E-commerce
International subscription brand
$300 to over $50 million, bootstrapped. Every system that ran it, I built.
Enterprise Command Center
Run your entire operation from your phone.
I interconnect every system in your organization, online or offline, no matter how dated or gated, into one compliant command center. It's built, connected and run for you: no setup, no settings, nothing to write, and nothing goes live until you approve it.
It finds the money leaks, too. The leaks it finds can save more than the entire command center costs.
Built for owners, executives and leaders who want eyes on everything, in companies, school districts and universities.
Free discovery call. Builds usually start at $125,000.
Swipe the phone to switch industries. Tap the orange dots for details.
Money leaks
The leaks it finds can pay for the whole thing.
Every organization leaks money where nobody's watching: work that never got billed, vendors charging above contract, rebates never claimed, duplicate payments, software nobody uses. Your command center watches every one of them, puts a dollar figure on each, and tells you who should fix it.
The leaks it finds can save more than the entire command center costs. The build pays for itself, then keeps finding more.
- HealthcareClaims paid above contract, stop-loss reimbursements never filed
- Professional firmsWork done but never billed, write-downs nobody approved
- LogisticsDetention never charged, carrier overcharges
- EducationGrant funds expiring unspent, licenses nobody uses
- E-commerceRefunds over policy, ad spend on out-of-stock products
- Distribution and manufacturingVendor price creep, rebates never claimed
Your leaks are worth finding.
Interconnection
Online or offline, however dated or gated, I'll connect it.
Most organizations run on 20 systems, a fax machine and last month's report. Every department has its own system. Some talk to each other, most don't, and some of the most important data still arrives on paper. By the time someone stitches it into a report, the decision's already late.
I interconnect your entire organization. Modern platforms, decades-old mainframes, portals with no API, file drops, spreadsheets, even scanned faxes: I work out how each one connects, then sync all of it into one central command system, compliant and built to hold up.
Anyone can build a dashboard with AI in an afternoon. The hard part is getting every system, file and fax in an organization to agree, and knowing what to do when a number crosses the line. That's the part I solve.
Have a system nobody else could connect?
Out of the box
What every command center comes with.
Every operation needs these, so they're ready on day one. No design work, no waiting. Tap the orange dots on any screen for a closer look.
Daily brief
A plain-English summary written before you wake up: what changed, what's at risk, and what to do about it.
Financial overview
Cash on hand, money in and out, what you're owed and what's overdue, pulled from your bank and your books.
Alerts that say why
When a number crosses its limit, the card turns amber or red and tells you why and what to do next.
The log
Every action, approval and problem, with who did it and when.
Also standard: a private sign-in, a phone-first layout, and one tap to switch every number from today to the full year.
Every number, every morning.
Security and compliance
It plugs into your IT, your security and your login.
I build for HIPAA- and FERPA-governed organizations, from health benefits administrators to school districts and universities. Nothing about your security posture gets loosened to make a dashboard work.
- Single sign-on. Your team logs in through your identity provider, such as Microsoft Entra ID, Okta or Google Workspace, so your MFA and offboarding rules apply automatically.
- Least-privilege access. Each person sees only their slice. Sensitive records stay masked, and anything above a limit waits for approval.
- Read-only by default. Connections are read-only wherever a system allows it. Credentials sit in encrypted secret storage, never in email or documents.
- Encrypted and logged. Data is encrypted in transit and at rest, and every sync, approval and change is on the record.
- Your cloud or mine. It runs in my hosting by default, or inside your own Azure, AWS or Google Cloud environment when IT requires it.
- Paperwork handled. NDAs as standard, a business associate agreement for HIPAA work, data privacy agreements for FERPA, and your security questionnaire answered before the build.
Each role sees only what it should.
You set what every role can see and approve. Anything above a limit waits for you.
Every number traced to its source.
Money comes straight from your bank and payment systems, and every card shows where its number came from.
A broken feed shows a dash, not a guess.
If a system stops answering, the card tells you, and why. You'll never act on a stale number.
Bring your security questionnaire.
Your industry
Your systems, your numbers, your rules.
Tap your industry to see what the screen watches, the platforms I typically connect, and how its compliance rules are handled.
