17 completed projects | 6 industries

8 financial institutions | 7 Fortune 500 companies

Selected projects

  • Shared Services

    For the world’s largest real estate asset manager, partnered with senior leadership, investment teams, and technology partners to establish an analytics program and shared services for its portfolio companies.

    Designed program frameworks, processes, and playbooks while deploying a rules-based data quality service that monitors 4,500+ industrial and multifamily properties.

    Produced multi-asset reporting views and valuation metrics in Tableau and Power BI, and implemented a remediation workflow that reduced data quality issues by 98%.

  • Master Data

    For a healthcare corporation, led a master data management strategy to build a master database for 10,000+ provider sites and 5+ years of patient records.

    Created user stories, tested acceptance criteria, maintained a detailed backlog, and worked closely with development, security, cloud, and operational teams to address ongoing challenges, while reporting to the Chief Technology Officer.

    Developed an enterprise production readiness plan, deployed the organization’s first application on AWS, and accelerated other delivery timelines.

  • App Modernization

    For a leading transportation and logistics company, oversaw a $400M app modernization program spanning 9,000+ applications and 1,500+ stakeholders.

    Established program governance, including standing forums, processes for packaging and testing, and standardized metrics to drive daily execution.

    Implemented a master schedule for critical phasing and a centralized reporting platform with data visualizations in Smartsheet and Power BI.

  • Operating Model

    For a major bank, engaged with compliance, technology, and business teams to redesign its board reports and complaints-handling process amid rising issues in fraud, account security, and customer experience.

    Delivered a current state assessment, target operating model, recommended governance structure, 5 redesigned board reports, a transformation roadmap, prioritized initiatives, and industry research within four weeks.

    Led readouts with the Chief Operating Officer and Chief Compliance Officer and converted project deliverables into a six-month extension and firm IP.