AI Consulting for Leaders Who Think Before They Buy
AI isn't the starting point — your operations are. I help leaders in independent schools, nonprofits, and small to mid-sized businesses make smarter AI decisions before they spend money, disrupt their teams, or create unnecessary risk.
Technology layered on top of dysfunction doesn't fix the dysfunction — it amplifies it. The waste gets faster, the errors get louder, and the investment gets harder to justify.
When the tool becomes the goal, people lose the thread. Staff resistance rises, adoption stalls, and the organization ends up worse off than before the initiative launched.
AI without a clear operational foundation introduces data risk, compliance exposure, and reputational liability — especially in schools, nonprofits, and regulated environments.
The Framework
The Lean AI Audit is a structured engagement that starts where every good process improvement starts — with the work itself. We find what's broken, fix what we can, and only then ask where AI can add genuine, measurable value.
Fixed-fee engagements. No billable-hour surprises.
A structured operational assessment that surfaces where your processes are breaking down, creating waste, or creating risk.
Using Lean Six Sigma methodology, we map, prioritize, and address root causes before any technology is introduced.
Only after the process is sound do we evaluate where AI tools can add genuine, measurable value.
Who It's For
Heads of school and operations leaders navigating AI policy, administrative efficiency, and staff readiness.
From enrollment workflows to faculty adoption, we help schools move deliberately — protecting culture while building capacity.
Executive directors and operations teams who need to do more with less — without betting on unproven tools.
Mission-driven organizations can't afford failed technology experiments. We make sure every recommendation is earned.
Founders and leadership teams who want AI to work for their business, not the other way around.
Growth-stage companies need operational discipline before AI scale. We build the foundation that makes adoption stick.
20+ years helping organizations eliminate waste and build systems that scale. Now applying that same discipline to AI adoption — so your investment is grounded in operational reality, not vendor promises.
How It Works
30 minutes to understand your situation, your sector, and where the operational friction lives.
We map your processes, interview key stakeholders, and identify where the real pain points are.
A clear, actionable deliverable with prioritized recommendations — process fixes first, AI opportunities second.
Optional hands-on help executing the plan, building internal capability, and measuring results.
Optional add-onStart with a free 30-minute discovery call.