Healthcare, benefits and provider groups
- What your screen watches
- Claims ratio and stop-loss, census and visits, days in AR, denials, payer mix, staffing against volume.
- Where the money leaks
- Claims paid above contract rates, stop-loss reimbursements never filed, duplicate claims, denials never reworked.
- Typical platforms I connect
- Epic, athenahealth, eClinicalWorks, claims administration systems, clearinghouses, PBMs, EDI 834, 835 and 837 files, payer portals.
- Compliance and data
- HIPAA. I sign a business associate agreement, PHI is masked to the minimum necessary, and every access is logged.
Accounting, CPA and advisory firms
- What your screen watches
- Utilization and realization, unbilled work and AR aging, filing deadlines and extension progress, capacity by team, pipeline.
- Where the money leaks
- Work done but never billed, write-downs nobody approved, scope creep on fixed fees.
- Typical platforms I connect
- CCH Axcess, UltraTax CS, Practice CS, Karbon, QuickBooks Online, Xero, Microsoft 365.
- Compliance and data
- IRS Publication 4557 and the FTC Safeguards Rule for taxpayer data, client confidentiality, and independence tracking.
Law firms
- What your screen watches
- Billable hours and realization, unbilled work, collections, matter budgets, intake pipeline.
- Where the money leaks
- Unbilled time, write-offs, matters running over budget without anyone noticing.
- Typical platforms I connect
- Clio, Aderant, Elite 3E, iManage, NetDocuments, LawPay.
- Compliance and data
- Privilege and ethical walls respected. Access is scoped to the matter, and client data never crosses a wall.
School districts and universities
- What your screen watches
- Enrollment against budget, attendance and chronic absenteeism, grant spend and deadlines, staffing, transportation, state reporting. For universities: the admissions funnel, retention and financial aid.
- Where the money leaks
- Grant funds expiring unspent, duplicate vendor payments, bus routes costing more than they should, licenses nobody uses.
- Typical platforms I connect
- PowerSchool, Infinite Campus, Skyward, Tyler Munis, Frontline, Ellucian Banner, Workday Student, Slate, Canvas, state reporting portals.
- Compliance and data
- FERPA and state student privacy laws, with data privacy agreements signed. GLBA for financial aid data. Student records stay masked: counts, never names.
E-commerce and consumer brands
- What your screen watches
- Contribution margin, CAC and ad spend ratio, repeat and subscription retention, inventory days, refunds and chargebacks.
- Where the money leaks
- Refunds over policy, ad spend on out-of-stock products, shipping overcharges, failed payments never retried.
- Typical platforms I connect
- Shopify Plus, Amazon Seller Central, NetSuite, 3PL and warehouse portals, Klaviyo, Meta and Google Ads, Stripe, Recharge.
- Compliance and data
- PCI DSS: card data stays with your processor and never touches the screen. Customer data handled under state privacy laws.
Logistics and fleets
- What your screen watches
- On-time delivery, revenue per load and mile, empty miles, detention, days to collect, driver turnover, hours of service.
- Where the money leaks
- Detention never billed, fuel card misuse, carrier overcharges, empty miles.
- Typical platforms I connect
- McLeod, MercuryGate, Samsara, Motive, EDI 204, 210 and 214, fuel cards, shipper and carrier portals.
- Compliance and data
- FMCSA hours-of-service records and customer EDI agreements respected.
Distribution and foodservice
- What your screen watches
- Fill rate, margin by customer and SKU, inventory turns, spoilage, route profitability, days to collect.
- Where the money leaks
- Vendor price creep, rebates never claimed, spoilage, pricing below your floor.
- Typical platforms I connect
- Epicor Prophet 21, Infor, SAP Business One, NetSuite, Sage, warehouse systems, EDI, vendor rebate portals.
- Compliance and data
- Lot traceability records kept intact, with access by role and by branch.
Manufacturing
- What your screen watches
- OEE, scrap and yield, on-time shipment, backlog, margin by job, maintenance downtime.
- Where the money leaks
- Scrap nobody traced, vendor price creep, overtime above schedule, idle equipment.
- Typical platforms I connect
- Epicor Kinetic, Infor, SAP, Plex, NetSuite, MES, machine sensors, quality systems.
