Case Studies

Deep dives into process design, pursuit strategy, and operational transformation. Each case demonstrates my approach to building repeatable systems that compress timelines, raise conversion rates, and create measurable impact.

Sales Operations

Exodigo: Territory Expansion Strategy

Designed a complete sales operations framework for a new state expansion, including CRM strategy, pipeline analytics, executive dashboards, and dual-pronged enablement tactics that balance reactive support with proactive market intelligence.

Focus Areas CRM Architecture, Sales Enablement, Analytics
Tools Used HubSpot, Power BI, Salesforce
Deliverables Dashboard Mockups, Executive Reports, CRM Workflows
📊 Multi-funnel Analytics
🎯 Pre-approved Vendor Strategy
🤝 Relationship Intelligence
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Process Design & Leadership

York Funding: Proprietary Underwriting System

Built and operationalized a proprietary underwriting strategy from scratch, creating pursuit collateral (memos, models), managing $80M+ portfolio lifecycle, and training a 3-person team—becoming the firm's top revenue stream (~$35M) within two years.

Focus Areas Process Design, Team Leadership, Portfolio Management
Team Size 3-person underwriting team
Assets Managed $80M+ investment portfolio (2018)
💰 $35M Revenue Stream
📊 +30% Throughput
-10% Time-to-Decision
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My Approach to Operations & Strategy

01

Measure Everything

If you care about something, you can quantify it. If you can quantify it, you can improve it. I start every project by identifying the metrics that matter and building systems to track them.

02

Build Repeatable Systems

One-off wins don't scale. I design processes that can be replicated, documented, and transferred—creating value that compounds over time rather than requiring constant reinvention.

03

Compress Timelines

Speed is a competitive advantage. Through automation, triage, and strategic sequencing, I find ways to cut cycle times without sacrificing quality—whether it's 18 hours to 6 hours or 12 weeks to 8 weeks.

04

Balance Data & People

The best strategies are both analytically sound and human-centered. I use data to inform decisions, but I never forget that systems are ultimately built for and by people.

Want to discuss these projects?

I'm happy to walk through the details, challenges, and lessons learned from any of these case studies.

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