Work
Selected engagements and outcomes
Representative results across value creation, cost optimization, governance, and enablement. Some clients named with permission; others anonymized for confidentiality.
Some client identities shared with permission; others protected. Full case studies available to qualified prospects under mutual NDA.
CX Data Mesh + AI Lifecycle APIs Driving Subscription Renewals
API-first CX cloud platform and data mesh that automated and personalized lifecycle motions across 500k+ customers and 2M+ telemetry assets, enabling measurable renewal uplift at global scale.
Global Pharma Analytics COE + AI Personalization and Experimentation
Established a governed analytics COE, accelerated reporting from monthly → weekly, deployed VOC + experimentation (MMM + geo RCTs), and surfaced/resolved $80M+ issue signals to improve commercial performance.
Enterprise AI Literacy + Applied Labs with Hub-and-Spoke Model
Designed curriculum ladder from foundations to applied labs with embedded responsible AI modules—training thousands of employees while launching new labs in areas of excellence, unified with a hub-and-spoke model driving nine-figure attributable revenue.
AI Ecosystem Mapping + Portfolio Alignment
Created an executive-readable ecosystem map that consolidated fragmented AI initiatives (governance, centers, education, partnerships) into a single portfolio view—improving prioritization and investment decision speed.
LLM Cost Reduction + Healthcare Revenue Cycle Automation
Built regulated, HIPAA-compliant AI/data science enablement programs leveraging LLM automation—reduced costs by $80M+ and increased healthcare collections by 23% annually.
Marketing Analytics Operating Model + In-House MMM
Reallocated $10M+ marketing investment to higher-performing areas and saved $20M+ vs prior year—bringing MMM in-house with clearer decision rights and governance for budget moves.
Real-Time Credit Product Feature Experimentation
Advised on statistical methodologies to test real-time product feature evaluations across tens of thousands of credit customers—resulting in $10MM+ attributable revenue uplift and new intellectual property.
Contact Center LLM Guidance Product + A/B Testing Framework
Advised on statistical methodologies to develop contact center real-time guidance products using LLMs and designed A/B testing frameworks enabling customers to validate ROI before purchase—resulting in $10MM+ attributable revenue uplift and new intellectual property.
Product Efficacy Testing + Customer A/B Framework
Advised on statistical methodologies to test product efficacy and designed A/B testing frameworks enabling customers to validate ROI before purchase—resulting in $8MM+ attributable revenue uplift and new intellectual property.
Patented FinTech Data Products + 2,000× Performance Breakthrough
Cofounded and built patented data products, achieved a >2,000× algorithm speed improvement, supported early commercial traction, and scaled toward an eventual acquisition.
Global Digital Reporting Standards + AI Brand Governance at Scale
Standardized digital reporting across thousands of experiences and deployed AI-enabled brand governance + reusable chatbot templates across ~90 markets and ~1,500 brands to improve transparency, adoption, and cost control.
Deal Execution Reset + Scalable Delivery Methodology
Stabilized in-flight client delivery while preparing to onboard $3M+ in new engagements—building operating cadence, scope control, and repeatable methodology for scale.
Central Bank Communications Index for FX Trading Strategy
Created an NLP analytics product quantifying central bank communications from 15 global central banks—backtesting showed 120% excess returns vs. benchmark currency carry ETN over eight years.
Corporate Legal RAG Assistant (Instant Answers + Audit-Ready Citations)
Reduced legal response time from weeks to instant—designed RAG assistant handling 80%+ inquiries with citations, reallocating ~30% lawyer time to higher-value work.
Lean GenAI Back-Office Agent (Avoided $1M POC)
Right-sized AI document workflow vs. overengineered $1M proof-of-concept—delivering rapid prototype with clear ROI measurement and production path.
HIPAA-Compliant AI Enablement + Revenue Cycle Collections Uplift
HIPAA-first AI literacy + governance plus an LLM workflow for payer negotiation/collections, expanding the portfolio of ROI-producing AI programs by ~30× while keeping compliance and auditability intact.
