Case Studies

Explore detailed accounts of how strategic product leadership and execution have driven success across various industries and challenges.

Ellie Mae (via Capsilon)

Transforming Mortgage Processing with DocVelocity

Joined as the fourth US hire and worked daily with the CEO and CPO to define and pivot overall corporate and ‘Doc Velocity’ product strategy, definition, and design. Helped lead the company from a struggling early-alpha product to dominating the paperless mortgage industry.

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Tesla (SolarCity)

Scaling Operations for Explosive Growth

Drove product strategy for mission-critical operational systems during explosive growth, tackling fragmented data, inefficient field operations, and complex regulatory requirements to transform the solar installation process.

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Apple (FileMaker)

Expert Review & Product Realignment

Conducted an Expert Review of FileMaker Pro to transform it from a complex database tool into an accessible product for the consumer market, delivering a unified product vision and actionable roadmap.

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Aria Systems

Standardizing Enterprise Onboarding

Improved the onboarding experience for enterprise customers by creating standardized approaches, reducing time-to-value and reliance on professional services for their subscription billing platform.

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Resolve Systems

Foundational Product Redefinition for IT Automation

Led a product redefinition for an early-stage IT automation platform, translating technical vision into a commercially viable product strategy and user experience for complex network administration.

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Applied Materials

Revitalizing Project Resource Management

Stabilized and rebuilt the Project Resource Management (PRM) system, transforming it from a rejected tool into a widely adopted platform supporting multi-billion dollar R&D programs.

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Visa

Strategic Roadmap for Visa Online (VOL)

Led strategy and product roadmap for Visa Online, the principal extranet portal for Visa-issuing banks, supporting thousands of financial institutions worldwide.

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GE

Predictive Analytics with 'Smarter Hammer'

Led development of an innovative predictive analytics platform that transformed manufacturing performance data visualization and analysis, translating complex metrics into actionable insights.

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Autodesk

Reimagining User Experience for Map 3D

Worked on reimagining the user experience for Map 3D, making complex GIS more accessible while maintaining advanced functionality for professionals in spatial data manipulation.

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Chevron

Revitalizing Industrial Lubricants eCommerce

Led the revitalization of their industrial lubricants eCommerce experience, making a catalog of 5,000+ technical SKUs accessible and navigable for customers.

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Location Labs (AT&T Family Finder)

Pioneering Mobile Social Location Services

Designed a groundbreaking mobile social network with innovative location services (later AT&T Family Finder), balancing location tracking with intuitive privacy controls.

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Wells Fargo

Decade-Long Digital Transformation Partnership

Trusted partner for over a decade across 20+ projects, transforming fragmented systems in mortgage, wealth management, and operations into cohesive experiences.

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