Contract & Advisory
Senior data and technical leadership, when you need it
More than 30 years of turning operations data into decisions and complex requirements into working systems. Available as a contract role, a fractional lead, or a defined project.
Engagement models
Pick the shape that fits the work
Embedded with your team
Full- or part-time for a set term, as 1099 or corp-to-corp. Remote, or on site across Northern California.
Data and systems lead
A set number of days each month to own your data strategy, reporting and vendor decisions without a full-time hire.
Fixed scope and price
A defined outcome such as a reporting rebuild, a system migration or an integration program, delivered under an SOW.
Review and direction
Architecture reviews, vendor selection, due-diligence on systems and data, and a second opinion before a big commitment.
Pulse packages
A fixed-price build, sized to your systems
Foundation
$25K–$40K
- Up to 3 systems
- Pulse + CEO dashboard
- 10 audit controls
- 6–8 weeks
Recommended
Growth
$45K–$75K
- Up to 6 systems
- Pulse + 4 role dashboards
- 25 audit controls
- 8–12 weeks
Command
$80K–$120K
- 7–10 systems
- Dashboards per department
- 50+ audit controls
- 12–16 weeks
Add-ons: process documentation, job descriptions, job aids, training, data cleanup. Full services and pricing →
Capabilities
Data intelligence and technical solutions
Data intelligence
- Data strategy and KPI design
- BI and reporting: Power BI, Looker Studio
- Data modeling and warehousing: PostgreSQL, BigQuery
- Executive dashboards and management reporting
- Data quality, reconciliation and governance
Integration and automation
- Make, Zapier and n8n automation
- REST APIs, webhooks and ETL pipelines
- CRM, ERP, accounting and e-commerce integration
- Monitoring, alerting and error handling
- AI-assisted analysis and workflow
Technical solutions
- Solution and systems architecture
- Technical program and project leadership
- System selection and migration
- Process design, internal controls and documentation
Experience
Where the experience comes from
Organizations
- ADP
- ProBusiness
- Creation Networks
- Support Sync
- Gary Gardner, CFP
What I’ve built and run
- Company dashboards, Pulse reports and process controls like the ones on this site
- Professional SaaS services for clients
- Financial systems design
- Metrics and KPI design
- Process design and documentation
- Auditing and reconciliation
- Cloud-based and on-premises systems
Systems I work with
Platforms you already run
HubSpot, Salesforce, Zoho, QuickBooks, Xero, NetSuite, Shopify, Smartsheet, Freshdesk, Zendesk, Microsoft 365 and SharePoint, Google Workspace, Google Ads and GA4, Make, Zapier, Power Automate, PostgreSQL, BigQuery, Power BI and Looker Studio.
Working terms
Separate pricing for each kind of work
Each engagement is priced for what it is. You get a written quote after a short call.
Contract role
Hourly
- Set term, 3–12 months
- Part- or full-time
- 1099 or corp-to-corp
Ongoing
Fractional lead
Monthly
- Set days each month
- Owns data and systems
- 3-month minimum
Project
Fixed fee
- Defined scope and outcome
- Delivered under an SOW
- Milestone billing
Advisory
Per session
- Half- or full-day sessions
- Or a monthly call block
- Reviews and direction
Availability and start dates on request.