AI Transformation Practice + Strategic Acquisition
Founded an AI consulting practice focused on transforming businesses into scalable organizations through machine learning and cognitive computing services—acquired within one year to expand a data transformation portfolio.
Physician RVU + Workflow Optimization
Analyzed Relative Value Units changes and recommended efficiency improvements—projecting $250K annual revenue increase while reducing physician work hours by 2.5 hours daily.
Healthcare Media Mix Modeling Modernization (HIPAA-Safe Data Science)
Designed end-to-end HIPAA-compliant data science process for MMM—establishing measurement governance, model refresh cadence, and repeatable workflows for marketing budget optimization.
Point-of-Care Nursing Policy Copilot with Safe Escalation
Delivered a governed self-service assistant grounding answers in approved nursing policies with citations—reducing search friction, cutting unnecessary escalations, and improving compliance posture.
Sepsis Early-Warning CDS with Workflow-Safe ML Governance
Built end-to-end clinical governance pathway for ML-based sepsis alerts—designing alert UX to minimize fatigue, establishing monitoring dashboards, and creating a repeatable deployment playbook.
Ambient Documentation + EHR Automation for Burnout Reduction
Designed structured pilot for ambient clinical documentation with PHI safeguards, EHR integration, and quality controls—reducing after-hours documentation burden while maintaining note quality.
Revenue Cycle AI for Denials + Appeals with Human-in-the-Loop
Mapped denial-to-appeal workflows and designed human-in-the-loop QA with audit traceability—improving throughput while embedding compliance controls and reducing frontline resistance.
Patient Access Contact Center Triage + Agent Enablement
Designed PHI-safe triage logic and conversational analytics for patient scheduling—routing callers correctly, pre-populating agent context, and creating coaching insights for supervisors.
Real-World Evidence Copilot for Clinical Committees
Built structured question-to-evidence workflow with required citations and uncertainty notes—accelerating formulary and pathway decisions while maintaining reviewer confidence and audit trails.
Privacy-Aware Fall Risk Monitoring with Computer Vision
Designed privacy-first architecture for inpatient fall prevention using de-identified signals—establishing governance for camera placement, alert routing, and incident review workflows.
HIPAA-Ready AI Platform Golden Paths + Secure Cloud Templates
Defined reference architecture and reusable templates for HIPAA-ready AI workloads—reducing environment provisioning time and improving compliance posture across research and clinical projects.
Research Administration Policy Assistant for Ticket Deflection
Built retrieval-grounded assistant with strict sourcing to approved grant policy docs—reducing SME escalations, improving time-to-resolution, and establishing content governance cadence.
AI Portfolio Governance Operating Model + Prioritization Framework
Established enterprise AI governance council with intake, risk tiering, and portfolio prioritization—creating repeatable approval pathways and institutionalizing cross-functional oversight.
Cookie-Less Attribution via Experimentation (Causal Measurement)
Replaced fragile multi-touch attribution with experimental design and causal inference—creating measurement standards that remain valid as tracking signals degrade.
Bond Rating Workflow Automation (NLP Signals for Management Quality)
Developed an AI-driven solution that automatically evaluated regional bank management quality and rated stability by combining NLP signals with fundamentals—significantly reducing manual effort.
Securities Exchange Compliance Review Automation
Developed compliance software automating document reviews for an international securities exchange—replacing manual reviews, streamlining processes, and reducing costs while maintaining accuracy.
Tax-Policy Signal Engine for Investment Origination
Collaborated with a large financial services firm to develop software evaluating investment opportunities based on emerging tax policies—enabling swift identification of tax-efficient investments.
AI-Driven Educational Software M&A Evaluation
Assessed technological architecture and feasibility of AI for training and curriculum automation for a private equity firm—evaluating roadmap, scalability, and integration for investment decisions.
