Core

Zero to One AI-Native Approach Orbiit Platform

Strategic Services

Business Analysis IT Governance Process & Tooling Technology Strategy Compliance & Regulatory Advisory

Rapid-Deploy

Interactive Tools Deal Packages Demos & Portals Collateral & Intel Content & Hiring

Reference

Domain Expertise Platforms Built Back to Resume Work Examples Print / PDF

What I Build and How I Work

Everything listed here has been delivered at least once. Most of it ships in hours or days.

0 to 1 AI-First Orbiit BA Governance Process Tech Strategy Compliance Advisory

Tools Deals Demos Collateral Content

Domains Platforms

How to Read This Page

If you want the full picture, I can't give it — I haven't found the walls yet. But this is what I've done recently. I have 20+ years across healthcare, payments, and enterprise IT, but I've been most productive in the last 18 months with AI. Where I'm strongest is taking an idea and making it into an actual thing — a prototype, a full product, or the business case and architecture that gets you there. The pattern is always the same: take something that's confused, give it structure, build it until it's clear.

What I turn into structure

"I have an idea but I don't know where to start." "We know what we want but can't articulate it." "We've been talking about this for a year and nothing has shipped."

What ships

Business case with real financials. Requirements that can be built from. Architecture decisions that won't need to be relitigated. A working prototype. Sometimes all four in the same week.

Zero to One: From Idea to Buildable Plan

The hardest part isn't building. It's knowing what to build.

Most engagements start here. A founder, executive, or department head has a vision and no clear path to execution. I sit with the ambiguity, run the discovery, and deliver a plan that a team can execute against.

What I Deliver

Deliverable	What It Answers	Format
Business Case	Is this worth building? What's the market? What does break-even look like?	Document + interactive financial model
TAM / Market Sizing	How big is this? TAM/SAM/SOM with sourced data, facility counts, pricing tiers	Document with data tables
Unit Economics Model	Is each customer profitable? At what scale? What are real COGS?	Interactive web tool (shareable URL)
Competitive Landscape	Who else does this? Where's the positioning gap?	Multi-vendor matrix with quadrant
Product Scope	What are we actually building? Phased, with estimates.	Scope doc with story-point estimates
Architecture Decision Records	Why this stack? Why this approach? What were the alternatives?	Structured ADRs (100+ across projects)
Working Prototype	Can we react to something real instead of a slide deck?	Clickable demo or deployed MVP

How this typically works: A founder walks in with "I want to build X." By the end of week one, they have a business case, interactive financial model, competitive landscape, and a phased scope document they can share with investors, advisors, or a board. The prototype follows. One engagement, one thread, from napkin to production.

Proven at Scale

Engagement	What Was Delivered
Healthcare SaaS (Behavioral Health)	Business case, $264-728M TAM analysis, 4-year financial model, competitive landscape (8 vendors), 5-phase roadmap, working platform
EHR for Residential Treatment	101-page clickable demo, 131 state regulatory rules encoded, 302 SP production gap analysis, 8 rounds of stakeholder feedback
EdTech Platform	Napkin session at a Waffle House turned into working prototype, compliance framework (COPPA/FERPA), Stripe billing, deployed
Employer-to-Employee Matching (P2C)	CRM system, backend controls, Azure deployment, governance framework
AI Tribute Book Generator	"I have this idea" to working prototype in one session. Phase 1 delivered and paid.

I Am AI-Native

Humans architect. AI executes. Architecture is the prompt.

This is not "I use ChatGPT sometimes." AI-native engineering is a discipline where humans define architecture and AI executes implementation, governed by persistent knowledge infrastructure that compounds across every session.

The scarce resource is not coding speed. It is architectural clarity. AI performs best inside clearly defined boundaries. The system design determines the quality of the output. That's why every engagement starts with structure, not code.

The Model

Traditional: idea -> meetings -> spec -> meetings -> code -> meetings -> ship AI-Native: problem -> constraints -> architecture -> AI execution -> verification -> deploy The difference: Human does the 20% that matters: asking the right questions, making trade-offs, understanding what the client actually needs vs. what they said. AI does the 80% that is mechanical: research, first drafts, implementation, formatting, test writing, deployment.

