Pre-implementation advisory for SaaS services leaders and buyers

Why ClearWay Projects?
Implementation Success, Without the Guesswork
Software implementations fail for predictable reasons—unclear expectations, misaligned stakeholders, unrealistic timelines, and inadequate planning. Yet most organizations approach each implementation as if they're solving a brand-new problem, rather than applying proven frameworks that eliminate common pitfalls.
ClearWay Projects bridges that gap. We combine real-world implementation experience with proven delivery frameworks to help your team scale faster, onboard smarter, and deliver more consistently. Whether you're refining a growing practice or preparing for rapid growth, we help you lay the groundwork for success.
Our Approach
Structured but Pragmatic - We believe in frameworks that actually work in the real world, not theoretical models that look good on paper but break down under pressure.
Momentum-Focused - Every engagement is designed to build forward progress, not create more meetings or documentation that sits unused.
Results-Driven - We measure success by outcomes that matter to your business: faster implementations, higher adoption rates, reduced churn, and predictable delivery timelines.
Who We Partner With
Software Vendors whose customer success teams need guidance on developing scalable onboarding processes and implementation practices that grow with their business.Software Buyers who don't have the internal expertise or bandwidth to ensure their new software investment delivers the promised ROI.
Business Leaders who need senior-level guidance to lead complex software implementations, transform delivery teams, or bring clarity to mission-critical internal initiatives.
The ClearWay Difference
Most consulting approaches either provide generic best practices that don't fit your specific situation, or custom solutions that are too complex to sustain. We focus on the middle ground: proven methodologies that can be adapted to your unique context and maintained by your team long after our engagement ends.
Whether you're building a new customer onboarding experience, revamping internal processes, or struggling to make expensive software stick, we provide the senior-level expertise to move things forward—with confidence, clarity, and measurable progress.
About the Founder
I bring 20+ years of experience transforming SaaS delivery organizations and leading complex implementations. My track record includes increasing delivery revenue by 77% while reducing costs, building unified PMOs across multiple geographies, and maintaining 90%+ client retention rates.
Most recently, I served as VP of Professional Services at Contract Logix, where I transformed their delivery capabilities and achieved dramatic revenue growth. Before that, I spent over two decades at Upland Software building and managing PMOs that united teams across multiple functions and geographies.
I founded ClearWay Projects to bring this senior-level expertise directly to organizations that need guidance but don't require a full-time executive. Whether you're scaling delivery capabilities or ensuring your software investment pays off, I provide the experience to move things forward with confidence.