AI doesn’t have to be complicated
Practical AI guidance for business leaders who know they can’t afford to fall behind-but aren’t sure where to start.
let’s talkYou know AI is critical. You just need clarity.
The overwhelm isn’t from a lack of options—it’s from too many. You don’t need more tools. You need someone who can help you cut through the noise and build something that actually works for your business.
Change how you think
Move beyond buzzwords and hype. Understand what AI actually means for your business model, your team, and your future.
Lead with confidence
Enable yourself and your team to make smart AI decisions. Clear frameworks that cut through the complexity.
Show real progress
Track what matters. Position your business for growth with concrete strategy and measurable results.
Built for traditional business leaders
Small business owners, PE/VC-backed companies, and growth-minded operators who know the stakes are too high to wait.
Small business owners
You’ve built something real. Protect it by staying ahead of competitors who are already leveraging AI.
PE/VC-backed companies
Your investors expect innovation. Show them you’re serious about technology without overhauling everything.
Growth-minded leaders
Planning your next funding round? AI readiness isn’t optional anymore—it’s expected.
Data-driven.
Practical.
Results-focused.
AI only works when it’s built on solid foundations. We start with your data—especially if you’re using NetSuite ERP—and create a clear roadmap tailored to your business.
No overwhelming tech speak. No generic solutions. Just practical steps designed for where you are right now.
Assessment
Where is your data? How clean is it? What are your actual business needs versus perceived needs? We figure this out first.
Strategy
Digestible steps. Clear priorities. Implementation plans that make sense for your team and your timeline.
Execution
Ongoing support as you implement. Track progress. Measure ROI. Adjust as you learn.
Ready to stop feeling left behind?
The hardest part is taking the first step. Let’s make it easy.
start hereAbout the margin
AI consulting that speaks your language
I work with business leaders who didn’t grow up in the AI age but recognize they can’t afford to ignore it. My clients are smart, experienced operators who need a translator—someone who can cut through the noise and help them make informed decisions.
I’m not here to sell you the latest shiny tool or convince you that AI will solve all your problems. I’m here to help you understand what’s real, what matters for your specific business, and how to actually implement AI in a way that drives results.
My approach is straightforward: Start with your data, understand your operations, and build practical solutions that your team can actually use. Whether you’re using NetSuite ERP or managing data across multiple systems, we begin where you are—not where some consultant thinks you should be.
What I bring
- Data-driven methodology—strong data is the foundation of effective AI
- NetSuite ERP expertise and deep understanding of enterprise systems
- Business-first perspective—technology serves your business, not the other way around
- Clear communication with zero jargon and zero hype
- Funding readiness support to position your AI strategy for investors
If you’re a founder, owner, or operator who knows AI is important but doesn’t know where to start, let’s talk. I’ll help you build confidence in your AI decisions and create a clear path forward.
Services
Practical AI consulting designed for traditional business leaders
AI strategy & mindset transformation
Change how you and your leadership team think about AI. Move from confusion and overwhelm to clarity and confidence.
- Executive AI education sessions tailored to your industry
- Clear framework for evaluating AI opportunities vs. distractions
- Strategic roadmap aligned with your business goals
- Competitive analysis—what your competitors are doing and what actually matters
Data foundation assessment
AI is only as good as your data. We start with a thorough assessment of your current data infrastructure and identify gaps.
- Comprehensive data audit across your systems
- NetSuite ERP optimization and data quality review
- Data governance recommendations
- Practical roadmap for improving data infrastructure
AI implementation roadmap
Clear, digestible steps for implementing AI across your organization. No overwhelming tech speak—just practical action items.
- Prioritized AI use cases specific to your business
- Employee enablement strategy to help your team lead with AI
- Technology recommendations and vendor evaluation
- Phase-by-phase implementation plan with clear milestones
Progress tracking & investor readiness
Measure what matters. Track AI implementation progress and position your business for funding conversations.
- Custom metrics dashboard for AI initiatives
- ROI tracking and reporting
- Investor-ready AI strategy documentation
- Quarterly business reviews and strategy adjustments
- Preparation for funding rounds and due diligence
Ongoing advisory & support
AI isn’t a one-time project. Get continuous support as you implement and scale your AI initiatives.
- Monthly strategy sessions
- On-demand support for decision-making
- Team training and enablement workshops
- Vendor management and technology evaluation
- Course correction and optimization as you learn
Specialized expertise
NetSuite users
Deep experience with NetSuite ERP systems. We’ll help you leverage your existing data infrastructure and integrate AI capabilities.
PE/VC portfolio companies
Understand what your investors are looking for. Build AI strategy that demonstrates forward-thinking leadership.
Traditional industries
Manufacturing, distribution, professional services, healthcare—industries where AI adoption has been slower but is now critical.
Let’s talk about your AI journey
No pressure. No sales pitch. Just a conversation about where you are and where you want to go.
Other ways to connect
Prefer a different way to reach out?
email: inquiries@themargin.app
themargin.app