SELECTED WORK
CASE STUDIES

01
ENTERPRISE RESEARCH STRATEGY
Customer Success Scorecard
Turning customer health data into confident business decisions.
I developed and helped lead a multi-method research strategy that connected customer evidence to major decisions about business value, reporting cadence, information architecture, recommendation design, and AI interaction.
Research Strategy
Enterprise UX
Decision Influence
Research Strategy → Evidence → Product Decisions
02
AI RESEARCH + PRODUCT STRATEGY
Quoting Agent
Turning quoting friction into a research-led AI roadmap.
Discovery research uncovered the complexity behind enterprise quoting, later AI research identified guided quoting as a high-value opportunity, and I developed the post-release research roadmap for measuring adoption, trust, value, and scale readiness.
AI Research
Discovery → Measurement
Research Roadmapping
Discovery → AI Opportunity → Post-Release Measurement

THE THROUGHLINE
UNDERSTAND
Find the real problem
FRAME
Identify the questions that matter
EVIDENCE
Build confidence through research
DECISION
Translate learning into direction