Technical Operations
System stabilization, reliability, vendor consolidation, documentation, governance, and operational improvement.
- Operating model reviews
- Reliability and risk reduction
- Vendor and platform right-sizing
Independent technology practiceSelective availability
Technical leadership
for complex systems
and operations.
I work with organizations that need to stabilize systems, improve operations, connect platforms, or make better technical decisions.
I accept a limited number of engagements at a time. The scope and level of involvement are based on each client’s needs.
29 yearsFrom front-line systems work to executive leadership
USAF to C-suiteExperience from mission-critical systems to company leadership
$2M to $200MBudgets and P&Ls managed across organizations of different sizes
50K+Users supported through platforms and operations at scale
01 / Where I can help
Technology should support the operation and the people responsible for it.
My work often involves systems, teams, vendors, and business processes at the same time.
CRM & Business Systems
CRM structure, data quality, sales workflows, reporting, ecommerce operations, and platform adoption.
- Zoho, Salesforce, and HubSpot
- Revenue and service workflows
- Leadership reporting
Automation & Applied AI
Practical automation that removes repetitive work, connects tools, and keeps people in control of important decisions.
- APIs, n8n, Make, and Zapier
- Document and data workflows
- AI-enabled operations
Fractional Technology Leadership
Senior technical judgment and execution leadership without adding a full-time executive role.
- Roadmaps and architecture review
- Team and vendor leadership
- Executive decision support
02 / Selected work
Selected results from my work.
Some identifying details are limited to protect client confidentiality.
Turning a fragmented CRM into an operating system people trusted.
Reworked workflows, governance, training, reporting, and vendor relationships for a 120+ user organization.
40% to 90%+ adoption42% lower IT spend
Aligning product, engineering, vendors, and operations around one delivery model.
Introduced clearer ownership, operating cadence, vendor controls, and delivery standards for a global software platform.
50K+ users served30+ contributors led
Replacing manual handoffs with documented, durable workflows.
Connected CRM, ecommerce, marketing, service, and reporting systems while reducing duplicate work and data uncertainty.
13+ launches supported45% fewer onboarding errors
03 / Engagement models
Each engagement is scoped to the client’s needs.
Hourly engagements
$65to$175/ hour
The rate depends on the skills required, the complexity and timing of the work, and the amount of capacity reserved.
Advisory & Working Sessions
Focused reviews, decisions, troubleshooting, and planning with clear next steps.
Hands-on Implementation
Direct delivery across systems, workflows, automation, reporting, and operational improvements.
Fractional Leadership
Ongoing technical and operational leadership at an agreed level of involvement.
Fixed-cost Projects
Available case by case when outcomes, dependencies, scope, and acceptance criteria can be defined clearly.
04 / How I work
I work closely with the people who will operate and support the finished system.
- 01
Learn how the business operates and define the problem with the people involved.
- 02
Address the highest-risk issues before expanding the solution.
- 03
Explain technical choices and tradeoffs in plain language.
- 04
Document decisions, train the team, and support a practical handoff.
About Phillip
Technical operator and experienced executive leader.
My background runs from United States Air Force communications and hands-on technical operations through CTO and COO leadership, startup delivery, cloud platforms, business systems, automation, and applied AI.
I am most useful when an organization needs one person who can advise its leaders, work through the implementation details, organize the work, and help the team complete it.
USAF communicationsFormer CTO / COOTop Rated on Upwork
Start a conversation
Tell me what you are working on.
Send a short note about your organization, the systems involved, the problem you need to address, and your preferred timing. I will review it and let you know if I can help.
Prefer email? [email protected]