Portfolio

A curated body of work spanning AI strategy, enterprise customer experience, and Web3, across regulated organizations, independent research, and applied experimentation. Each case study reflects how I frame problems, align stakeholders, and build systems that scale.
Full case studies are password-protected. Connect on LinkedIn.com if you would like access.

Selected Case Studies

AI Strategy

Human-in-the-Loop CX Flux 1.0
Charlonis.com Logo

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 Strategy Framework Regulated Flux 1.0
Charlonis.com Logo

AI Strategy Framework for a Regulated Enterprise

Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.

Enterprise CX

TCCC 13 TTI Flux 1.0
The Coca-Cola Company

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.

Modernizing Global Cash & Treasury Management Through Research-Led CX Design 4 TTI Flux 1.0
Sumitomo Mitsui Banking Corporation

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.

Web3 & Blockchain

DeFi Protocol Opportunity Analysis TTI FLux 1.0
Charlonis.com Logo

DeFi Protocol Opportunity Analysis

Produced a protocol opportunity analysis covering mechanics, risk, market sizing, and strategic recommendations.

Web3 Product Strategy for a Financial Institution TTI Flux 1.0
Charlonis.com Logo

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

Human-in-the-Loop CX Flux 1.0
Charlonis.com Logo

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 Strategy Framework Regulated Flux 1.0
Charlonis.com Logo

AI Strategy Framework for a Regulated Enterprise

Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.

HI + AI  The Value of Human Intelligence in AI Experiences 3 TTI Flux 1.0
Prudential Financial logo

HI + AI : The Value of Human Intelligence in AI Experiences

Developed a breakout-session experience exploring human-centered AI principles in practice.

Prompt UX System for Enterprise Teams 6 TTI Flux 1.0
Charlonis.com Logo

Prompt UX System for Enterprise Teams

Created a prompt UX system improving consistency, usability, and team productivity.

AI Product Roadmap for an Internal Platform 4 TTI Flux 1.0

AI Product Roadmap for an Internal Platform

Agentic AI TTI Flux 1.0

Agentic AI for Knowledge Work Automation

Enterprise CX Case Studies

TCCC 13 TTI Flux 1.0
The Coca-Cola Company

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.

Modernizing Global Cash & Treasury Management Through Research-Led CX Design 4 TTI Flux 1.0
Sumitomo Mitsui Banking Corporation

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.

Intelligent Sample Management Platform for Veterinary Diagnostics TTI Flux 1.0
Zoetis logo

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.

From Transaction to Relationship  Redesigning Luxury Apartment Renewals 4 TTI Flux 1.0
Avalon Bay Communities logo

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.

Unifying Internal Ecosystems Across Real Estate Brands 5 TTI Flux 1.0
Sothebys Realty logo

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.

Empowering Financial Advisors Through Design Thinking TTI Flux 1.0
Prudential Financial logo

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.

Enterprise Transformation Healthcare 3 TTI Flux 1.0
Edgepark Medical Supplies

Enterprise Transformation : Healthcare Operations for Growth & Compliance

Designed an experience transformation supporting a targeted 300% revenue increase through improved conversion, retention, and operational efficiency.

Transforming a Legacy POS into a Scalable, Insight-Driven Vendor Platform TTI Flux 1.0
American Tire Distributors (ATD)

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.

Designing a Future-Ready Global Intranet for a Distributed Workforce TTI Flux 1.0

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

DeFi Protocol Opportunity Analysis TTI FLux 1.0
Charlonis.com Logo

DeFi Protocol Opportunity Analysis

Produced a protocol opportunity analysis covering mechanics, risk, market sizing, and strategic recommendations.

Web3 Product Strategy for a Financial Institution TTI Flux 1.0
Charlonis.com Logo

Web3 Product Strategy for a Financial Institution

Developed a Web3 product strategy with prioritized use cases, regulatory considerations, and a phased roadmap.

XRP Ledger TTI Flux 1.0
Charlonis.com Logo

XRP Ledger Payments & Liquidity Use Case

Created an XRPL use case analysis including architecture diagrams, payment flows, and liquidity scenarios.

Smart Contracts in Regulated Environments  2 TTI Flux 1.0
Charlonis.com Logo

Smart Contracts in Regulated Environments

Developed a smart contract framework covering lifecycle management, audit controls, and governance models.

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