Technology, engineering and AI delivery
We build AI-native businesses.
Joan designs and builds the systems that make a company AI-native—connecting strategy, architecture, applications, data, automation and AI, then carrying the work through implementation and handover.
Microsoft · Azure · OpenAI · Anthropic · Google Cloud · AWS · connected business systems
RebelHQ ecosystem
Official ecosystem relationships.
Formal Microsoft and Google Cloud relationships strengthen the work. Joan remains free to use the environment, models and systems each mandate requires.
Cross-platform delivery
Architecture, not allegiance.
- MicrosoftAzure · Microsoft 365
- OpenAIModels · applications
- AnthropicClaude · agentic work
- Google CloudGCP · Workspace
- AWSCloud · connected services
Current work spans
- Retail & CPG
- Manufacturing
- Specialty construction
- High technology
- Professional services
Experience behind the work
Companies and products represented in Joan's experience.
Across client delivery, operating roles, advisory work and direct collaboration. Their names indicate experience represented within Joan; they are not endorsements or current partnerships.
Oasis
Workind
eyes3
Selected work
What was built. How it works.
Four substantial systems and engagements. The cards show the architecture behind the logo: what is being built, what the system covers and where the operating boundaries sit.
Build the AI-native infrastructure for modern wealth management.
With Shane Yonston, Joans is building Impact Investors' complete AI-native wealth-management and family-office infrastructure: the client platform, advisor operating environment, portfolio and impact intelligence, governed digital workers, reporting, security, data and audit. Built first with one firm, the architecture is designed to extend to RIAs, multi-family offices and advisory practices.
- Infrastructure
- Client platform · operating memory · governed services · evidence layer
- Control
- Firm-owned data; people retain every investment decision
FLOURA
Connect product, money and decisions in one operating architecture.
With Mark Edwards, Joan is designing Floura's company-owned operating architecture across sales, demand, inventory, production, materials, cash, wholesale orders, fulfillment and invoicing. Shared hosted connections, a Floura-controlled data lake and reconciled operating history form the backbone; the source systems keep the official records and the AI model can change without taking Floura's business logic or history with it.
- Workstreams
- Demand, production & cash · wholesale order-to-cash · budget control
- Systems
- Cin7 · QuickBooks · Shopify · Amazon · Faire · Drive · Ramp · SPS · 3PL
Work every inbound lead from capture to handoff.
For Ian Koniak's Untap Your Sales Potential, Joan built the inbound lead system and the CRM behind it: capture, enrichment, scoring, compliant SMS follow-up, two-way conversations, meeting booking, human handoff, activity history, reporting and two-way system-of-record sync.
- System
- 60+ workflows · 73 API routes · 19-table database
- Control
- Opt-outs, quiet hours, rate limits and audit trail
Build QSara from Caliber's working platform into a scalable company.
Joan is working with TNG Capital Partners and Caliber Paving on one connected mandate: assess the platform Caliber already uses, harden what can survive, rebuild what cannot, and define the product, security, operating model and proof QSara needs before wider pilots.
- Current reality
- Working Caliber platform; architecture and pilot proof underway
- Boundary
- Proposed venture; no launch claim
Connected capabilities
One delivery system from decision to handover.
Joan works inside the customer’s existing operating environment. The mandate is shaped around the problem, the systems already in use and the authority the business needs to retain.
- 01Decision and operating-model design
Define the outcome, owner, constraints and evidence before selecting technology.
- 02Secure architecture and integration
Connect systems and providers with explicit identity, permission and control boundaries.
- 03Application and agent engineering
Build the usable surface, workflow and automation around the operating task.
- 04Data and authoritative records
Identify what is current, who owns it and how context survives the handoff.
- 05Review, testing and evidence
Make human authority, acceptance checks and operating proof part of the system.
- 06Implementation and handover
Put the system into use, document it and transfer operational responsibility deliberately.
How we work
Accountability stays visible.
Joan assigns an accountable lead to each mandate and owns the client relationship. Engineering teams, specialist providers and client teams participate within defined boundaries. The client retains authority over consequential decisions, access and acceptance.
OwnerOne accountable lead for the mandate
BoundaryDefined systems, permissions and permitted actions
ReviewHuman authority at consequential decisions
ProofAcceptance evidence before operational claims
HandoverDocumented ownership, controls and next actions
Company-owned operating architecture
The business owns the middle. Technology connects around it.
The durable value is the working system that carries the company’s context, methods, decisions and operating history. Applications, models, cloud services and systems of record connect through explicit boundaries and can change without taking that working system with them.
What stays with the business
Company-owned intelligence and operating continuity.
- Context and memoryCurrent state, history and accepted knowledge
- Methods and reusable skillsHow the company performs consequential work
- Workflow stateWork in progress, owners, handoffs and exceptions
- Evidence and recordsSources, outputs and the operating record
- Permissions and authorityWho may see, decide, approve or act
- Decisions and approvalsHuman judgment and accepted outcomes
- Evaluation and learningWhat worked, what changed and why
- Export and recoveryContinuity when tools or providers change
- Working applications
- Governed workflows
- Bounded agents
- Review surfaces
- Reporting
Systems of recordMicrosoft 365Google WorkspaceOpenAIAnthropicAzureGoogle CloudAWSData and specialist providers
Joan designs and implements the operating middle and its connected capabilities. The client retains its context, methods, data, decisions and operating history. Technology and specialist providers remain connected through replaceable interfaces.
Reusable product capability
Sidekick Genius
When the work calls for reusable context, review, memory, cost and digital-worker controls, Joan can configure and deploy Sidekick Genius as part of the solution.
Specialist practice
Joans
Financial-services mandates are led through Joans, our specialist practice for wealth managers, RIAs, family offices and selected private-capital organizations.
Visit JoansA direct conversation
Describe the operating problem.
Tell us where the work is breaking down, what the business needs to decide, and what constraints matter. Do not send sensitive, client or account information.
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