Compliance lives across systems.
State traceability, ERP, sales, production, laboratory, and finance records rarely agree without deliberate controls and reconciliation.
Cannabis systems & technical operations
Cannabis operations are complex enough. Your systems should make them easier.
I help cultivators, manufacturers, distributors, retailers, and multi-entity operators connect the technology, data, controls, and workflows required to run with less friction.
5+ yearsInside cannabis operations
2 statesCalifornia and Nevada
~200 usersEnterprise operating scope
~330 camerasSecurity and retention environment
The operating reality
Every improvement has to survive regulation, physical operations, and thin margins.
Cannabis systems cannot be designed as if compliance, inventory, facilities, and workforce realities are separate concerns. They collide in the same workflow.
Inventory truth breaks at handoffs.
Cultivation, manufacturing, packaging, distribution, and retail each create transfers, conversions, labels, and exceptions that must remain auditable.
Physical security is operating infrastructure.
Cameras, retention, networks, access control, devices, scales, and facilities technology have to work continuously—not just pass a checklist.
Excess software consumes margin.
Duplicative platforms and manual workarounds become especially expensive when operators are already managing price compression and regulatory overhead.
Proof from inside the operation
Anonymous cannabis inventory case study
Metrc compliance did not make the inventory easy to operate.
An entire room of bulk biomass could be traced in the state system, yet packaging, storage, and bulk-sales teams still lacked a consistent, at-a-glance way to understand what each container held and what should happen next.
Three labels. Incomplete context.
A Metrc sticker, a separately purchased single-color grade label, and a handwritten batch ID met individual needs without creating one reliable operating standard. Key dates, strain, and complete quality information were not consistently visible.
One scannable identity.
I built a Google Sheets record connected to a Brother labeler. The standardized label carried the full Metrc tag ID, quality grade, expiration date, strain, and harvest date while keeping regulated and internal records aligned.
Faster material selection
Teams could see grade, age, harvest origin, and strain directly on the bag before committing it to a production input.
Better prioritization
Expiration and quality information made it easier to organize the room around what needed attention instead of relying on tribal knowledge.
Cleaner handoffs
The complete Metrc UID could be scanned into downstream systems, reducing label inconsistency and production communication gaps.
Allocation to return
Anonymous cannabis processing case study
Metrc showed where the material existed. The workflow showed what came back.
The critical control was not another compliance entry. It was linking each employee’s starting allocation to completed flower, trim, waste, and returned material while the batch was still being processed.
Allocations and returns lived on handwritten worksheets.
Completed weights were later entered through forms, and form responses sometimes needed modification. The process recorded work, but it did not create a timely percentage-return measure for finding loss or comparing batch results.
Scale capture plus one missing point of data.
I used 232key to send the scale reading into the tablet form and added a controlled allocation workflow. Aggregating those responses created a returned-weight percentage that could be compared across employees, batches, grades, rooms, and facilities.
One capture served payroll, processing, compliance, and cultivation.
Immediate allocation-to-return audits sharply reduced product loss. Payroll used completed weights for commission checks, processing provided grade feedback, and cultivation received batch-level yield evidence instead of a disconnected retrospective report.
Year-to-date operating scale
Rounded operating metrics; the cannabis operator remains anonymous.
10,000+allocation records
4,800+completed-weight entries
2,200+employee-by-batch comparisons
~10,000 lbreturned material measured
Decision metric created
The completed workflow made flower yield per square foot or per plant available on every finished batch. That became a critical cultivation decision point: Did the finished yield justify the space, plants, labor, and time invested?
Relevant experience
I have owned the connective tissue between cannabis operations and technology.
My scope has included business systems, data, infrastructure, physical security, access, vendors, governance, and the frontline work required to make changes stick across active facilities.
Multi-state operating scope
Cannabis technology has to work across licenses, facilities, and regulated records.
I held senior technology responsibility across one Nevada operating entity, four California cultivation entities and licenses, and a processing, packaging, and distribution site operating under two additional Metrc licenses.
Cultivation, processing, packaging, distribution, wholesale, retail, laboratory, finance, and executive reporting workflows.
Metrc traceability, surveillance retention, access control, auditability, inventory reconciliation, and business continuity.
Canix, Metrc, LeafLink, Aroya, Confident LIMS, SAP Business One, Acumatica/MaxQ, Shopify POS, and BigQuery.
Systems in context
The platform list matters less than knowing where each platform stops.
I map the real operating flow across applications, data, people, devices, and regulated records so that no vendor’s software is mistaken for the whole business.
Traceability & operations
Metrc · Canix · Aroya · Confident LIMS
Sales, finance & ERP
LeafLink · SAP Business One · Acumatica/MaxQ · Shopify POS
Data & automation
BigQuery · Looker Studio · Sheets · Apps Script · APIs · SQL
Infrastructure & controls
Google Workspace · Meraki · UniFi · Brivo · NVRs · MDM · scales · IoT
How I help
Fix the system around the constraint.
Cannabis systems audit
Map workflows, systems of record, access, compliance dependencies, data gaps, vendor cost, and operational risk.
Inventory & traceability reconciliation
Build repeatable checks between regulated records and the operational systems teams actually use.
Data, reporting & integrations
Unify fragmented data and automate recurring reporting, reconciliation, and decision visibility.
ERP & workflow design
Translate cultivation, manufacturing, distribution, retail, and finance realities into usable configurations and controls.
Infrastructure & security
Strengthen identity, networks, devices, cameras, access control, retention planning, and site continuity.
Fractional technology operations
Provide practical cross-functional leadership without forcing the cost or structure of a full executive technology team.
Questions before we start
Cannabis technology consulting, without the learning curve.
The first conversation can focus on one recurring compliance, inventory, production, data, or infrastructure problem.
What types of cannabis operators do you work with?
I work with cultivators, manufacturers, processors, distributors, retailers, brands, and multi-entity operators. My experience spans California and Nevada operations, from cultivation and production through wholesale, retail, compliance, finance, and executive reporting.
Can you help reconcile Metrc with ERP and operational inventory?
Yes. I map how packages, production conversions, labels, transfers, sales, and adjustments move across Metrc and the systems used by operations and finance. The goal is a controlled reconciliation process with clear ownership, not another manual report.
Do you implement cannabis ERP and software platforms?
I support requirements, selection, implementation, integration, rescue, adoption, and governance across cannabis ERP, traceability, cultivation, sales, inventory, data, and infrastructure platforms. I am vendor-neutral and recommend the level of system the operation can sustain.
Can an engagement start with one workflow or facility?
Yes. A focused assessment of one inventory, production, reporting, or compliance workflow is often the fastest way to identify the real constraint and prove value before expanding.
Start with the real problem
Bring me the workflow that keeps breaking.
You do not need a finished scope. Describe the operational friction, compliance risk, blind spot, or technology cost you need to get under control.
Technology and operations consulting; not legal or regulatory advice.