Consulting & Digital Services

Technology strategy, AI integration, automation, cloud, software, and websites.

This is the client-services lane. It is for organizations that need experienced project help rather than an employment profile.

Engagements can range from a focused assessment or troubleshooting effort to architecture, implementation, documentation, and transition into a sustainable operating model.

Ways Geoff can help

Custom AI Chatbots

Website and business chatbots built around real goals, knowledge, tone, user context, and handoff needs.

AI ChatbotLLM IntegrationPrompt DesignKnowledge Base

Workflow Automation

Practical automation for repetitive business processes, email triage, documents, spreadsheets, CRMs, APIs, and reporting.

AutomationPythonPowerShellAPI Integration

WordPress And Website Help

Clean business websites, WordPress fixes, landing pages, responsive polish, forms, and hosting-aware troubleshooting.

WordPressWeb DesignResponsive DesignSmall Business

Product, Game, And Marketplace Builds

End-to-end MVPs and product systems for games, marketplaces, member portals, directories, and workflow-backed apps.

Game DesignProduct AppMarketplaceAdmin Tools

Explore All Services

Selected advisory and delivery examples

Regulated Financial Services Resilience and Governance

Regional Financial Institution (2018–2019)

Strengthened resilience, formal governance, audit remediation, cybersecurity controls, disaster recovery, and lifecycle accountability in a federally regulated financial institution.

  • Active-active dual siteDatacenter model
  • 33% annuallyMobile cost reduction
  • Formal weekly change reviewGovernance

The organization needed stronger operational governance, dual-site resilience, defensible audit evidence, repeatable disaster-recovery validation, and security improvements across infrastructure and endpoints.

Led infrastructure and support functions, formal weekly change management, dual-datacenter resilience, disaster-recovery testing, failover validation, audit remediation, and implementation of DefenseStorm, HyTrust, and McAfee controls with appropriate vendor and team attribution.

Improved the institution’s resilience and audit posture while validating failover readiness and reducing annual mobile costs by 33%.

  • GLBA-Aligned Controls
  • Disaster Recovery
  • DefenseStorm
  • HyTrust
  • McAfee
  • VMware
  • Cisco

Federal Endpoint Migration

Federal Endpoint Migration Program (2020–2021)

Directed a nationwide federal transition of 14,000 workstations and 2,500 printers with distributed engineering teams and standardized execution.

  • 14,000Workstations
  • 2,500Printers
  • 98%Success rate

A large federal program needed consistent readiness, staffing, risk management, site coordination, and quality across multi-month transition cycles.

Served as Chief Engineer / Site Migration Lead, directed teams of up to 12 engineers, aligned federal and site stakeholders, managed escalations, and standardized automation and delivery processes.

Migrated 14,000 workstations and 2,500 printers at a 98% success rate while improving field consistency and reducing manual effort.

  • Program Delivery
  • PowerShell
  • Active Directory
  • Group Policy
  • VMware
  • Cisco
  • Agile / Scrum

Microsoft Cloud and Digital Workplace Modernization

Advisory and Technology Operations Leadership

Guided organizations from fragmented infrastructure, identity, data-sharing, and collaboration patterns to governed Microsoft cloud operating models.

  • Approximately 15 yearsSharePoint experience
  • Assessment through adoptionDelivery model
  • FERPA-informed where applicableControls

Organizations needed secure sharing, identity, endpoint, collaboration, and data practices that users could adopt without creating new operational fragility.

Led assessments, roadmaps, solution design, migrations, governance, delegated administration, documentation, training, and transition across Microsoft 365, Azure, Entra ID, SharePoint, Teams, OneDrive, Intune, Defender, and related SaaS platforms.

Delivered practical modernization patterns that simplified operations, strengthened security and governance, and gave internal teams sustainable ownership.

  • Microsoft 365
  • Azure
  • Entra ID
  • SharePoint
  • Teams
  • OneDrive
  • Intune
  • Defender

Dental SaaS Delivery Platform Modernization

Dental SaaS Platform (2021–2023)

Modernized a healthcare software delivery platform with cloud-native deployment, automated testing, release validation, and repeatable production-readiness practices.

  • -40%Deployment time
  • -30%Infrastructure cost
  • 3-5 days → approximately 4 hoursOnboarding time

Manual deployment and quality practices were slowing releases, increasing infrastructure cost, and making developer onboarding unpredictable.

Partnered with engineering and business leaders to move workloads to Amazon EKS, rebuild CI/CD, automate testing and release validation, and standardize developer environments.

Reduced deployment time 40%, infrastructure cost 30%, and new-developer environment setup from three to five days to approximately four hours.

  • AWS EKS
  • CodePipeline
  • Docker
  • Bitbucket
  • Node.js
  • TypeScript
  • Puppeteer
  • Playwright

Tell Geoff what you are trying to build, improve, or untangle

Use direct contact for context, or book an intro call when a live conversation is the fastest next step.