Portfolio

A selection of transformation and innovation projects spanning global enterprise, SaaS, and emerging technology.

AI Workforce Impact Framework for Salesforce

Guiding executives through the shift to an AI-ready workforce and operating model.

Problem

As generative AI advanced faster than most organizations could adapt, senior leaders struggled to understand how it would reshape work, talent, and operations. Salesforce teams didn’t have a clear or consistent way to help executives assess readiness, identify risks, or see where AI could create real value.

Solution

I created the AI Workforce Impact Framework to help leaders see where AI can automate tasks, support teams, and accelerate growth. I shaped it into Dreamforce keynote content for more than 500 attendees and a sales toolkit used across Salesforce. The framework gave executives a clear, human-centered way to approach AI adoption and helped teams move from uncertainty to confident action.

Industry Foresight for Salesforce

Clarifying how industries are changing and where organizations need to evolve next.

Problem

Many organizations were facing rapid changes in customer behavior, competitive pressure, and digital expectations, but didn’t have a forward-looking point of view to guide their decisions. Leaders needed clarity on what was shifting in their industry and how to prepare for the future.

Solution

I developed a series of strategic POVs that forecasted the future of banking, patient services, biopharma, and small business lending. Each narrative combined research, user insights, and market trends into simple, actionable guidance. These presentations helped executives anticipate change, reframe their priorities, and invest in the capabilities needed for long-term growth.

Aviva: Wealth Transformation and AUM Gap Strategy

Helping a major insurer uncover root causes, align leadership, and recover lost asset growth.

Solution

I led structured facilitation sessions to uncover the causes of the breakdowns that led to the 2018 rollout failure and captured insights from frontline teams. I synthesized this information into a straightforward executive narrative that mapped the end-to-end journey, identified capability gaps, and quantified the revenue opportunity. The recommended actions helped Aviva close £18 billion of the gap and gave leadership a path for continued recovery.

Problem

Aviva faced a £28 billion AUM gap, resulting in £186 million in unrealized annual revenue. More than 2.5 million pension holders had become inactive, and critical data was trapped in aging systems, limiting visibility across the member lifecycle. Siloed ownership made it difficult for teams to diagnose the issues or align on a path forward.

Berkshire Bank: Experience Strategy and Future-State Blueprint

Defining a modern banking experience through insight, journey mapping, and capability planning.

Solution

I built a complete experience strategy anchored in research, journey mapping, and capability assessments. The final blueprint outlined a clear vision and an actionable roadmap that prioritized the most valuable customer moments. It gave leadership a focused path to modernize their offerings and create a more cohesive, human-centered banking experience.

Problem

Berkshire Bank needed to strengthen its customer service across the retail and commercial segments. Still, they didn’t have a clear view of customer needs or the capabilities required to improve the experience. Teams were unsure where to focus or how to design a more modern, connected offering.

Discover Financial: Platform and Process Transformation

Unifying fragmented systems and workflows to support scalable, partner-focused operations.

Solution

I conducted a complete assessment of workflows, platforms, and capability gaps, then designed a unified future-state engagement model. I delivered a roadmap that aligned product, operations, and business teams in a more integrated, scalable way of working. The work clarified where to invest and provided the organization with a clear plan to strengthen partner support.

Problem

Discover’s Global Network relied on fragmented systems and disconnected workflows, making it hard for teams to collaborate or scale. These gaps slowed decision-making, created inconsistent partner experiences, and limited the organization’s ability to grow.

Managed Portfolios Quarterly Reports

Automating critical advisor workflows to reduce manual effort and improve operational efficiency.

Problem

Each quarter, report-generation delays created backlogs of advisor complaints and stress for the operations team. The process for producing Quarterly Performance Reports (QPRs) was riddled with manual checks and due diligence steps, wasting thousands of hours on repetitive tasks that could have been automated.

Solution

I worked with the operations team to identify bottlenecks and designed a portal that automated the most repetitive tasks. The tool cross-checked client data from FiServ with Morningstar Office, reducing manual error checks from 11 days to 3 and saving over 2,300 person-hours each quarter.