Portfolio
Select Case Studies
CASE STUDY
INDEPENDENT PROJECT
Designing an AI-Native Leadership System
Self-directed / Independent Lab
Created a repeatable, AI-accelerated leadership system that aligned market signals, learning, audience, work, and experience into one coherent portfolio program.
AI-native leadership system focused on judgment and governance
Strategy accelerated by AI, guided by human decision-making
Portfolio designed for how executives actually evaluate leaders
AI
CX
Product Strategy
Labs
CASE STUDY
Big Data Social Listening & Decision Intelligence Platform
Associate Director, CX & Product Strategy
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.
AI
CX
Product Strategy
CASE STUDY
INDEPENDENT PROJECT
Human-in-the-Loop CX System
AI & Product Strategy Lead
Designed a human-in-the-loop service blueprint defining AI and human touchpoints, escalation logic, ethical controls, and CX impact metrics.
CX
Product Strategy
CASE STUDY
Modernizing Global Cash & Treasury Management
Associate Director, CX & Product Strategy
Delivered a research-driven, future-ready cash and treasury platform that improved usability, trust, and operational efficiency—earning a 4.5/5 user rating and positioning SMBC ahead of major competitors.
CX
Product Strategy
CASE STUDY
INDEPENDENT PROJECT
AI Strategy Framework for a Regulated Enterprise
AI & Product Strategy Lead
Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.
AI
Product Strategy
Labs
Recommended
CASE STUDY
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
CASE STUDY
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
CASE STUDY
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
CASE STUDY
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
AI Strategy Case Studies
CASE STUDY
INDEPENDENT PROJECT
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
CX
Product Strategy
Labs
CASE STUDY
INDEPENDENT PROJECT
AI Strategy Framework for a Regulated Enterprise
Developed a comprehensive AI strategy framework covering governance, operating models, risk management, and measurable outcomes.
AI
Product Strategy
Labs
CASE STUDY
INDEPENDENT PROJECT
Agentic AI for Knowledge Work Automation
Developed an agentic AI framework defining orchestration workflows, safeguards, and KPI dashboards.
CX
Product Strategy
Labs
CASE STUDY
HI + AI : The Value of Human Intelligence in AI Experiences
Delivered a proactive, resident-centered renewal platform that increased engagement, reduced associate workload, and laid the foundation for AI-enabled personalization and automation.
AI
CX
CASE STUDY
INDEPENDENT PROJECT
AI Product Roadmap for an Internal Platform
Developed an AI product roadmap including opportunity backlogs, build-vs-buy analysis, and ROI assumptions.
AI
Product Strategy
Labs
CASE STUDY
INDEPENDENT PROJECT
Designing an AI-Native Leadership System
Created a repeatable, AI-accelerated leadership system that aligned market signals, learning, audience, work, and experience into one coherent portfolio program.
AI
Product Strategy
CX
Labs
Enterprise CX Case Studies
CASE STUDY
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.
AI
CX
Product Strategy
CASE STUDY
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
CASE STUDY
Modernizing Global Cash & Treasury Management
Delivered a research-driven, future-ready cash and treasury platform that improved usability, trust, and operational efficiency, earning a 4.5/5 user rating and positioning SMBC ahead of major competitors.
CX
Product Strategy
CASE STUDY
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
CASE STUDY
Enterprise Transformation : Healthcare Operations for Growth & Compliance
Designed an experience transformation supporting a targeted 300% revenue increase through improved convers
CX
Product Strategy
CASE STUDY
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
STUDY
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
CASE STUDY
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
CASE STUDY
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.
CX
Product Strategy
Web3 Case Studies
CASE STUDY
INDEPENDENT PROJECT
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
CASE STUDY
INDEPENDENT PROJECT
XRP Ledger Payments & Liquidity Use Case
Created an XRPL use case analysis including architecture diagrams, payment flows, and liquidity scenarios.
Product Strategy
Web3
Labs
CASE STUDY
INDEPENDENT PROJECT
Designing, Deploying & Testing Smart Contracts on a Private Ethereum Network
Set up a private Ethereum blockchain, wrote and modified Solidity smart contracts using Remix, minted native ETH, and tested contract execution across multiple scenarios to evaluate network behavior, logic integrity, and usability.
Web3
Labs
CASE STUDY
INDEPENDENT PROJECT
Smart Contracts in Regulated Environments
Developed a smart contract framework covering lifecycle management, audit controls, and governance models.
Product Strategy
Web3
Labs
CASE STUDY
INDEPENDENT PROJECT
Bitcoin Full Node Operation & Mining Analysis
Operated a Bitcoin full node and miner to observe block propagation and consensus behavior.
Web3
Labs
Ready for More?
Connect with me on LinkedIn for full access to my case studies.