Client Work

Selected Client Work

See what we helped clients solve and what changed.

A calm virtual care room set up for a remote psychotherapy session

“James provided expert coaching and leadership throughout the entire process. His guidance enabled us to launch two new virtual psychotherapy services in less than 4 months and smoothly roll out the new technology across our teams.”
Chet LakhaniVP Digital Strategy, Field Trip Health

Field Trip Health

Launching Two New Virtual Services in Less Than Four Months

Field Trip Health needed new technology and workflows to launch two new virtual psychotherapy services. The work required the right technology decision, changes to the workflows around the new services, and coordinated implementation to move them successfully into operation.

What We Did

Assessed technology options and advised leadership on the platform decision.
Worked with the implementation team to adapt the workflows and prepare the rollout.
Provided coaching and leadership through implementation and launch.

What Changed

Two new virtual psychotherapy services launched
Launched in less than four months
New technology moved successfully into operation

An estimator reviewing large mechanical drawings in a contractor’s shop

“Working with James brought significant improvements to our workflow.”
Graham MacDougallPresident, Paris Mechanical

Paris Mechanical

Improving Sales and Estimation Across Three Divisions

Paris Mechanical wanted to improve sales and estimation across three divisions. Leadership needed a practical path that could create more capacity, reduce manual work, and work with the diverse systems already supporting the business.

What We Did

Analyzed the sales process across all three divisions.
Identified opportunities for automation and efficiency improvements.
Developed a customized digital strategy designed to work with the company’s existing systems.

What Changed

More capacity across sales and estimation
Less manual work in key processes
Better use of existing systems and information

A hand-drawn current state process map on a wall covered with sticky notes

“James was meticulous in discovering our needs, understanding our workflow, and mapping how the work actually happened across people, systems, and handoffs. He gave us clarity on a practical path forward, helped us understand what would be required to enable AI effectively, and identified other opportunities where AI and automation could improve the way we work.
If your organization sees potential for AI but isn’t sure where it fits, or has an idea but is unsure of the first steps to take, James can help you move from idea to action.”
Colin KibjisSenior Program Manager, Innovation Asset Collective

Innovation Asset Collective

Testing an AI Product Before Making the Full Investment

Innovation Asset Collective was exploring whether AI and related technologies could scale elements of an existing human expert process. Before committing to a larger system build, leadership needed to know whether the technology could perform the required work and what the system would cost to build and operate.

What We Did

Mapped the existing expert process and the tasks the technology would need to perform.
Matched those tasks to appropriate technologies.
Led a proof of concept to test critical capabilities and high risk assumptions.
Developed capital and operating cost estimates to support the business case.

What Changed

Feasibility validated before full investment
Build and operating costs defined
Highest risk assumptions tested first

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