For ops leads and COOs at $30M+ companies who know which processes are broken but can't pull their team off the line to fix them.
Your board wants AI results. You need a plan that works in weeks, not quarters. We build the operational layer that makes AI actually deliver, then transfer it to your team.
AI adoption hit 80% across enterprises. But the results tell a different story: email volume is up 104%, chat messages are up 145%, and focus efficiency is at a three-year low. Teams aren't working less. They're working more, across more tools, with less clarity about what matters.
The problem isn't the technology. It's the process layer underneath: the handoffs, approvals, and coordination steps where work stalls between people and systems. Until that layer is fixed, every AI tool you add just amplifies the mess.
Your team is copying data between systems, chasing approvals over email, and rebuilding the same reports every week. These aren't edge cases. They're the core of how the business runs, and they're invisible until someone maps them.
Half of organizations can't measure AI's impact on their workforce. Without visibility, there's no way to know what to scale, what to kill, or where to invest next.
The longer you evaluate options, the more complicated it looks. Meanwhile, the team that could benefit most is still doing the same manual work. The issue isn't choosing the right tool. It's knowing which process to fix first.
Most AI pilots fail because the process underneath isn't ready. Clean handoffs, structured data, and clear decision rights have to exist before any tool can deliver. The 30-day pilot builds that foundation and proves the ROI in the same engagement.
See the Full Methodology →Not demos. Each starts with a diagnostic to size the specific opportunity in your business.
| Workflow | The Problem | What AI Does | Typical Impact |
|---|---|---|---|
| Lead-to-Close Conversion | Inbound leads sit for 24-72 hours. Follow-up is manual, inconsistent, or doesn't happen. | Prioritizes leads by intent signals, automates follow-up sequences, flags at-risk deals before they go cold. | 15-30% lift in conversion rate |
| Customer Support Triage | Tier 1 tickets consume senior staff time. Resolution is slow and inconsistent. | AI classifies, routes, and resolves routine tickets. Escalates complex issues with full context. | 40-60% reduction in Tier 1 handling time |
| Revenue Cycle / Collections | Denials, underpayments, and slow follow-up leak revenue every month. | AI flags denial patterns, automates resubmission, and prioritizes high-value follow-ups. | 10-20% improvement in net collection rate |
| Vendor / Contract Management | Renewals are missed. Terms are inconsistent. Spend is untracked. | AI monitors contract terms, flags renewals, and benchmarks vendor pricing. | 5-15% reduction in vendor spend |
| Content / Production Operations | Approvals bottleneck. Asset management is manual. Deadlines slip. | AI automates routing, tracks status in real time, and flags blockers before they cascade. | 20-35% faster production cycles |
The most common alternative is asking your team to figure it out. Here's how that plays out.
| Internal Team | Big Consultancy | System Integrator | Taskmora | |
|---|---|---|---|---|
| Who does the work | Your best ops person, on top of their day job | Junior consultants. Partner shows up for the sale. | Offshore dev teams managed by project coordinators | Me. Same person from first call to final handoff. No juniors. No bait-and-switch. |
| Operational diagnosis | Skipped. They jump to tools. | Lengthy assessment, generic frameworks | Skipped. They build to spec, not to outcome. | Deep-dive diagnostic tied to revenue impact. I've run a P&L and know what matters. |
| AI implementation | Trial and error with vendor tools. 3-6 months of failed pilots. | Strategy deck, outsourced build | Long build cycles, scope creep, change orders | One workflow deployed with measured KPIs. Prove it works before expanding. |
| Speed to value | 6-12 months, if it survives competing priorities | 3-6 months to recommendations | 6-18 months, often over budget | Working POC and roadmap by week two. Full deliverable in 30 days. |
| True cost | $50-100K+ in loaded salary, plus opportunity cost of what they're NOT doing | $100-150K+ for a fixed-scope project | $100K+, plus change orders and maintenance lock-in | A fraction of what one month of manual work costs your team. Fixed fee, 30 days, no change orders. |
| Knowledge transfer | Stays with whoever built it. They leave, it breaks. | PDF report and a handshake | Custom code your team can't maintain | Full documentation, training, you own it. I'm building for your independence, not a recurring invoice. |
We work best with CIOs, COOs, and ops leads at $30M+ companies who were hired to modernize operations and need results in weeks, not quarters. You have budget and executive sponsorship. What you need is a partner who can translate that mandate into deployed workflows.
