Hire the Best Lean Consultants in California

I am a full-time executive business consultant with an agency in Central California, and my passion is partnering with people to help them achieve their goals. My joy comes from staying on a high learning curve, seeing the inside of hundreds of businesses, and solving foundational problems with modern age tools. With 20 years in Aerospace, Commercial Manufacturing, SaaS, eCommerce, and Healthcare - I can quickly turn around short-term projects or handle complex long-term tasks. Here are some of the services I have regularly provided to employers and customers of my consulting business: - Fractional COO (Chief Operating Officer) - Product/Project Management (Certified PMP) - Talent Acquisition & Management (including contractor management) - Advanced Analytics, Models & Simulation (Including Excel VBA) - SEO Analysis and Social Media Consulting - Data Architecture, Analysis, and Visualization (PowerBI, Tableau) - Lean / Six Sigma Continuous Improvement - CMMI / ISO 9000/9001 Assistance - Technology platform architectures, team management, and SAAS business solutions - Fractional CFO (Chief Fractional Officer) - Fractional CTO (Chief Technology Officer) My commitment is to bring the same level of excellence, service, and professionalism that has brought me career success to date. I will only take on the jobs I am sure are a great fit for both of us. Tools I Love to Use: Data Analytics & Visualization: Excel, Tableau, PowerBI, Google Data Studio, Google Sheets, SQL Data Pipeline: Snowflake, Funnel.io, Adverity, Make, Zapier, OpenAI, Postman, RestAPI, GraphQL MS Office: Word, Powerpoint, Visio Finance: Quickbooks, Fathom, Vena, Jirav, Wave Web Scraping: Webscraper.IO, ParseHub, OctoParse Project Management: Microsoft Project, Trello, MeisterTask, Teamwork, Monday, Basecamp, Jira, Targetprocess, Asana, Hive Programming Languages: VBA, Fortran, HTML, CSS, Javascript, Liquid, Python CRM/DRM: Hubspot, Big Purple Dot, eleo, Give Lively, Tithe.ly Websites: Wordpress, Wix, Squarespace, Shopify, Podia Social Media: Mailchimp, Google Analytics, Metricool, Facebook Ads, SendinBlue, Segment, Hubspot Low Code: Quickbase, Zoho Creator, Caspio Other: Dynamics 365, Geru, Toonly, Doodly, Cognito Forms, Beeswax, Liveramp

Your current system isn't broken because you chose bad software. It's broken because no one mapped your workflow before the selection. I build decision frameworks that tell you which systems to trust and why. Organizations in field service, legal operations, and contracting share a specific problem: too many software options, too little clarity about which one actually fits how they work. They end up buying something, implementing it halfway, and living with the friction. I solve the underlying problem, before the purchase or after it. What I do: • Software and database evaluation. Structured, vendor-neutral assessments that compare your real workflow against what each platform actually delivers. No affiliate relationships. No vendor partnerships. Just research. • Workflow architecture. I map your current process from intake through execution, billing, and reporting, identify where things break down, and model alternatives that hold up across your team and your tools. • SOP design and documentation. Field-ready standard operating procedures written for the people who actually use them, not for the shelf. • Migration readiness assessments. Before you move data or platforms, I tell you what the move actually involves, where the risk is, and whether the timing is right. My work is research-grounded and operationally specific. I do not apply generic frameworks. Every engagement starts with understanding how your business actually runs: its rhythm, its constraints, and its regulatory context. Relevant work includes: • A field service transformation case study (ABC Plumbing and Construction), from whiteboard scheduling to a fully integrated FSM system • A 37,500-word Field Service Software Buyer's Guide covering 10+ platforms with structured evaluation criteria • A multi-year retail database migration from a flat-file system to PostgreSQL • Territory optimization for a growing HVAC company using spatial analysis Who I work with best: Contractors and field service operators, legal professionals and legal ops teams, and small-to-mid operations that have outgrown their current tools but are not sure what comes next. My background includes paralegal training in contract, corporate, and family law, which informs how I work with legal teams and legal ops clients. If you have a system that is not working and you need clarity before you make your next move, that is exactly where I start. To get started, browse my Project Catalog below or send a message with a brief description of your situation.