Client Portfolio

Program Maturity Roadmap

Conducted an independent assessment of an underperforming 80-person program office within a federal law enforcement agency. Through in-depth interviews and product evaluations, identified key gaps and delivered a comprehensive two-year roadmap to optimize core service offerings. Upon reevaluation after roadmap completion, the organization achieved a 43% increase in output for core services and a 10% reduction in overhead costs, resulting in more effective and resilient service delivery to a diverse customer base.


Data Retention

Led the development and implementation of modernized data retention policies for a large Aerospace & Defense (A&D) company. Efforts included revising key policies (e.g., Email, OneDrive), designing a three-phase roadmap, creating a comprehensive training plan, configuring retention systems, and providing executive-level support. Results included a 60% reduction in data storage requirements and significant mitigation of data retention risks. Employees are now equipped with effective methods for data storage, enhancing knowledge transfer and reducing organizational risk.


M365 Rollout for 55,000 Users
Led the enterprise-wide rollout of Microsoft 365 services for 55,000 users, encompassing email migrations, mobile device management deployment, OneDrive enablement, and the implementation of Teams and Teams Voice. Key outcomes included:

This initiative modernized workplace capabilities, driving productivity, cost savings, and operational agility.


Scaled Agile Framework

Implemented the Scaled Agile Framework (SAFe) to optimize demand and portfolio management processes. Achieved a 5x increase in early-stage project cancellations, enabling leadership to focus on high-value initiatives and prevent resource waste. Introduced a continuous flow model that accelerated value delivery, with results realized in as little as four weeks. This initiative improved cross-team alignment, enhanced transparency, and optimized resource allocation to meet strategic goals effectively.

Lean Six Sigma Maturity

Spearheaded the rollout of a Lean Six Sigma curriculum across a large IT organization of approximately 1,300 employees. This initiative improved Lean training participation by 28% and resulted in $68 million in direct and indirect cost savings over three years.

Technical Services Organization

Led a $50 million Annual Operating Plan (AOP) for a technical services organization focused on telephony, collaboration, and email services. Simplified budget processes by a 4x improvement and enhanced key service metrics by 2x to 8x, driving measurable improvements in operational efficiency and service delivery.