AI & Automation

Automation follows the same playbook as any large-scale enterprise transformation. The organizations that get results are the ones that treat it like a program — with executive sponsorship, clear governance, defined success metrics, and a change management strategy that brings people along from day one. It's the same discipline that makes EHR implementations, ERP migrations, and cloud transformations successful.

That means building cross-functional alignment early, instrumenting baselines so ROI is measurable from the start, and designing workflows that fit inside existing security and compliance frameworks rather than working around them. It means investing in adoption — training, communication, feedback loops — so that the people who use these systems every day actually trust and embrace them.

I bring two decades of enterprise program delivery to this work. My approach starts with discovery and diagnosis, moves into architecture that accounts for the operating model — not just the tech stack — and executes with phased rollouts, clear success criteria, and change management that meets end users where they are. The challenges are familiar, and they're problems I've navigated across 80+ go-lives spanning healthcare, automotive, biotech, and financial services.

Not every organization needs a six-figure enterprise platform license to get automation right. And not every organization should be stitching together open-source tools and hoping the intern maintains them. The real question is where on that spectrum your business sits — and the answer is almost always “both,” deployed strategically.

Enterprise solutions like Salesforce Agentforce bring governance, security, and vendor support out of the box. They make sense when compliance requirements are high, when the automation needs to live inside an existing CRM ecosystem, or when the organization values long-term vendor accountability over speed to market. Custom-built solutions — lightweight orchestration tools, open-source LLM pipelines, purpose-built integrations — move faster, cost less to prototype, and let you validate an idea before committing to a platform investment.

I work across both worlds. I hold Salesforce certifications and build on Agentforce. I also prototype with Make, n8n, open-source LLMs, and custom code. That range means I can help an organization figure out the right mix — where enterprise platforms add real value, where custom builds are the smarter bet, and how to architect a foundation flexible enough to evolve as the landscape shifts.