Strategy Session
Best for:
Business owners or teams who need expert clarity fast before making a big software or AI decision.
What's Included:
- 90-min video call
- Pre-call review
- 2-page action plan within 24h
- Recording of the session
If you’re an investment firm, you need confidence your portfolio companies are making the right technology bets.
If you’re a small business owner, you can’t afford systems that slow you down or burn through cash.
If you lead a large organization, you’ve seen how complex Technology, ERP and AI projects can spiral without the right oversight.
I’ve spent 20+ years guiding governments, small business, enterprises, and investors through critical technology decisions, delivering Technology, ERP and AI solutions that integrate, scale, and pay back. From unifying multi-entity ERP landscapes to embedding AI into operations, I help you:
Spot risks before they become expensive mistakes
Choose the right vendors and architectures
Align technology to business outcomes
ERP and AI are too important to figure out as you go. I’m here to make sure you don’t have to.
I’ve spent over 24 years helping businesses make smarter decisions about ERP, CRM, and now AI. I’ve worked across the U.S., Europe, and the Middle East with global consulting firms and Fortune 500 clients, including engagements with SAP, Oracle, PwC, and others.
Along the way, I’ve supported government agencies, manufacturers, aviation and defense teams, retailers, and public-sector groups through high-stakes system decisions. (You can check my LinkedIn and testimonials for more details).
Some projects came with bold promises but no plan. Others felt rushed with too much on the line to get it wrong.
That’s why I started this practice: To give companies real help, not sales pressure or vendor hype. Now I work directly with teams to:
Choose the right ERP, CRM, or AI system
Avoid overbuying and poor-fit tools
Write and review RFPs that actually get responses
Review contracts to catch hidden risks
Stay in control from planning to go-live
I’ve worked with teams at companies including Etihad Airways, the Department of Government Enablement, ADNOC, Fortitude, EDGE, DXC, Deloitte, IBM, Accenture, Protiviti, DELL, Covansys and many others, delivering business and technology transformations and solutions that drive measurable results.
The job wasn’t just about system selection. It was about supporting small and large implementations, system integration, working with the public sector in the Middle East, Market Intelligence and Architecture.
My job would be to ask the right questions, identify the red flags to spot early, and how to avoid expensive mistakes.
That’s what clients like you, will value the most, not just the strategy, but someone who’s actually done this before and can walk with them through the situation.
I’ve been fortunate to work side-by-side with incredible teams, whether inside global enterprises or within government agencies, digging deep into their toughest technology challenges. It’s never been about just handing over a solution; it’s about listening, understanding the real-world pressures they face, and rolling up my sleeves to make things happen.
Over the years, this work has taken me across a wide range of industries, from corporate boardrooms to public service corridors, each with its own unique challenges, goals, and wins. And no matter the setting, the mission has always been the same: deliver results that actually make a difference.
Helping banks, insurers, and investment firms make sound technology bets that protect ROI and ensure compliance.
Guiding ERP rollouts, AI-driven process optimization, and supply chain transformations.
Advising on national-level technology strategies and implementations that impact millions.
Driving operational efficiency, cost savings, and customer experience improvements.
Supporting ERP and AI integrations for asset management, maintenance, and operational safety.
Delivering technology solutions that enhance customer experience and streamline operations.
Every project has been a chance to learn, adapt, and create something that truly works in the real world. No matter the industry, my goal is always the same, help teams succeed by making technology work for them, not against them.
I work with businesses in three key areas where ERP and AI projects need expert guidance. These services address the practical challenges that determine whether your technology investments succeed. From vendor selection to risk management to fixing trouble projects, I help you navigate the decisions that make the difference between success and costly mistakes.
You tell me what’s going on… where you’re stuck, what decision is coming up, or what’s keeping you awake at night. No long forms. Just a real conversation.
→ Why? Because the fastest way to clarity is having someone actually listen, not handing you a generic checklist.
I’ll cut through the noise, show you what’s important for you, and lay out your best options in plain language.
→ Why? So you won’t get lost in technical jargon or vendor sales talk. You just see the clear path forward.
If you bring me in for a project or retainer, I’ll roll up my sleeves with you, checking vendors, reviewing contracts, spotting risks before they turn into disasters.
→ Why? Because decisions this big aren’t made in a vacuum. Having an extra set of experienced eyes protects you from costly mistakes.
By the end, you’ll know the decision is sound, your risks are covered, and your business won’t be impacted by an expensive mistake.
→ Why? Because peace of mind is worth more than “figuring it out later”. This lets you get back to running your business.
Three simple ways to work with me, depending on where you are in your project.
Best for:
Business owners or teams who need expert clarity fast before making a big software or AI decision.
What's Included:
Best for:
Teams mid-way through ERP or AI selection/implementation who need a second set of eyes on vendors, contracts, and scope.
What's Included:
Best for:
Businesses with ongoing ERP or AI projects who need an experienced advisor on call every month.
Investment:
Real SAP projects from start to finish. How to plan, execute, and actually get your team using the system. Common problems and how to avoid them.
