tools without a full-time hire. Fixed-scope projects suit a defined build such as a dashboard layer, an automation redesign, or an ERP module.
More answers on cost, scope, and method on the FAQ page.
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