Success Stories

Read on to learn how we tackle complex challenges and deliver measurable results through Leadership and Implementation.

project 1

Tripled the Operational Efficiency

Established Standard Operating Procedures for private equity fund company that tripled in size from $1BN to $3BN during tenure. Prevented the need to add resources by creating workflows with automation to reduce manual processing of documentation.

project 2

Data Management

Removed reliance on vendor-managed data by creating in-house Business Intelligence dashboard that integrated third party data, delivering insightful reports to senior leadership including fund and client details.

project 3

Transformation Leadership

Led transformation for $175 million not-for-profit institution including pod team creation, record retention improvement plan, and establishment of clear roles and governance processes with leadership team.

project 4

Team Turnaround

Revitalized a struggling cyber security platform implementation for a Fortune 500 company, redefining vision and roles. Achieved a 50% reduction in development cycle time.