ELATE | STRATEGIC PLANNING | AI PRODUCT SUITE
Led strategy and experience design for Elate’s first AI product suite, translating customer needs into technical requirements, product workflows, executive demos, and revenue-generating capabilities.Built AI-powered tools to help strategy leaders move from static planning to real-time decision support. Connecting customer goals, platform data, technical execution, and business value.
Problem:
Strategy leaders relied on fragmented tools, static reports, slides, spreadsheets, and disconnected workflows, resulting in limited visibility, slow decision-making, and stalled execution.Solution:
Four-module AI system embedded directly into core planning and execution workflows:
• Strategy Advisor: Core AI layer for decision support and next-step guidance
• Plan Analyzer: Ingested and translated static plans into structured systems
• Risk Navigator: Surfaced organizational risk using data signals and sentiment analysis
• Reporting Assistant: Generated audience-specific reports aligned to operational cadenceFocused on making complex strategy signals understandable and actionable. Turning static inputs into structured, continuously updating systems that supported better decisions, clearer reporting, and faster team alignment.Outcome:
Established a new AI product layer that reshaped Elate’s roadmap, sales narrative, product positioning, and customer-facing demonstrations. Proving AI as a practical business capability, not just a feature concept.Results:
+ Supported new business, upsells, and early renewals through AI-led product demos and pilots
+ Expanded enterprise sales conversations by connecting AI capability to measurable customer value
+ Improved retention and engagement through faster time-to-value reporting
+ Increased engineering velocity 6× through clearer requirements, structured reviews, and design-to-delivery workflows
PEARSON | EDTECH | ADAPTIVE LEARNING PLATFORM
Designed a performance dashboard and learning system used by 15M+ learners, helping instructors interpret complex data and act earlier.Empowered instructors to see student progress in real time, identify gaps earlier, and intervene with targeted support before performance declined.
Problem:
Instructors lacked timely, actionable insight into student performance, making it difficult to identify risk, prioritize intervention, and understand which actions would improve outcomes.Solution:
Designed a performance dashboard and contributed to adaptive learning pathways based on 300+ research, testing, and training sessions:
• Early identification of at-risk students
• Structured intervention points for instructors
• Real-time performance visibility across cohorts
• Feedback loops connecting student progress to teaching actionsWorked directly with instructors to understand their workflows, identify points of confusion, improve guidance, and refine the system based on actual use.Outcome:
Shifted the platform from passive reporting to active decision support, helping non-technical users understand complex performance data and take clearer action.Results:
+ Two patent filings for pedagogical UX innovation
+ Scaled platform supporting 15M+ active learners globally
+ Improved final student assessment scores by 5%+ across disciplines
NEXTROLL | ADTECH | CAMPAIGN WORKFLOW ACCELERATION
Enhanced campaign creation workflows inside a high-scale advertising platform, helping advertisers move from setup to execution with less friction and greater quality control.Enabled marketers and internal teams to manage creative assets, campaign rules, platform requirements, and launch workflows through clearer, more structured systems.
Problem:
Fragmented workflows, repetitive manual tasks, and unclear validation patterns slowed campaign setup and increased the risk of ad rejection, rework, and operational inefficiency.Solution:
Designed streamlined adtech workflows incorporating AI-assisted generation, bulk editing, validation, and review patterns:
• Consolidated multi-step processes into clearer campaign flows
• Introduced automation patterns for repetitive configuration tasks
• Improved structure across creative asset setup and campaign review
• Reduced dependency on manual adjustments, guesswork, and reworkTested and refined improvements based on actual usage, recurring issues, and feedback from the people completing the work.Outcome:
Transformed campaign creation into a faster, clearer, and more predictable process, enabling teams to focus more on strategy, performance, and launch quality.Results:
+ Reduced ad rejection from more than 35% to under 9%
+ Improved campaign workflow clarity across setup, review, and launch
+ Increased efficiency through reusable patterns for bulk actions and AI-assisted copy generation
TRIMBLE | INDUSTRIAL | ENTERPRISE IDENTITY AND ACCESS SYSTEM
Led design for a unified identity platform supporting 35M+ users across 200+ products within Trimble’s Connected OS.Simplified authentication and access workflows while aligning product, engineering, business, and stakeholder teams around shared technical standards.
Problem:
Fragmented authentication systems across 200+ products created significant friction, inconsistent user experiences, and operational complexity for global teams.Solution:
Unified enterprise identity platform as part of a Connected OS transformation:
• Established scalable identity workflows for global teams
• Defined governance and UI standards for cross-platform consistency
• Facilitated alignment across 100+ stakeholders and product groups
• Translated complex technical requirements into clear product directionBalanced the need for organization-wide consistency with the practical requirements of individual teams and products.Outcome:
Reduced friction across the ecosystem, improving access, consistency, and collaboration at enterprise scale.Results:
+ Reduced workflow complexity for 35M+ users globally
+ Aligned 100+ stakeholders across a distributed product ecosystem
+ Established scalable governance patterns adopted across the product suite
HIGHLIGHTS
Over the last decade, I've turned high-stakes ambiguity, technical complexity, fragmented workflows, and institutional friction into measurable digital systems.My work focuses on building the durable, cross-functional structures that help teams move from reactive execution to clearer strategy, stronger governance, and measurable business impact.
Across every role, I operate as a bridge between business, technology, and user needs. Translating goals into requirements, clarifying decisions, accelerating engineering cycles, supporting adoption, and connecting AI capability to practical outcomes.The pattern holds throughout my career, as I continue to guide:+ AI Strategy: Turning emerging AI capabilities into useful, governed, revenue-aware product and workflow systems+ MarTech & AdTech Workflows: Clarifying campaign, conversion, reporting, and digital experience systems+ Technical Translation: Helping executives, clients, developers, and non-technical teams understand what matters and why+ Measurement & Governance: Connecting digital experiences to clearer requirements, feedback loops, quality standards, and business outcomes+ Team Enablement: Creating documentation, demos, training, and decision frameworks that help teams adopt new tools with confidence
ABOUT
I built my first website in the Navy and really learned to communicate on deadline in the newsroom. Over the 15+ years since then, I've worked across digital marketing, adtech, healthcare, industrial systems, education, SaaS, and AI-powered products — balancing customer needs, business goals, technical constraints, and emerging technology.The tools have changed a lot over time. The instinct hasn't: understand the problem, translate the complexity, and build something clearer. I work best with teams that move fast, stay curious, and care about making technology useful rather than just impressive.My strongest work sits between the boardroom and the developer standup: clarifying goals, shaping requirements, explaining technical tradeoffs, creating adoption paths, and helping teams turn complex systems into measurable results.When I’m not working through complicated systems, I’m outdoors with my dog, Massimo: skiing, fishing, hiking, and camping. He enjoys it all. We enjoy it all.Have a complex system or workflow to improve? Say hi.Let's build something impactful together.
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