01 · Foundation
Data warehouse & integration
A BigQuery (or Snowflake / Azure) lakehouse fed by your POS, ledger, AP, payments, labor, back-of-house and guest systems, with transformation code that asserts its own correctness and a status console everyone can read.
- One loader per source: idempotent, self-checking, alerting to Chat
- Raw / mart / ops layering; one store key; your fiscal calendar everywhere
- Looker, Connected Sheets, Looker Studio or Power BI on top
- Usage census, cost per feed, release stages, group-based access
Deliverables · loaders · marts · status console · release note per source · runbooks
02 · Finance
Finance & accounting automation
Reconciliations, close readiness, journal generation, AP exception detection and self-service spend reporting, built next to your ledger and run in shadow until parity is proven.
- POS ↔ ledger ↔ processor tie-outs by restaurant-day, to the cent
- Daily invoice exception queue: duplicates, price outliers, missing bills, fees, tax
- Automated daily sales journals with held-day rules
- P&L statement lines, EBITDA and KPIs queryable for every scope
Deliverables · reconciliation views · exception portal · journal generator · close checklist
03 · Apps
Operational apps with AI inside
Small, fast web apps where the model does the parts it is good at (interviewing, drafting, summarizing, proposing rules) and the warehouse computes the numbers. Humans approve.
- Field visit planner, scheduler, what-if budgets, idea intake, QR and video studios
- Access by Google Groups, audit logs, fail-closed lookups
- Light/Dark, English/Spanish/French, your brand themes, contrast gates
- Measured per-message and per-run cost from day one
Deliverables · deployed app in your project · test gate · release note · handoff
04 · Enablement
AI & Workspace enablement
An intranet front door, guided lessons, Gemini Enterprise or Claude rollout, Workspace-native automation, and an access standard that lets you say yes to staff using AI with company data.
- Groups-only access model: three roles, one config per app
- Org-chart-driven Workspace groups, digests, training-video pipeline
- Office hours and documentation your team keeps writing
Deliverables · intranet · access standard · group sync · training plan
05 · Assessment
Data & AI assessment
Two to three weeks reading your systems, job history and spreadsheets. We tie out what you have, price what you are running, and hand back a prioritized plan with the first three builds specified to the column.
- Inventory of every pipeline, calendar and report with its readers
- Where the numbers disagree today and why
- Cost of the current stack and of the proposed one
Deliverables · written findings · costed roadmap · three build specs
06 · Leadership
Fractional data & AI leadership
A standing cadence of builds, a ship log your executives read, and one person accountable for the number on the P&L being right. For operators who need the function before they need the department.
- Weekly ship log and monthly cost review
- Vendor and platform negotiations with someone who has sat on the other side
- Hiring and onboarding the team that takes over
Deliverables · roadmap · ship log · vendor scorecards · hiring plan