Harnessing Insights, Enabling Change
Great strategy starts with thoughtful discovery: clarifying what’s known, exploring the unknown, and uncovering unmet needs. It’s about reframing challenges, digging deeper, and finding opportunities that spark meaningful ideas. Through research, creative problem-solving, and co-design, I help organizations tackle complexity, solve real problems, and drive meaningful change.
This selection of case studies gives you a glimpse into my strategic design work. Details, along with access to more case studies, are password-protected. Get in touch to request access!
Strategic Case Studies
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Co-Creating a vision for the Future of Long-Term Care
Grounded in deep customer insights, this vision leverages AI and personalized solutions to empower customers and caregivers. Research shaped strategies for health prevention and interventions, supporting aging in place. An end-to-end prototype brought these ideas to life, connecting user needs with advanced technologies to deliver meaningful impact.
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Evolving Life’s Bank: Bridging gaps to drive brand transformation
Connecting Cambridge Trust’s trusted heritage with modern innovation to attract younger, affluent audiences. “Life’s Bank” re-positioning bridged day-to-day banking with wealth management and milestone planning for new generations.
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Redefining a Global Brand for All Audiences
Informed by extensive research and persona development, this project unified State Street’s messaging, interactions, and experiences across diverse audiences. The insights informed a global rebranding effort that aligned employee engagement, client communications, and market presence with a clear, purpose-driven strategy.
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Creating a Vision for the Digital Branch Experience
A comprehensive vision connecting Citizens Bank’s community-focused values with modern innovation. This omni-channel strategy unified digital and in-branch experiences, balancing neighborhood trust with scalable digital solutions to shape the future of community banking.
Strategic Approach
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Understanding Needs, Uncovering Opportunities
Great strategy starts with understanding the "what" and the "why." Through thoughtful research, close observation, and a curiosity-driven approach, I work with teams to uncover the context behind customer needs and identify opportunities for meaningful intervention within critical moments. These insights lead to solutions that focus on what truly matters to people.
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Shaping Ideas Into Systems
Turning insights into action requires testing strategies through diverse tactics to ensure they work as part of a cohesive system—not just as standalone ideas. I explore variances in targeting, refine approaches, and validate that the overall strategy holds strong. Whether it’s a simple, one-off solution or a complex ecosystem, my focus is on creating strategies that connect bold ideas with practical execution and deliver meaningful results.
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Evolving Strategy in the Real World
A strategy’s success depends on how well it’s implemented and adapted to real-world conditions. I work with teams to bring strategies to life, ensuring they perform effectively through collaboration and iteration. By leveraging real-world feedback and performance data, strategies can be refined, pivoted, and adapted to remain impactful and relevant over time.