Case Studies

These highlights reflect how I lead at scale—bringing together product strategy, experience design, and engineering to create platform-aligned, user-centered solutions. While I cannot share internal visuals or data, the stories below illustrate how I drive transformation, align teams, and deliver measurable results across complex, acquisition-driven ecosystems.

Platform Unification Strategy

Role: Executive UX and Product Leader
Scope: 350+ acquired products across cloud, desktop, mainframe, and mobile interfaces

Overview:
As Fortra expanded through acquisition, the user experience across our product portfolio became fragmented. I led the strategy and execution of a unified platform to consolidate these products into a cohesive experience that aligned with our brand, increased cross-product adoption, and delivered business-critical insights in a shared UI.

Impact:

  • Defined a company-wide platform vision and roadmap in collaboration with Product, Engineering, and Executive leadership

  • Built shared experiences for navigation, dashboards, reporting, user management, notifications, and product switching—components that connected individual tools into a singular, intuitive platform

  • Aligned 20+ cross-functional teams under a unified design and development model

  • Led user research and prototype testing to validate platform architecture and workflows, increasing confidence in direction and reducing risk of rework

  • Supported go-to-market alignment by enabling platform-wide adoption of product tiers, licensing controls, and role-based visibility

UXOps Evolution: Scaling from Embedded Roles to an Agile, Global UX Agency

Roles: Executive UX leadership, UX Operations
Scope: UX Operations, Design, Research, Content, and UI Engineering across 55+ professionals

Overview

As our product portfolio and strategic priorities evolved, we recognized the need to shift from a fragmented, matrixed UX structure into a high-performing, centralized agency model. Our designers and researchers had previously operated in silos with limited influence over workflow, tools, and prioritization. I led the transformation of an agile-based UX organization, implementing autonomous sprints, centralized intake, embedded research, and defined documentation and governance processes. We standardized deliverables such as Customer Value Propositions and UX Design Specification Documents, formalized Design Thinking-based workflows, and launched a robust internal documentation hub. These changes improved clarity, increased delivery speed and quality, reduced rework, and significantly boosted team satisfaction and cross-functional alignment.

Impact

  • Scalable Growth Framework: Enabled the UX team to scale from 3 to 55 members across 7 countries, supporting hundreds of products without losing quality or control. This foundation supported a culture of continuous improvement, high-impact delivery, and operational maturity.

  • Centralized UX Intake: Built a transparent intake pipeline to route, size, and prioritize requests from dozens of product teams, enabling more equitable access to UX resources and better alignment with business strategy. UX leadership partnered closely with executive stakeholders and product management to evaluate requests based on user need, business value, and strategic impact, ensuring the most critical and marketable features received focused attention.  

  • Agile UX Sprints: Introduced a unified backlog and transitioned the UX team to lead its own agile sprints with defined cadence, demos, and retrospectives. This shift increased throughput, improved visibility, and gave the team greater autonomy across global time zones. We embedded metrics into sprint planning and delivery, enabling us to track performance, validate capacity planning, and ensure alignment with organizational priorities.

  • Embedded Continuous Research: Partnered with our research team to weave testing and validation into sprint cycles, driving better user outcomes and baseline usability improvements across key workflows.

  • Centralized UX Documentation & Reporting: Created an extensive internal documentation hub to define and share UX team processes, deliverables, and metrics across UX, engineering, product management, and executive leadership. Formalized our UX approach under a Design Thinking model with clearly defined Discovery, Research, and Design phases. Documentation included our WCAG accessibility testing methodology (VPATs, tooling, and test process), tool usage guides (Figma, UserTesting), and dashboards. Consolidated executive reporting and UX metrics into centralized PowerBI dashboards—enabling visibility into UX impact and priorities at the leadership level.

  • Standardized UX Deliverables: Unified key UX documentation into consistent, well-defined templates, including the Customer Value Proposition (CVP) to guide new engagements, the UX Design Specification Document to track features, components, and approvals, and supporting artifacts like Research Test Plans and Journey Maps. This standardization improved delivery speed and quality, reduced rework through better up-front understanding, and significantly increased UX team satisfaction.

  • Coordinated Planning with Product and Engineering: Established joint planning and backlog grooming rituals with PM and Engineering partners to align goals, unblock dependencies, and manage capacity transparently. These cadences were supported by shared Jira workflows, prioritized UX intake pipelines, and centralized PowerBI dashboards, providing full visibility into UX priorities, blockers, and capacity across teams. This alignment enabled proactive resourcing, reduced delivery delays, and helped integrate design decisions earlier into product planning. 

