Portfolio
FLAGSHIP CASE STUDY
STRATEGIC OPERATING MODEL
Building a Governed Intelligence Operating System
The Leadership Lab / Decision System
A governed AI-assisted intelligence system designed, implemented, and operated to turn fragmented signals, evidence, and professional knowledge into structured decisions, accountable execution, reviewed artifacts, and controlled learning.
- Governed Intelligence
- Human-in-the-Loop Decision Support
- Knowledge and Evidence Governance
- Operating-System Refinement
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 treasury workflows, fraud and validation requirements, ISO 20022 needs, 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 regulated healthcare commerce transformation across four parallel delivery teams, translating growth objectives, CSR service workflows, Salesforce constraints, operational complexity, and customer-support needs into 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
Structured an AI-augmented brokerage workflow model to reduce agent administrative burden by separating automatable support tasks from licensed judgment, then turning reviewed customer interactions into governed intelligence for 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
Defined a Data and Responsible AI Governance operating model connecting risk-tiered intake, accountable business ownership, cross-functional controls, lifecycle oversight, reassessment, and executive visibility without routing every AI decision through one 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 a workstream for a global marketing decision-intelligence platform, aligning business, analytics, technology, and experience direction around KPI logic, threshold rules, alerting, role-based views, and iterative delivery.
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 content hubs, search-trust logic, ownership rules, governance models, personalization foundations, and phased implementation direction for global knowledge access.
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 reusable internal capability model for broker productivity, content trust, personalization, and collaboration, later supporting 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 research showing renewal decisions began months before lease expiration to reframe renewals as a lifecycle decision system connecting stay, transfer, and move choices with pricing transparency, moving-cost comparison, associate support, and approved roadmap direction.
Product Strategy
Lifecycle Strategy
Real Estate Technology
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