Deep experience in these verticals, with methodology that transfers across any complex operation:
Operational diagnostics that give PE operating teams the visibility to deploy AI across portcos, with results packaged for fund-level reporting.
Production workflows, content operations, and cross-functional coordination. We untangle the process fragmentation that makes AI pilots stall.
Patient acquisition, revenue cycle, and conversion funnels. We quantify revenue at risk from broken handoffs, then deploy AI against the gaps.
Manually copying data between systems every day
Inbound leads sitting 24+ hours before anyone responds
Senior staff buried in Tier 1 tickets they shouldn't be touching
A CRM nobody trusts because the data is stale
Give us 30 days and one department. You'll get a workflow audit with dollar figures, a working automation, and a 90-day roadmap. Your team stays focused on running the business.
One person can approve this. No committee required. By week two, you'll have a working POC and a roadmap. Most clients expand to additional departments after the first 30 days.
We guarantee the deliverables: a working automation, a quantified workflow audit, and a 90-day roadmap. If we don't deliver, you don't pay.
For companies that proved the model in the pilot and want to scale. Same senior partner, ongoing execution.
For organizations ready to scale what the pilot proved. Your senior partner stays hands-on and brings in the right delivery teams for each workstream.
You only have to say yes to 30 days. Each phase earns the next. You always know what you're getting and what it costs before committing.
One department. We map how it actually runs, identify where value is leaking, size the gap in dollars, and build a working automation. You get a board-ready document and a live system by day 30.
The pilot proved the model. Now we deploy additional workflows month by month, each with tracked KPIs. Team training, change management, and quarterly business reviews built in.
Scale what works across the organization. Integrate systems, build internal capability, deploy AI agents into optimized workflows with human oversight.
Full knowledge transfer. Your team owns everything: documentation, training, the ability to extend and maintain what we built. No ongoing dependency on us.
At most consultancies, a partner sells the engagement and disappears. The work gets done by juniors learning on your budget. Here, I do the diagnostic, design the solution, and stay hands-on through deployment and transfer.
That means faster decisions, fewer miscommunications, and someone in the room who has run a P&L, managed a portfolio company, and knows what it takes to make technology stick in a real business.
I started in technology investment banking at Morgan Stanley, then spent over a decade as a global equity investor covering enterprise software across the US and Asia. The pattern was consistent: the companies that won weren't the ones with the best tools. They were the ones with the clearest picture of how their operations actually ran.
I tested that by acquiring and running Management One, an inventory planning firm serving approximately 1,000 active retail clients at any given time (4,000+ over the life of the business). The lesson was the same: clients who understood their own data and processes could act on recommendations immediately. Everyone else spent months trying to make technology work before addressing the real problem.
That's why Taskmora exists. You can't deploy AI effectively without first understanding how the business runs. I build the operational layer that makes AI work, then transfer it to your team. I hold an MBA from the Wharton School at the University of Pennsylvania.
"Every previous technology wave could be layered on top of messy operations. AI can't. The companies that get clear on how they actually run are the ones that capture the value."
Every engagement starts with understanding how the business actually operates. We don't sell solutions to problems we haven't verified and quantified.
Every recommendation ties to a quantified business outcome. If we can't connect it to revenue, cost reduction, or capacity, we don't propose it.
You own everything we build. Documentation, training, and knowledge transfer are standard. The goal is your independence.
20 minutes. No pitch deck. We'll identify your highest-impact workflow and give you an honest assessment of what's possible.
Share a few details and we'll use them to make the conversation useful from minute one. No follow-up pressure.