What This Means in Practice

Traditional Agency	Bert Carroll (AI-Native)
3 SP task: 8-16 hours, $1,200-4,000	3 SP task: delivered same day, $300-600
Business case: 2-3 weeks	Business case + interactive financial model: 1 week
101-page product demo: 2-3 months	101-page product demo: 1 week
One-pager: graphic designer + copywriter + review cycle	One-pager: 15-30 minutes, mobile-responsive, view-tracked
Spec review: consultant + 2 weeks	Spec review: 2-3 hours, shareable URL, color-coded gaps
Meeting prep: "I'll look them up on LinkedIn"	Researched bios, soundbites, coaching notes, checklist: 30 minutes

AI Capabilities I Deploy

Capability	What It Does
Agent Orchestration	Specialized AI agents in parallel: research, code generation, security review, test writing. Human directs, AI executes.
Clinical AI (Orbie)	Conversational assistant for clinicians. Patient triage, engagement summaries, interactive charts. Zero-trust RBAC, full audit trail, global kill switch.
AI Treatment Notes	Clinician dictates 2 minutes. AI structures into SOAP/DAP/BIRP/GIRP. Billable note in under a minute. 90% time reduction.
Requirements Extraction	Upload a referral packet, RFP, or spec. AI extracts demographics, requirements, gaps. Human validates.
Knowledge Capture	Every session produces knowledge artifacts, not just code. Mistakes become guardrails. Decisions compound. 100+ ADRs across projects.

Non-negotiable: I use AI to accelerate everything I do. If the client isn't on board with that approach, they should hire a traditional agency. I don't do traditional speed at traditional prices. That's not the offering.

Orbiit Recovery Platform

My flagship product. Between-visit recovery support for behavioral health.

Orbiit is a live, HIPAA-compliant platform I built as CTO and co-founder (25% equity). Concept to production MVP in 68 days. Django + PostgreSQL + Azure. Multi-stakeholder RBAC across 5 user roles. AI treatment notes (90% time reduction). 49 architecture decisions documented. This is the methodology applied to a real product in a regulated industry.

Full Feature Briefs (12 features) → Architecture Decisions (49 ADRs) → EHR Demo (101 pages) → recoveryecosystem.ai →

Strategic Services

Project-based and advisory engagements. 20 years of BA, governance, architecture, and compliance across regulated industries.

Business Analysis & Requirements

20 years of BA discipline. $2.17B healthcare AR. $1B+ payment portfolio migrations. BA team leadership at a $370M public company.

Before I was a CTO, I was a business analyst. That discipline didn't go away when I started building. It got sharper. Every technical decision has a BA foundation under it — requirements, process maps, gap analysis, data modeling, spec reviews. The work below shows what that looks like in practice.

Deliverables Shipped

Gap Analysis

302 SP Production Gap Analysis

101-page demo mapped against production requirements. Every module graded, every gap estimated, phased delivery plan.

Spec Review

Section-by-Section Spec Audit

Collapsible sections, color-coded badges (Done/Partial/Not Built), metrics dashboard, shareable URL.

Process Map

Clinical Intake Workflow

15-step patient intake from referral to treatment plan generation. Decision trees for insurance auth, bed availability, level of care.

Data Migration

Payment Portfolio Migration

$1B+ merchant portfolio. Source-to-target mapping, business rules, pilot validation, phased rollout plan.

Where this came from: Fresenius Medical Care (healthcare technology), AT&T (enterprise systems), i3 Verticals (Atlassian practice lead, BA team manager at a $370M public company). Production BA work in regulated industries for two decades.

IT Governance & Business Cases

Business cases, decision frameworks, build vs. buy analysis, project visibility

The work between "we have an idea" and "the board approved it." Building the business case, establishing governance, and making sure decisions are documented and defensible.

Capability	What It Looks Like
Business Case Development	Problem statement, solution options, financial projections, break-even analysis, risk assessment, recommendation. Board-ready.
Vendor Evaluation	Build vs. buy analysis, RFP/RFI management, vendor scoring matrices, contract review support.

The Signal System

I built my own project visibility tool. Every active project gets a live dashboard at ath.how. ROADMAP.md drives the dashboard. AI updates status on commit. Clients see exactly where their project stands.

Background: Wrote PMO operations guidelines, managed multiple concurrent projects as BA lead and IT manager. The governance instinct comes from running the work, not from a PMP certification. Every process earns its place by answering a question someone was already asking. If nobody reads the report, the report shouldn't exist.

Process & Tooling

Confusion to structure to clarity. Whether you're stuck or just want something built fast.

Two kinds of clients end up here. Teams that are trapped in process designed for a different era, or have no process at all and everything is on fire — I fix that. But also competent organizations that just want something built fast with no overhead. They have a working team and a clear need; they don't want to spin up a 6-month initiative to get it done.

