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How It Works
01
We talk first – tell me what you're trying to accomplish
02
We define scope together based on your goals and timeline
03
I embed in your context and deliver work your team can build on
Let's solve the right problem.
I work with teams navigating process complexity, ambiguous problem direction, or the need to turn scattered knowledge into structured systems. Every engagement starts with a conversation about what you're trying to accomplish.
01
Business Process Documentation & Optimization
For teams that need clarity on how their operations actually work before deciding on what to build or change. I map, analyze, and document the processes that run your business – from high-level overviews to granular step-by-step flows.
Especially valuable before a product build, software implementation, or any initiative that requires your team agree on how work actually flows.
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Deliverables
Current-state process maps and workflow documentation
Future-state process redesign and recommendations
Risk identification – where processes are most likely to break
Role and ownership mapping across workflow stages
Written process narratives for handoff and training
Gap analysis between current and desired state
02
Discovery Research & Stakeholder Facilitation
For teams that need to understand a problem space before committing to a direction. I design and run structured discovery – interviews, facilitated workshops, and synthesis sessions.
Especially valuable when stakeholders aren't aligned, the problem feels fuzzy, or the organization is considering a significant change and needs a clear picture of current reality first.
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Deliverables
Stakeholder interview design and facilitation
Workshop design and facilitation
Research synthesis and insight documentation
Opportunity identification and prioritization frameworks
Assumption validation and risk flagging
Recommendations for next steps grounded in findings
03
Product Strategy & Roadmap Definition
For teams with a product direction that needs to be sharpened, scoped, and made actionable. I help translate business goals and user needs into a clear, phased product direction.
I bring a particular lens to this work from my accounting background: I think about product problems the way an auditor thinks about process risk – where does this break, and what has to be true for this to actually work?
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Deliverables
Product opportunity assessment and prioritization
Feature definition and feasibility evaluation
Phased roadmap development with rationale
Cross-functional alignment facilitation
KPI and success metrics framework
Risk identification and dependency mapping