Business Systems Consultant

david.addario

David Addario, Business Systems Consultant
Available for Q3

I don't just diagnose — I engineer the fix. Automation, integrations, and AI that does the busywork so your people can do the work that matters.

25+Years in software & systems
6Industries served
19Years running a consultancy

Past clients & employers include

Progressive·Insurance NovaTime·Technology MySalesTrend California University of Business & Technology·Business&Tech Action·Team·Realty

Services

Where analysis turns into working systems

Pick a lane — every engagement starts with how the work really flows, not how the org chart says it should.

Practical AI Integration

Connecting AI platforms directly to the systems your business already runs on — so the AI can read, act, and automate instead of just chat. I build MCP (Model Context Protocol) servers in production today.

  • MCP server design & development
  • AI-to-business-system bridges (CRM, PM, ERP)
  • Automation skills for recurring workflows
  • Document & data workflow integration
  • Local LLM & infrastructure feasibility
  • Access scoping & guardrails
Explore an AI integration

Workflow Automation

Internal tools that replace manual work — calculators, document generation, and process automation that cut errors on the numbers your customers actually see.

  • Custom internal tools & calculators
  • Automated document generation
  • Recurring office-workflow automation
  • Error-proofing customer-facing figures
  • Team tooling (Slack, Teams) integration
  • Process re-engineering
Automate a workflow

Requirements & Documentation

Product specifications your dev team can actually build from — I've defined specs for multi-state compliance software and worked them through R&D and QA to release.

  • Business requirements & product specs
  • Technical documentation
  • Subject-matter-expert research
  • R&D and QA collaboration through testing
  • Multi-platform training delivery
  • SDLC & Agile/Scrum process fit
Scope your requirements

Systems & API Integration

When your platforms need to talk — RESTful APIs, CRM and database integration, and third-party vendor services, built or refactored on stacks from .NET to modern web.

  • RESTful API design & integration
  • Salesforce & CRM integration
  • SQL Server, MySQL & Oracle back ends
  • Third-party verification services
  • Legacy refactoring & unit testing
  • Data mapping & migration
Plan an integration

Data & Reporting

Data mining and reporting that surfaces what the business is actually doing — including finding the revenue that's leaking out of your records.

  • Revenue-leak & records analysis
  • Data mining & trend reporting
  • Operational reporting builds
  • KPI definition & tracking
  • Spreadsheet consolidation
  • Database queries & views (SQL)
Find your leaks

Fractional BSA

Senior systems thinking on retainer — an analyst who also writes production code, for teams that need both without two full-time hires.

  • Embedded analyst & developer hours
  • Requirements & backlog refinement
  • Vendor & stakeholder liaison
  • Ad-hoc process troubleshooting
  • Documentation upkeep
  • Quarterly systems review
Ask about retainers

Selected Work

Real systems, shipped

Three engagements that show the range — AI integration, SaaS product builds, and finding money in the data.

Property Management · Action Team Realty 2026

AI-to-Rentvine MCP integration

MCP serverAI integrationInternal toolsAutomation

Built an MCP server connecting an AI platform to Rentvine, the company's property-management system — enabling automated data access and integrated document workflows. Shipped internal calculators for prorated rent, lease fees, and early-termination costs, plus automation skills for recurring office work. Because I also draft the leases and run the front office, the software is built by someone inside the process it supports.

1MCP server in production
3Tenant-math calculators shipped
Errors on tenant-facing figures
Sales Tech · MySalesTrend (Co-founder / CTO) 2016–2017

Salesforce-integrated SaaS platform

Salesforce.NET / EF6SQL ServerREST APIs

Designed and built a cross-platform SaaS application end to end: Entity Framework 6 on a SQL Server back end, a Bootstrap MVC 5 interface, ASP.NET Identity authentication, a multi-tier software license manager, and RESTful APIs for third-party integration.

