NABConsulting

Practical AI + technology consulting

Technology should make work easier.

NAB Consulting helps small and medium businesses improve messy workflows, make better use of the tools they already have, and find practical places where AI or automation can help.

Start a Conversation

No giant transformation program required.

Workflow field noteObserve before prescribing
Current pathToo many places to lose the thread
  1. Email
  2. Spreadsheet
  3. Shared folder
  4. Follow-up?

Ownership disappears here.

Useful first improvementMake the path visible
  1. Clear intake
  2. Owner
  3. Next step
  4. Visible result

The system becomes easier to improve once everyone can see it.

01A familiar problem

The work gets done. It just asks too much of the team.

A request arrives by email. Someone adds it to a spreadsheet. Another person forwards it to the right team. Follow-up depends on who remembers, and reporting means piecing the story back together later.

The process works, but only because people keep stitching it together.

  1. 01

    Important work is spread across email, spreadsheets, shared folders, and different tools.

  2. 02

    Ownership changes, but no one can easily see the whole path.

  3. 03

    Follow-up and reporting depend too heavily on memory.

  4. 04

    New tools get added without fixing the underlying workflow.

Your team probably does not need another tool yet.

02Three ways I can help

See how the work fits together. Improve the right part.

Sometimes the answer is a clearer process. Sometimes it is better use of an existing tool. Sometimes AI or automation can remove repeated work.

The important part is choosing the right improvement for the business.

01

FLOW

Make work flow better

Make intake, handoffs, approvals, follow-up, and reporting easier to run and easier to see.

  • Workflow discovery
  • Process mapping
  • Automation
02

CHOICE

Make better technology decisions

Understand what the business actually needs before choosing another tool, vendor, or system.

  • Tool evaluation
  • Vendor selection
  • Adoption planning
03

USE

Use AI where it helps

Find practical, responsible ways AI can support repeated work without creating another disconnected process.

  • AI education
  • Workflow reviews
  • Small pilots

Engagements may include workflow assessments, technology and vendor evaluation, AI education, small pilots, automation planning, and adoption support.

03How the work begins

Start with one workflow that is making everyone’s day harder.

We look closely at how the work actually happens, where time and attention are being lost, and what small improvement is worth testing first.

  1. 01

    Talk through the challenge

    Start with the process, tool decision, or recurring problem that is frustrating the team.

  2. 02

    See how the work happens today

    Map the people, tools, documents, decisions, and handoffs involved.

  3. 03

    Choose one useful improvement

    Decide whether the next step is workflow cleanup, better use of an existing tool, automation, AI, or something simpler.

  4. 04

    Test it without overcommitting

    Make the smallest useful change, learn from it, and expand only when the value is clear.

For many clients, this begins with a Workflow Modernization Assessment: a focused review of one real workflow and a practical plan for what to do next.

04An illustrative workflow

Illustrative example · not a client case study

From scattered activity to one visible path.

Consider a request that arrives through email and needs review, approval, follow-up, and reporting.

Nothing is completely broken. The work is simply harder to track and manage than it should be.

BeforeFriction is hidden
  1. 01

    The request arrives through email.

  2. 02

    Someone records it in a spreadsheet.

  3. 03

    Ownership is unclear after the first handoff.

  4. 04

    Follow-up depends on someone remembering.

  5. 05

    Status reporting is rebuilt manually.

Work moves, but visibility does not.

ObserveClarifyTest
AfterFlow is visible
  1. 01

    Requests enter through a clear intake point.

  2. 02

    The current owner is visible.

  3. 03

    The next step is defined.

  4. 04

    Existing tools are used more consistently.

  5. 05

    Reporting comes from the workflow itself.

Improve the system before automating the confusion.

AI or automation supports the steps that repeat. It does not replace the judgment, relationships, or decisions that make the work successful.

05Why NAB

Business context on one side. Technology detail on the other.

NAB brings a practical bridge between the two—grounded in about twenty years across technology, product, operations, delivery, and modernization.

That experience includes fast-moving technology companies, healthcare technology, public agencies, and complex operational environments. I understand what modern technology can make possible, but also why a good idea can fail when it ignores the people, constraints, and habits surrounding the work.

  • 01

    Built and improved digital products, platforms, integrations, and data capabilities

  • 02

    Led modernization, automation, and technology delivery inside large, complex organizations

  • 03

    Translate between business leaders, operational teams, vendors, and technical specialists

  • 04

    Independent of software vendors and focused on practical adoption

Practical and hands-on. Based in Bellingham, Washington.

A useful place to start

Tell me what is making work harder than it should be.

Bring one workflow, technology decision, or recurring problem that is frustrating your team.

The first conversation is for understanding what is happening and deciding whether there is a practical place to start. You do not need to arrive with a technology plan.

Start a Conversation

A short conversation. No preparation required.