Case Studies
Real examples of simplified operations, aligned teams and better performance
Scaling & Transformation
Growth
Scaling an Operations Backbone
Exec Summary: ~314% revenue growth operational readiness ($7M to $29M) via unified systems
Problem: A rapidly growing org lacked a unified operating layer, causing misalignment & inconsistent execution.
Impact:
• Grew from $7M -> $29M (~33% CAGR)
• Built a unified operations backbone
• Strengthened cross-functional leadership alignment
Quality & Speed
Streamlining Knowledge & Workflow Efficiency
Exec Summary: Consolidated 9 knowledge sources into one process, reducing delivery & onboarding friction
Problem: A fast-growing delivery team was slowed down by scattered knowledge & unclear standards.
Impact:
• Consolidated 9 knowledge sources into one standard process
• Faster handovers & less delivery effort
• Governance framework improved quality, consistency & onboarding
Growth & Employee Retention
Capacity & Resourcing Engine
Exec Summary: Reduced workload imbalances for a 70-person team through predictive forecasting
Problem: A team of ~70 struggled with uneven workloads, forecasting gaps & unclear resource allocation.
Impact:
• Predictability in planning & delivery
• Reduced workload imbalance & improved team satisfaction
• Fair, transparent assignment system
Case Studies
Real examples of simplified operations, aligned teams and better performance
Enterprise & Stability
Scaling & Transformation
Scaling an Operations Backbone
Exec Summary: ~314% revenue growth operational readiness ($7M to $29M) via unified systems
Problem: A rapidly growing org lacked a unified operating layer, causing misalignment & inconsistent execution.
Impact:
• Grew from $7M -> $29M (~33% CAGR)
• Built a unified operations backbone
• Strengthened cross-functional leadership alignment
Streamlining Knowledge & Workflow Efficiency
Exec Summary: Consolidated 9 knowledge sources into one process, reducing delivery & onboarding friction
Problem: Delivery teams were slowed down by scattered knowledge & unclear standards.
Impact:
• Consolidated 9 -> 4 knowledge sources
• Faster handovers & less delivery effort
• Knowledge governance framework improved quality & consistency
Standardized Process & Delivery Excellence
Exec Summary: Reduced onboarding time by ~20% through first ever SOP library
Problem: Inconsistent process depth created friction, making it harder to deliver work efficiently & predictably.
Impact:
• First ever standard operating procedure (SOP) & cross-functional collab agreements for product line
• Improved quality & speed
• Reduced onboard & rework time
Capacity & Resourcing Engine
Exec Summary: Reduced workload imbalances for a 70-person team through predictive forecasting
Problem: A team of ~70 struggled with uneven workloads, forecasting gaps & unclear resource allocation.
Impact:
• Predictability in planning & delivery
• Reduced workload imbalance & improved team satisfaction
• Fair, transparent assignment system
Culture & Engagement Stabilization
Exec Summary: Stabilized a team in flux, increasing retention during corporate transformation
Problem: Major transformation created uncertainty in team, declining morale & flight risk.
Impact:
• Quarterly pulse analysis & deep dive interviews
• Actionable insights to stabilize culture and gain deeper understanding of team
• Improved team alignment, morale & retention
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Strengthening Executive Decision-Making
Exec Summary: Sharpened executive decision-making by distilling complex data into actionable strategic insights
Problem: The executive team of a $70M multi-line portfolio needed clear synthesis across inputs from multiple teams to support strategy, prioritization & innovation discussions.
Impact:
• Exec materials distilling priorities, opportunities & risk
• More focused strategic leadership conversations with tracked next steps
• Stronger cross-team alignment & clarity
Coordinating Portfolio
Rhythms
Exec Summary: Synchronized multi-service delivery cadences & clear visibility into resource constraints
Problem: Business lines followed different operating cadences for forecasting, resourcing, and delivery, impacting planning insight & accuracy.
Impact:
• Earlier visibility into delivery risks, forecasting gaps & resource constraints
• More predictable & consistent BAU operating rhythms
• Better alignment between planning, resourcing, delivery & revenue
Managing Steady State Ops for a Multi-Line Team
Exec Summary: Refined team capability and standards, ensuring consistent delivery across multiple business lines
Problem: Centralized operations function needed active leadership to uphold standards, coach members & evolve support.
Impact:
• Refined ops team capability through coaching & clear expectations
• Smoother onboarding for new account members & stronger ongoing support
• Dependable, consistent rhythms
Not seeing your challenge?
I help teams solve operational complexity of all kinds, from messy handoffs to stalled initiatives.
Let’s map your path to clarity.
Case Studies
Real examples of simplified operations, aligned teams, and better performance
Quality
Standardized Process & Delivery Excellence
Exec Summary: Reduced onboarding time by ~20% through first ever SOP library
Problem: Inconsistent process depth created friction, making it harder to deliver work efficiently & predictably.
Impact:
• First ever standard operating procedure (SOP) & cross-functional collab agreements for product line
• Improved quality, consistency & speed
• Reduced onboarding & rework time
Employee Retention & Engagement
Culture & Engagement Stabilization
Exec Summary: Stabilized a team in flux, increasing retention during a major corporate transformation
Problem: Major transformation created uncertainty in team, declining morale & flight risk.
Impact:
• Deep insights through pulse check analysis & interviews
• Actionable insights to stabilize culture and gain deeper understanding of team
• Improved alignment, morale & retention
Complexity to Clarity
Not seeing your challenge?
I help teams solve operational complexity of all kinds, from messy handoffs to stalled initiatives.
Let’s map your path to clarity.
Case Studies
Real examples of simplified operations, aligned teams, and better performance
Enterprise & Stability
Executive Alignment & Governance
Strengthening Executive Decision-Making
Exec Summary: Sharpened executive decision-making by distilling complex data into actionable strategic insights
Problem: The executive team of a $70M multi-line portfolio needed clear synthesis across inputs from multiple teams to support strategy, prioritization & innovation discussions.
Impact:
• Sharper executive materials distilling priorities, opportunities & risk
• More focused strategic leadership conversations with tracked next steps
• Stronger cross-team alignment, enabling executives to act with clarity
Predictability & Cross-Functional Alignment
Coordinating Portfolio
Rhythms Across Services
Exec Summary: Synchronized multi-service delivery cadences, providing leadership with clear visibility into resource constraints
Problem: Business lines followed different operating cadences for forecasting, resourcing, and delivery, impacting planning insight & accuracy.
Impact:
• Earlier visibility into delivery risks, forecasting gaps & resource constraints
• More predictable & consistent BAU operating rhythms
• Better alignment between planning, resourcing, delivery & revenue
Team Operations & Governance
Managing Steady State Ops for a Multi-Line Team
Exec Summary: Refined team capability and standards, ensuring consistent delivery across multiple business lines
Problem: Centralized operations function (incl. financial analysis, resourcing & compliance) needed active leadership to uphold standards, coach members & evolve support.
Impact:
• Refined ops team capability through coaching & clearer expectations
• Smoother onboarding for new account members & stronger ongoing support
• Dependable, consistent rhythms