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Make processes consistent.Reduce exceptions.Move faster.

I help small and mid-sized teams integrate AI into new and existing workflows so employees and clients can complete routine steps with less friction, find answers in less time, and better understand relevant procedures and policies.

  • Secure data handling
  • Integration into existing processes
  • Audit-friendly logs & citations

Generic AI Doesn't Know Your Business

Off-the-shelf AI tools weren't built for your specific needs

Missing context

Effective AI needs to understand your specific policies, terms, and workflows.

Lack of integration

Third-parties can't effectively integrate into your current workflows.

Privacy and compliance

Sending proprietary information to third-party APIs can create compliance risk.

An AI Layer That Improves Your Processes

Integrate AI into the tools you already use so your team can more easily follow policy, complete routine steps, and find answers quickly without extra back-and-forth.

Process consistencyClear citations to source docsReduced manual oversightIncreased compliance

See It In Action

More detailed and interactive demos are available upon request

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From Documentation to Deployment

A clear, collaborative process from start to finish

1

Discovery & Planning

Together, we identify the highest-impact workflows and define success criteria.

2

Data Preparation

Your documentation is transformed into structured, searchable knowledge.

3

Training & Evaluation

AI behavior is customized and tested against real scenarios from your domain.

4

Integration & Deployment

The solution is deployed and connected to your existing tools with clear documentation.

Common Applications

HR & Policy Q&A

Help employees get consistent answers about benefits, PTO, and procedures.

Technical Documentation

Make SOPs and manuals searchable so technicians can complete tasks faster.

Customer Support

Reduce response time with grounded answers and consistent messaging.

Process Automation

Automate routine steps and reduce handoffs in common internal workflows.

Why Work With an Independent Consultant

High-trust delivery without unnecessary complexity

Secure by default

Deployment options that fit your risk profile, with clear boundaries around data handling.

Direct collaboration

Work directly with the person building the solution—no handoffs, no translation loss.

Right-sized delivery

Focused solutions that improve a defined workflow, with measurable success criteria.

Clear documentation

You get implementation notes, handoff docs, and practical training so the work is maintainable.

Discretion

Sensitive details stay need-to-know. Controls and access are designed intentionally.

Two professionals collaborating in a meeting

Technologies & Tools

Built with proven open-source foundations

I work with open-source models and tools that keep you in control, so your solution is auditable, maintainable, and avoids unnecessary vendor lock-in.

Common Questions

Answers to frequently asked questions about working together

I start with a short discovery call, then deliver a written plan: target workflows, success criteria, data sources, integration points, security requirements, and a phased delivery roadmap.

Most documentation assistants start with retrieval (RAG) so answers are grounded in your current source material and can be updated quickly. If your use case requires a specific tone, format, or repeated task patterns, fine-tuning can be added after evaluation.

I define a test set of real questions from your team, measure answer quality against your source-of-truth, and iterate. The system is designed to cite sources when possible and to say it doesn't know when the documentation doesn't support a confident answer.

You can choose a full handoff with documentation and training, or ongoing support for monitoring, updates, and incremental improvements as your processes evolve.

Work is delivered in clearly defined stages with review checkpoints. If the solution isn't meeting the agreed success criteria, you can pause or stop after any milestone with no lock-in.

Generic tools don't know your internal policies, terminology, or systems. A business-ready solution is grounded in your approved sources, integrated into your workflows, and instrumented with logging, evaluation, and guardrails— so outputs are more consistent and operationally usable.

Most text-based content works: handbooks, SOPs, product manuals, policies, FAQs, training materials, and knowledge base articles. PDFs, Word docs, wikis, and structured databases can all be processed. Image-heavy documentation is not recommended.

Common integrations include help desk platforms (Zendesk, Intercom), chat tools (Slack, Teams), document stores (SharePoint, Confluence, Google Drive), and CRMs. Integration scope is defined during discovery based on your existing stack.

Access is least-privilege and role-based where possible, and the system can log activity for review (what was asked, what sources were used, and what was returned). Security requirements are defined during scoping and reflected in the deployment plan.

Not unless you choose that option. I can deploy open-source models on your infrastructure so documents stay under your control. If you opt to use a third-party API, providers like OpenAI and Azure state that business/API data is not used for training by default—data handling terms are documented and agreed to before any access.

Minor updates are usually handled by reindexing or scheduled sync. Significant policy or process changes may require prompt/rule updates or a new evaluation pass. I can provide ongoing updates/maintenance if needed.

For day-to-day use, no. For changes and ongoing administration, you can either retain me for support or I can train your technical staff on the maintenance runbook.

You own your documents and the solution artifacts delivered for your environment. If we use third-party services or base models, their licenses and terms are documented clearly so ownership and reuse rights are unambiguous.

Ready to Put Your Documentation to Work?

Book a consultation to discuss your workflow and get a preliminary recommendation. No obligation.