Every business reaches a point where ideas, people, processes, and priorities start colliding.
I step in as a fractional COO, strategic operator, and creative builder to help leaders bring order to the chaos, improve how work gets done, and create the tools, assets, and systems needed to move forward.
I am a fractional COO, operations strategist, and creative builder who helps businesses turn ideas, processes, and people challenges into workable systems.
My background spans operations, HR, organizational development, leadership, consulting, training, digital health, app development, creative asset design, and executive-level problem solving.
I work best in the space where strategy needs to become something people can use. That may mean improving a workflow, designing a training program, building a pitch deck, creating a client onboarding process, developing a digital tool, or helping a founder organize the ten things currently living in their head.
I bring structure, creativity, practical judgment, and a bias toward building things that work in the wild.
Drove 40% YoY revenue growth, the company's first profitable year in seven, while achieving a 96% recurring contract rate.
Helped organize the strategy, partnerships, pilots, and product direction behind an NIH-funded digital health platform.
Supported process improvement and operational execution in a regulated, service-focused environment.
Helped build the brand, services, creative assets, training tools, and a custom app for client engagement.
Wendy is a consummate professional able to lead and manage organizations through innumerable challenges and successes. Under her leadership, Sober Grid grew 40% year over year from 2019 to 2022 and achieved profitability in a highly fractured and evolving market. Wendy structured the organization to maximize efficiency and effectiveness and commands the respect of everyone who works with and for her. Her track record of operational excellence, efficiency, and accelerating growth purposefully is impeccable. Wendy is an indispensable leader and general manager combining finance, HR, and operations functional expertise with a remarkable presence that brings out the best in her teams.
I had the good fortune to work with Wendy when she was with Monroe Bank & Trust. Wendy possesses many skills but one of her greatest strengths is the joint passion she shares for the employee and the client. At Monroe Bank & Trust, she helped create an excellent employee culture that easily transitioned to their clients. I worked with her in a branch of the future retail experience design role where she utilized her HR, retail strategy, and culture career talents to design the bank's branch of the future — including a $3M new build centered on merging the client experience with employee engagement. Wendy is intelligent, articulate, and committed. She understands the art and science of the client and employee experience. I would wholeheartedly recommend Wendy to any organization.
Here is what that can look like in practice.
A clear, repeatable approach so you always know where we are and what is coming next.
I audit your operations, interview your team, and map your biggest constraints and opportunities.
We co-create a 90-day roadmap covering ops, priorities, and any digital tool scope.
I am embedded, tightening processes, building assets, shipping tools, and measuring outcomes.
Systems documented, teams trained, clean transition, or I stay on as your ongoing fractional partner.
Every engagement is different. Here is where I typically work.
Businesses invest in the tools. They map the processes. They build the workflows.
And then nothing changes.
Because they skipped the part that actually determines whether any of it works: the people. How humans respond to change. What drives adoption. Why teams resist new systems even when those systems are better. How to build the trust and behavior shifts that make technology actually stick.
That is my lane. I bring the human behavior and organizational development expertise that most technology implementations completely overlook. And it is the difference between an AI initiative that transforms your business and one that becomes an expensive shelf product.
If your team is exploring AI tools, starting an implementation, or trying to figure out why the last one did not work, let's talk.
Book a conversationHelping teams and leaders understand what is actually changing, why it matters, and how to move through it without losing people along the way.
Building the habits, incentives, and communication structures that turn a new tool into something people actually use consistently.
Most failed implementations have nothing to do with the technology. They fail because of the invisible friction inside the organization: unclear ownership, siloed teams, competing priorities, and people who were never brought along. I help identify and reduce that friction before, during, and after any technology initiative.
Getting leaders on the same page about what AI means for their team, their culture, and the way work gets done going forward.
You have the idea. You have the people. You may even have the plan.
But the work is tangled in unclear priorities, clunky processes, scattered assets, half-built systems, and too many things living in everyone's heads.
That is where I can help.
I help growing businesses make sense of the mess, organize the work, build what is missing, and turn "we need to figure this out" into something clear, usable, and moving.