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
Led experience strategy for global cash and treasury modernization, translating banking research and competitive analysis into original workflow concepts, formal requirements, and five iterative prototypes. Established structured stakeholder reviews and scope governance to support a validated future-state direction and subsequent implementation planning.
Product Strategy
Platform Modernization
Workflow Transformation
CASE STUDY
Enterprise Transformation in Regulated Healthcare Commerce
Associate Director, Product Strategy & Enterprise Transformation
Led a 12-person experience team, including 11 project direct reports, across four parallel sprint teams during a regulated healthcare-commerce transformation. Directed research-informed customer and operational experiences across approximately nine journeys, with four capabilities reaching production through the broader technology organization.
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
Helped restore confidence in a troubled global social-intelligence engagement, rapidly translating stakeholder and analytics evidence into decision-ready experience concepts. Led design coordination during active Agile delivery as four functional capability areas reached production through the technology organization.
Product Strategy
Decision Intelligence
Analytics Translation
CASE STUDY
Restructuring an Enterprise Knowledge System for Scale & Governance
Led research-informed information architecture and experience strategy for a global institutional knowledge environment, directing a five-person experience team. Reviewed selected implementations in staging and observed part of News & Events operating in production, while technical delivery remained separately owned.
Product Strategy
Knowledge Management
Platform Governance
CASE STUDY
Defining a Unified Internal Platform & Capability Model Across Real Estate Brands
Led firsthand brokerage research, original experience concepts, and user validation for Sotheby’s International Realty’s internal platform. Subsequently contributed experience designs and estimates to Cognizant account-team-led proposals for shared capabilities across Realogy brands.
Product Strategy
Platform Modernization
Internal Platforms
CASE STUDY
Modernizing Lease Renewals as a Lifecycle Decision System
Reframed lease renewal as an ongoing resident decision journey, interpreting research showing how housing needs change throughout the year. Led development of resident and associate experience concepts connecting renewal comparisons, transfer options, pricing transparency, and human-supported decisions.
Product Strategy
Lifecycle Strategy
Real Estate Technology
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