OPERATIONS — SYSTEMS, FULFILLMENT & AI

The systems behind the sale.

ERP, inventory, accounting, fulfillment — planned, selected, migrated, and increasingly automated with AI. This is the work my clients didn't know they were hiring me for.

THE PATTERN

Here's the pattern: a client brings me in for SEO or marketing. Six months later I'm leading the selection and migration of their inventory management system, redesigning their chart of accounts, and wiring Claude into their operations so the work that used to eat their team's week happens automatically. It happens so consistently that I stopped treating it as a side effect and made it half my practice.

Growth exposes weak systems. If your back office runs on a heroic spreadsheet and three apps that don't talk to each other, every marketing dollar I help you earn gets more expensive to fulfill. So I fix both ends.

What's included

AI-powered operations (Claude / Anthropic)
WHERE I SPEND THE MOST TIME

I design and build automations on Claude that take over real operational work: reporting that writes itself, order and inventory workflows, customer service triage, data pulls and reconciliation, document generation. Not chatbot demos — working automations attached to your actual systems. If you've wondered what “AI for operations” looks like when it's done by someone who understands both the tools and the business, this is it.

02
Systems planning, selection & migration

ERP, inventory management, and accounting systems — requirements, vendor evaluation, negotiation, and the migration itself, including chart of accounts design. I've done this as the founder living inside the system, not just the consultant recommending one. The difference shows up six months in.

03
Fulfillment strategy

In-house versus 3PL, and the honest math behind that decision. If it's in-house: warehouse layout, process, and staffing reality. If it's 3PL: selection, negotiation, and integration.

04
Shipping & fulfillment automation

Rate logic, carrier selection, rules and integrations that get orders out the door without a human touching the boring parts.

05
Vendor selection & negotiation

Software, services, suppliers — I've sat on your side of the table for hundreds of these, and I know where the leverage is.

06
Product & material sourcing

Supplier identification and evaluation, with the cost, quality, and lead-time tradeoffs made explicit.

07
Warehousing

Space planning, process design, and the inventory accuracy practices that make everything upstream trustworthy.

WHY MARKETING AND OPERATIONS BELONG TOGETHER

Most consultants do one or the other. The agencies selling you traffic have never packed a box; the ERP consultants have never written a product page. I've done both for over fifteen years, which means I can trace a problem from a Google ranking all the way to a receiving dock — and tell you which end to fix first.