Whether you run an association, a charity, a foundation or a community nonprofit, the work starts the same way: with someone who has built, bought, run and retired this kind of technology, sitting on your side of the table. I don’t hand you off to a junior team, and if a vendor I point you to would ever pay me a referral fee, I’ll tell you in writing before you decide. The person who briefs your board is the person on the implementation calls.
Every organization has technology questions nobody quite owns. Where should the next dollar go? What can we retire? Which vendor can we trust? I help leadership teams answer those, and put the answer in plain language your board can act on.
A six- to twelve-week strategy or roadmap project with a clear deliverable and a fixed price, so nobody is watching the clock.
Fractional retainerAn experienced CIO or CTO in your corner for a few months or longer. More on that below.
For organizations that need CIO or CTO judgment in the room but can’t justify, or can’t find, a full-time hire. It suits most associations and nonprofits well, and mid-sized companies in the $5M–$200M range too.
The core systems your organization runs on, whether that’s an AMS, a donor CRM, an ERP or something held together with spreadsheets. Replaced or extended without breaking what already works, with someone on your side who has implemented these systems, not just written requirements for them.
Eight to twelve weeks: requirements, vendor evaluation, demos that answer your questions instead of the vendor’s, and a recommendation with the total cost of ownership (TCO) that you can defend to your board.
Implementation oversightBuyer-side governance for SI-led implementations: I sit on your side and hold the systems integrator to scope, timeline and quality, so you’re not refereeing it alone.
Modernization roadmapNot ready to replace anything yet? That’s fine. A step-by-step plan buys you time and lowers the risk.
Member, donor and program data that people actually trust, sized to your organization rather than the vendor’s pricing tier. I help strip the stack back to what you really use, so leadership, and your funders, can believe the numbers again.
A three- to four-week check-up against the ARYS data maturity framework, with a step-by-step roadmap and a price next to every recommendation.
Platform buildEnd-to-end design and delivery of the warehouse, pipelines and reporting layer. I bring in delivery partners only where it saves you money.
Embedded data leadershipAvailable as part of a fractional CIO/CTO retainer for organizations without a dedicated head of data.
AI won’t replace your team, but it can take a lot of busywork off their plates. I help you find where it’s genuinely useful, where it isn’t, and what data needs to be in place first. I’ve built AI systems that run in production, so the advice comes from doing, not from demos.
Four weeks to find the three to five AI uses worth your time, what data each one needs, and the order to tackle them in.
Deployment partnershipFrom pilot to production for the ideas that pass the readiness check, built on tools your team can keep running after I leave.
AI governancePolicies, guardrails and board-ready language for when your board, members or donors are asking questions faster than you can answer them.
Big multi-vendor, multi-year programs, run by someone who has delivered them. If a project is bigger than anything your team has done before, or it’s stalled and everyone’s a little tired of it, I step into the seat and help get it moving again.
I lead one named program from the inside: usually a multi-vendor implementation, a large initiative, or a transformation that’s already underway.
Program rescueTwo to four weeks on a stalled program: find out what’s really wrong, get decisions moving again, and reset the plan with the team you already have. No blame, just a way forward.
Portfolio oversightWhen several projects are running at once, a light layer of oversight that spots trouble before it turns into a board conversation.
The Stack Assessment takes 21 days at a flat, published price, from $9,500. Or start smaller with a $4,500 Tech Stack Check-up, credited in full if you go on to the assessment. It shows where the money is going, what’s actually broken, and what should come next, even if the answer is "not much".
See the assessment in detail →Send me a question and I’ll answer it. No scope, no proposal, no obligation. Plenty get settled in one reply, and if the honest answer is that you don’t need to hire anyone, I’ll tell you. Everything below is for when one email really isn’t enough.
Defined scope, fixed timeline, named deliverables. Strategy work, assessments, system selections, and bounded implementations.
Ongoing CIO or CTO leadership at a sub-full-time commitment. Standing cadence, advisory hours, board visibility.
Board briefings, leadership workshops and hands-on staff training on data and AI, built to make new technology feel less daunting, not more.
How I handle vendors. When a decision involves vendors, I’ll give you more than one option, tell you which I’d choose and why, and tell you in writing if any of them would pay me a referral fee. You make the call. I never suggest a vendor I don’t believe in. On paid assessments, any referral fee is credited back to you.
Everything on this page started as someone’s real problem. Tell me yours. The first conversation is free, honest and short.