/ Research. Consulting. Writing.

A body of work built across two worlds

Peer-reviewed publications, applied case notes, and essays that translate research findings into decisions SMB leaders can actually make.

Close-up of open research notebooks with handwritten annotations on a clean desk, cool north-facing daylight from the left, pages filled with dense marginal notes and highlighted passages
Close-up of open research notebooks with handwritten annotations on a clean desk, cool north-facing daylight from the left, pages filled with dense marginal notes and highlighted passages
— Peer-Reviewed Publications

Research held to external standards

Journal Article · 2024
Conference Paper · 2023
Working Paper · 2022

AI Adoption Barriers in SMB Operations

Organizational Readiness as an AI Variable

Cost-Benefit Frameworks for Narrow AI Tools

Examines why operational context—not technical readiness—is the primary predictor of AI integration success in businesses under 200 employees.

Proposes a readiness index that accounts for staffing structure and workflow maturity, validated against a sample of 40 North American SMBs.

Develops a decision framework for SMB leaders evaluating task-specific AI tools where ROI timelines extend beyond typical budget cycles.

— Essays & Case Notes

Where research conclusions meet real decisions

Applied writing that moves from peer-reviewed findings to the specific constraints SMB leaders face: budget ceilings, thin technical staff, and integration timelines.

Case Note · Retail
Essay · Strategy
Case Note · Services

Inventory Forecasting Without an IT Department

The Organizational Change AI Actually Requires

Scoping AI for a Professional Services Firm

Most AI adoption failures trace back to workflow structure, not software. A diagnostic framework for identifying organizational bottlenecks before implementation begins.

A structured scoping exercise for a 30-person firm that narrowed eight AI ideas to two with measurable ROI, grounded in capacity and client-facing risk.

How a 12-person retailer reduced overstock by 18% using a single narrow AI tool, with no developer on staff and a four-week rollout.

▸ Speaking & Panels

Taking the argument into the room

Available for speaking engagements, conference panels, and executive workshops. Each session is grounded in current research and applied to the audience's specific industry context.

Keynotes and panel appearances at academic conferences, SMB industry events, and cross-sector forums on AI strategy and organizational readiness.

Selected venues: Academy of Management Annual Meeting, SMB Tech Summit, Canadian Federation of Independent Business Forum, Stanford HAI Workshop on AI Deployment.