- Compliance and data
- ISO 9001 quality records and customer audit trails preserved. Controlled data stays inside the boundaries your policies set.
Construction and specialty contractors
- What your screen watches
- Backlog, over and under billing, job margin fade, pending change orders, retainage owed, safety incidents.
- Where the money leaks
- Change orders never billed, retainage never collected, margin fade caught too late.
- Typical platforms I connect
- Procore, Sage 300 CRE, Sage Intacct, Viewpoint Vista, Foundation, CMiC, owner and GC portals.
- Compliance and data
- Certified payroll and prevailing wage, OSHA logs, and lien waivers tracked.
Insurance agencies and MGAs
- What your screen watches
- Written premium, retention, loss ratio, commissions receivable, renewal pipeline, producer performance.
- Where the money leaks
- Commissions never received, carrier statements that don't match, renewals lost without a call.
- Typical platforms I connect
- Applied Epic, Vertafore AMS360, HawkSoft, rating tools, carrier portals with no API.
- Compliance and data
- GLBA and state insurance data security laws. Policyholder data masked by role.
Auto dealer groups
- What your screen watches
- Units and gross per vehicle, F&I per unit, service absorption, inventory aging and floorplan cost, CSI.
- Where the money leaks
- Floorplan interest on aged inventory, warranty claims never submitted, F&I chargebacks.
- Typical platforms I connect
- CDK Global, Reynolds and Reynolds, Dealertrack, VinSolutions, OEM portals.
- Compliance and data
- FTC Safeguards Rule for customer financial data. Locked dealer systems reached only through approved access.
Multi-location, franchise and restaurant groups
- What your screen watches
- Same-store sales, labor cost, cost of goods, location rankings, reviews, royalties.
- Where the money leaks
- Labor over schedule, comps and voids, vendor overcharges by location.
- Typical platforms I connect
- Toast, Square, NCR Aloha, 7shifts, ADP, review sites, franchise portals.
- Compliance and data
- PCI DSS: card data stays with your processor. Managers see their own location only.
Property management and real estate
- What your screen watches
- Occupancy, delinquency, lease renewals, work orders, NOI by property.
- Where the money leaks
- Rent nobody chased, vendor invoices above contract, units sitting vacant too long.
- Typical platforms I connect
- Yardi, AppFolio, RealPage, Entrata, Buildium, bank feeds.
- Compliance and data
- Tenant data protected, payments stay with your processor, and owners see only their portfolio.
Staffing firms
- What your screen watches
- Fill rate, gross margin per hour, time to fill, days to collect, redeployment.
- Where the money leaks
- Hours worked but never billed, pay above the bill rate, late VMS submissions.
- Typical platforms I connect
- Bullhorn, Avionté, payroll systems, VMS portals such as Beeline and SAP Fieldglass.
- Compliance and data
- I-9 and payroll data restricted by role.
Holding companies and PE portfolios
- What your screen watches
- Consolidated revenue and EBITDA, cash across every entity, covenants, intercompany balances, companies below plan.
- Where the money leaks
- Duplicate software across companies, intercompany balances never settled, idle cash earning nothing.
- Typical platforms I connect
- Every company's ERP or QuickBooks, every bank, ADP, Paychex, Gusto, each company's CRM.
- Compliance and data
- Entity-level access, books kept separate, and lender and board reporting ready.
Not listed? It doesn't matter. I'll connect whatever your organization runs on.
Your industry, your numbers.
The work
Systems I've built.
Across healthcare and benefits, education, insurance, e-commerce, software and subscription, professional services and construction. Same discipline every time: connect everything, show what matters, never guess.
Healthcare and benefits
Health benefits administrator
Claims and stop-loss by client, a big-claimant radar, owner approvals and a 13-week cash forecast, with member data masked throughout.
- Systems interconnected
- 20
- Panels
- 38
- Departments
- 8
- Staff scorecards
- 18
- Covered lives modeled
- 20,000
Scope: mid six to low seven figures
Software and subscription
Two AI texting products, one operations screen
Revenue by product straight from the payment processor, failing payments and disputes, carrier registration checks, and a health check on every system, around the clock.
