Strategy in Practice

Fifteen years in SaaS partner operations taught me that the difference between a good team and a great one is almost always a process problem. Design taught me that the difference between a good solution and a memorable one is almost always a craft problem. I've spent my career sitting at that intersection — building things that work, and making sure they look the part.

Areas of Expertise
  • Operations Design Scalable workflows, SOPs, and process architecture.
  • Strategic Planning Roadmaps, stakeholder alignment, and execution leadership.
01
Operations
Scaling a 3-Person Agency to a 20-Person Studio
A rapidly growing creative agency lacked the internal infrastructure to handle client volume, team onboarding, or project delivery at scale. Chaos was the default operating mode.
Outcome
Designed and implemented a full operations system enabling a 7× revenue increase over 18 months without a corresponding increase in principal workload.
02
Digital Transformation
Migrating a Legacy Business to a Modern Digital Stack
A 30-year-old service company was running on disconnected spreadsheets, outdated software, and institutional memory. Knowledge was siloed and leadership had no real visibility.
Outcome
Led a 12-month migration: replaced 14 disconnected tools with an integrated platform, reclaimed 200+ hours/month, and produced the company's first real-time dashboard.
03
Brand + Systems
Rebuilding Brand Identity Alongside Internal Operations
A mid-market professional services firm suffered from fragmented identity and inconsistent client experience — both externally in brand and internally in delivery.
Outcome
Delivered a unified brand system and operating framework simultaneously. NPS scores increased 34 points in the following year.