Portfolio
CASE STUDY
STRATEGIC OPERATING MODEL
Building a Governed Intelligence Operating System
The Leadership Lab / Decision System
Designed and operates a governed professional AI operating model that turns fragmented intelligence into accountable action through structured decision methodology, shared authoritative knowledge, implemented specialized runtimes, behavioral governance, human authority, and governed learning.
- Decision Intelligence
- Shared Knowledge Foundation
- Implemented Specialized Runtimes
- Governance & Human Accountability
Decision Systems
AI Strategy
Enterprise Operating Models
CASE STUDY
Modernizing Global Cash & Treasury Management
Associate Director, Product Strategy & Enterprise Transformation
Defined and validated a future-state global cash and treasury platform, translating fragmented workflows, fraud and validation requirements, ISO 20022, onboarding complexity, and 130 benchmarked capabilities into formal requirements, iterative prototypes, and first-release roadmap direction.
Product Strategy
Platform Modernization
Workflow Transformation
CASE STUDY
Enterprise Transformation in Regulated Healthcare Commerce
Associate Director, Product Strategy & Enterprise Transformation
Led a 36-week healthcare commerce transformation across four parallel delivery teams, translating growth objectives, CSR workflows, operational complexity, and regulated-platform constraints into a scalable product and experience direction.
Product Strategy
Healthcare Commerce
Workflow Transformation
CASE STUDY
AI VALUE CREATION
AI-Augmented Insurance Brokerage Operating Model
AI & Business Solutions Strategy Lead
Designed an AI-augmented insurance brokerage operating model for reducing agent administration, preserving licensed judgment, and turning reviewed customer interactions into governed enterprise intelligence that could support frontline, operational, partner, and leadership decisions.
AI Transformation
Business Solutions Strategy
Workflow Coordination
CASE STUDY
DATA & RESPONSIBLE AI GOVERNANCE
Operationalizing Data & Responsible AI Governance Across a Global Enterprise
Enterprise AI Strategy & Investment Lead
Designed an enterprise Data & Responsible AI Governance operating model connecting risk-tiered review, accountable business ownership, cross-functional controls, lifecycle oversight, reassessment, and executive decision visibility to support AI adoption at scale without creating a centralized approval bottleneck.
Data & Responsible AI Governance
Lifecycle Governance
Decision Rights
Recommended
CASE STUDY
Defining a Global Decision Intelligence Platform for Marketing at Scale
Stabilized and led the design and experience direction for a global marketing decision-intelligence platform, aligning business, analytics, and technology around KPI logic, thresholds, alerts, role-based views, and an iterative delivery model.
Product Strategy
Decision Intelligence
Analytics Translation
CASE STUDY
Restructuring an Enterprise Knowledge System for Scale & Governance
Reframed a fragmented global intranet as an enterprise knowledge system, defining clearer system boundaries, content hubs, search-trust logic, ownership and governance rules, personalization foundations, and phased implementation direction.
Product Strategy
Knowledge Management
Platform Governance
CASE STUDY
Defining a Unified Internal Platform & Capability Model Across Real Estate Brands
Turned a Sotheby’s International Realty platform modernization need into a governed capability model for broker productivity, content trust, personalization, and collaboration, creating reusable patterns that later supported concept and business-development work across additional Realogy brands.
Product Strategy
Platform Modernization
Internal Platforms
CASE STUDY
Modernizing Lease Renewals as a Lifecycle Decision System
Used resident evidence showing renewal decisions began months before lease expiration to reframe renewal as a lifecycle decision system connecting stay, transfer, and move choices with pricing transparency, moving-cost comparison, associate support, and an approved implementation roadmap.
Product Strategy
Lifecycle Strategy
Real Estate Technology
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