Services
Engagements are flexible - from a few hours of advisory to hands-on project support. All work is done by me directly, not delegated.
Many small and mid-sized collection agencies and AR departments face real technology decisions - new software, system consolidations, vendor negotiations - without anyone internal who has the background to evaluate them properly. Fractional technical leadership fills that gap.
I work alongside your leadership team as a part-time technical advisor, providing the judgment and context that comes from 20+ years in the industry. You get a strategic partner who already understands your space, available at a fraction of the cost of a full-time hire.
Typical engagement: Monthly retainer for ongoing advisory, or project-based for a specific decision or event (e.g., an upcoming vendor selection or contract renewal).
Platform migrations and software implementations are among the highest-risk events an AR organization faces. They're expensive, disruptive, and when they go wrong, the consequences are felt for years. Most failures trace back to the same issues: poor data preparation, under-resourced project management, and a lack of AR-specific experience on the project team.
I bring that experience directly into your implementation project. Whether you're moving to a new collections platform, migrating data from a legacy system, or managing a consolidation across multiple systems, I can help you scope the work, manage the execution, and avoid the common traps.
Typical engagement: Project-based, scoped to the implementation timeline. Can be full project oversight or advisory support layered on top of an existing project team.
Most AR operations are carrying significant manual workload that could be reduced or eliminated - workarounds that grew into habits, reports that someone builds in Excel every week, tasks that fall through the cracks because they depend on someone remembering to do them. These things accumulate over years and become invisible because they've always been there.
I help organizations identify where the real leverage is and build a practical plan to act on it. That might mean better use of the tools you already have, a targeted automation project, or a process redesign. The goal is always outcomes that are achievable with your actual team and budget, not a theoretical future state.
Typical engagement: Often starts with a focused assessment (fixed scope, defined deliverable) and leads into project support for implementation if you choose to move forward.
Data problems in collections environments are common and often underestimated. Bad account data leads to compliance exposure. Reporting gaps lead to poor decisions. Integration failures between systems cause duplicate work and errors. These issues rarely announce themselves - they just quietly make everything harder.
I help organizations understand their data landscape, identify what's broken or missing, and build a path to better data quality, more useful reporting, and more reliable integrations.
Typical engagement: Varies by scope - from a focused assessment to ongoing advisory support for a multi-phase data improvement effort.
Tell me what you're dealing with and we'll figure it out together. Most conversations take less than 30 minutes.
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