01
Client intake & proposals
Structure incoming requests, retrieve relevant precedents, and draft a response for review.
Measure: Response time, proposal preparation, and accuracy.
Professional & business services
Find the work
worth improving.
Client intake, knowledge retrieval, delivery, and follow-through. These are starting hypotheses to validate in your operation, not promised results.
Illustrative opportunities · feasibility depends on your data, systems, and operating constraints.
02
Knowledge & delivery
Help teams find approved material and prepare repeatable deliverables with source references.
Measure: Search time, rework, and delivery quality.
03
Follow-through
Prepare meeting summaries, actions, and handoffs, with the responsible person approving the record.
Measure: Action completion and turnaround.
Start with one process and a baseline.
My experience includes building BDC’s digital growth and transformation program and helping more than 300 Canadian businesses across industries. The mandate begins with your own economics, responsibilities, and delivery capacity.
Discuss your processA useful first conversation
Let’s find where AI
can make a difference.
Bring one business problem. We’ll discuss the opportunity, what stands in the way, and whether I can help.