Selected Work / Case Studies

Below are examples of programs and deployments where I’ve led delivery. Most client names are intentionally anonymized. Each card shows the situation, how I ran it, and what it delivered.

Implementation Project Manager

Global SaaS Platform Onboarding for a Regulated Organization

Complex stakeholder alignment, access control, and controlled Day One readiness.

Situation

A compliance-driven organization needed a configurable SaaS platform deployed across multiple teams without disrupting daily operations. Success depended on trust: clear ownership, controlled access, and a go-live that felt calm.

How I ran it

  • Led structured discovery with operations, compliance, finance, and IT to define success criteria and constraints.
  • Defined scope, assumptions, milestones, and decision ownership to prevent late surprises.
  • Coordinated access controls, SSO/MFA expectations, data imports, and reporting views.
  • Set a steady communication cadence (exec summary + working sessions) and documented decisions.
  • Aligned training to rollout timing and produced runbooks for self-sufficiency after go-live.

Outcome

  • Eliminated ad-hoc tracking and shadow processes.
  • Reduced onboarding friction and post-launch noise.
  • Go-live was described as “calm, not chaotic.”
Implementation PM — SaaS / Services

High-Volume Multi-Site Onboarding for a Healthcare / Pharmacy Network

Repeatable onboarding across continuously opening locations.

Situation

A fast-scaling network kept opening or acquiring new locations and needed each site onboarded quickly without security gaps, confusion, or support spikes.

How I ran it

  • Ran site-specific kickoffs to confirm readiness prerequisites and local constraints.
  • Standardized access tiers, MFA/security expectations, training steps, and go-live validation.
  • Used a repeatable comms script (“what’s happening, who owns what, what ‘ready’ means”).
  • Improved the playbook after each rollout so the next one moved faster and smoother.

Outcome

  • Predictable onboarding timelines across locations.
  • Reduced time to steady-state as the playbook matured.
  • Continuity requested for future rollouts.
Implementation & Training Lead

Product Enablement Program for a Technical Customer Base

Structured enablement aligned to rollout milestones.

Situation

Customers received access to a complex platform with minimal guidance. Adoption was uneven: a few power users moved forward while most users waited until something broke.

How I ran it

  • Mapped personas (admins, power users, casual users, exec viewers) and built role-based learning tracks.
  • Delivered live training, office hours, and concise how-to guides.
  • Aligned training cadence to real access and real workflows so it stuck.
  • Created feedback loops with support and customer teams to continuously improve content.

Outcome

  • Improved early adoption and confidence.
  • Fewer post-launch “how do I…?” tickets.
  • Enablement model reused for future onboardings.
Service Delivery / Continuity Lead

Data Protection & DRaaS Onboarding Framework

Unified onboarding for backup, replication, and recovery validation — reducing “one-off” risk.

Situation

A growing customer segment needed consistent onboarding for backup policy design and DR replication validation. Each engagement felt custom, creating avoidable gaps and operational risk.

How I ran it

  • Built one onboarding flow covering access, encryption, retention, replication, and validation.
  • Added readiness steps (identity/access controls + policy validation) with clear acceptance criteria.
  • Established a predictable cadence so customers understood what “ready” meant before testing recovery.
  • Introduced monitoring dashboards for early detection of protection failures.

Outcome

  • Onboarding cycle time reduced from 10+ weeks to ~6 weeks.
  • Initial recovery validation success improved to 97%.
  • Early-life escalations and “surprise failures” dropped significantly.
Implementation Lead / Security Programs

Managed Security & MDR Rollout for a Multi-Site Manufacturer

Rolled out endpoint security and response playbooks without disrupting operations.

Situation

A multi-site client had inconsistent security posture and limited threat visibility. They needed rapid MDR rollout, standardized policies, and clear escalation paths — while keeping production running.

How I ran it

  • Sequenced deployment waves by site readiness and operational windows.
  • Coordinated agent rollout and policy standardization across endpoints (including exec/finance systems).
  • Created exec-facing updates that translated readiness into plain-language risk and next steps.
  • Formalized alert routing and escalation so incidents reached the correct owners quickly.

Outcome

  • Consistent security baseline across sites that had previously been fragmented.
  • Leadership gained confidence that incidents had a plan — not improvisation.

Additional Case Studies

These examples reinforce infrastructure delivery, field rollout, and service stabilization for larger-scale environments.

Delivery Lead

Phased Migration & Predictable Cutovers Across Hybrid Workloads

Low-risk migrations with clear rollback paths.

