ENGAGEMENT / SPEC

Find. Build. Lift.

A three-phase engagement engineered around the exact leverage point hidden in your operation — and the AI that resolves it.

SPEC RCA.SERVICES.02
CADENCE WEEKS
MODE FIXED SCOPE
DOMAIN INDUSTRIAL DISTRIBUTION

PHASE 01

DURATION

2 wks

Find the bleed.

I embed inside your operation. I pull the data nobody's pulled. Transaction logs, manual touchpoints, shadow workflows. I map the ghost employees consuming hundreds of hours a week and put exact dollar amounts on the bleeds.

Activities
Operational audit · process mapping · shadow-workflow analysis · ghost-employee identification · hidden-cost quantification
Deliverable
A diagnostic report naming each bleed, its dollar cost, and exactly where the lever sits — with evidence. Not a slide deck. A working artifact leadership can act on.
Investment
Scoped per engagement · let's talk

PHASE 02

DURATION

3–4 wks

Build the fix.

I build the working AI tool that resolves the bleed. Not a proposal. Not a recommendation. A deployed system that runs in your environment — shipped by an operator who's run 40+ branches, not a developer who's never seen a warehouse floor.

Activities
Custom AI tooling · workflow automation · ERP integrations · LLM-assisted analysis · system observability
Deliverable
A working solution running in your environment — with documentation, change-management plan, and operator training.
Differentiator
Built by someone who's run operations like yours for 30 years. No translation layer between business problem and technical solution.

PHASE 03

DURATION

Ongoing

Lift the ceiling.

I measure the impact. I optimize. I scale the wins across adjacent workflows. ROI quantified in dollars saved, hours recovered, and availability maintained. Compounding value, not a one-time fix.

Activities
Impact measurement · system optimization · adjacent-workflow scaling · team enablement · quarterly review
Deliverable
Monthly ROI report · quarterly optimization sprint · scaled deployment across adjacent workstreams
Signal
Compounding value — the lever gets bigger as you use it.
02 Vending × ERP · Unified Interface

> spec.vending-integration

One pane of glass across
every machine, every branch,
every ERP record.

Industrial vending platforms (AutoCrib, CribMaster, and their peers) generate the cleanest consumption data on any shop floor. Most operations never see it — because it lives in a portal nobody opens, disconnected from the ERP where replenishment, usage, and cost recovery actually get decided.

I build the AI-powered unified interface that bridges them. Real-time consumption against real-time inventory. Chargebacks that run themselves. Replenishment triggered by actual line-level usage, not calendar guesswork. Anomalies surfaced before they become expedite freight.

Built by someone who's installed the machines, run the branches, and owned the ERP governance — not a developer reading platform docs for the first time.

SUPPORTED / CERTIFIED

AutoCrib
CribMaster
Deliverable
Unified AI-assisted dashboard bridging vending platform + ERP · real-time sync · anomaly alerting · auto-replenishment logic
Typical timeline
4–6 weeks from first data pull to live deployment
Ideal for
Distributors running vending programs 25+ machines · manufacturers consuming through vending at scale
Operator credential
25+ yrs · 500+ sites managed · first AutoCrib install 1998

Signature proof: one firearms-manufacturer program grown from $320K to $7M annual spend across 25 machines and two sites — because the operating rhythm became invisible to unseat.

03 Also Available As

OPT.01

Fractional Head of AI / Ops

An embedded, part-time operator-builder on your leadership team. Monthly retainer.

OPT.02

AI Strategy Advisory

Executive-level advisory for boards, CEOs, and exec teams charting AI adoption. Quarterly or per engagement.

OPT.03

Speaking & Keynotes

Signature talk: "Your Most Expensive Employee Doesn't Exist."

04 Diagnostic Signals

> symptom.scan

If any of these
sound familiar, there's a lever.

These are the signals I look for first. When two or three show up together, a diagnostic usually finds the bleed in days.

SIGNALS DETECTED

  • Teams exhausted · turnover climbing
  • Margins thinning despite price discipline
  • Error rates refuse to drop
  • Adding headcount hasn't helped
  • Software purchases keep falling short
  • Dashboards green · floor-level chaos
  • Consultants delivered slide decks, not outcomes
  • Reactive firefighting · every single day
05 What I Don't Do
Not
Generic AI SaaS. No one-size-fits-all tools.
Not
18-month engagements with 200-page deliverables.
Not
Fortune 500 · focus is mid-market.
Not
Theoretical strategy without execution.
Not
Replacing people · I eliminate invisible work so people can do real work.
Not
AI theater · if AI isn't the right tool, I'll say so.

Ready to find your lever?

Start with a 20-minute diagnostic conversation.

Book Discovery Call →

20-minute discovery call · no pitch · look under the hood