Set the Technology Vision – Develop and execute a tech-forward roadmap that aligns with the firm’s national growth and service delivery goals.

Lead Enterprise Systems Integration – Guide the integration of Salesforce with Core BQE and other systems, streamlining operations and ensuring unified data environments.

Oversee ERP Strategy & Evaluation – Evaluate Core BQE and other ERP platforms, recommending scalable, cost-effective solutions fit for a complex, multi-jurisdictional operation.

Advance AI & Automation Initiatives – Lead adoption of a proprietary small language model to enhance case automation, reporting, and cross-platform analytics.

Manage Custom Systems Development – Oversee the ongoing development of the firm’s Claris FileMaker-based case management system, ensuring long-term adaptability and user-friendly performance.

Champion Cybersecurity & Data Integrity – Ensure rigorous privacy practices and secure information handling while maintaining workflow efficiency for internal teams.

Drive Digital Transformation – Promote process automation, digital collaboration, and workflow modernization across all service lines and support teams.

Collaborate with Executive Leadership – Serve as a trusted technology advisor to the CEO, CFO, and Board, guiding strategic decisions that drive innovation and operational performance.