Situation

Previous migration attempts stalled due to unclear dependencies, vague ownership, and cutover risk.

How I ran it

  • Mapped dependencies into a unified migration matrix (storage, compute, network).
  • Grouped workloads into low/medium/high-risk waves with explicit acceptance criteria.
  • Aligned change windows, go/no-go checks, and rollback triggers so no one was surprised.
  • Ran collaborative cutover rehearsals with engineering, support, and operations.

Outcome

  • All waves completed with zero unplanned downtime.
  • Subsequent waves ran ~35% faster due to standardized playbooks.
Project Manager — Field Deployment

Standardized Site Activation & Network Rollout

Coordinated multi-site deployments without operational disruption.

Situation

Dozens (eventually hundreds) of locations required coordinated upgrades around business hours.

How I ran it

  • Built the master rollout schedule with readiness checkpoints per site.
  • Managed change windows, back-out plans, and go-live validation steps.
  • Provided leadership-ready status: what’s done, what’s next, and what’s blocked.

Outcome

  • Consistent network/service baseline across targeted locations.
  • Field teams worked from a known playbook instead of reinventing process.
Project Manager — Infrastructure Rollout

Nationwide Infrastructure & Endpoint Refresh for a Distributed Workforce

Staged deployments with readiness tracking so Day One felt intentional.

Situation

Mixed hardware and inconsistent standards required a phased refresh without disrupting daily operations.

How I ran it

  • Ran staged deployments in waves to limit disruption and support load.
  • Aligned install windows, comms, training, and handoff responsibilities.
  • Tracked readiness and blockers so go-lives didn’t become day-of surprises.

Outcome

  • Users got predictable access and clear next steps.
  • Support teams saw fewer “weird tickets” due to consistency.
Project Manager — Cloud / DR

Cloud / Data Center Migration & Disaster Recovery Readiness

Moved critical workloads while standing up DR you can actually test.

Situation

Clients needed to exit aging infrastructure and land in stable environments with real DR/backup outcomes.

How I ran it

  • Planned on-prem to cloud and cloud-to-cloud migrations with validation checkpoints.
  • Coordinated DRaaS/BaaS implementation (RPO/RTO expectations + scheduled test windows).
  • Managed change approvals and cutover communications so operational teams knew what success looked like.

Outcome

  • Cutovers completed with minimal interruption to business ops.
  • Documented, tested recovery paths suitable for audit and leadership confidence.
Service Delivery Manager

Stabilizing Client Delivery Across Multi-Site Environments

Reduced service noise and improved SLA adherence across a high-visibility footprint.

Situation

Ticket volume rose, SLAs slipped, and the customer relationship became strained across multiple environments.

How I ran it

  • Conducted a 360° service review to identify recurring failure patterns and ownership gaps.
  • Rebuilt escalation and ownership so issues weren’t bouncing between teams.
  • Shifted reporting to clear trends, root causes, and decisions required — reducing “status theater.”

Outcome

  • Service noise reduced by ~42% within 60 days.
  • SLA performance returned to green for three consecutive quarters.
  • Exec conversations shifted from firefighting to roadmap planning.
Delivery & Internal Enablement PM

Internal Enablement Program for Engineers & Field Teams

Converted new service offerings into repeatable delivery and support patterns.

Situation

Leadership wanted to launch new offerings, but engineers were already stretched and risked learning on the client.

How I ran it

  • Defined the “golden path” for design, deploy, and support with senior engineers and architects.
  • Built internal modules: lab environments, runbooks, and scenario-based walkthroughs.
  • Clarified where services start/end so delivery and support didn’t argue mid-project.
  • Folded lessons learned from early projects back into the documentation.

Outcome

  • More predictable deployments and fewer post-go-live escalations.
  • New offerings moved from idea to repeatable revenue with less friction.
Technical Training Project Manager

Nationwide Technical Training Rollout for a New Critical Workforce

Standardized classroom builds so large-scale training launched consistently across locations.

Situation

A security-sensitive program needed training sites stood up nationwide on an aggressive timeline.

How I ran it

  • Planned and coordinated classroom builds (imaging 25+ desktops and multiple servers per site) plus networking and connectivity.
  • Standardized room layout and validation steps so instructors could teach, not troubleshoot.
  • Managed vendors, shipments, and site access logistics to keep an aggressive schedule on track.
  • Maintained predictable readiness reporting across sites to keep the rollout sequenced and controlled.

Outcome

  • Training sites came online in a predictable pattern rather than one-off fire drills.
  • The program scaled quickly with stable technical foundations.