Portfolio
Selected Case Studies
AI Strategy


AI • CX • Product Strategy • Labs
Human-in-the-Loop CX System
Designed a human-in-the-loop service blueprint defining AI and human touchpoints, escalation logic, ethical controls, and CX impact metrics.


AI • Product Strategy • Labs
AI Strategy Framework for a Regulated Enterprise
Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.
Enterprise CX


AI • CX • Product Strategy
Big Data Social Listening & Decision Intelligence Platform
Delivered a global, big data–powered social listening and reporting platform with automated alerts and executive dashboards—enabling faster, insight-driven brand and marketing decisions at scale.


CX • Product Strategy
Modernizing Global Cash & Treasury Management Through Research-Led CX Design
Delivered a global, big data–powered social listening and reporting platform with automated alerts and executive dashboards—enabling faster, insight-driven brand and marketing decisions at scale.

CX • Product Strategy
Intelligent Sample Management Platform for Veterinary Diagnostics

CX • Product Strategy
Unifying Internal Ecosystems Across Multiple Real Estate Brands

CX • Product Strategy
Empowering Financial Advisors Through Design Thinking

CX • Product Strategy
From Transaction to Relationship : Redesigning Luxury Apartment Renewals
Web3 & Blockchain


Product Strategy • Web3 • Labs
DeFi Protocol Opportunity Analysis
Produced a protocol opportunity analysis covering mechanics, risk, market sizing, and strategic recommendations.


Product Strategy • Web3 • Labs
Web3 Product Strategy for a Financial Institution
Developed a Web3 product strategy with prioritized use cases, regulatory considerations, and a phased roadmap.
AI Strategy Case Studies


AI • CX • Product Strategy • Labs
Human-in-the-Loop CX System
Designed a human-in-the-loop service blueprint defining AI and human touchpoints, escalation logic, ethical controls, and CX impact metrics.


AI • Product Strategy • Labs
AI Strategy Framework for a Regulated Enterprise
Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.


AI • CX
HI + AI : The Value of Human Intelligence in AI Experiences
Developed a breakout-session experience exploring human-centered AI principles in practice.


AI • Product Strategy • Labs
Prompt UX System for Enterprise Teams
Created a prompt UX system improving consistency, usability, and team productivity.

AI • Product Strategy • Labs
AI Product Roadmap for an Internal Platform

AI • Product Strategy • Labs
Agentic AI for Knowledge Work Automation
Enterprise CX Case Studies


AI • CX • Product Strategy
Big Data Social Listening & Decision Intelligence Platform
Delivered a global, big data–powered social listening and reporting platform with automated alerts and executive dashboards—enabling faster, insight-driven brand and marketing decisions at scale.


CX • Product Strategy
Modernizing Global Cash & Treasury Management Through Research-Led CX Design
Delivered a global, big data–powered social listening and reporting platform with automated alerts and executive dashboards—enabling faster, insight-driven brand and marketing decisions at scale.


CX • Product Strategy
Intelligent Sample Management Platform for Veterinary Diagnostics
Delivered a multi-platform, compliant experience that reduced errors, improved lab efficiency, automated reporting, and established a foundation for future AI-driven optimization.


CX • Product Strategy
From Transaction to Relationship : Redesigning Luxury Apartment Renewals
Delivered a proactive, resident-centered renewal platform that increased engagement, reduced associate workload, and laid the foundation for AI-enabled personalization and automation.


CX • Product Strategy
Unifying Internal Ecosystems Across Multiple Real Estate Brands
Delivered a unified, role-personalized platform that became the foundational design system for Realogy’s family of companies—enabling consistency, scalability, and future platform evolution.


CX • Product Strategy
Empowering Financial Advisors Through Design Thinking
Delivered a validated experience strategy and design roadmap, grounded in Design Thinking workshops, that accelerated platform modernization and improved advisor productivity.


CX • Product Strategy
Enterprise Transformation : Healthcare Operations for Growth & Compliance
Designed an experience transformation supporting a targeted 300% revenue increase through improved conversion, retention, and operational efficiency.


CX • Product Strategy
Transforming a Legacy POS into a Scalable, Insight-Driven Vendor Platform
Delivered a redesigned POS experience that improved vendor efficiency and established a foundation for AI- and Web3-enabled capabilities.


CX • Product Strategy
Designing a Future-Ready Global Intranet for a Distributed Workforce
Defined a future-ready intranet experience with improved IA, universal search, and prioritized content hubs.
Web3 & Blockchain Case Studies


Product Strategy • Web3 • Labs
DeFi Protocol Opportunity Analysis
Produced a protocol opportunity analysis covering mechanics, risk, market sizing, and strategic recommendations.


Product Strategy • Web3 • Labs
Web3 Product Strategy for a Financial Institution
Developed a Web3 product strategy with prioritized use cases, regulatory considerations, and a phased roadmap.


Product Strategy • Web3 • Labs
XRP Ledger Payments & Liquidity Use Case
Created an XRPL use case analysis including architecture diagrams, payment flows, and liquidity scenarios.


Product Strategy • Web3 • Labs
Smart Contracts in Regulated Environments
Developed a smart contract framework covering lifecycle management, audit controls, and governance models.

Product Strategy • Web3 • Labs
Tokenomics & Incentive Design

Web3 • Labs
Bitcoin Full Node Operation & Mining Analysis

AI • CX • Product Strategy • Web3 • Labs
Charlonis.com: A Living Lab for Applied AI, CX, & Web3 Strategy
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