Oak & Whitestone

CRM architect and fractional Head of AI.

I build systems that grow revenue and cut costs, then put AI agents inside them so your team does more with the same people.

Quickly became a reference, the go-to guy of the team for tricky configurations and challenging requirements. Very technical in his approach, yet also comfortable and successful in his interactions with clients.

Nathalie A., Practice manager, Salesforce consulting partner

What the work changes

Revenue up
Faster quote to cash, a pipeline people trust, reporting that holds up in diligence.
Costs down
Licences right-sized, SaaS nobody uses retired, technical debt paid off before it compounds.
More from the same team
Automation and AI agents take the repetitive work, so your people spend their time where they add the most value.

Featured projects

  1. Healthcare training and recruiting

    Aix-en-Provence, France

    €0 → €800k

    annual revenue in under three years. Acting COO, part-time.

    Acting COO, AI lead2023 to 2026

  2. Payments fintech

    Paris, France

    €70M

    acquisition, 2023. The buyer named the CRM as a factor.

    Salesforce architect2021 to 2022

  3. Claims company

    Arizona, USA

    $100M → $200M

    client revenue during the programme. Lead architect on a $1M programme.

    Lead architect2020 to 2022

  4. Email-security software company

    Virginia, USA

    2 months → 1 week

    to ship a small change, once years of automation debt were cleared in under four months.

    Solution architect and project lead2021 to 2022

  5. Global telecom

    Asia, Europe, North America

    1,300+

    Salesforce licences on one multi-cloud org, run in the end by a team of two. Brought back three times.

    Solutions architect, then team lead2017 to 2021

Two jobs, one contractor

CRM architect

I design the system, build it, and tie it to a number: revenue it unlocks or cost it removes. Most of my work starts with a CRM that grew without a plan, or two CRMs after a merger.

  • Implementations and rebuilds, Salesforce first
  • Merging orgs after an acquisition
  • Integrations with ERP, accounting, payroll and portals
  • Licence and SaaS audits: the right edition, fewer tools
  • Data quality, sharing models, technical debt
  • Coaching in-house admins so the work outlives the contract

Fractional Head of AI

I lead AI adoption the way an operator would: tied to the P&L, measured, and built by people who stay after I leave.

  • Assessment: where AI saves time or money in your business
  • Claude agents and MCP servers connected to your tools
  • Training your developers and teams on real work
  • Automation estates audited, cleaned and owned
  • A monthly report on what changed

I treat your budget like it's my own.

Because I've been the owner, not only the consultant. I've run my own company since 2015, built and sold online businesses, and I hold the operating seat at a client I helped grow from zero to nearly €800k a year. I also invest in startups, as an angel today and as a VC analyst before that. I know what a late launch, an unused licence or a tool nobody adopts really costs.

  • I size the work to the outcome, not to the hours.
  • I tell you what not to build.
  • I leave your team able to run it without me.

How we start

  1. Discovery call

    45 minutes on video, at no charge. You walk me through where you are, what's in the way and what success looks like.

  2. Proposal and statement of work

    Within a few days: scope, phases, timeline and cost, written from what you told me.

  3. Kickoff

    Once you sign, we set up access and a weekly rhythm, and start with the phase that pays back first.

  4. Handover

    Everything is documented as we go, so your team runs it without me when the work is done.

Format
Contract or fractional, about 20 to 25 hours a week
Where
Remote from eastern Canada. I work across every North American time zone, Pacific to Atlantic, and Central European time when needed. On-site weeks when the work calls for them.
Languages
English, French, Italian

Start a project

Tell me what's in the way. I reply within two working days, usually with a few questions and a time to talk.

What do you need?