Technology Evaluation & Scalable Implementation Support
Selecting the right systems—and bringing them to life with clarity, confidence, and adoption in mind.
Technology should work for your business—not against it. I help title and escrow organizations evaluate, select, and implement the systems that best fit their goals, operations, and people. This offering goes beyond features and demos to assess how tools integrate with workflows, impact user adoption, and scale across teams.
From new platform rollouts to layered tech stacks, I bring a grounded, operations-first lens to your decisions—ensuring the tech you choose actually solves the problems you face.
What’s Included
Current-state technology audit and needs analysis
System evaluation based on operational fit and future goals
Cross-functional input to guide selection and buy-in
Workflow and data mapping for implementation readiness
Project planning and milestone creation for rollout success
Adoption support strategies to drive long-term utilization
Ideal For
Companies overwhelmed by tech sprawl or tool fatigue
Organizations considering a new TPS, CRM, or integrated platform
Leaders frustrated with underused or misaligned software
Teams preparing for large-scale implementation or system change
What You’ll Walk Away With
Clarity on the systems that truly serve your operations
A vetted, thoughtful evaluation of your options—not just vendor sales talk
A structured plan for implementation that supports your people
Long-term scalability with technology that aligns with your growth