Technology expertise for your marketing & data stack
From plan to platform to insight — I help you architect, connect, and engineer your marketing technology and data so it drives revenue, not just dashboards.
Architecture & Roadmapping
Plan your marketing & data platform
Know where your martech stack is headed before you buy the next tool. I map your current martech and data landscape and design a pragmatic future-state — then a roadmap that ties every platform investment to pipeline, revenue, and growth goals.
- ▸Audit your current martech/data landscape + a future-state architecture
- ▸A roadmap tying platform spend to pipeline, revenue & growth
- ▸Independent vetting of martech proposals, vendors, and big decisions
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- Executive translation: I disambiguate obscure technical decisions into clear business choices, and prep you with the core knowledge to ask the right questions of your team and vendors.
- Planning heft & “octopus hands”: Don't let a good idea stall for lack of a technical collaborator — I'll turn goals into practical designs, RFP-ready specs, cost justifications, and exec-ready decision points.
- Investment priorities & long-range budgeting: Where to invest, where to sunset, and what's coming — a roadmap with staff and vendor planning so you're never surprised by an end-of-life or a renewal.
- Project approval & vetting: Independent, non-political review of proposals — alternatives, hard-but-fair questions, and the costs people overlook (change management, year 2–3 support, backups).
Systems Integration
Connect your marketing systems into one platform
Turn a pile of disconnected tools — CRM, CMS, marketing automation, ad platforms, CDP, the back office — into a platform that works as a cohesive whole. Integration is rarely just technical; it means forging consensus across marketing, sales, and ops.
- ▸Connect CRM, CMS, marketing automation, ad platforms & back-office systems
- ▸Integration roadmaps with adoption & training, not just APIs
- ▸Break silos so marketing, sales & ops share one view
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- Integration acceleration: A consensus-backed plan that fits your org's real strengths and limits — with the training and adoption support stakeholders and vendors need to actually succeed.
- Right-fit selection: Replacing or picking a system? Deep CRM, CMS, marketing-automation, and analytics knowledge to choose the best fit for how you work, not the flashiest “best in class.”
- Organizational technology map: Auditing and reverse-engineering your platform, data, and vendors into clear system and data diagrams — often documented for the first time.
- Interdepartmental coordination: Shared roadmaps and working groups so marketing, sales, and ops row together instead of defending turf.
Data Engineering
Clean, holistic marketing data
Engineer the data moving between your marketing systems — and out of the platform — so campaign, customer, and spend data arrives clean, consistent, and holistic. Pipelines and a warehouse you can build on, not numbers you second-guess before every board meeting.
- ▸Design & de-risk campaign, customer & spend pipelines and models
- ▸Make marketing data clean, consistent & holistic across sources
- ▸Catch fragility before it breaks a campaign — or a migration
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- Pipeline & warehouse design: Design or review ingestion, models, and warehouse structure so what feeds every report is sound from the ground up.
- Data quality & consistency: Reconcile the definitions and sources behind your numbers so “revenue” or “active customer” means one thing everywhere.
- Migration de-risking: Find the fragile joints before a re-platform or vendor migration turns a small crack into an outage.
- “Help, I'm stuck” support: Just-in-time help for the moments your team hits a wall building or extending a pipeline.
Analytics & Reporting
Turn data into insight that steers your spend
Put that clean data to work: uncover the trends in your marketing performance, double down on the channels and campaigns that drive revenue, and starve the ones that don't — so every dollar of spend compounds on success.
- ▸Marketing metrics and attribution your whole team trusts
- ▸Dashboards that surface channel, campaign & spend performance
- ▸Build on winning campaigns and cut wasted marketing spend
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- Source-of-truth metrics: A shared data dictionary and governed definitions so dashboards get trusted, not second-guessed.
- Reporting people actually use: BI built around real business questions, plus safe self-serve to ease the reporting bottleneck.
- Attribution & spend analysis: Connect campaign, channel, and spend data to outcomes — double down on what works, cut what doesn't.
- Competitive & peer analysis: A trusted thought partner to spot where your best “wins” are — advice meant to help you succeed, not sell you a shiny object.
Different ways we can partner
Independent, easy-to-understand advice for executives — plus acceleration support for teams and projects.
Advisor
Private consultations for independent analysis and a safe space to explore technical questions — so you walk into any meeting prepared and clear.
Team Facilitator
Have a great team but need buy-in? I help forge practical consensus and get stakeholders rowing together instead of defending turf.
Solution Architect
A focused technical lead with dedicated capacity to move your goals forward quickly — helpful when your own experts are underwater.
Auditor
Not sure where you stand? A rapid audit of your teams and platforms, with a clear read on your strengths and your best opportunities to improve.
Chat with the author
If you'd like to make a connection and perhaps collaborate on something:I'd love to talk with you!No matter if you want to build your professional network,or think there might be a great opportunity to to work together or partner.