Contact Center Strategy Advisor | Author of The Right Order | Founder, Aetheria Systems
Modernization Roadmaps · Maturity Frameworks · Amazon Connect · Salesforce Voice · AI & Automation
I published a book about the thing I keep seeing break contact center modernization projects. Not the technology. The sequence. The Right Order is a practitioner framework for contact center directors, operations executives, and implementation partners who want to get the sequence right — and measure outcomes in cost-per-interaction economics, not vendor hype.
I help organizations define a clear vision for the future of their contact center and turn that vision into a practical modernization roadmap. My work begins with the north star: what the contact center should become, how the platform should support it, and what capabilities are needed across routing, self-service, agent experience, AI, analytics, CRM, and operations.
From there, I help leaders make disciplined decisions about what to implement, what to improve, what to defer, and how to sequence the work. The goal is not to chase features or follow vendor roadmaps blindly. The goal is to build contact center maturity in a way that is operationally realistic and financially defensible.
Aetheria Systems is my firm — a veteran-owned consultancy that helps organizations bring clarity to contact center modernization. I help leaders align platform decisions with business outcomes and prioritize investments based on value, effort, risk, and return.
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How to Modernize the Contact Center Without Wasting the Money
Most contact center modernization fails not because of bad technology or insufficient budget. It fails because organizations invest in the wrong capabilities at the wrong time.
Design and deploy production-grade Amazon Connect platforms integrated with Salesforce Service Cloud Voice. Build contact flows, CTI, screen pops, and omnichannel routing using Lex, Lambda, EventBridge, Kinesis, and DynamoDB. Make cloud contact centers and CRMs work as unified systems—not disconnected platforms agents fight against.
Execute corrective action for failed CX implementations hemorrhaging money and credibility. Diagnose architectural failures, rebuild stakeholder trust, deliver working solutions when vendors walked away. Turn disaster recovery into long-term partnerships. Win business by fixing what others couldn't.
Deploy GenAI that enhances agent performance instead of creating chaos. Real-time translation across 12+ languages. Interaction summarization that reduces after-call work. Intent classification that routes correctly. Knowledge retrieval integrated into workflow. AI that works in production—not demos that collapse under load.
Connect cloud platforms, legacy ACDs, case management systems, data warehouses, and authentication providers using event-driven patterns. Design integrations that survive production without constant maintenance. Eliminate swivel-chair workflows and manual data entry killing productivity. Make systems talk that vendors said couldn't connect.
Deploy contact center platforms in 90 days that others say take 6 months. Scale operations from hundreds to thousands of agents under fire. Handle 4,000% volume surges without infrastructure collapse. Deliver when failure isn't an option and timelines are impossible. Execute under pressure when everything's breaking.
State revenue department. Massive data breach exposed millions of taxpayer records. Public trust shattered. National media firestorm. Legacy tax systems decades old and completely exposed. Federal investigation. Department credibility destroyed. Needed enterprise-class security and complete system replacement under congressional scrutiny.
State unemployment agency during COVID. Infrastructure completely collapsed. Claims exploded from 2,000/week to 87,000/week. On-premises ACD failing under 4,000% surge. 1.2 million citizens couldn't get through. Billions in potential fraud. National media and congressional oversight. Complete operational disaster.
Fortune 500 enterprise spent millions migrating to Amazon Connect. Vendor delivered unusable system. Agents hated it. Call routing failed. Integrations didn't work. Cloud CX platform disconnected from Salesforce, ServiceNow, legacy systems. Manual data entry everywhere. Swivel-chair workflows killing productivity. Leadership questioning entire cloud strategy.
Healthcare contact center serving diverse patient population. Patients couldn't communicate—needed real-time translation across 12 languages. Wait times killing satisfaction. Manual verification workflows wasting agent time. Vendors promised GenAI solutions—delivered systems so bad agents refused to use them. Summarization failed. Knowledge retrieval returned garbage. Intent detection worse than useless.
State agency signed $5M+ AWS contract. System integrator couldn't deliver. Six months in, nothing worked. State IT threatening to kill the entire cloud migration and return to legacy systems.
National specialty pharmacy. Amazon Connect deployed but completely broken. Salesforce Service Cloud Voice integration failing. Legacy order systems not communicating. Orders failing. Calls misrouting to wrong departments. Zero automation. Their vendor couldn't fix it after months of trying.
1998. Safety-Kleen replacing mainframe custom applications with PeopleSoft for HR, Financials, and Operations. As Infrastructure Director, I recommended leveraging existing Chicago data center mainframe resources and capacity. CIO and Application Development Manager overruled the recommendation—deployed RS/6000 IBM servers in remote lights-out configuration instead.
Project Management Concentration
2021
Finance
1996
Desert Storm · Top Secret Clearance
1985–1995
Need to fix a failed CX implementation? Looking for an architect who's solved problems like yours? Let's discuss how I can help.