I find the information your team can't see. And build AI systems that turn it into better decisions.
Your best data is trapped in spreadsheets, inboxes, and people's heads. The knowledge your team needs to make good calls is scattered across disconnected systems, buried in tribal memory, or sitting in files nobody opens.
That's a visibility problem. And it's costing you margin, customers, and competitive ground every day.
I build role-specific AI environments that connect that scattered knowledge to the people and decisions that matter most, designed for your team, your workflows, and your institutional context. So the impact sticks long after I'm gone.
You've Tried AI. It Hasn't Stuck.
Here's Why.
Your company has probably tested a few AI tools by now. Someone used ChatGPT to draft customer communications or knock out product descriptions. A few people fed it technical questions and got answers that sounded confident but weren't quite accurate.
You bought licenses and told people to experiment. But three months later the only person still using it was already the most tech-savvy person on the team.
If that sounds familiar, you're in the majority. Scattered experiments, a few minor time-savers, nothing connected to an actual business outcome, and a gradual return to doing things the old way.
Here's what most companies miss: the biggest cost of AI failure isn't wasted software spend. It's the decisions your team keeps making with incomplete information. The margin you're leaving on the table because critical knowledge is locked in someone's head. The customers you're losing because no one can see the pattern until it's too late.
Most companies start with a tool and go looking for a use case. That's backwards. The companies getting real value from AI start with a specific role, understand the decisions that role makes and the information it needs, and then build an AI environment designed for that exact context.
That's what I do.
AI Systems That Turn Trapped Knowledge Into Better Decisions
I build role-specific AI environments for B2B companies. Each one is loaded with your company's own knowledge, policies, and operational context, so the people using it make sharper decisions with information they couldn't easily access before.
A CEO environment might surface patterns across financials, customer data, and market signals that would take days to piece together manually. A sales manager's environment might flag cross-sell opportunities based on account history and product data that's currently buried in a CRM no one queries. An operations lead's environment might give field teams instant access to SOPs, troubleshooting protocols, and compliance requirements that today live in three different systems and someone's memory.
The common thread: each system is designed to make sure the right information reaches the right person at the moment a decision is being made. Not a generic chatbot. Not a tool looking for a problem.
Three Ways to Work Together
Every engagement starts with understanding your business. Here are the three ways we can work together.
AI Opportunity Assessment
I'll show you where your team is making decisions with incomplete information, where margin is leaking because knowledge is trapped in someone's head or buried across disconnected systems, and where AI can close those gaps fast. You walk away with a prioritized map of your highest-value opportunities. No commitment to build anything. You can execute the plan on your own or with my help.
Role-Specific AI Builds
This is the core of what I do. I build custom AI environments for specific roles in your company. Each one is loaded with your institutional knowledge, tailored to the decisions that role makes, and designed so the person using it sees what they couldn't see before and acts on it faster. Typical engagements cover 3 to 10 roles. I build it, train your team, and make sure at least one internal person can own and evolve the system after I'm gone.
Team Enablement
For teams that need help getting comfortable with AI in their daily work, I run focused workshops and coaching sessions. No jargon. No technical prerequisites. Just practical techniques your team can apply the same day, built around your actual workflows and business context.
Built for B2B Companies Where Decisions Are Complex and Knowledge Is Scattered
I work best with companies where institutional knowledge matters, decisions carry real financial weight, and the information people need to make those decisions is trapped in spreadsheets, inboxes, SOPs, and people's heads.
That typically means manufacturers, distributors, multi-location service companies, and franchise systems. Companies with real operational depth and teams that have to navigate regulation, market shifts, and competitive pressure every day.
If your company has expertise and data that should be a strategic advantage but isn't because nobody can get to it when it matters, there's a good chance I can help.
We brought Ed in to tackle a complex growth challenge that our partner team hadn't had the bandwidth to properly dig into. We had a large base of partner contacts and knew there was opportunity there, but the problem was messy. The data needed work, the targeting logic was not simple, and the outreach strategy required more than a generic campaign. Ed helped us break the problem down and turn it into a clear, workable plan.
What stood out was Ed's ability to bring structure to ambiguity. He asked sharp diagnostic questions, listened well, and helped us think about the problem from angles we hadn't considered. He also brought practical AI-enabled workflows into the process without making it feel theoretical or overly technical. The result was a repeatable approach our team could actually run with, not just a set of recommendations. I would recommend Ed to any sales, partner, or go-to-market team dealing with a messy operational challenge that keeps getting pushed to the back burner.
Joe Guzman
Vice President, Partners, Kahua, Inc.
Curious Whether AI Can Help Your Business?
Let's Find Out.
Book a free 25-minute AI Opportunity Call. I'll ask about the roles and decisions that matter most in your business, and I'll tell you where AI can create the most value. No pitch, no obligation. Just a clear-eyed look at what's possible.
Book Your Free AI Opportunity Call