The pattern I apply everywhere: confusion -> structure -> clarity Not by adding process. By making the existing chaos legible. Information already exists. The gap is always distribution and decision-making.

What I Fix

Situation	What I Do
"We have Jira but nobody trusts the data"	Workflow redesign, field cleanup, automation rules, dashboard rebuild. Former Atlassian practice lead at i3 Verticals ($370M public company) -- I know what good Jira looks like.
"Nothing ships"	Diagnose where work stalls. Usually: unclear acceptance criteria, no estimation discipline, or stories that are actually epics. Fix the inputs, not the ceremony.
"We have no process at all"	Right-sized structure for the team. Not Scrum. Not SAFe. Estimation, prioritization, and visibility calibrated to how the team actually works.
"400 items in the backlog"	Prioritization (value/effort). Decompose epics into buildable work. Archive the noise. Make the backlog a tool, not a graveyard.
"Documentation that nobody reads"	Take what's in repos, wikis, and people's heads and put it where stakeholders actually look. One-URL shareable pages replace slide decks, status meetings, and email threads.

Tooling Background

Tool	Experience
Jira / Confluence / Bitbucket	Led the Atlassian practice at i3 Verticals. Migrations, consolidations, workflow design, training, team management.
Signal (My Own)	ROADMAP.md-driven dashboards. AI updates on commit. Live at ath.how.
Story Points	I price work in story points, not hours. The estimation discipline is battle-tested because it's how I get paid.

Story Point Pricing

Story points are additive. A project is scoped as a collection of estimated tasks, not a single number. Most new engagements start at $5k minimum. For existing clients or retainer relationships, I'll take on smaller one-offs — landing pages, funnel pages, surveys, sales collateral.

SP	Category	Example	Price Range
1	Trivial	Fix typo, update constant, config change	$100-200
3	Medium	New UI component, API endpoint with validation	$300-600
5	Large	New feature, auth system, complex integration	$500-1,000
8	Very Large	Major feature, architectural refactor, multi-system	$800-1,600

Technology Strategy & Architecture

Stack selection, architecture review, build vs. buy, technical due diligence, migration planning

Capabilities

Capability	What It Looks Like
Architecture Review	Evaluate existing systems for scalability, security, maintainability. Identify technical debt and prioritize remediation.
Technology Selection	Stack evaluation with ADR-documented rationale. Framework, database, hosting, auth, payments. Decisions that won't need to be relitigated.
Build vs. Buy Analysis	Total cost of ownership analysis. When to use SaaS, when to build custom, when to integrate. Vendor scoring with weighted criteria.
Technical Due Diligence	For investors or acquirers evaluating a technology company. Codebase review, architecture assessment, team capability evaluation, technical risk identification.
Migration Planning	Legacy-to-modern migration roadmaps. Source-to-target mapping, data validation strategy, parallel-run periods, cutover planning. Proven on $1B+ payment portfolios.
Security Assessment	Application security review, threat modeling, OWASP top 10 audit, authentication architecture, data protection strategy.
AI Integration Strategy	Where AI adds value vs. where it's a gimmick. LLM selection, prompt engineering, agent orchestration, cost modeling, build vs. API decisions.

Architecture Decision Records

Every major decision gets documented with context, alternatives considered, and consequences accepted. 100+ ADRs across active projects. This is how you build auditable technology organizations.

View live ADR showcase (49 decisions) →

Production stacks I've delivered on: Django + PostgreSQL + Azure, Astro + Supabase + Cloudflare, React + Node + Netlify, Azure AD B2C, Twilio, Stripe, Plaid, Coinbase. These are production systems handling real users, real data, real compliance requirements.

Compliance & Regulatory

HIPAA, PCI-DSS, TCPA, COPPA, FERPA, state-specific regulations, FinCEN MSB

Compliance is architecture, not a checklist. When you build it in from day one, the audit becomes a documentation exercise, not a fire drill.

Capabilities

Capability	What It Looks Like
HIPAA Compliance Programs	Full security rule coverage: administrative, physical, technical safeguards. Policy library (21+ policies), BAAs, incident response, workforce training.
Policy Development	Version-controlled, audit-ready policies with review cycles, approval workflows, and automated reminders. Git-tracked.
Audit Preparation	Pre-audit readiness assessment. Gap identification, remediation tracking, evidence collection, examiner-ready documentation.
Regulatory Research	State-specific regulatory mapping (e.g., 131 Georgia DBHDD rules encoded into a rules engine). Federal initiative alignment (CMS ACCESS Model, Medicaid waivers).
Compliance Architecture	Encryption (TLS 1.3, AES-256), RBAC, audit logging, BAAs, data residency. Built into the stack, not bolted on.
Incident Response	Blameless RCA with Five Whys, timelines, prevention plans. Story-point-estimated mitigations. Documented, tracked, closed.

