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CASE STUDIES

Featured projects showcasing my work in product strategy, systems design, platform modernization, and operational transformation.

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Integrated Operations Management Platform

Led the end-to-end design and development of a custom enterprise platform integrating CRM, HR, project management, project accounting, and analytics—consolidating ~400 jobs per month and ~$1.5M in monthly revenue into a single governed system of record, replacing fragmented spreadsheets and disconnected applications across the organization.

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KPI Framework & Executive Reporting

Designed and implemented a KPI framework and executive reporting system that transformed project and financial data into real-time performance dashboards and monthly leadership reports—providing visibility into project health, profitability, timelines, workload utilization, and key financial metrics to support data-driven decision-making across the organization.

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Market Expansion Through Product Diversification

Transformed a single-service energy auditing business into a diversified energy efficiency platform by identifying market opportunities, prioritizing product expansion through strategic analysis, and launching four new offerings over four consecutive years.

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Enterprise SaaS Implementation & Legacy System Modernization

Directed enterprise SaaS implementation and legacy system modernization initiatives for Fortune 500 energy sector clients—gathering user requirements, defining feature and workflow configurations, and leading platform deployments that improved user experience, drove adoption, and transformed operational processes across CRM, marketing, and project management systems.

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