Services

Five services. Start with the problem.

Each is sized to what you need: a standing executive, a build with edges, or a straight answer.

Fractional COO / CTO

Executive operations and technology leadership, 1–2 days a week, without the executive salary.

Good fit if

You're owner-led and growing faster than your systems and org chart, or you're regulated and need someone who has run compliance at scale.

What's included
  • Org structure, roles, accountability and succession
  • KPIs, operating cadence and the reporting behind them
  • Policies, SOPs and the training to roll them out
  • Tech stack ownership: vendors, integrations, security, roadmap
  • Interim and crisis leadership: licensing fights, litigation support, turnarounds

Automation and AI

Take the repetitive work off your team's plate so the people you have can do more.

Good fit if

Staff spend hours a week on manual reports, data entry, scheduling, follow-ups or customer questions.

What's included
  • Workflow automation across the tools you already use: finance, ops, customer service, manufacturing, scheduling
  • AI agents for customer service, back-office and internal knowledge
  • Agent infrastructure: MCP servers, tool integrations, guardrails
  • A "where AI fits" assessment with a ranked list of what to automate first

Business intelligence and data

Sales, margin, labor and inventory in one live view, with plain-English answers on top.

Good fit if

The numbers live in five systems and a spreadsheet, and the monthly report is always late.

What's included
  • Data pipelines from your software vendors (POS, ERP, accounting, CRM) into one database
  • Dashboards owners actually open: sales, margin, labor, inventory, cash
  • Agentic BI with OrionBI.ai: ask questions in plain English, get answers from your own data
  • Financial analysis, forecasting and pro forma models

Custom software and integrations

Software built for how your business actually runs, from a single app to a system that runs the company.

Good fit if

Off-the-shelf tools don't fit, two systems won't talk to each other, or a product idea needs to be built.

What's included
  • Internal tools and line-of-business apps
  • API and system integrations: POS, ERP, EHR, accounting, vendors
  • Product design and development for new products and MVPs
  • Websites with AI customer service built in

Advisory and scoped projects

A specific problem, a fixed price, a defined deliverable, usually in 2–6 weeks.

Good fit if

You need an answer or a plan more than you need a standing executive.

What's included
  • Operations and workflow assessment with a prioritized fix list
  • Market and opportunity analysis, including licensing and new-market entry in regulated industries
  • AI readiness and tech stack review
  • Founder and startup advisory: operating model, first hires, systems that scale, fundraising readiness
  • Regulatory and licensing strategy: applications, RFPs, municipal approvals
How we work

Three ways to work together.

Monthly retainer

Fractional

1–2 days a week on a monthly retainer, billed in advance. For companies that need an executive, not a vendor.

Fixed scope, fixed price

Project

A defined deliverable at a fixed price, 50% to start. For a problem with edges.

By the hour or day

Advisory

Calls, reviews, second opinions and emergencies.

Pricing depends on scope. Book a call and you'll have a number within 24 hours.

One call. One problem. A clear next step.

Tell us what's not working and we'll tell you which of these fits, if any.