Independent AI & data advice for construction

What's your next AI?

Every contractor is being pitched AI right now. Most of it lands on top of job-cost and WIP data nobody fully trusts. I help construction CFOs and owners decide where AI actually pays off in their business, and what has to be true in their data first.

Inside construction ERP
20+ years
Enterprise data & AI leadership
25+ years
Value from a data platform I led
$150M+

You'll recognize the situation

The questions land on the CFO's desk long before anyone has a plan.

  • A new PE owner wants board-grade reporting by next quarter.
  • You've acquired companies that run on different systems, and "WIP" means something different in each.
  • Your Procore and Vista numbers don't tie, and month-end takes a week.
  • Someone is pitching AI for AP invoice coding, and you can't tell whether your data is ready for it.
  • You're about to choose or replace an ERP and want an opinion from someone with nothing to sell.
  • Your owner keeps asking, "What's our AI plan?"

How I help

Senior judgment, fixed scope, no implementation team required.

Start here

AI & Data Readiness Assessment

2-4 weeks · fixed fee

  • ✓Where AI pays off in your business, and where it doesn't yet
  • ✓What your ERP data (Vista, Spectrum, Sage, CMiC, Foundation) needs first
  • ✓A sequenced 12-month roadmap with the build-vs-buy calls
  • ✓Something your owner, sponsor or board can act on

Fractional advisory

Ongoing · a few days a month

A senior data and AI voice on your leadership team through an ERP decision, an acquisition integration, or your first AI rollouts. I hold vendors and internal teams to the plan.

Second opinions

Before you sign

An independent read on a six-figure software, AI or implementation proposal: what it will really take, what's missing, and what to ask before you commit.

How the assessment works

  1. 1

    A conversation

    Thirty minutes on where you are, what's being pitched to you, and what's at stake.

  2. 2

    Discovery

    Interviews with finance, operations and IT, and a look at how your job-cost, WIP and AP data actually flow.

  3. 3

    Findings

    Where AI will pay for itself, where your data will get in the way, and what to ignore for now.

  4. 4

    Your roadmap

    A sequenced 12-month plan with build-vs-buy calls, owners and first steps, presented to your leadership.

Sam Chen

Founder, WYN Advisory AI · Raleigh-Durham, NC

I sell judgment, not implementation. No software to resell, no implementation fees, so my build-vs-buy calls stay honest. When something needs building, I help you choose the right team and hold them to the plan.

Full background on LinkedIn →

20+ years inside Trimble Viewpoint Vista

Job cost, GL, AP/AR, payroll, equipment and service management, and the SQL database underneath that most consultants never touch. I've built analytics and BI layers on Vista data and integrations between Vista and field and safety systems.

A construction ERP, built with AI agents

I designed and built a construction ERP end to end by orchestrating AI agents. It taught me where AI genuinely changes construction finance, and where it's still a demo.

25+ years of enterprise data & AI leadership

Led a $23M enterprise data platform that delivered more than $150M in business value and grew the team from 9 to 27, and set enterprise AI strategy and built machine-learning platforms at a Fortune 100 bank.

What's your next AI?

Tell me where you are and what's being pitched to you. I'll tell you honestly whether an assessment makes sense.