Strategic Consulting Services

I solve product and process problems. The messy ones executives lose sleep over

Does this sound familiar? Designers treated as order-takers. Roadmaps that are just feature lists. AI mandates with no strategy. I've solved these challenges across agencies, startups, and Fortune 500s—building design practices, creating product visions, driving alignment, and integrating AI that actually works. Battle-tested solutions, not theory.

Building a UX Design Practice

The Problem:

Your designers are overwhelmed order-takers, churning out wireframes and mockups without strategic influence. Leadership sees design as a cost center, not a competitive advantage. You know design should drive business outcomes, but you're stuck firefighting instead of transforming.

Who This Helps:

  • •VPs and Directors of Product who need design to punch above its weight
  • •Organizations scaling from startup chaos to intentional practice
  • •Companies where design reports to engineering (and suffers for it)

What I Deliver:

  • •Organizational design: team structure, roles, career frameworks
  • •Hiring playbook: job descriptions, interview process, talent evaluation
  • •Design operations: workflows, tools, documentation systems
  • •Measurement framework: metrics that prove design's business impact

Proof Points:

Scaled Allegion from 3 to 20+ designers across 3 continents

Achieved 40% faster delivery through systematic practices

Built teams averaging 4.7/5 engagement scores

Product Vision Development

The Problem:

Your roadmap is a feature list. Your team builds what stakeholders ask for, not what users need. Executives talk strategy, but designers and engineers are stuck in tactical mode. No one can articulate where you're headed or why it matters.

Who This Helps:

  • •Product leaders tired of playing feature factory
  • •Teams that need to align engineering, design, and business strategy
  • •Organizations pursuing transformation (digital, AI, platform shifts)

What I Deliver:

  • •Vision workshop facilitation (stakeholder alignment intensive)
  • •Future-state experience mapping and scenario planning
  • •Compelling vision artifacts that inspire action
  • •Socialization strategy: how to sell the vision and deliver it

Proof Points:

Led vision work that became $160B Fidelity Go robo-advisor

Published 'The Designer's Guide to Product Vision' (Pearson, 2020)

Product visions adopted by engineering and product leaders at Allegion & Fidelity

AI-Augmented Delivery Process

The Problem:

Everyone's talking about AI, but you're stuck with PowerPoints and pilot projects. You need practical guidance on how AI actually changes how teams ship products. The hype cycle is exhausting, and you need someone who's done it in production.

Who This Helps:

  • •Design, product, and engineering leaders pressured to "do something with AI"
  • •Teams wanting to ship faster without compromising quality
  • •Organizations ready to really rethink roles and process, not just add AI features

What I Deliver:

  • •AI capability assessment: where AI adds value vs. hype
  • •Process redesign: workflows that leverage AI as force multiplier
  • •Team structure optimization: new roles, new responsibilities
  • •Hands-on coaching: Product Pairs methodology in practice

Proof Points:

Built and launched businesses solo using AI pair programming

19,000 lines of production code in a few months, one person

Proven AI integration and adoption at enterprise scale

Experience Brief Workshop

The Problem:

Projects start with a list of features and assumptions, not insights. Teams jump to solutions before understanding the problem. Six months in and hundreds of thousands invested, and you realize you built the wrong thing. Stakeholders are misaligned, success criteria are fuzzy, and nobody's talking to users.

Who This Helps:

  • •Teams kicking off major initiatives (new products, platforms, marketing campaigns)
  • •Organizations stuck in analysis paralysis, needing decision-making frameworks
  • •Cross-functional teams that need alignment before execution

What I Deliver:

  • •1-2 day intensive workshop with key stakeholders
  • •User research synthesis and problem definition
  • •Success metrics and KPI definition (how we'll know we won)
  • •Documented experience brief: the project charter everyone believes in

Proof Points:

Methodology adopted as standard practice at Allegion

Prevented countless 'build the wrong thing' scenarios

Used across digital and physical product development

0-to-1 Product Validation

The Problem:

You have an idea. Maybe it's brilliant, maybe it's expensive wishful thinking. You need to test your riskiest assumptions fast, before you bet the budget and the roadmap. You need validation, not just validation theater.

Who This Helps:

  • •Innovation teams with budget to explore, not just execute
  • •Startups needing to prove product-market fit to investors
  • •Established companies testing adjacent markets or new business models

What I Deliver:

  • •Rapid prototyping: click-through to functional, whatever proves/disproves fastest
  • •User testing and validation (real users, real tasks, real insights)
  • •Market fit assessment: TAM, competitive analysis, business model viability
  • •Brand exploration and testing
  • •Go/no-go recommendation with evidence (not opinions)

Proof Points:

Validated and launched Rooost in 5 months (solo, AI-augmented)

Led innovation experiments at Fidelity (voice UI, wearables, robo-advisor)

Experience across B2B SaaS, consumer fintech, and physical products

Engagement Models:

Advisory

Ongoing strategic guidance (weekly/monthly)

Workshop

Intensive 1-3 day sessions

Project-Based

Defined scope and deliverables

Fractional Leadership

Part-time executive role

My Approach:

I bring both strategic perspective and hands-on experience. I won't just tell you what to do—I'll work alongside your team to make it happen.

Ready to Transform Your Product Organization?

Let's discuss your challenges and how I can help.

Schedule a ConsultationView Case Studies