This is 2025.
Your firm shouldn't still be managing spreadsheets, copying data between systems, or manually tracking project status.
As a fractional Business Analyst, I work with growing firms and mission-driven teams that are ready to scaleâfrom scattered processes to integrated workflows that actually work.
Whether you're optimizing your sales pipeline, streamlining project delivery, or aligning your teams around real data, I bring deep expertise in turning operational complexity into competitive advantage.
From consultancies to design agencies, I've worked with organizations that care deeply about delivering quality while building sustainable, efficient operations.
The result: Teams focus on high-value client work and business development. The systems handle the repetitive execution. But it all works because we started with thinkingâdiagnosis, strategy, and custom designâbefore we ever touched automation tools.
This is the difference between a firm that tried to automate chaos (still chaotic, just faster) and a firm that designed smart systems, then automated them for scale.
⥠Modern Operations: Automation, AI & Integrated Systems
Here's what most "automation consultants" get wrong:
they drop tools into your firm and call it done. Your team is drowning, so they think the solution is throwing AI and Zapier at the problem.
That's backwards.
The real work happens before automation
I start with deep analysisâactually understanding your specific consulting model, your profitability dynamics, where your team is stuck, and what's really broken in your commercial, delivery, and financial operations. This is the diagnostic phase: auditing your processes, researching what works in firms like yours, and identifying the friction points that automation alone won't solve.
Then comes the strategy: designing custom workflows that fit your business model, not some template. This is where I build the architecture that automation will eventually execute. It includes planning the integration points between your CRM, project management, and financials. It means understanding your audit processes, your client delivery cycles, your team structuresâand building something that actually works for you.
Only then does automation multiply the value:
Workflow automation...
connects your systems so data flows instead of getting trapped. Your CRM talks to your project management tool, which updates your financials in real time. No copy-paste. No manual updates. No data that's always out of sync.
AI-powered insights...
surface what actually matters from your operational data: which project types are most profitable, where client delivery is slipping, which deals need attention. But this only works if the data is clean, integrated, and meaningfulâwhich is why the planning stage matters.
Intelligent document processing...
extracts key data from client proposals, contracts, and audit reports automatically. That data feeds your systems without anyone typing it in. But first, we've mapped what data matters and where it needs to go.
Predictive pipeline visibility...
helps forecast project profitability and identify at-risk deliverables before they become crises. Again, this requires understanding your specific cost structure and delivery model.
Automated reporting...
delivers real-time dashboards to your leadership team instead of Friday afternoon spreadsheet marathons. Everyone sees the same data, always current. But we've designed the metrics that actually tell your story.
Smart communication workflows
trigger client follow-ups, team coordination, and milestone notifications automatically based on your specific business logic and client needs.
I bring a holistic lens to every projectâbalancing the needs of your team, your clients, and your business model. Because great operations aren't just efficient. They also protect your margins, improve project delivery, and free your leadership to focus on growth.
From early-stage boutiques to established consulting practices, I help firms build operations that scale with intention and profitability.
"I work hand in hand with your teamânot as a consultant who drops a report, but as a strategic partner who drives clarity, alignment, and measurable results."
Delivering Efficiency
đ +28,000 hours of experience
Helping consulting firms, studios, and service companies unlock operational efficiency, reduce admin overhead, and build scalable delivery systems.
đŻ +12 years optimizing how teams work
Working across commercial optimization, project delivery systems, financial operations, and the integration that ties them all togetherâso teams can focus on what they do best.
đ Clients across 14 time zones
From Madrid to Mexico City, Berlin to BarcelonaâI bring cross-market perspective on how different consulting models scale. I understand the nuances of your market and your competition.