Frameworks I Work In

Framework	Depth	Context
HIPAA	Deep - Production	Built and operate a HIPAA-compliant SaaS platform. BAAs executed. 90%+ Security Rule coverage.
PCI-DSS	Deep - Production	Payment processing systems, $1B+ portfolio migrations, Stripe/Plaid integrations.
TCPA	Production	Mobile platform. 10DLC registration, opt-in management, carrier compliance.
COPPA / FERPA	Production	EdTech platform. Age gates, parental consent flows, student data governance.
FinCEN MSB	Advisory	Crypto/payroll compliance. Money transmitter licensing, FBO accounts.
State Regulations	Deep	Georgia DBHDD (131 rules), Medicaid billing, DJJ/DFCS workflows.

I productized the compliance policy work into Own Your Compliance — AI-authored compliance policies for behavioral health facilities. Version-controlled, audit-ready, deployable per-facility.

Advisory Services

CTO-level guidance without the full-time commitment

For organizations that have a technical team but need senior technology leadership for specific decisions, strategy, or oversight. Monthly retainer, defined scope. Architecture review, AI strategy, technical due diligence, hiring support, board readiness. On-call for the decisions that matter.

Rapid-Deploy

Rapid-Deploy Deliverables

Proven templates. Ship in 15 minutes to a few hours. Shareable URLs, view tracking, print-ready. Often the entry point for new engagements — built live on calls, tailored to the conversation.

Interactive Business Tools

Fee models, P&L projections, ROI calculators - built live on client calls

Tool	What It Does	Ship Time
Fee / Pricing Model	Interactive sliders for unit economics, fee structures, margin analysis	30 min
Financial Model (P&L)	36-month projections, scenario comparison, cap table, runway, CSV export	30 min
ROI Calculator	Client-facing value quantification. Shareable URL encodes slider state.	30 min
Monetization Strategy	Revenue model visualization, pricing tiers, market sizing, conversion funnels	30 min

Demo: GTM Financial Model → Demo: ROI Calculator →

Deal Packages & Proposals

Everything needed to close - proposal, contract, BAA, debrief - all cross-linked and trackable

Document	Contents	Ship Time
Proposal	Phased delivery, estimates, pricing, timeline	30 min
Contract	State-specific governing law, IP terms, payment terms	1 hr
HIPAA BAA	Business Associate Agreement for healthcare clients	30 min
Internal Debrief	Stakeholder map, decision chain, action items (server-synced)	30 min
Full Deal Package	All of the above, cross-linked, client-branded	2-3 hrs

Demo: Proposal Template →

Product Demos & Investor Portals

I lead with demos, not sales docs. Build something the client can react to.

I would rather invest dev resources in a working demo than a polished sales deck. A demo is faster to build, more useful to the client, and gives them something to actually iterate on. Presentations get polite nods. A working demo gets "yes, no, not like that" -- and that's where real requirements come from.

Product Demos

Type	Scale	Ship Time
Full Platform Demo	100+ screens, regulatory rules, clinical instruments, AI features	1 week
Website Rebuild Demo	20+ page production-quality demo for client review	2-3 days
Feature Demo	Single feature deep-dive	2-4 hrs
Integration Demo	API integration mockup showing data flow	30 min

Why demo-first: A 101-page clickable EHR demo generated more actionable requirements from 8 rounds of async email feedback than months of formal elicitation would have. The demo IS the spec. Every screen encodes a business rule. The client clicks through on their own time and reacts to something real. That's how I sell, and it's how I build.

Investor & Partner Portals

Component	Ship Time
Password-gated due diligence room with per-investor tracking, NDA gates, GA4 analytics	2-4 hrs
Includes: pitch deck, architecture deep dive, competitive landscape, team profiles, financial model
Replaces $600-1,800/yr DocSend subscription

