10+ years in project controls, cost management, forecasting, executive reporting, and financial accountability
About Parkside
Parkside makes daily work easier to see, own, and move.
Parkside Advisory Group helps businesses fix recurring work that gets stuck between people, tools, and follow-up. The work starts by mapping what happens today, including the parts everyone knows are fragile.
AI is only useful when the job is clear. Parkside reviews tool readiness, data quality, ownership, human review points, and the failure path before recommending automation. The goal is a system the team can use on an ordinary Tuesday, not a demo that looks clever once.
Leadership
Accountable operating experience behind the work.
Parkside is led by Anthony Mora, Consulting Partner, who brings more than 10 years of experience turning complex operating data into clearer decisions for project teams and executives. His background spans project controls, cost management, forecasting, executive reporting, financial planning, and reporting automation across large utility and energy infrastructure programs.
That operating discipline shapes how Parkside approaches AI and workflow automation. The work starts with the real process: who owns it, where information lives, what good handling looks like, and where a person still needs to review the result.
Direct Answer
What does Parkside Advisory Group do?
Parkside Advisory Group helps businesses turn recurring manual work into clearer operating systems using practical AI and workflow automation. The firm focuses on intake, follow-up, reporting visibility, handoffs, and AI-assisted work that still has defined ownership and review.
Operating Proof
Built from forecasting, reporting, and accountability work.
Experience supporting large utility and energy infrastructure programs, including capital work exceeding $500M
Budget development, baseline establishment, accrual tracking, variance analysis, and EAC/ETC forecasting
Reporting workflows using Power BI, Excel, SAP/Oracle data, KPIs, S-curves, earned value, and executive dashboards
Operating work across change control, risk review, cash flow, project status, and leadership decision support
Best Fit
Parkside is strongest when the operating problem is visible.
- A recurring workflow is already costing attention, response time, or management visibility
- The team can provide real examples and name the person who owns the work
- The current tools are known, even if the process across them is messy
- Leadership wants a practical first build instead of a broad AI transformation program
Not a Fit
Some requests should be narrowed or handled another way.
- The business wants fixed pricing before the workflow and scope are understood
- The request depends on exact savings claims or guaranteed feasibility before discovery
- The team wants to submit passwords, API keys, or private credentials through intake
- The desired system would remove human accountability from judgment-heavy work
Methodology
Automation is recommended only after the workflow is clear.
Parkside applies project-controls thinking to everyday business workflows: define the work, expose the handoff, make status visible, and keep human accountability where judgment matters.
- Define the trigger that starts the work
- Name the owner and next action for every step
- Identify the source of truth across inboxes, spreadsheets, CRMs, calendars, or operating tools
- Check data quality before AI or automation is allowed to act
- Set the human review point and failure path
- Measure whether the system improves follow-up, visibility, or handoff discipline
Service Area
Practical AI operations support for businesses across the United States.
Parkside works with businesses that need better intake, follow-up, reporting visibility, and internal handoffs. Engagements can be run remotely across the United States, with regional relevance for operators in Charlotte, North Carolina, and the broader Carolinas market.
The first step is usually the AI Operations Blueprint: a focused review of one recurring workflow, the current tools involved, the team responsible for the work, and the practical system worth building first.