Holding company
Several companies, one screen
Every company's revenue against last month, the engines that feed them, a daily spend cap and 45 background jobs.
Education
Grant discovery for school districts
Finds, tracks and delivers every grant a district qualifies for, with board-ready rollups.
Insurance and benefits
White-label benefits platform
Prices, approves and documents self-funded plan stacks for TPAs, brokers and stop-loss MGUs.
Professional services and contractors
Prospecting engines
Outreach engines reaching 1,000 or more prospects a month for service firms, professional practices and contractors.
Operations
Automation fleet
45 scheduled agents for sourcing, sending, triage and reporting, each inside a spend cap.
Company names and figures are changed or replaced with sample data.
Want one of these for your organization?
How it works
From one call to one screen.
Discovery call
FreeWe talk through your operation, your systems and the decisions you make every week. If it's a fit, I scope it and fix the most urgent problem first.
Blueprint
About 7 daysI map every system your organization runs on, pick the numbers that matter, set the limits, and show you a clickable mock of your own command center.
Build
Scoped in the BlueprintI interconnect your systems, from APIs to gated portals to scanned paper, and put a health check on every feed.
Run
OngoingWhen a vendor changes something, I fix the connection, and I keep building whatever you need next. Every problem is logged when it opens and when it clears.
It starts with one free call.
Pricing
I architect it, build it and support it.
Built to pay for itself. The money leaks it finds can be worth more than the build.
Discovery call
Free
Where we decide if it's a fit
- Your operation and goals
- The systems you run today
- The decisions you want faster
Blueprint
Scoped to you
Architecture and a fixed quote
- 7 days
- Every system your organization runs on, mapped
- Your vital numbers, their limits and the alert rules
- A clickable mock of your own command center
Build
Usually from $125,000
Quoted after the Blueprint
- Everything that comes standard
- Every system interconnected, online or offline, dated or gated
- Panels built around your operation
- Forecasting: 13-week cash, year-end landing, risk radar, what-if simulator
- Single sign-on, role-based access, masked records and a full audit trail
- Updates, fixes and support for everything I build
Running a clinic or salon? Those systems are priced separately.
Forecasting is built in
See where the year lands before it does: a projected finish for every client, the likely range, and how much of each limit is already used.
Get your build scoped.
Questions
What owners, executives and IT ask first.
What does it cost?
The discovery call is free. Builds usually start at $125,000, quoted after the Blueprint once I've mapped your systems. Support continues after launch.
Do I have to set anything up?
No. I connect your systems, set your numbers, limits and messages, and hand you a finished, running system. Your part is approving what goes out.
Will it pay for itself?
It's built to. Your command center hunts for money leaks: work that never got billed, payments above contract, duplicate charges, rebates never claimed, spend nobody's using. The leaks it finds can save more than the entire build costs.
Can you really connect anything?
Yes. Online or offline, however dated or gated. Modern platforms connect directly, portals with no API and decades-old systems sync on a schedule, and paper and fax get scanned and synced. If your organization runs on it, I find a way to get it onto the screen.
How do people log in?
Through your existing identity provider, such as Microsoft Entra ID, Okta or Google Workspace. Your MFA, password and offboarding rules apply automatically.
Where does it run?
In my hosting by default, or inside your own Azure, AWS or Google Cloud environment when your IT team requires it.
Who holds our credentials?
Connections are read-only wherever a system allows it. Credentials sit in encrypted secret storage, never in email or documents, and you can revoke them at any time.
Will you sign our agreements?
Yes. NDAs as standard, a business associate agreement for HIPAA work, and data privacy agreements for FERPA and state student privacy laws. Your security questionnaire gets answered before the build starts.
Is every command center the same?
The core is. Every build comes with the daily brief, the financial overview, alerts that say why and the log. Everything else is built around your operation.
How long does it take?
The Blueprint takes about 7 days. The build timeline depends on how many systems you run, and it's set in the Blueprint.
Who owns the data?
You do. Your command center reads from your own systems.
Does it work on a computer too?
Yes. It's designed for a phone first and works the same on any screen.
Have a question that isn't here?
Start with a free discovery call.
Tell me how your organization runs today. If it's a fit, the Blueprint maps every system in seven days and leaves you with a clickable mock of your own command center.