I help small and mid-sized businesses and freelancers clarify, centralize and automate their processes — less time spent managing, more time creating value.
Most companies run on scattered, undocumented processes that depend on the memory of a few key people.
Emails, spreadsheets, sticky notes, various messaging apps… finding a piece of information takes time and breeds errors.
Copy-pasting, chasing things manually, re-entering data… hours every week spent on work that adds no value.
When a key person is away or leaves, the know-how evaporates. No process is documented, nothing is repeatable.
I work on three complementary fronts: clarify, centralize, automate. Because automating a fuzzy process just locks in the mess.
I analyze how you work today, pinpoint friction points and document your processes clearly and shareably — diagrams, procedures, roles and responsibilities. You finally get a complete view of your organization, and a solid base to build on.
I set up a single workspace where all your data, documents and processes are accessible, up to date and shared with the right people. No more silos, duplicates or file hunts.
I automate your most time-consuming workflows with automation and AI tools: follow-ups, notifications, reports, syncing between apps. What used to take hours each week now runs in the background, error-free.
Concretely, here's what clarification, centralization and automation change day to day. Three examples among many.
No one knows how to do it when the go-to person is on holiday. The procedures were never written down.
Clear documentation of critical processes: who does what, when, with which tools. Knowledge becomes collective and transferable.
One person writes it, another follows up, no one knows where things stand. Opportunities slip away unnoticed.
A single quotes database with statuses, deadlines and automatic follow-ups. Everyone sees at a glance where each deal stands.
Some leads are chased three times, others never. Without an overview, it's impossible to spot the ones going cold.
A lead dashboard with automatic inactivity alerts. Dormant opportunities resurface before they're lost.
From the first conversation to your team's autonomy, every step is structured and results-driven.
We review your current processes, tools and pain points. We identify the priorities.
I propose a structured plan: information architecture, optimized workflows, recommended tools.
I set up the tools, build the automations and import your data. You validate at each step.
I train your team so they're autonomous, and stay available to evolve the system.
Tasks with no added value are automated. Your teams focus on the work where they add the most value.
No more duplicates or outdated files. A single source of truth, accessible to the whole team.
Easier onboarding, less dependence on key people, and a structure that grows with you.
Dashboards, key indicators, automatic alerts: you steer your business with peace of mind.
These are the tools I recommend — I know them inside out and two come with official certification. I also work with your existing tools: the goal is a coherent system.
Centralizing information, documentation and team wikis.
Automating complex workflows between your apps.
Custom databases and business dashboards.
Integrating AI into your analysis, automation and decision-support processes.
I co-ran my own company for nine years before becoming a project manager in an IT services firm, where I've worked for nearly ten years. More than fifteen years structuring projects, coordinating teams, and observing from the inside how companies work — or don't. That's where CDM Clarity comes from.
What drives me is optimizing time and building coherence: legible workflows, everything in its place, a framework where everyone can work without friction. And behind every tool there are people — their constraints, their habits, their way of working. My clients describe me as rigorous, reliable and transparent: when you entrust me with a project, you can count on me from start to finish.
We can set up a first 30-minute conversation to identify your priority projects and see how I can help. It's free, with no commitment.
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