Artifacts beat claims.
PE portfolio and heterogeneous enterprise environments
4 months
Executive BI decisioning
Centralized finance, portfolio health, and operational insights under one governed dataset
Enabled drill-down from region to zip-level detail
Standardized research-ready datasets for M&A and integration analysis
Portfolio performance management and executive reporting
3 months
Executive BI decisioning
Unified KPI matrix to standardize definitions and ownership
Built nested dependent KPIs to expose upstream drivers and external impacts
Enabled reliable driver-based performance reviews
Parent-level synergy discovery and M&A adjacency analysis
7 months
Executive BI decisioning
Unified customer, vendor, and software ecosystems into a single relationship view
Surfaced cross-opportunity and integration candidates at the parent level
Enabled structured synergy hypotheses for Corp Dev
Growth/product decisioning and signal interpretation
6 months
Executive BI decisioning
Converted clickstream and email response into decision-ready signals
Produced recommendation views and new insight paths for upcoming events (internal workflows)
Established monitoring so signals remain reliable over time
We focus on practical outcomes, not theory — delivering systems that work in real environments, under real constraints.
