Projects
Apps and case studies
Apps
Meeting Agent
Agentic workflow automating call preparation, follow-up email generation, risk analysis, and coaching to scale account management capacity.
Portfolio Risk Analyzer
Surfaces early-warning signals across an account portfolio to identify renewal risk, expansion readiness, and intervention priorities.
ROI Calculator
Connects workflow-level AI adoption metrics to business outcomes, generating validated ROI narratives for executive and renewal conversations.
Renewal Risk System
Structured forecasting and qualification framework that standardizes renewal readiness scoring and escalation pathways across distributed teams.
Case Studies
Retention Operations Redesign and AI Tooling
Led global retention strategy and operating model transformation during a critical platform transition. Redesigned renewal processes end-to-end, then designed and deployed a suite of internal agents, tools, and dashboards to operationalize the new motion at scale. The result was measurably stronger in-period performance across a distributed global team.
$100M+ Annual Business Impact Across Enterprise Portfolio
Led AI transformation strategy across a $20M+ account portfolio spanning financial services, healthcare, CPG, and TMT. Orchestrated end-to-end adoption programs linking predictive, generative, and agentic AI capabilities to measurable profitability outcomes, from use-case prioritization through production deployment.
250% YoY Revenue Growth via Supply Chain GTM Strategy
Co-engineered a vertical go-to-market strategy targeting Supply Chain buyers for a predictive analytics platform. Defined solution positioning, customer segmentation, and delivery motion from the ground up, securing marquee enterprise logos and unlocking a new growth segment for the company.
$100M Media Reallocation via Marketing Mix Modeling
Delivered a Marketing Mix Modeling engagement for a top 3 U.S. auto insurer managing a $1B media portfolio. Quantified channel-level return on ad spend and identified significant reallocation opportunities, shifting $100M toward higher-performing channels and improving overall media efficiency.
BCG Joint Solution Motion
Built and scaled a joint go-to-market solution with BCG, combining DataRobot's AutoML platform with BCG's transformation methodology. Developed the engagement model, co-delivery playbook, and client pipeline from scratch, generating immediate revenue and establishing a repeatable channel motion.
Fraud Detection Platform for Top Credit Card Issuer
Closed and led delivery of a $6M AI services engagement implementing a fraud detection platform monitoring billions of transactions annually. Managed a 10-person delivery team and restructured the contract to improve cash flow and eliminate convenience termination risk.
