Transformational CIO · agentic AI in productionTransformational CIO · $100M–$1B operators · agentic AI in production
Unowned data kills ERP. It kills agentic AI faster.
Programs fail below the software line, in disparate systems nobody owns. The fix assembles on this page: a sovereign data core, seated inside the business, left as a living asset you own.
01 / 06 · The mess
Excel and Power BI bandaids, vendor blocks, line spaghetti. No owned center — peak entropy. This is what kills the program.
03 / 06 · Data core · People — functional groups
Noise comes down; the data core seats from building blocks. Human work docks onto the spine by workflow requirement.
05 / 06 · Control center · Adoption locks
Project management rail: ownership, execution, observability. Then training, SOPs, and UAT so people succeed after go-live.
06 / 06 · Living asset
Six process constellations around the data-centric core. Owned, not rented.
Built to be owned, not rented — a capital asset the CFO can defend, not another expense line.
The real bottleneck
The technology works. People and process decide whether it pays.
Diagnosers explain the failure. Vendors implement their slice. AI builders rent you tools. None of them owns the transformation as a business system — the people, the workflows, the ownership above the vendors. That is the scarce work. That is what I execute.
Receipts
Built inside the business. Owned by the business. Running in production.
Most recent — CIO, Sierra Nevada Brewing (~$420M). Full member of the executive leadership team; presented in all board meetings; worked across the senior leadership team. Led a $15M enterprise transformation on a client-owned data core, rebuilt the IS function into a purpose-built IT organization, and put enterprise agentic AI into production across real operational workflows — with governance, training, and business ownership.
Earlier: CEO/CTO, Timberline — scaled $250K → $130M across US and China; operating systems that had to hold in the field.
Across idigdata engagements — custom fintech spanning banking and POS integration; xFP&A including Solver and OneStream.
30 years50+ implementations15 full transformations at scale$100M–$1B operatorsfintech · xFP&Aagentic AI in production
Operator to operator
If the work needs an owner, start there.
No deck. No proposal theater. Bring the real situation — the systems, the stalled decision, the agentic ambition — and I'll walk you through exactly how I'd own it. Permanent or fractional — the ownership standard does not change.
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