Engagement menu
Three tiers. Plain scope.
Simplicity is the delivery method. Accuracy is non-negotiable. Pick the tier that fits the pain you are feeling first. Pricing is shared during scoping, never on the page.
Pulse
Quick diagnostic. Pick one to solve your current project headache. Small scope, clear deliverable, fast turnaround.
Pulse fee credits 100% toward a Health Check if you commission one within 60 days. Pulse is the lowest-risk way to see how I work.
Find where money is slipping in your current portfolio. I scan for the same patterns I tracked across $40 to 46 billion USD in construction value at Stantec, applied to your own ERP data.
What you walk away with
- Written ranked leak list (top patterns by estimated dollar impact)
- 5 to 10 minute video walkthrough explaining each finding
- ERP-data-driven analysis, not anecdote-based assumption
- Prioritized fix sequence (do-this-first ordering)
- One follow-up Q&A email window within 14 days
An earned value based comparison of 12 months of forecasts versus actuals. I surface systemic forecasting bias your PMs may not see themselves.
What you walk away with
- Written diagnosis of systemic forecasting bias across 12 months
- 5 to 10 minute video walkthrough explaining each pattern
- EVM-based variance analysis (forecast vs actual, by project)
- Sequenced fix list ordered by impact
- One follow-up Q&A email window within 14 days
Health Check
The full review. Comprehensive across 10 dimensions of how your firm currently runs project controls.
Build
Productized engagements. Hands-on delivery of the specific system, dashboard, or model your firm needs. Pick the modules that match the gaps surfaced in the Pulse or Health Check.
Per pursuit. 3 to 5 days. You bring the proposed budget and staffing. I stress test rate card economics, replacement bench options, blended rate sanity, margin sensitivity, and the bid versus no bid math. You walk into the pursuit knowing the realistic margin floor and the levers that move it.
Per dashboard. Quick turnaround. Send Friday, deliver Monday. 8 working hours of build time over 3-5 calendar days. Hosting decisions, data flow, and access controls are walked through with you up front so you stay in control of the boundary.
What I look at, when I look at everything.
The full Health Check covers the 10 areas that account for almost all of the project controls failures I see in engineering portfolios.
Where margin is being lost across the active portfolio.
Systemic bias and drift in 12 months of forecasts versus actuals.
Quality, consistency, and discipline of how costs are coded.
Time-to-bill and time-to-cash patterns across the portfolio.
Whether estimate-at-complete projections hold up under stress.
How consistently change orders are captured, priced, and approved.
Whether subconsultant economics are protecting or eroding margin.
Reimbursables that are slipping the net and quietly eating fee.
Discipline of the closeout process and the variance it surfaces.
How project-level signal aggregates into portfolio-level decisions.
Data security and AI posture
Your private company information stays yours. Always.
I am an enthusiastic, hands on user of AI for project controls work. I use it to accelerate dashboard structure, schema design, pattern checks, and rapid iteration on what to look for. That is where the AI usage stops.
Your private company information and project specifics are never uploaded to AI tools. The AI helps me design the system. The system holds your data, with your controls, in your environment.
If a deliverable requires hosted infrastructure, a Power BI workspace, a dashboard, or an integration, I will tell you upfront where the data sits, who can see it, and how it is secured before a single byte moves. The boundary stays in your hands.
- Hands on AI usage to design the system, never to process your private data.
- Hosting, access controls, and data flow walked through with you up front.
- Your environment, your boundary. You stay in control.
- NDA and engagement scope signed before any data is shared.
Not sure which tier fits?
30 minutes is enough to talk through where your firm is today and which tier makes sense as the next step. No prep on your end. No pressure. If we're a fit, we'll talk scope. If I can't help, I'll tell you straight and point you toward who can.
Not ready for a call? Send a message and I'll reply within 2 business days.