About Me

AI & Automation Consultant for Small Businesses

Hi, I'm Derek

I help small businesses stop wasting time on repetitive tasks. After 10 years in tech — working across telecom, healthcare risk management, and insurance — I've seen the same pattern over and over: smart people doing dumb work because "that's how it's always been done."

Now I work with legal practices, medical offices, and insurance agencies to identify their biggest time-wasters and build automations that actually work. No buzzwords, no over-engineered solutions — just practical systems that save real hours every week.

When I'm not building automations, I'm pursuing my second Master's degree in Organizational Dynamics at the University of Pennsylvania, cheering on the Eagles, or trying new restaurants around Philly.

What I Actually Do

Workflow Automation

Turn repetitive manual tasks into automated systems that run themselves — data entry, document processing, notifications, and more.

AI Integration

Practical AI solutions for email triage, document analysis, customer communications, and decision support — no hype, just results.

Process Optimization

Before automating anything, I help you identify what's actually worth automating. Sometimes the best solution is simpler than you think.

Custom Development

When off-the-shelf tools don't cut it, I build custom solutions that integrate with your existing systems and grow with your business.

My Approach

I don't sell hours or complicated retainers. Every engagement starts with a free assessment where I learn about your business and identify the biggest opportunities. Then you get a clear report showing exactly what I'd recommend, how much time it would save, and what it would cost.

No pressure, no surprises. If the ROI isn't there, I'll tell you. Life's too short for projects that don't make a real difference.

Let's Talk

If you're spending too much time on work that feels like it should be automatic, I'd love to hear about it.

Derek Schatz

Quick Facts

  • 📍 Philadelphia, PA
  • 🎓 MS Organizational Dynamics, UPenn (in progress)
  • 💼 10 years in tech
  • 🦅 Eagles fan (sorry not sorry)