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I’m not in the business of selling software licenses. I provide a truly unbiased point of view, with recommendations not tied to any single platform or technology provider.

Data

  • Governance
  • Deduplication
  • Quality
  • Augmentation

Technology

  • Assessments
  • CRM
  • Integrations
  • AI Readiness

Strategy

  • Revenue Optimization
  • Process Improvement
  • Roadmaps
  • GenAI

Wayfinder offers several packages to put you on the path to success. Let’s figure out which offering is right for you during a complimentary consultation.


Data and Context Readiness Assessment
AI STARTS HERE

When AI implementations fail, the technology usually isn’t the problem — the data and context (or lack thereof) underneath it is. That risk compounds in regulated industries: AI trained on incomplete or non-compliant data doesn’t just make mistakes; it makes mistakes you need to explain and correct. Quickly. Before you layer AI agents, copilots, whatever you want to call the latest automations onto your architecture, you need a clear read on what state your data and context is actually in.

I led AI and data initiatives inside Salesforce and spent two decades in business operational intelligence where data governance wasn’t optional. I know what separates an AI rollout that pays off from one that stalls or backfires and fails to deliver ROI.


You get:

A readiness score across your data, systems, and integrations

A 30/60/90 day remediation roadmap

Data quality audit

Compliance-aware data governance review

Integration health check across your revenue stack

Your top 3 highest-ROI AI use cases for your actual environment


If you want AI to work, and work with the guardrails you need, this is where you start.

Expert for a Day
MOST POPULAR

$1997*

Sooner or later (or even sooner with AI) you realize the data and context problems, the integration failures, and the automation gaps aren’t separate issues — they’re part of an interconnected tissue, and you need someone who can see the whole picture, compliance implications included.

You get:

Pre-session audit before we start

A day of intensive sessions with key stakeholders covering strategy, diagnosis, and fixes

A custom, prioritized roadmap and playbook for what’s next

30 days of email support while you implement the roadmap


* Starting prices based on complexity.

Flexible Managed Services Support

Data, context, and AI readiness are a constantly moving target, especially when compliance requirements shift, systems get updated, and teams turn over. Every change introduces risk, and it compounds rapidly in Financial Services, Healthcare, and similar environments.

I work alongside growing in-house teams as a fractional advisor, picking up the data, context integration health, governance, and systems work that keeps sliding off your priority list, with the regulatory awareness most generalist consultants don’t deliver.

No new hire to onboard, no inflated overhead — just someone who’s done this work where getting it wrong wasn’t an option.


3-month minimum service terms; discounts available for longer commitments


What’s the one system issue you trust the least right now?