Case Studies
Proven results across industries
Enterprise transformations, platform migrations, M&A integrations, and more. Real engagements with measurable outcomes.
Enterprise Transformation
Healthcare (TPA/Claims Systems)
$45M Platform Migration & Modernization
The Challenge
A healthcare services organization needed to modernize legacy TPA and claims platforms to enable scalability and operational stability. The multi-year initiative required coordinating across multiple business units, technology teams, and vendors while maintaining strict auditability and compliance controls.
The Solution
Led the full program lifecycle: roadmap development, execution governance, risk management, vendor alignment, and executive reporting cadence. Built program-level KPIs, dashboards, and governance forums (SteerCo, stage gates) for decision support and investment rebalancing. Partnered across Product, Technology, Operations, Finance, Compliance and vendors to drive configuration decisions, readiness, and controlled go-lives.
Results
$45M
Program Delivered
Multi-year
Transformation
Full
Audit Compliance
What Was Delivered
M&A Integration
Healthcare / Financial Services
$25M+ Acquisition Platform Integration
The Challenge
Following a major acquisition, the organization needed to integrate offerings, operations, and platform development while maintaining service continuity. The initiative required absorbing a complex platform and operational model into the existing enterprise framework without disruption to customers or compliance posture.
The Solution
Managed merger integration activities including platform consolidation and operational absorption. Created a standardized program framework ("STAR" model) aligning PM, business analysis, change leadership, and readiness—operating as an internal PMO capability. Guided cross-functional delivery using hybrid Agile governance while maintaining program controls.
Results
$25M+
Integration Scope
STAR
PMO Framework
Zero
Service Disruption
What Was Delivered
SaaS Implementation
Healthcare
Healthcare SaaS Solution – 400% ROI in 5 Months
The Challenge
Deliver a SaaS healthcare solution for institutional clients with aggressive timeline and ROI expectations. The implementation needed to maintain customer satisfaction while coordinating internal and external resources, including offshore teams and vendors, across multi-phase technical builds in a regulated environment.
The Solution
Led deployment as primary point of contact from kickoff through go-live. Coordinated cross-functional teams across complex implementations exceeding $7M in scope each. Managed regulated environment requirements while driving rapid time-to-value.
Results
$5M
Net Revenue
~400%
ROI Achieved
5 months
Time to Value
What Was Delivered
Platform Modernization
Healthcare / Benefits Administration
Low-Disruption Modernization at Scale
The Challenge
Modernize core platforms serving 25,000 clients and 500,000 participants without disrupting daily operations. The initiative required careful orchestration of data migration, system cutover, and user transition while maintaining strict reconciliation and evidence capture for audit purposes.
The Solution
Drove audit-ready delivery practices: decision logs, change control, status reporting, testing evidence, and stakeholder sign-offs aligned to internal audit expectations. Implemented disciplined testing, cutover, reconciliation, and evidence capture processes.
Results
<2%
Disruption Rate
25K
Clients Served
500K
Participants
What Was Delivered
Product Management
Financial Services (Credit Insurance)
$560M Product Line Management
The Challenge
Manage a $560M product line requiring coordination across operations, sales, actuarial, and finance teams. Leadership needed improved visibility into performance and risk metrics to drive strategic decisions.
The Solution
Standardized reporting and operational practices to improve leadership visibility into performance and risk. Partnered cross-functionally to drive performance improvements and maintain compliance standards.
Results
$560M
Product Line
Cross-functional
Leadership
Improved
Risk Visibility
What Was Delivered
Industry Specialty
Vacation Rentals / Hospitality
Short-Term Rental Portfolio Optimization
The Challenge
Property owners and managers struggling with inconsistent occupancy, suboptimal pricing, and operational inefficiencies. Need for systematic approach to revenue management, listing optimization, and guest experience excellence.
The Solution
Applied enterprise program management discipline to STR operations: developed performance blueprints, implemented revenue management systems, created standardized onboarding and operations SOPs, and built marketing frameworks for property launches.
Results
40%+
Revenue Increase
85%+
Occupancy
4.9★
Guest Ratings