Dr Banks AI Reach out to Dr. Banks
  • 4×more of the sales pipeline visible to leadership after my analytics team connected the data
  • $28Min revenue that daily backorder reviews I led helped generate

Know what to do next, and how to make it happen.

I help business owners work through problems, choose where to focus and turn those choices into action. I use data, AI and practical tools to understand what’s happening and help make the plan work.

Start a conversation Describe a problem

Dr. William L. Banks III in a gray blazer and light blue shirt, smiling.
Dr. William L. Banks IIIIndependent business strategist

From the problem to a plan that works.

Understand the problem

Find what is getting in the way, and why it matters.

  • Root cause analysis
  • Data analysis
  • Dashboards

$12M in backlogged orders found when my analytics team connected the data behind late deliveries.

See the examples

Defense electronics manufacturer · my analytics team

Each department kept its own numbers, and deliveries were running late. We connected the data behind the late deliveries and found $12 million in backlogged orders.

Global technology business · my analytics team

Leadership could see only part of the sales pipeline. We connected the company's data into one trusted source for pipeline and bookings, and leadership could see more than four times as much of it. We also built the dashboards each department needed: 15 for 7 departments, against a target of 12.

My own study · how I check AI

Before trusting an AI score, I tested how it was produced. The same brand received different visibility scores when the testing setup changed.

Read the study

Choose a direction

Weigh the options, the trade-offs and what comes first.

  • Priorities
  • Forecasting
  • Capacity planning

85%+ of the next year's revenue tied to known programs, once my analytics team and sales built one source for the pipeline.

See the examples

When sales, finance and operations plan from the same numbers, the trade-offs are easier to see and agree on.

Global technology business · my analytics team

Sales and finance were not planning from the same numbers. Working with sales, we built one source for pipeline and repeat business. It tied more than 85% of the next year's revenue to known programs and gave finance a revenue plan it could align around.

Read the story

Put the plan to work

Improve the process and build the tools it needs.

  • Process improvement
  • Custom software
  • AI tools

$28M in revenue that daily backorder reviews I led helped generate.

See the examples

Defense electronics manufacturer · I led the reviews

Finding the backlog was only the start. I led daily backorder reviews for the next year, and those reviews helped generate $28 million in revenue.

Built · co-founder, technical lead

A Wylie Estimates draft: seven scope lines in plain words, each with a price, totaling $10,353 on a sample job.

Writing estimates takes contractors away from the job. With Wylie Estimates, they describe a job in plain words. The AI drafts the scope, prices what it can match in published cost books, and builds a proposal the customer can accept online. A co-founder sends customer proposals from it.

Read the story wylieestimates.com

Built · CTO, technical lead

Permit records sit in separate city and county systems. Florida Permit Lookup puts them behind one search.

Read the story

Built · for a client

Community Anchor Academy needed a workforce app. I built TAP-in under a paid software contract, and its job features shipped in September 2026.

Read the story tapinwithus.com

Have a challenge in mind? Describe it and watch a first plan draw itself.

Describe a problem you would hand me.

Or start from an example

Draw the plan sketches an automatic first outline, not a quote. If you type your own problem, it comes with you to the contact form, and the next step is a conversation and a written quote.

The problem

    First step

    How we work

    You work directly with me, from figuring out the problem to putting the solution to work.

    1. Talk

      We start with the problem and what you need to accomplish.

    2. Quote

      You get a written quote with the price and delivery date before work starts.

    3. Deliver

      I lead the work, test it with your people and hand it off with a walkthrough.

    Start a conversation

    Leaders put it in writing.

    People I’ve worked with

    “If I had the opportunity, I’d hire him again in a second.”

    “His work is of the highest standard, very accurate, always timely, and very professional.”

    “…his ability to move fast and lead in new areas such as AI where things may not be as clear if we are going in the right direction.”

    Four more from people I’ve worked with

    “…a delicate blend of business acumen, analytical intellect, and technical proficiency…”

    “Will continues to realize when he needs to pivot, embraces it, and drives the necessary changes with his team. This is critical for any agile organization and shows Will’s humility as a leader.”

    “Will is highly energetic and focused on growing and motivating his team and other team members where he can add value.”

    “Will approaches every topic with positive energy and a can-do attitude which I really appreciate.”

    The experience behind the work.

    I spent twelve years in the Army, where I served as an officer responsible for up to 250 soldiers, and eight years building and leading teams in the commercial world. Across both, I learned that good decisions start with knowing the people they affect.

    Read the full story

    For prime contractors and vendor teams

    Need one piece of the delivery covered?

    Bring me in through Matias Banks Holdings LLC, a veteran-owned small business, for a defined work package. The person who quotes it does the work.

    Send a work package Read the capability page

    Contract through
    Matias Banks Holdings LLC, a veteran-owned small business
    Role
    Subcontractor for a defined work package
    UEI
    N5A8NZJT6MK5
    CAGE
    24UT8
    Pricing
    Firm fixed price with a delivery date on every quote
    Delivery
    Remote, nationwide, from Bradenton, Florida

    Let's talk about your business.

    I read every message myself and reply by email. If it fits, you get a written quote with the price and delivery date before any work starts.

    Prefer LinkedIn? Message me there.

    Reach out to Dr. Banks

    Tell me what you are working on. I read every message myself and reply by email.

    Prefer LinkedIn? Message me there.