Sales Collateral & Meeting Intelligence

One-pagers, meeting prep, debriefs, status updates - all with view tracking

Deliverable	What It Does	Ship Time
One-Pager	Product overview. Prints on letter paper, mobile-responsive, tracks views per recipient.	15-30 min
Pre-Meeting Prep	Participant bios, soundbites, coaching notes, join link, pre-flight checklist (server-synced).	30 min
Post-Meeting Debrief	Strategic read, action items (server-synced by owner), competitive intel, cleaned transcript.	30 min
Project Status Update	What shipped, what's next, blockers. Shareable URL for clients.	15-30 min
Release Notes	Production deploy summary with verification steps.	15 min
Product Scope Doc	Full platform scoping: features, architecture, competitive landscape, phased estimates.	1 hr

Content, Thought Leadership & Hiring

Whitepapers, case studies, judicial guides, recruitment packages

Thought Leadership

Type	What It Does	Ship Time
Whitepaper	Research-backed content with peer-reviewed sources. Opens doors with decision-makers.	1 hr
Vertical Guide	Audience-specific positioning piece (e.g., judicial guide for courts, clinical guide for providers).	1 hr
Case Study	Methodology and results. Proves engineering rigor to CTOs.	1 hr
LinkedIn Article	Short-form thought leadership designed for distribution.	30 min

Hiring

Type	What It Does	Ship Time
Recruitment Package	Multi-page candidate experience: role, company, stack, compensation, engineering deep-dive.	1-2 hrs
Candidate Assessment	Internal evaluation framework for hiring decisions.	30 min

Demo: Healthcare Whitepaper → Demo: Judicial Guide →

Reference

Domain Expertise & Proof of Work

Verticals I operate in, platforms I've built, and how I price work.

Domain Expertise

Deep verticals with regulatory knowledge baked in.

Vertical	Depth	What I've Built
Behavioral Health	Deep	Recovery platform, EHR, clinical screeners, BIRP note generation, residential workflows, SOBER Score, crisis alerts, court-ordered monitoring
Healthcare (General)	Deep	HIPAA compliance, BAAs, telehealth intake, patient surveys, pharmacy integrations, insurance claims, $2.17B healthcare AR
Payments / Fintech	Deep	$1B+ portfolio migrations, Stripe/Plaid/Coinbase integrations, PCI-DSS, FBO accounts, FinCEN MSB compliance
Enterprise IT / Atlassian	Deep	Jira, Confluence, Bitbucket. Practice leadership at $370M public company. Migrations, consolidations, workflow design, team training
Education	Production	College planning platform, COPPA/FERPA, age gates, student data governance
Government / Courts	Production	Court-ordered monitoring, judicial guides, GA DBHDD compliance, Medicaid pricing, DJJ/DFCS
Nonprofit	Production	Donor CRM, website builds, form systems, donation processing

Platforms I've Built

Not demos, not prototypes - production software

Healthcare SaaS

Orbiit Recovery Ecosystem

Between-visit recovery support. HIPAA-compliant, multi-tenant, AI-native. Django + PostgreSQL + Azure + Twilio.

AI treatment notes (90% time reduction)
Clinical screeners (ASAM, C-SSRS, PHQ, GAD)
Multi-stakeholder RBAC
49+ Architecture Decision Records

View features →

EHR / Clinical

Behavioral Health EHR

101-page clickable demo with production architecture. 131 state regulatory rules. 6 clinical modules.

View demo →

EdTech

College Planning Platform

Student-facing college decision support. Supabase + Cloudflare. COPPA/FERPA compliant.

Sales Infrastructure

Hash Pages (Open Source)

Shareable, trackable document platform. 60+ pages across 2 domains. View tracking, server-synced checklists, print-first. MIT licensed.

View on GitHub →

The infrastructure advantage: Every rapid-deploy deliverable above runs on my own platform. Hash-based URLs for access control, edge-function view tracking with Slack alerts, server-synced checklists, print-first design. No CMS, no build step, no monthly fee. Write HTML, deploy, share URL.

How I Engage

Pricing model, engagement types, and what to expect

Engagement Type	What It Covers	Pricing
Project-Based Project	0-to-1 builds, BA engagements, platform development, migrations, compliance programs. Scoped, estimated, delivered.	Story-point priced ($100-200/SP based on engagement)
Advisory Advisory	CTO-level guidance, architecture review, team coaching, board prep. Monthly retainer with defined scope.	Monthly retainer
Rapid Deploy Rapid	Any rapid-deploy deliverable. One-pagers, proposals, financial models, meeting prep, demos.	Story-point priced ($100-200/SP based on engagement)

Why story points? Hours are broken. A task that takes a traditional dev shop 16 hours might take 45 minutes with AI-native orchestration. Story points measure complexity delivered, not time spent. You pay for outcomes. Rate per point scales with engagement complexity ($100-200/SP). That consistency is the point.