Operationalizing Metrics and Research for Data-Informed Design

Role: Executive UX Leader and Research Operations Sponsor
Scope: UX Research and Analytics Integration across a 350-product portfolio

Overview

As our product suite expanded and matured, I led a transformation to shift UX from intuition-driven decision-making to a data-informed, research-led discipline. We operationalized research and analytics practices to surface actionable user insights, track product experience over time, and drive strategic decisions. I introduced research operations (ReOps) and UX metric frameworks, enabling product teams to align priorities to real user behavior rather than assumptions. Through embedded research cadences, telemetry, AI-enhanced insight synthesis, and stakeholder reporting, we created an ecosystem of continuous learning and optimization.

Impact

  • Cultural Shift to Evidence-Based Design: Drove widespread adoption of data-informed processes through workshops, rituals, and stakeholder engagement, resulting in a 10x improved participation in research and strengthening alignment between UX, Product, and Engineering.

  • UX Metric Framework: Introduced standardized usability metrics, including UX Single Usability Metric (SUM Score, combined completion, time, errors, clicks, confidence scores), CSAT, and NPS to track experience quality across key workflows and support product decision-making.

  • Research Cadence: Established a scalable, repeatable cadence delivering 5+ usability studies monthly, spanning early discovery through post-release validation, reducing rework and accelerating iteration cycles.

  • Telemetry-Backed UX Decisions: Partnered with engineering to implement frontend analytics that captured user behavior, friction points, and feature usage, connecting UX recommendations to observed behavior.

  • Stakeholder Dashboards: Developed PowerBI dashboards to synthesize telemetry, research insights, and UX metrics—providing executive visibility and actionable reporting across the product organization.

  • AI-Supported Analysis: Piloted tools like Notably.ai to support rapid synthesis and pattern recognition, reducing time-to-insight and democratizing access to research findings across distributed teams.

Design System and UI Framework Rollout

Role: Head of Shared Services (UX, UI Engineering, Content)
Scope: Global engineering org supporting 600+ developers across 350+ products

Overview:
With the need for speed, consistency, and accessibility across dozens of product teams, I led the creation and rollout of a design system and UI framework that became foundational to our product strategy. This initiative transformed our ability to build unified, compliant, and performant experiences at scale.

Impact:

  • Directed the creation of a reusable design system library including visual styles, interaction patterns, accessibility guidance, and content standards

  • Led a UI engineering team that built a custom React-based framework aligned with the design system, integrating routing, theming, accessibility, and responsive layouts

  • Reduced UI development time by up to 80 percent for core experiences such as tables, filters, and dashboards

  • Established governance, contribution models, and onboarding tools to accelerate adoption across distributed teams

  • Elevated design system maturity to a strategic function, enabling brand alignment, technical compliance, and engineering efficiency across the portfolio

Scaling and Unifying Cross-Functional Teams

Role: VP of UX and Shared Services
Scope: 55+ professionals across UX Design, Research, UI Engineering, Technical Content, and Education

Overview:
I built and led a cross-functional shared services organization designed to support rapid company growth and platform transformation. My focus was on aligning newly acquired teams, scaling research and design operations, and integrating content and engineering into a unified structure that could support agile delivery across all product lines.

Impact:

  • Scaled the UX team from 3 to over 55 global professionals across 7 countries

  • Consolidated technical writing, educational content, and design into a shared model that reduced redundancy, clarified ownership, and improved delivery speed

  • Introduced agile frameworks including sprints, prioritization cadences, and demo reviews to support predictable delivery

  • Reduced dependency on external vendors by bringing operations in-house and optimizing tooling, saving the organization over $700K annually

  • Mentored and promoted internal leaders across disciplines, strengthening leadership pipeline and creating opportunities for growth and innovation

Internal AI Enablement Strategy

Role: Executive Sponsor for AI Initiatives across Design, Product, and Engineering
Scope: Internal productivity tooling and cross-discipline enablement

Overview:
As AI tools rapidly evolved, I led a department-wide initiative to explore, vet, and implement AI solutions that improved team productivity while maintaining security and compliance. I partnered with leaders in design, content, engineering, and security to ensure AI integration was practical, responsible, and aligned with business goals.

Impact:

  • Deployed AI tooling to support research synthesis, content generation, and frontend prototyping—helping designers, writers, and engineers complete tasks faster with greater focus on quality

  • Worked with Security and Legal teams to ensure LLM usage complied with privacy, copyright, and contract obligations

  • Piloted tools like Notably.ai, continue.dev, and custom GPT workflows for UX writing, developer documentation, and design exploration

  • Developed usage guidelines and internal education to scale adoption safely and transparently

  • Increased team velocity without compromising governance, empowering staff to focus more on creative and strategic work