Practical AI applications that work in real businesses. Setting up governance frameworks that protect you while letting teams innovate. Not just theory.
What actually works when dealing with clients. How to manage expectations, deliver results, and build relationships that last. Lessons from my experience.
Frequently Asked Questions
Choosing your ERP specialization feels overwhelming when you see all the options available.
Moreover, everyone has opinions about which module offers the best business efficiency, but honestly, most advice feels outdated.
I have worked across several ERP modules over the years, and additionally, I have seen how market demand shifts constantly. What was hot five years ago might not be the best choice today.
I will walk you through the realistic pros and cons of each major ERP module and how it will simplify your business operations.
I have been working with ERPs for 24 years now. Started in manufacturing, then moved into finance, retail, defense work, and public sector projects. SAP is really where I spend most of my time these days.
I have guided a lot of implementations over the years using the best SAP documentation tools I can get my hands on. Oracle, IFS, and Microsoft Dynamics come up too, depending on what the client already has.
The approach changes based on company size. Small businesses need quick wins that pay back fast. Large companies need someone to keep huge projects focused on results that matter.
Same story everywhere though. Companies buy ERP to solve problems and make money. Teams get lost in technical stuff and forget why they started.
This question comes up in pretty much every first meeting I have. Everyone wants to completely change their systems but somehow keep everything running exactly like before. Honestly, it sounds crazy when you first think about it, but I have figured out how to make it work over the years.
Something always goes a little sideways. Good planning just makes sure it stays small.
Each ERP platform really has different quirks, so the methodology should probably match what works best for that particular system. However, the core principles stay pretty much the same across all platforms.
Most of these methodologies have similar phases that business people can actually understand. Discover, Prepare, Explore, Realize, Deploy, and Run. Nevertheless, the Explore phase is where I spend most of my time because we build working prototypes and show people exactly what they will get.
What I really appreciate about modern methodologies is the agile approach built into them. Instead of writing those massive requirements documents that nobody ever reads, we do short sprints every couple of weeks. Therefore, people see real progress and can give feedback before we head in the wrong direction.
These methodologies come with templates and accelerators that save considerable time. Furthermore, I have used these successfully across different ERP platforms and they really speed up delivery.
Nevertheless, I always adjust the approach based on company size and complexity. Small businesses do not need every single step, while large enterprises usually want more documentation and approval gates.
Most ERP service providers want to sell you software and then disappear. I focus on making sure your project actually delivers what you paid for. Perhaps that sounds obvious, but you would be surprised how many consultants just follow their standard playbook and hope for the best.
The biggest differences come down to how I actually work with clients:
Most service providers also work on dozens of projects simultaneously. I deliberately limit my client load so I can give proper attention to each implementation. Your project gets the focus it deserves instead of being just another number on someone’s utilization report.
Furthermore, I stay involved throughout the entire project because my reputation depends on your success. Most vendors deliver what you ask for and leave. Partners help you figure out what you actually need and stick around to make sure it works.
The decision usually comes down to whether you want a vendor or a partner.
This confusion makes perfect sense because choosing an ERP feels overwhelming when you start looking. I have seen executives get paralyzed by all the vendor presentations and conflicting advice. Therefore, I developed a straightforward process that cuts through the marketing noise.
First, I spend time with your team figuring out what problems you really need to solve. Not what vendors tell you that you need, but what actually keeps you awake at night. Maybe inventory numbers are always wrong, or perhaps financial reporting takes weeks instead of days.
Then I examine your industry requirements and company size. Manufacturing companies need different functionality than retail. A 50-person company has totally different needs than a 5000-person enterprise. These factors eliminate probably half the options immediately.
My evaluation process includes:
I typically narrow it down to 2-3 realistic options. Then we do proof of concept sessions where vendors demonstrate your actual workflows, not generic demos.
The right choice usually becomes obvious during these sessions.
Yes, I definitely do this and honestly, it might be one of the most important things I help with. I have watched companies lose incredible amounts of money because they walked into negotiations completely unprepared. Vendors absolutely love when customers show up without understanding how licensing actually works.
Most people assume licensing is straightforward, but it gets messy really fast. SAP has named users, concurrent users, and different types depending on what you access. Oracle counts processor cores with weird multipliers. Microsoft keeps changing their Dynamics pricing structure every couple years it seems.
I help clients figure out what they actually need before we talk to vendors. Sales reps love convincing people they might need extra capacity someday, so they buy way more licenses than necessary.
During negotiations, I focus on:
Vendors respect when someone understands their pricing models. They offer better deals when they realize you know what you are doing.
ERP & AI System Selection – Identify and choose the right ERP or AI-enabled platform to fit your business needs.
Project Support & Recovery – Keep your project on track or bring failing implementations back under control.
ERP Modernization – Transform existing ERP systems to modern, efficient, and scalable ERP environments.
GET IN TOUCHNot sure where to start with SAP? Stuck in the middle of an implementation? Let’s chat. In 30 minutes, we’ll go over your challenges, answer your questions, and figure out the next steps—no pressure.
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