Consulting
Technology strategy for businesses without an IT department.
Most tech headaches aren't code problems. They're vendor, data, and workflow problems. I spent nine years inside a real estate software company helping organizations get their systems working, and I've since built production platforms and moved clients off tools that weren't working for them. Now I help businesses make technology decisions with clear eyes, before the contract gets signed.
Vendor-neutral. No referral fees. Plain-English recommendations you can act on.
Request a 30-minute fit call →Not sure it's a fit? Email me a paragraph about what's going on.
Sound familiar?
- →You pay for a CRM, a website platform, an email tool, and a scheduling app, and none of them talk to each other.
- →A vendor demo looked great. You're not sure what you'd actually be signing up for.
- →Your website, email platform, and CRM each think they're the source of truth.
- →You need to switch platforms, and you're worried about what breaks: your data, your integrations, or whether your emails still land in the inbox.
- →Your team runs the real system in spreadsheets because the software never quite fit.
- →If you own or manage property, your buildings produce data (meters, sensors, utility bills) that nobody looks at.
- →Someone pitched you a custom build and you can't tell if it's a smart investment or a money pit.
If any of those landed, that's the conversation I'm built for.
What I Help With
Software evaluation and vendor selection
Before you sign a multi-year contract. I help you define what you actually need, build a shortlist, write demo scripts that make vendors show the hard parts, and flag implementation and pricing risks.
You get: a comparison matrix and a written recommendation.
Tech stack audit
An inventory of every tool you pay for: who uses it, where it overlaps, and where the gaps are. The goal is fewer tools doing more, not more tools.
You get: a prioritized report with cost and effort estimates.
Platform migrations
Moving your email, CRM, or website to a new platform without losing data, breaking integrations, or landing in spam folders. I plan the cutover, handle the details that usually get missed, like DNS records, sender authentication, and leftover embed code, and verify everything works afterward.
You get: a migration plan, a clean cutover, and a post-move checklist.
Integrations and data flow
CRM, email and marketing tools, forms, spreadsheets, MLS and IDX feeds, and your website. I map how data moves through your business today and design how it should move.
You get: an integration map and a spec any developer or vendor can build from.
Operational data for commercial property
Sensor, meter, and equipment data turned into something useful: dashboards, alerts, and cost tracking. I've built this in production, so I know what's realistic and what's a sales pitch.
You get: an architecture plan, hardware and platform guidance, or a working pilot.
Build vs. buy and project scoping
When off-the-shelf doesn't fit, I'll tell you whether custom is worth it and scope it so any developer can quote it accurately. If building makes sense, I can build it. If it doesn't, I'll say so.
You get: a scope document, a realistic budget range, and a list of risks.
Why Work With Me
I've been on the vendor side
Nine years at FBS (Flexmls) in solutions and client-facing roles, working with 53 enterprise MLS clients. I know how real estate software gets sold, implemented, and supported, and where it tends to break down.
I diagnose hard problems for a living
I did escalation engineering on Microsoft Exchange and Office 365: the cases that reached escalation because earlier tiers couldn't solve them. That root-cause habit carries into every engagement.
I still build
I've designed and deployed a production IoT platform and full-stack web applications. My recommendations are grounded in what's actually buildable, on what timeline, for what cost.
I'm not selling you software
No reseller agreements, no referral fees. If the right answer is "keep what you have and use it better," that's what you'll hear.
Business first, technology second
Certified Scrum Product Owner. I start with how your team works and what outcome you need, then work backward to the technology.
Ways to Work Together
Advisory Session
One decision, one focused conversation.
90 minutes on a specific question: a vendor you're considering, an integration that's stuck, a quote you want a second opinion on. Written summary and next steps within two business days.
Best for: a single, time-sensitive decision.
Assessment
A clear picture and a plan.
A stack audit, vendor evaluation, or integration review over 2 to 4 weeks. Includes conversations with your team, a written report, and a walkthrough call.
Best for: firms facing a big purchase, a messy stack, or a growth push.
Ongoing Advisor
A technology lead without the full-time hire.
A monthly retainer for firms without a CTO or IT lead. Sit in on vendor calls, review proposals, own the roadmap, and keep developers and vendors accountable.
Best for: growing firms making technology decisions every month.
All engagements: scoped up front · fixed price · you keep every deliverable.
How It Works
Fit call (30 min, free)
We talk through the situation. If I'm not the right person, I'll tell you, and point you somewhere better when I can.
Scope and proposal
A clear written scope: deliverables, timeline, and a fixed price.
The work
Discovery, conversations with your team, research, and analysis. You get regular updates, not silence.
Recommendations and handoff
A plain-English report, a walkthrough call, and a plan your team can act on with or without me.
From the Field
A track record they update like a spreadsheet
BRC Advisors · Los Angeles Apartment Broker
The team already tracked closed deals in Google Sheets. Instead of making them log into a CMS every time a deal closes, the website pulls the track record live from that sheet. Adding a closing is as easy as adding a row.
View Live
Real-time facility telemetry
Dart Solutions Platform
Designed and built a production platform collecting real-time sensor data across commercial facilities, with cost tracking and operational dashboards.
Request DetailsFrequently Asked Questions
Do I need to be in real estate?
No. Real estate is where my experience runs deepest, but tools that don't talk to each other, risky vendor decisions, and messy migrations show up in every kind of business.
Are you going to try to sell me a website?
No. Consulting stands on its own. If a build turns out to be the right answer, I'll quote it separately, or you can hand my spec to any developer you like.
Do you get paid by the vendors you recommend?
No referral fees, commissions, or reseller agreements. Ever.
Can you review a software contract?
I can flag technical and operational concerns: implementation scope, data ownership and export, integration limits, and pricing questions worth asking. Legal review belongs with your attorney.
What does it cost?
Every engagement is scoped and priced after the fit call, so you know the number before any work starts.
Have a decision coming up?
Tell me what you're weighing. If I can help, I'll tell you how. If I can't, I'll tell you that too.
I take on a limited number of consulting engagements at a time so each one gets real attention.
Request a fit call →