Demos and deliverables that moved conversations from feature walkthroughs to transformation — reaching CFOs and Controllers who weren't originally in the room.
Demo Toolkit
NetSuite Next AI Demo Toolkit
Persona-based story lines across AP, AR, FP&A, Procurement, and Controller — each spotlighting a distinct AI feature: Ask Oracle, Narrative Insights, Exception Management, Intelligent Close Manager, and MCP. Built for any industry where finance, operations, or services leaders need to see AI working in their world — verified prompts, pitfall prep, and transition language included. Written to sound unscripted in front of any audience.
→ Prospects see themselves in the demo — not a feature list
Mar 2026
AI Integration Practice
AI Integration Roadmap — Cross-Industry Framework
Structured methodology for leading AI integration strategy across clients spanning diverse industries, business models, and org maturity levels. Each engagement begins with a full-picture assessment — business model, leadership values, current pain points, industry-leading practices — then builds a tailored roadmap grounded in the art of the possible. Claude Skills encode each deliverable type once: strategy docs, business analyses, and research reports run as repeatable, high-quality workflows customized per client context.
→ Standardized process, never a one-size-fits-all output — tailored, relevant, impactful every time
Ongoing Practice
Consulting Philosophy
Technology-Led, Human-Centered Advisory
Proactive engagement approach: identifying optimization opportunities before being asked, presenting AI-powered solutions with clear ROI and the honest cost of inaction. Leads with technology, anchored in the client’s specific context — breaks down technical complexity into language that resonates, then demonstrates the art of the possible through interactive flows with real data, not generic feature lists. Built on a foundation of integrity and solution-driven partnership, not a pitch.
→ Technology bridged with real-world, relatable impact — clients leave with clarity, not a sales deck
Ongoing
Intelligent Dashboards
Interactive · Business Process-Specific · Persona-Driven · AI-Powered
C-Suite Executive Dashboards
Executive AI Financial Dashboard
Multi-tab financial intelligence across ARR, MRR, NRR, churn, PS metrics, efficiency & profitability, sales growth, and cash flow — deep-linked to live ERP records. Built for CFO and VP Finance personas at SaaS, services, and high-growth companies. Translates AI output into a board-ready narrative, not raw data.
→ AI value made visual and touchable — a CFO leaves knowing exactly what changes for their org
Oct 2025
Business Impact Intelligent Dashboard
Financial Close Assistant Dashboard
Close task management across 6 stages with owner accountability, completion tracking, and at-risk alerts — built for Controller and CFO personas across any org running a month-end or quarter-end close. Automates visibility into what’s stuck, who owns it, and what’s at risk of slipping.
→ Close management moves from email chains to a single source of truth
Oct 2025
Nonprofit Client Promptathon Team Leader
Pro-Bono Promptathon & Strategic AI Prompt Engineered Dashboards
Revenue, cost, and resource utilization by active project — actuals vs. budget with variance highlighting, profit margin by project, and subsidiary rollup. Built for professional services leaders and account teams at any org running billable projects or resource-based revenue models.
→Powerful, AI-driven, and applicable prompts and outputs per organization's direction, vision, and challenges of today
Feb 2025
