Client Work

35+ engagements.
Eight industries.
One consistent standard.

A representative selection of client work across digital transformation, AI and data strategy, scaled agile delivery, sourcing, and process optimization.

35+
Client engagements completed
$500M+
In programs advised and overseen
8
Industries with active project history
20+
Years of C-suite advisory experience
5
Capability areas delivered as one practice
Additional engagements across capability areas
Enterprise Strategy
Large Utilities Client

360-Degree Customer View and CRM Digital Transformation

Developed a 360-degree customer view with consistent channel experience and context-aware interactions. Defined the scope of digital transformation with high-level architecture and business and IT capabilities.

Enterprise Strategy
Major Health Care Provider

Digital Business Capabilities Model and Transformation Roadmap

Conducted detailed analysis to assess digital use cases, understand customer personas and journeys, and develop a business capabilities model prioritizing digital optimization opportunities.

Enterprise Strategy
Large State Agency

Bi-Modal Digital Transformation and Innovation Architecture

Applied bi-modal digital frameworks to create renovation and innovation models, defining a digital-ready architecture with new governance and operating models.

AI and Data
Large Financial Institution

AI Integration into Enterprise Strategy

Integrated AI into enterprise strategy by defining business objectives, executive sponsorship frameworks, and resource allocation to enable practical innovation.

AI and DataMDM
Large U.S. Counties

Master Data Management Strategy and HHS Gateway

Devised comprehensive MDM strategies and roadmaps and oversaw development of Health and Human Services gateways for integrated data and shared analytics.

Scaled Agile
Large Retailer

DevOps Transformation and Release Planning

Led a DevOps and release planning transformation, standardizing deployments and implementing automation tooling to increase software quality and delivery speed.

Sourcing$30M+
Major Electric Utility

Deal Capture System Sourcing Strategy

Led sourcing strategy for a $30M+ enterprise deal capture system, streamlining middle-office transaction management through disciplined vendor evaluation.

Governance
State Public Safety Department

IT Health Check with CMMI, ITIL, PMBOK and CobIT

Conducted a comprehensive IT health check using established frameworks and delivered optimized processes and capability improvements.

Governance
State Agencies

SDLC Process Optimization and Release Management Controls

Improved SDLC process quality by refining release management, project estimating, and monitoring controls for smoother execution.

Industries Served
Energy and Utilities
7+ engagements across federal and major utilities
Health and Human Services
8+ engagements across providers, payers, and public health
State and Local Government
10+ engagements across agencies, counties, and departments
Financial Services
4+ engagements across banks and insurers

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