Enterprise Product Strategy & Delivery
The common pattern across these cases is research-led experience and product strategy connected to enterprise transformation.
Each engagement began with discovery into user needs, stakeholder priorities, existing workflows, and business constraints. Depending on the project, I conducted firsthand research or collaborated with dedicated research teams to uncover problems, understand behaviors, and identify opportunities.
I translated these findings into experience strategies, user and service journeys, conceptual designs, product capabilities, requirements, and platform direction. Working with multidisciplinary teams, I helped validate concepts, align stakeholders, and turn strategic direction into actionable delivery plans.
Together, these engagements demonstrate how research, experience strategy, product thinking, and enterprise transformation work as connected professional capabilities.
CASE STUDY
Modernizing Global Cash & Treasury Management
Led experience strategy for global cash and treasury modernization, translating banking research, 15 competitor platforms, and approximately 130 assessed capabilities into original workflow concepts, formal requirements, and five iterative prototypes. Prototype evaluations informed first-release roadmap direction.
Product Strategy
Platform Modernization
Workflow Transformation
CASE STUDY
Enterprise Transformation in Regulated Healthcare Commerce
Led experience strategy and design delivery during a 36-week regulated healthcare-commerce transformation, managing 11 project contributors across four parallel sprint teams. Connected firsthand CSR research, customer and operational journeys, and product concepts to a broader delivery program in which four capabilities reached production.
Product Strategy
Healthcare Commerce
Workflow Transformation
CASE STUDY
Defining a Global Decision Intelligence Platform for Marketing at Scale
Helped recover a troubled global marketing intelligence engagement, translating stakeholder research and analytics into original dashboard, reporting, alerting, and responsive experience concepts. Directed the experience team during Agile delivery as four functional capability areas reached production through the broader technology organization.
Product Strategy
Decision Intelligence
Analytics Translation
CASE STUDY
Restructuring an Enterprise Knowledge System for Scale & Governance
Led research-informed experience architecture for a global enterprise knowledge environment, originating navigation, search, and content-discovery concepts while directing a five-person experience team. Reviewed selected implementations in staging and observed part of News & Events operating in production.
Product Strategy
Knowledge Management
Platform Governance
CASE STUDY
Defining an Advisor Productivity Platform Under Migration Constraint
Independently led research using stakeholder workshops, behavioral analytics, help-desk evidence, competitive review, and user card sorting to define advisor navigation, information architecture, and a migration-aware platform direction for subsequent delivery teams.
Product Strategy
Platform Modernization
Content Governance
CASE STUDY
Modernizing Veterinary Diagnostics for Scale & Compliance
Translated firsthand veterinary and laboratory field research into original workflow concepts and detailed storyboards for a regulated diagnostics lifecycle. Directed experience-design refinement and helped define a roadmap addressing sample collection, laboratory processing, traceability, and reporting within operational and compliance constraints.
Product Strategy
Workflow Modernization
Regulated Systems
CASE STUDY
Defining a Unified Internal Platform & Capability Model Across Real Estate Brands
Led Sotheby’s experience strategy through firsthand brokerage research, original dashboard and collaboration concepts, and user testing. Contributed experience designs and estimates to subsequent Cognizant account-team-led proposals exploring reusable capabilities across Realogy brands.
Product Strategy
Platform Modernization
Internal Platforms
CASE STUDY
Modernizing Lease Renewals as a Lifecycle Decision System
Interpreted resident research revealing that housing decisions occur throughout the year as circumstances change, reframing lease renewal as a lifecycle experience. Originated resident and associate concepts spanning renewal comparisons, transfer exploration, pricing transparency, and decision support, contributing to an approved strategic direction.
Product Strategy
Lifecycle Strategy
Real Estate Technology
CASE STUDY
Transforming a Vendor POS into a Decision-Ready Platform
Conducted firsthand dealership research and developed original experience concepts to modernize a legacy dealer POS around fitment, pricing, inventory, delivery, and promotional decisions. Directed design refinement and first-release planning, then handed the work to a separate technology team for implementation.
Product Strategy
Workflow Transformation
Platform Modernization
Let’s talk about product strategy, modernization & operational scale.
If you are modernizing platforms where workflows, decision quality, governance, and implementation readiness determine success, connect with me on LinkedIn.