Client work.
Two engagements, each approved for publication by the client. Names withheld at their request.
AI governance, readiness & adoption for a youth-serving nonprofit
A Phoenix-area youth nonprofit had no policy for how staff could use AI safely, and no shared sense of what the tools could actually do. Leadership was fielding questions from the board about liability while individual staff were already using consumer AI tools in unpredictable ways.
- Conducted AI literacy baseline across 40+ staff and program leads
- Built a governance policy covering approved tools, data handling, and use case boundaries
- Ran role-specific training sessions — different tracks for program staff, admin, and leadership
- Delivered a phased roadmap for expanding AI use responsibly over 18 months
Replaced anxiety with informed enthusiasm. Leadership had a defensible policy for the board, staff had clear guidance, and the organization had a roadmap — not a ban.
Post-merger integration for a UK manufacturing firm
Following an acquisition, a UK-based manufacturer was running two overlapping operations — separate teams, duplicate tools, and conflicting processes. Leadership needed to consolidate without losing the institutional knowledge that made the acquired company valuable.
- Mapped end-to-end workflows across both entities to identify overlap and gaps
- Facilitated cross-team process workshops to surface undocumented institutional knowledge
- Designed a unified operating model with clear ownership and decision rights
- Built a change communication plan to bring both teams along through the transition
A merged operation with one set of processes, documented handoffs, and a team that understood why the change happened — not just what changed.