Representative examples include work performed through Corlotta Partners and prior leadership roles across advisory, technology strategy, roadmaps, platform modernization, GTM activation, and operational transformation.
Provided expert advisory on how AI is influencing enterprise platform decisions across CRM, ITSM, HCM, and emerging AI-native alternatives. Framed strategic implications around whether AI becomes a platform feature, an orchestration layer, a data strategy accelerator, or a disruptive threat to incumbent SaaS models.
Supported a focused benchmark study examining customer experience platforms and AI monetization strategies across leading enterprise software providers, including portfolio structure, market positioning, packaging, pricing architecture, discounting, adoption trends, budget ownership, and competitive positioning.
Advised a client evaluating the contact center market, including leading vendor capabilities, product differentiation, competitive dynamics, implementation criteria, customer journey management, AI and automation, and workforce engagement management considerations.
Developed enterprise IT and CRM modernization roadmaps for a communications provider facing aging BSS/OSS systems, manual processes, limited customer insight, and new executive leadership. Led current-state assessment, gap analysis, software assessment, enterprise architecture planning, and phased implementation guidance.
Assessed and delivered a production-ready Amazon Connect and Salesforce solution for a fast-growing transportation and e-commerce business preparing for peak holiday demand. The solution included telephony, AI-enabled voice automation, web self-service, and case management.
Designed and delivered an innovative Salesforce-integrated mobile field sales and service platform for high-volume customer acquisition environments. The solution featured geolocation-enabled engagement, CPQ, contract lifecycle management, and enterprise back-end integration.
Led executive workshops, CRM strategy, roadmap development, business case, architecture, and tool selection for a legacy home security provider modernizing customer operations in response to competitive pressure and operational inefficiency.