Case Studies

    Selected Work

    Strategic initiatives, operational transformations, and systems implementations focused on measurable business outcomes.

    Enterprise CRM Consolidation

    Lead Strategist

    Led the consolidation of three distinct CRM instances into a single unified platform for a mid-market enterprise. The initiative improved data visibility across departments, reduced licensing costs by 22%, and established a single source of truth for customer journeys.

    CRM StrategyChange ManagementData Architecture

    Cross-Functional Automation Architecture

    Operations Lead

    Designed and implemented a comprehensive automation framework connecting sales, fulfillment, and customer success. The new system reduced manual data entry by 40 hours per week and decreased order-to-fulfillment time by 35% without adding headcount.

    Process AutomationSystems IntegrationOperational Efficiency

    Operational Playbook Development

    Strategic Advisor

    Developed a standardized operational playbook for a rapidly scaling organization. Documented core processes, established clear SLAs between departments, and implemented tracking systems to monitor execution reliability.

    Process DesignLeadership AlignmentScaling Strategy

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