The messy middle
When you've taken over and can't yet tell whether things are going well or falling apart. Clarity comes before optimization, and most firms skip straight to the second one.
Who you'd be working with
Fifteen years in analytics — pricing, platforms, teams, teaching — and a consulting practice since 2019.
I started without a niche. I thought the work was coaching organizations to be better at analytics. What actually kept arriving was narrower and more specific: someone had just taken over an operation and needed to establish what good performance looked like — not optimize what was there, but define it in the first place.
That's the practice now. The technical problems are usually straightforward. The hard part is definitional, and it doesn't get solved by a dashboard.
Where I do the most good
After the deal model stops being useful, and before anyone can say what good looks like.
Underwriting assumptions don't survive contact with daily operations, and the reporting that exists was built for whoever ran the place before you.
The pattern it took me years to see
Inherited a rebuild everyone had agreed on for two years, and nobody who could say where to start.
Ran finance on one spreadsheet, reporting a board metric with four competing definitions.
Acquiring faster than anyone could report on, with every KPI pulled by hand once a month.
Measured on how fast the phone got answered, while the cost of each claim kept rising.
In every case the technical work was the easy part.
What nobody could do was say what "good" meant for that specific business. You can't build a dashboard for a definition that doesn't exist yet — which is why "just build us a dashboard" so often produces something nobody opens twice.
New executive or management team, and asking for performance data has revealed that the systems can't actually tell you what's working.
You need operational visibility across portfolio companies, and "just build a dashboard" hasn't worked because nobody can agree what belongs on it.
If the definitions are settled and you need hands, a development shop will be cheaper than me and just as good at it.
This is a small practice by choice. If the engagement needs a large bench, I'll tell you early rather than staff it thinly.
When you've taken over and can't yet tell whether things are going well or falling apart. Clarity comes before optimization, and most firms skip straight to the second one.
What good looks like for your situation gets settled in writing before anything is built. It's slower for three weeks and faster for the year after.
Both the thinking and the building. A recommendation I can't implement myself is one I shouldn't be making.
The sophistication belongs in the model, not in the conversation. You should get straightforward visibility and measures you can act on.
Every model gets checked against a number you already produce by hand before anyone is asked to trust it. It's the fastest way to earn a room's confidence.
Your tenant, your licenses, documented as we go. The measure of the work is whether it keeps running after I'm gone.
Before consulting
Pricing strategy, platform development, leading analytics teams and teaching, building teams, platforms and data products behind more than $500M in revenue.
It's the reason the first move on every engagement is reconciliation rather than architecture. I've been the person whose hand-built number got contradicted by a consultant's model, and I know which one the room believes.
Thirty minutes, no deck. Bring the number you don't trust.