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No. 003 - The Log

Selected work.

Three engagements that show how we work through strategy, governance and delivery. Clients are anonymized.

Engagement E.01

$17B AUM private equity firm - technology modernization

2026 · Data foundation delivered; broader program active
Situation

A $17B AUM private equity firm was translating priorities from an enterprise technology assessment into a multi-phase modernization portfolio. The immediate work covered a fund-accounting data foundation, reporting modernization and new project governance.

What we did

Established an integrated plan, working-level delivery cadence, short executive steering, risk and decision registers, and weekly written status across the executive sponsor, CFO, interim CTO and IT Director.

Coordinated vendor delivery, UAT and production sign-off while keeping technical verification separate from business acceptance.

Framed the proof-of-concept findings, commercial implications and options for executives after the remaining reporting build proved costly and difficult to maintain. Executives redirected the roadmap toward requirements-first dashboards.

Declined a near-real-time replication upgrade the business did not need, and reviewed vendor invoices and a supplemental order against the governing agreement before approval.

Developed a platform-agnostic workflow assessment using live process walkthroughs to identify and structure AI opportunities. Broader discovery remains part of the active portfolio.

Outcome

Established an independent Snowflake data foundation with daily replicated fund-accounting data, giving the firm independent access outside its core vendor platform and a base for future cross-system analytics. Business, technical and vendor teams signed off on the delivered phase; the broader modernization portfolio remains active.

Engagement E.02

SaaS CRM platform - growth operations

2022 to 2024 · Delivered
Situation

Embedded program management across growth, customer success and operations at a leading SaaS CRM platform. The teams were capable and loosely structured; concurrent initiatives competed for the same people without a shared plan.

What we did

Replaced separate four- and eight-week cadences with a shared six-week cycle across Product, Growth, Sales, Customer Success and Operations using adapted Shape Up principles.

Built a consolidated roadmap so leadership could sequence concurrent initiatives and see cross-team dependencies.

Formalized cross-functional planning reviews, decision logs and risk management to surface conflicts earlier and strengthen handoffs.

Outcome

Cross-functional delivery cycle time fell 25%. During the same period, customer retention improved 10%, although the available evidence does not isolate a single cause. The consolidated roadmap and operating cadence remained in use after the engagement.

25%
Shorter delivery cycles
10%
Retention improvement, same period
Engagement E.03

Retail operator - digital transformation

2020 to 2022 · Delivered
Situation

A multi-location retail operator moving ordering and payments to cloud platforms through the pandemic, while deciding which locations could carry the business forward.

What we did

Led the implementation of digital ordering and payments as project lead and product owner, integrated with third-party delivery services.

Analyzed store-level performance and brought the owners the evidence behind restructuring and location decisions.

Outcome

Cloud ordering and payments went live and integrated with third-party delivery. Store-level analysis supported restructuring and location decisions while protecting overall margins.

The instrument

Rigor you can inspect.

Every engagement runs on the same instruments: a written weekly status, a decision log and a risk register, kept in your tools and owned by your people after handover. These are the actual formats, with client content redacted.

The weekly status, in the format every engagement receives. Client content redacted; the structure is the point.
The decision log, as steering receives it. A superseded row stays in the record; nothing is rewritten.
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