Consulting built around one thing: hands-on work in your Jira instance, not advice from the side.
Three ways to work together, and every one of them starts with me in the tool alongside your team. No licenses to sell, no implementation commissions, no product riding on what I tell you.
Most enterprise Atlassian help comes from resellers and Solution Partners. Their advice is real, but there is always a license or an implementation markup attached to it. I sell neither. I don't earn a commission on the tooling you buy, and there's no firm above me marking up the work. If the audit finds your foundation is already solid and you don't need anything else, that's a valid and common outcome, and I'll tell you so. When I do stay to build it, you're paying for the work, not a layer of account management sitting on top of it.
Three engagements, one starting point
Most work begins with the audit. What it finds is what gets built next, in the same engagement.
Jira Portfolio Build
Built, working, and owned by your team.
Most people arrive wanting something built. A rollup leadership can open cold, a reporting layer that holds, workflows that survive the next reorg. That is the engagement.
The first two weeks are the audit below, run from inside the build rather than sold ahead of it. I find out what is actually there, tell you what it means for the thing you asked for, and then build it. You are not buying a diagnosis and hoping delivery follows.
What gets built
- A shared workflow schema and field standards that survive the next reorg
- Automation flows that catch stalled work before it blocks a release
- A reporting layer that gives leadership one source of truth, updated continuously
- Documentation and runbooks so your team owns and maintains everything
Jira Portfolio Accuracy Audit
Phase one of the build. Also available on its own.
The accuracy problem is never at the portfolio layer. It starts at team level, in nine different workflows and twelve definitions of done, and it gets translated upward twice before your leadership ever sees it. So that is where I start.
Two to three weeks working directly inside your Jira environment, not from a slide deck. I sit in the instance with your team, pull in the context that still lives outside it, trace how work actually moves, and tell you in plain language what is costing you, where I can evidence it, and what it means for what you want built.
What I do in your instance
- Instance architecture: one system, or several wearing a trench coat
- Workflow standardization across teams and portfolios
- Field hygiene and whether metrics mean the same thing everywhere
- Automation gaps, including stalled-work detection
- Portfolio visibility: how leadership actually gets status
- AI readiness: would today's data foundation support it
Jira is usually the center of gravity, but enterprise delivery never lives in one tool. The audit follows the data wherever it actually flows: Power BI, Microsoft 365, the Excel sheets teams still run on, vendor platforms. A portfolio view is only as trustworthy as the integrations feeding it.
What you get
A written report with prioritized recommendations, ranked by what each gap costs at scale, plus a live walkthrough with you and your team. No slideware theater. A document you can act on and forward. If the fixes are worth doing, this same engagement continues straight into building them. The diagnosis is the opening move, not a separate decision made months later.
Start with the readiness assessment, then come to the scoping call with your results.
Enterprise Readiness Advisory
Fractional and ongoing. A fixed weekly cadence in the tool, not a review from the sideline.
For organizations that have the foundation and want someone who keeps building on it: new teams onboarded onto the shared schema, new automation flows shipped as the org scales, configuration changes built and tested before they touch production.
What it covers
- New teams onboarded onto the shared workflow and field schema as they come online, not just checked for compliance with it
- Configuration changes built and tested against the schema before they ship
- An independent, hands-on look at new tooling before the money is committed, working prototype where it's useful, not just a memo
Not sure where to start?
The readiness assessment is a self-serve version of the audit's first pass. Score your environment across five foundation dimensions in about ten minutes, then decide whether a conversation makes sense.
Take the readiness assessmentHow does an engagement actually run?
Start in the instance.
Thirty minutes to understand your environment and what leadership keeps asking for that nobody can answer cleanly. Then straight into the fixed-scope assessment: two to three weeks working directly in your instance, not a waiting room before the hands-on work starts.
Build it, together.
Whatever the diagnosis finds gets built in the same engagement: the schema, the field standards, the automation flows, the reporting layer. This is a fixed weekly cadence of hands-on working sessions in the tool with the team that will own it, plus the config and build work I carry between sessions. Training and documentation happen inside the build, not bolted on after.
Stay hands-on, or hand off clean.
Every week ends further along than it started. When you're ready, full knowledge transfer so your team owns and maintains everything. If you want a steady hand while you scale, the same cadence continues as an ongoing retainer.
See the full journey: The Implementation Roadmap
Why work with me
20 Years Fortune 500 Delivery
Deep experience across insurance, banking, and pharma at enterprise scale
Currently Embedded at Scale
Doing this work now inside a Fortune 500 delivery organization
Independent Advisor
No license commissions and no implementation quota. When the work gets done, it's because I built it, not because someone above me needed the hours.
Book a discovery call
Thirty minutes to understand your environment and decide whether a Jira Portfolio Build is the right next step. Share a little context and I will come to the call prepared.
Thanks. I'll review what you shared within 24 hours.
Book your discovery call now