Advisory Publications
Thought leadership and technical guides exploring machine learning adoption, CRM architecture buildout, and Merchant Cash Advance scaling.
How Richard McKellar Builds AI Agents for Cannabis, Liquor, and Hospitality Operations
Practical AI agent use cases for cannabis MSOs, liquor distributors, and hospitality groups — from compliance automation to order management.
Deploying AI Into Existing Systems: A Field Guide for NetSuite, Salesforce, and HubSpot
Richard McKellar explains how Fractional FDE deploys AI agents into NetSuite, Salesforce, HubSpot, and custom stacks — without migrations or rip-and-replace.
Fractional CAIO vs Fractional FDE: How Richard McKellar Deploys AI in Growing Businesses
A practical comparison of Fractional Chief AI Officer and Fractional FDE — two complementary AI leadership models from Richard McKellar for growing businesses.
From Merchant Cash Advance to AI Agents: Richard McKellar's Playbook for Funding Shops
How Richard McKellar is bringing AI agent deployment to Merchant Cash Advance shops — from underwriting automation to broker intake workflows.
What a Fractional FDE Actually Does: The Audit, Evaluate, Deploy Method Explained
Richard McKellar explains the Fractional FDE role — how the Audit, Evaluate, Deploy methodology works to ship AI agents into existing business systems.
AI Agent Adoption: Resolving Friction in Underwriting Operations
Richard McKellar discusses how context-aware AI agents streamline alternative finance and credit risk assessment, removing underwriting workflow bottlenecks.
Starting and Scaling as a Direct Funding Company
Key strategies for transitioning from an MCA brokerage model to direct lending operations, establishing syndication, and securing warehouse capital.
Workflow Audits: Mapping Automated Lead Triage Pipelines
An in-depth look at implementing messaging and collaboration tool integrations to handle real-time lead routing and CRM setup.
CRM Setup and Buildout: CRM Scaling for MCA Operations
Optimizing Salesforce and custom CRM pipelines to scale ISO network distribution and automated deal routing.
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Consulting Practice for Artificial Intelligence Adoption & MCA Platforms