Eight companies. Six industries. Every engagement still running.
Construction, financial services, legal, nonprofit, distribution, architecture, manufacturing, coaching. Different problems, different scales, different budgets. Each one started the same way: a CEO or business owner who knew something needed to change but didn't know where to start. Here's what was broken, what I built, and what it cost.
Eight companies across construction, legal, financial services, distribution, architecture, manufacturing, nonprofits, and coaching. Each fixed a different problem, from a 15-tab Excel spreadsheet to real-time dashboards, from 0% lead conversion to 16%, from 6-hour grant writing to 1 hour. Same pattern underneath: data scattered, processes manual, growth stalled. Here's what I built and what it cost.
Concreto
Built Capataz, document search, automated cost tracking, live project dashboard, and worker management for 650 employees across 7 active projects.
60 min → 30 sec
document lookup
10-15% margin loss prevented
via real-time visibility
A $14B Wealth Advisory Firm
Started as a 6-week AI visibility project. Became a 9-month Fractional Head of AI engagement, proposal automation, knowledge systems, intelligence briefing, team training, and a full Operational Blueprint.
9 months
Fractional Head of AI
6 operational gaps
uncovered and solved
Grupo Lyown
Built Victoria, a WhatsApp AI agent that qualifies incoming leads, books meetings automatically, and syncs everything to a centralized database.
0% → 42% meeting booking
first month live
60-day build
from kickoff to production
Joy of Impact
Configured a complete AI workspace for grant writing and nonprofit consulting, organized research, funder databases, and templates. Trained the VA.
6-8 hrs → 1-2 hrs
per grant blueprint
3-4x VA output
with same headcount
Rudolph Architecture
Unified three divisions into one platform: corporate website, client project portal, proposal system, and integrated scheduling.
3 divisions unified
one platform, one login
4-week build
2 weeks research + 2 weeks build
Packaging Manufacturer
Built a unified digital platform for a 40-year-old packaging manufacturer operating in 4 countries. Sales, catalog, hiring, and inbound leads now run from one system across every market.
4 countries
one system across markets
Field sales team
on a single platform
Almaga
Replaced 7 fragmented tools with a unified platform, memberships, bookings, billing, email, and content delivery under one login.
7 tools → 1 platform
no more lost handoffs
3-month build
Shopify, Systeme.io, Calendly, and more
CPG Distributor
Built a real-time sales dashboard pulling from an on-prem ERP, breakdowns by country, customer, product, and salesperson. Anonymized client.
Hours → seconds
report generation
10-day delivery
previous vendor: 3-4 months, no result
The pattern
Every one of these engagements started the same way: a CEO, COO, or business owner realized their operation had outgrown its current system. Data was scattered. Processes were manual. Growth was hitting a ceiling because everything required human intervention.
But they all solved differently. Concreto needed real-time cost visibility. Lyown needed lead qualification automation. the firm needed knowledge consolidation. Joy of Impact needed process efficiency. A CPG distributor needed their Sage data accessible without Excel gymnastics. But the underlying principle is identical: fix the data layer first, then automate, then govern, then measure.
That's the AI Operating System. Every company I work with implements the parts that matter most to their operation, in the order that generates the fastest ROI.
The second pattern: speed to working system. Lyown's AI agent qualified leads automatically in 60 days, lawyers stopped checking WhatsApp in the first week. Joy of Impact cut grant blueprints from 6-8 hours to 1-2 hours in the first week. Concreto took 9 months because the rollout was deeper, but the first dashboard shipped in 6 weeks. I don't believe in pilots. I believe in shipping production systems that create measurable change within 6-8 weeks.
The third pattern: the conversation that starts everything. None of these companies came to me with a fully specified scope. They came with a problem. I diagnosed it, built the roadmap, and executed. That's the AI Ops Audit, a fixed-fee 2-3 week engagement, and you know exactly what's possible.
Frequently Asked Questions
Most are named. Concreto, a $14B wealth advisory firm, Lyown, Joy of Impact, Rudolph Architecture, Almaga. The packaging manufacturer and CPG distributor are anonymized at the clients' request. Each case study references production systems that are still running.
Ranges from 2-3 weeks (Joy of Impact) to 9 months (Concreto). The CPG distributor dashboard shipped in 10 business days. Lyown's AI agent went from kickoff to production in 60 days. Most builds produce a working system within 4-8 weeks, the full rollout takes longer if the scope is deeper.
None of these companies came to me with a fully specified scope. They came with a problem. I diagnosed it, built the roadmap, and executed. The AI Ops Audit, a fixed-fee 2-3 week engagement, is how every engagement begins. You get clarity on what's broken and exactly what to build first.
No. Concreto is in Colombia. A $14B wealth advisory firm is headquartered in Miami with a global client base. A 40-year-old packaging manufacturer operates in 4 countries. Lyown is in Colombia. I work remotely with distributed teams and travel when the engagement requires it.
The eight case studies cover construction, financial services, legal, nonprofit consulting, architecture, manufacturing, coaching, and distribution. The common thread isn't industry, it's company size (20-200 employees), manual processes, and data that's scattered across disconnected tools.
See yourself in one of these?
Most of my clients began exactly where you are. Start with a 30-minute conversation or the free AI Ops Audit. I'll ask questions, listen for what's underneath, and tell you what I think makes sense.