Transformation programs, measurable outcomes

Challenge

Limited centralized visibility into active and inactive timekeeping devices across distributed operations, with inconsistent tracking of device models, authentication types, and connection methods — increasing device loss risk and slowing migration planning.

Approach

Analyzed workforce operational and device ecosystem data supporting ~32,500 employees to map active vs. inactive clocks, device models, authentication types, IVR dependencies, and network connection methods. Developed a scalable migration and operational visibility strategy for the Epay → UKG transition, including device governance, vendor comparison, lifecycle visibility, and budget forecasting.

Challenge

Legacy WordPress environment with inconsistent governance, fragmented publishing standards, and heavy developer dependency for routine content updates — limiting scalability and driving up maintenance overhead.

Approach

Led the enterprise migration of 7 corporate websites from legacy WordPress to Webflow in 12 months. Defined governance standards, publishing workflows, and platform structure, and partnered across Marketing, Digital, Product, Cybersecurity, and Technology to align strategy and streamline workflows. Future-state design layers in AI-assisted segmentation, conversational insight retrieval, and self-service marketer workflows.

Challenge

Large distributed operations facing disconnected workforce systems, limited field visibility, manual scheduling and dispatch, reactive maintenance, and high administrative overhead.

Approach

Evaluated Salesforce Field Service for intelligent workforce coordination and Salesforce Data Cloud for centralized operational intelligence. Designed orchestration concepts across workforce visibility, scheduling optimization, and service scalability — and identified opportunities for AI-assisted technician workflows, predictive service models, and operational decision support.

Challenge

Fragmented marketing data across Salesforce, Marketo, and Adobe with limited audience intelligence, identity resolution, and shared future-state vision.

Approach

Aligned Marketing, Salesforce, Marketo, and Technology stakeholders to define future-state CDP capabilities — including audience segmentation, identity resolution, Power BI reporting, and AI-enabled marketing automation — projecting $11.3M in annual value creation and 12.3x ROI.

Challenge

Legacy workforce applications across large-scale janitorial and FDA-regulated facility operations created inconsistent UX, performance limits, and weak governance around branding, accessibility, and upload workflows.

Approach

Directed oversight of TM Amazon (expanded to Walmart), Digital Cleaning Log, and Microsoft Dynamics workforce apps. Partnered across operations, technology, and field leadership to improve mobile workflows, QR-based inspections, real-time reporting, and platform governance across distributed environments.

Challenge

High-value, high-intent enterprise leads were being tracked in disconnected systems, making it difficult to build reliable pipeline signals, personalize outreach, and demonstrate marketing's impact on sales conversations.

Approach

Designed a customer-data strategy that connects intent signals, lead enrichment, and AI-assisted qualification to produce a repeatable set of 500–600 custom lead records per cycle. Built governance around data quality, segmentation, and handoff to sales so the lead base scales without degrading accuracy.