1→100%Architected & built solo
Multi-tierLicense manager
RESTThird-party API layer
Retail Ops · Guitar Center 2019–2021

Revenue recovery through data analysis

Data miningReportingAutomationProcess design

Data-driven analysis of department records surfaced roughly $13,000 in missing lessons revenue. Built the reporting that caught it, automated delivery of personalized contracts and student documents to replace a manual process, and integrated Slack to tighten team workflow.

$13KRevenue recovered
0Manual contract prep after launch
1Team platform (Slack) rollout

Process

Four steps, zero surprises

The same disciplined sequence on every engagement — you always know what phase we're in and what comes next.

01 / MAP

Discover

Stakeholder interviews and workflow shadowing to document how work actually happens today.

02 / DEFINE

Specify

Requirements, data models, and success criteria — written down, signed off, and versioned.

03 / BUILD

Implement

Configuration, integration, and testing with your team or vendors, tracked against the spec.

04 / ADOPT

Embed

Training, documentation, and a 30-day adoption review so the new system sticks.

Background

25 years of systems thinking

From founding a consultancy in the dial-up era to building AI integrations today — the through-line is translating business needs into working software.

1998 / FOUNDER

Madison Colby, LLC

Founded an independent software consultancy in New Haven, CT — web development, software engineering, and business analysis for clients across insurance, higher education, and workforce tech.

2013 / ENGINEER

Progressive Insurance

Sr. software engineer refactoring internal and SaaS products; integrated SQL Server, Oracle, and third-party services — DMV, credit bureaus — to generate insurance quotes.

2015 / ANALYST

NovaTime Technology

Business Systems Analyst defining product specs and technical documentation for SaaS workforce solutions; subject-matter expert on multi-state employment-law compliance.

2016 / CTO

MySalesTrend

Co-founded and built a Salesforce-integrated SaaS platform end to end — architecture, licensing, authentication, and public REST APIs.

2019 / OPERATOR

The retail systems years

Brought analyst thinking inside retail operations at Guitar Center, Home Depot, and Lowe's Pro — recovering revenue through data analysis, automating document workflows, and running teams.

2026 / BSA + AI

Action Team Realty

Business Systems Analyst connecting AI to the property-management stack via MCP, shipping internal tools, and scoping in-house server infrastructure for local applications and language models.

Contact

figure. it. out.

Tell me what's slow, manual, or duplicated in your operation — I'll tell you what it would take to fix it.

  • I review your situation within one business day
  • Free 30-minute discovery call
  • Clear scope, timeline & estimate — no obligation

Tell me about your project

✓ Message sent — I'll be in touch within one business day.

FAQ

Everything you need to know

What kinds of businesses do you work with?

I've built for property management, insurance, higher education, workforce technology, sales tech, and retail operations. The common thread isn't the industry — it's a business that's outgrown manual processes and needs its systems to do more of the work.

What does "AI integration" actually mean here?

Connecting an AI platform to the systems your business already runs on, so it can read real data and act — not just answer questions. I build MCP (Model Context Protocol) servers, the open standard for wiring AI to business software. In production today: an AI platform connected to a property-management system for automated data access and document workflows.

Do you build the software yourself?

Yes — that's the difference. I'm an analyst who writes production code (.NET/C#, JavaScript, SQL, REST APIs), so requirements don't get lost in translation between the person who understood the problem and the person who built the solution. For larger builds, I've also recruited and managed engineering teams through full project lifecycles.

How long does a typical engagement take?

A focused process or data analysis runs 2–4 weeks. Internal tools and automations often ship in weeks, not months. Requirements packages and integrations vary with scope, but I structure everything in phases so you see working output early — never a big-bang reveal at the end.

How do you price your work?

Fixed-fee for defined scopes like audits, analyses, and requirements packages, so there are no surprises. Ongoing development and fractional BSA work runs on a monthly retainer. Every proposal spells out scope, deliverables, and timeline before anything is signed.

How do we get started?

A simple conversation. You don't need requirements or a project plan — just describe what's slow, manual, or error-prone. I'll ask the right questions on a free 30-minute call and suggest next steps you can act on either way.