Select advisory
Select advisory engagements, taken on where the decision is expensive to get wrong.
I take on a small number of advisory engagements alongside my executive work. Each one is scoped to a specific decision: an ERP direction, a store systems program, an architecture question, a program that needs a reset, or AI controls before agents reach operations. No team behind the brand, no vendor incentives.
ERP Modernization Advisory
ERP modernization advisory for mid-market retailers and manufacturers. Readiness assessment, vendor-independent selection, and delivery governance for SAP, Microsoft Dynamics, Oracle Fusion, NetSuite, and STORIS.
Key deliverables
- ERP readiness assessment covering data, integration, operating model, and vendor relationships
- Independent vendor and systems integrator evaluation
- Implementation governance model with vendor accountability built in
- Stabilization plan through the first year post go-live
Store Technology & POS Strategy
Store technology and POS strategy for multi-site retailers. POS replacement, payments, associate tools, digital price tags, and rollout governance.
Key deliverables
- Current-state review of POS, payments, store network, devices, and operational workflows
- POS and store technology roadmap tied to checkout, pricing, inventory, and associate experience
- Vendor evaluation scenarios based on real store conditions and integration requirements
- Pilot and rollout governance for store-by-store readiness, training, and stabilization
Retail Systems Architecture
Retail systems architecture covering ERP, POS, PIM, ecommerce, payments, and store systems. Operator-led integration design and target architecture for multi-site retailers.
Key deliverables
- Target architecture for ERP, POS, PIM, ecommerce, payments, and store systems
- Source of truth model for product, inventory, pricing, and customer data
- Integration standards, API patterns, and data ownership rules
- Architectural decision records covering platform selections and tradeoffs
ERP & Transformation Delivery Governance
Senior governance for ERP, POS, PIM, and transformation programs where vendor status reporting is not enough.
Key deliverables
- Current-state assessment and transformation priorities
- Roadmap with sequencing that respects operational constraints
- Governance model, executive reporting, and decision cadence
- Adoption readiness and change impacts
Retail AI Governance & Readiness
Retail AI governance advisory for agentic workflows, data readiness, identity, access, approval thresholds, auditability, and operating ownership.
Key deliverables
- AI use-case triage across store operations, merchandising, service, pricing, inventory, and product content
- Readiness review covering data quality, integration maturity, identity, permissions, and rollback paths
- Governance model for agent ownership, approval thresholds, audit logs, and exception escalation
- 90-day pilot plan with bounded risk, measurable outcomes, and scale/no-scale decision criteria
Not sure where your question fits?
30 minutes on the phone is usually enough to identify the right starting point, and whether this is a fit at all.
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