The Challenge

A global industrial chemicals company needed to capture decades of institutional troubleshooting knowledge across complex catalyst manufacturing processes, from precipitation to calcination, and make it accessible to plant operators in real time.

The Solution

Designed and built a custom GPT-powered diagnostic system with a structured five-step troubleshooting workflow, decision trees covering 9 symptom categories, and a memory engine for institutional knowledge retention. Created both manager-level and simplified operator versions for maximum adoption.

Additionally, led an in-person AI workshop with the client's leadership and operations teams, training them on practical AI adoption strategies and demonstrating real-world use cases for integrating AI into their daily workflows, from process optimization to knowledge management.

The Challenge

A billion-dollar fuel distribution company with 250 employees across the Pacific Northwest had grown rapidly but lacked organizational alignment with strategic priorities. Functional responsibilities were unclear, technology infrastructure lagged peers, and underperforming acquisitions diluted focus.

The Solution

Delivered a three-phase engagement: organizational design framework with best-practice benchmarking, competitive analysis against 8 peer companies, and comprehensive role/accountability mapping for 20+ positions. Identified 7 critical structural gaps and defined a clear path to close them.

The Challenge

A luxury vacation rental franchise operator needed comprehensive strategic support across nearly every dimension of the business: franchise valuation, org design, marketing execution, lease analysis, pricing optimization, and governance structuring for a 50/50 partnership.

The Solution

Served as a fractional strategic advisor, delivering franchise valuation analysis tied to FDD benchmarks, a complete organizational design for multi-property management, multi-channel marketing campaigns (email, SMS, direct mail), property-level pricing research, and partnership operating agreements.

The Challenge

A prospective buyer needed a comprehensive business review of an established seafood restaurant to evaluate a $450K asking price, including multi-year financial trending, asset valuation, margin analysis, and seasonal performance patterns.

The Solution

Built a complete acquisition analysis with four years of P&L data, three valuation methodologies, monthly transaction detail, supplier relationship mapping, and COGS analysis by vendor. Identified declining revenue trends and quantified the gap between asking price and assessed value.

The Challenge

An entrepreneur wanted to launch a lean fuel distribution business capitalizing on carbon allowance price differentials between Washington and Oregon under the state's Climate Commitment Act. The opportunity was time-sensitive and politically fragile.

The Solution

Developed a comprehensive business case with multi-scenario financial modeling, regulatory risk assessment, licensing/compliance mapping, and a risk dashboard with clear exit triggers. Defined hard stops tied to legislative, market, and regulatory events to protect against downside exposure.

The Challenge

A national manufacturer needed to introduce AI to their executive team, address data security concerns, and build practical AI fluency across five business functions.

The Solution

Delivered a corporate AI adoption package including a data security and setup guide to remove executive friction, plus a fully customized 22-slide AI training deck with 35 prompt patterns, each demonstrated with company-specific examples. Mapped 20+ concrete use cases across sales, marketing, ops, customer service, and finance, and designed a 30-day rollout plan with weekly milestones.

The Challenge

A small consulting and virtual assistant firm wanted to build AI fluency to improve internal efficiency and differentiate their service offering, but the founder had no AI background and needed a clear, prioritized path forward.

The Solution

Built a personalized AI education roadmap with 9 prioritized courses in a phased learning plan, a business analysis mapping AI opportunities to the firm's five service pillars, and concrete use cases for each. Identified a path to 2x productivity on client deliverables and positioned "AI-enabled virtual support" as a market differentiator.

The Challenge

A fractional CFO firm managing month-end closes for 10+ clients across six different payroll and accounting platforms needed to reduce the mechanical effort in their monthly close process without sacrificing accuracy or client trust.

The Solution

Designed a complete AI-powered close automation system, including a requirements analysis, a three-part solution architecture (client profiles, close assistant, close reports), a four-phase rollout starting with a single-client pilot, and a hands-on implementation guide with starter kit. No code required; the entire system runs on plain-English instruction files and the firm's existing Excel workbooks.