Technology & Operations Consulting
I find where your business is losing time. Then I build the fix.
I work inside businesses to identify operational inefficiencies, then build and implement the systems that eliminate manual work and improve how the business runs.
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Operations & AI Audit
Fixed-scope engagement to identify where your team is losing time and what to automate first.
The Engagement
Audit. Automate. Amplify.
A clear, three-phase process. No mystery about what happens next or what you're paying for.
Audit
Understand the work
I embed in your operations, shadow workflows, talk to your team, and map exactly where time and money are slipping through the cracks.
Scoped to your operations
Automate
Build the systems
Automations, internal tools, and AI workflows integrated into your existing systems. Working software in weeks, not quarters.
Scoped from audit findings
Amplify
Elevate the team
Team training and documentation so systems don't break when I step back. When it makes sense, I stay on as a fractional technology leader.
Ongoing retainer available
Results
Work that speaks for itself
Real outcomes from real engagements. Here are some of the systems I've built and the results they delivered.
From 10 minute signup to under 1 minute
The situation: Member enrollment was slow, manual, and causing drop-off. Staff and patients both felt the friction.
What I built: Redesigned the intake and enrollment workflow inside a custom internal platform, integrating directly with EHR systems and automating key steps.
From 0 to 100,000+ monthly interactions
The situation: No centralized system existed to manage high-touch member engagement at scale.
What I built: Architected and led development of a custom internal CRM, connecting EHR, workflows, and outreach into one system used across teams.
Built a program serving 800+ members from scratch
The situation: Members lacked access to devices needed for care engagement. No program existed to support this at scale.
What I built: Designed and launched a full-scale SDOH device program including procurement, logistics, compliance, MDM, and multi-state operations.
Replaced manual outreach with intelligent automation
The situation: Staff were spending time chasing unresponsive members instead of engaging high-intent ones.
What I built: Implemented an automated re-engagement system using AI-driven workflows to prioritize and route outreach.
From manual documentation to AI-assisted workflows
The situation: Clinical documentation was time-consuming and inconsistent across providers.
What I built: Implemented ambient AI solutions to assist with real-time documentation and workflow automation.
Built and launched a SaaS product in under 4 weeks
The situation: First-time youth baseball and softball coaches were getting thrown into game day with no simple way to build lineups, manage positions, or keep things fair for every kid.
What I built: Designed, built, and launched Sandlot Coach as a solo founder from idea to live product.
Full outbound pipeline replacing a $5k/month SDR
The situation: Needed a way to consistently find, qualify, and reach prospects without hiring a dedicated sales rep or burning hours on manual outreach.
What I built: Built an automated growth engine that researches and surfaces relevant leads daily, scores and prioritizes them, crafts personalized outreach, and queues everything for human review before sending. It monitors which messages land, tracks replies, and drafts follow-ups automatically. All the leverage of a full-time SDR without the overhead.
What People Say
From the people I've worked with
Joel came in and within days was building things we didn't even know were possible. He's found revenue opportunities we were leaving on the table, automated workflows we were doing by hand, and changed how we think about what technology can do for our business.
Co-founder, Digital Media & Content Company
Joel immediately became indispensable through his hard work and ability to juggle the inputs and concerns of various teams across the company. He has proven adept at successfully tackling every challenge we've thrown at him.
CTO, Worked alongside Joel in a previous role
Joel is a master of the balancing act that is product management. He led the redesign of our provider-facing solutions, guided agile development across our internal platforms, and brought equal measures of collaboration and positivity to every relationship. I'm glad to have worked with him.
Senior Director of Product Design, Former healthcare technology colleague
Who I Work With
Best fit for
- 10 to 100 person teams
- Operations-heavy businesses (healthcare, real estate, services, internal ops teams)
- Teams doing repetitive manual work across email, reporting, CRM, or workflows
Common Problems I Solve
Sound familiar?
- Your team spends hours manually updating spreadsheets or reports
- Important work is stuck in email, Slack, or people's heads
- Your CRM or systems don't reflect how your team actually works
- You're paying for tools but not getting real value
- You know AI could help, but don't know where to start
Ready to find the problem? That's exactly what this is for.
90 seconds to fill out the questionnaire. Then we talk. I show up ready to dig in, not catch up.