Strategic Operations and Product Commercialization for global icons and private equity-backed portfolios.
Strategy is an act of hope. Execution is an act of discipline.
Most strategic pivots fail in the "Value Gap"—the distance between an ambitious investment thesis and the visceral reality of human execution.
We specialize in the connective tissue. We architect the systems, the narratives, and the cultural alignment required to ensure that a brand's promise survives its contact with reality. From de-risking global M&A to translating speculative innovation into big-tech acquisitions, the work is consistently about Operationalizing the Narrative. Our focus is on the intellectual rigor and the operational plumbing required to ensure that an organization's legacy is protected while its innovations find the room to scale.
Case studies.
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A national insurance company grew via acquisition. They successfully rebranded externally, but needed to ensure employees were supported in understanding and adoption of the new brand.
Solution: I led a strategic initiative combining communication and experience design, including:
Conducting interviews to understand employee needs.
Creating a central hub for rebrand-related resources.
Developing targeted "playbooks" on key topics.
Establishing a governance plan with feedback mechanisms.
Outcome: Increased brand authenticity and awareness, improved employee engagement, and began successful brand adoption across the organization.
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It started as an engagement to concept and design a VR app that would benefit people in palliative and hospice care.
As patients enter this kind of care, the love they share with their families is vibrant. Observing this first-hand led to defining this challenge as figuring out ways to “create an app to permit patients and their loved ones to create new, shared memories.” Ask me about it if you want me to talk your ear off.
Our approach defined the concept and the strategic roadmap, hired the design team and our POC was acquired by Microsoft.
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This brewed beverage was expanding globally, and needed flexible partners to assist in short-term needs as well as long-term plans. Our primary goal was to maintain the brand integrity and personality as it underwent an explosive period of growth.
We created a “Beer Bible” comprised of a series of playbooks that ensured brand integrity across all touch points, centered around integrating mindfully with local markets as we entered new places and spaces.
These guides provided training, executional guidelines, and cultural considerations for each new market. They examined everything from social execution, to brewery interiors, to app-based bar games, and local festival engagements. This ensured brand consistency for all players involved and set the stage for a successful future.
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I was the sole designer on the Stand Up to Cancer site, which has now become the most successful cancer fundraising site to date.
In particular, the application called "The Constellation" is my favorite element of the entire site. It has been exceedingly successful, receiving national news coverage by Katie Couric years after its launch as a result of said success.
The site, its community and particularly the Constellation succeeded in the difficult task of creating of community as well as intimacy around fundraising for cancer.
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An agency was on the verge of failing a 300K design project. The site, reservations, and other revenue-driving factors were at stake. I was contracted to salvage the digital footprint and renew the prestigious hotel brand account.
I wrote the strategies, designed the Ux, assessed the vendors and existing processes, developed the respective migration plans and built the prototypes.
As a direct result of digging deep into the strategic XD work performed, the account exploded into an 8MM contract for the agency.