Energy · Oil & Gas Refinery
Enterprise Engineering Software Portfolio Governance
Problem
40+ software modules across 11–12 refinery sites operating without coordinated governance — version drift, renewal gaps, and unlicensed tool proliferation creating compliance and operational risk.
Approach
Full BA and coordination role across 15 applications; two capital stage-gate approvals; licensing analysis modeling $293K/yr risk exposure from a single vendor's pricing model change; evaluated and recommended tool consolidation eliminating redundant platforms.
◆
$249K portfolio rationalized · $293K/yr risk exposure identified and escalated · 40–50% technical debt reduction (collaborative)
Primavera P6
Enterprise BA
Licensing Analysis
Stage-Gate
Hexagon · Autodesk
Regulated Enterprise · DevOps Transformation
DevOps Governance Transformation — Policy-to-Practice Alignment
Problem
A documented change management policy existed on paper but was disconnected from actual deployment practices — creating audit risk, recurring production failures, and no traceable ownership across the delivery lifecycle.
Approach
Embedded operational analysis cataloged 165+ pain points across 7 themes. Built full BRD/FRD/TRD requirements architecture (51 requirements) with GOOD/BETTER/BEST phasing model. Mapped 13-stage DevOps operating cycle against actual practice — identified 5 stages with zero governance coverage. Findings formally documented and escalated; acknowledged and acted upon by leadership.
◆
165+ pain points cataloged · 51 requirements delivered across BR/FR/TR layers · Governance gaps formally escalated and actioned
BRD / FRD / TRD
DevOps Governance
Root Cause Analysis
Change Management
Requirements Architecture
Industrial Manufacturing · Lean Six Sigma
Manual Process Elimination — Accounting & Finance Operations
Problem
Accounting and finance teams consumed thousands of staff hours annually on manual reconciliation, error correction, and data entry cycles — with recurring financial discrepancies tracing to upstream process failures, not effort.
Approach
Full DMAIC engagement: time-in-motion studies, error log analysis, fishbone root cause mapping, value stream mapping. Solutions targeted the three process steps generating the majority of manual hours — automated reconciliation rules, upstream data validation, and process re-sequencing.
◆
6,552 manual hours eliminated annually · $300K/yr labor cost recovered · $180K/yr financial discrepancy reduction
Lean Six Sigma
DMAIC
Process Mapping
Root Cause Analysis
Energy · Process Safety · Document Management
Smart P&ID / Searchable Engineering Drawing Infrastructure
Problem
Engineering drawings existed as static, unsearchable files — creating PSM compliance risk, slowing PHA audit workflows, and concentrating decades of critical process knowledge in a small number of individuals. A structured, searchable drawing ecosystem had never been standardized.
Approach
Defined requirements and governance framework for searchable, hyperlinked engineering drawing infrastructure supporting PSM compliance and PHA audit workflows. Brought EverMap AutoBookmark through full enterprise onboarding — cybersecurity review, architecture approval, CyberArk integration, AD group creation, ServiceNow catalog build, SOX-level RACI artifact. Coordinated AutoCAD standardization and Bluebeam Revu Extreme governance. Findings and gap formally escalated to leadership; partially addressed through ecosystem onboarding — full P&ID standardization remained an open initiative.
◆
PSM compliance gap formally escalated · EverMap ecosystem onboarding completed · SOX-level governance documented · Full P&ID standardization identified as ongoing initiative
Process Safety
Bluebeam Revu
AutoCAD
ServiceNow
CyberArk
Industrial Manufacturing · Data / ERP
Manufacturing Dashboard Accuracy — $2M Cost Recovery
Problem
Forecasted product pricing failing to display correctly across multiple years of manufacturing dashboard data — buyers could not see historical purchase prices to optimize sell decisions against raw material cost fluctuations (steel, commodities).
Approach
Requirements gathering and system build as part of a $1.3M data project — traced the data accuracy failure to upstream pipeline gaps and worked with the team to restore multi-year pricing visibility across manufacturing dashboards.
◆
$2M overnight cost recovery once data accuracy restored · $1.3M project investment · Buyers regained multi-year purchase price visibility
Data Pipeline
Requirements BA
Manufacturing
ERP / Dashboard
SaaS / Telecom · Product Ownership
VoIP Product Launch — Full TPO Lifecycle
Problem
New VoIP product needed to go from concept to market with no existing pricing model, no technical documentation, and no defined GTM execution framework.
Approach
Owned full launch lifecycle: market research, product requirements, feature specs, API design collaboration, backlog ownership, sprint facilitation. Built tiered pricing book and rate card from scratch for commercial and residential segments. Delivered complete technical documentation suite — release notes, training guides, SOPs, onboarding materials.
◆
Product launched from concept through release · 25%+ adoption rate across 10,000-customer segment · Pricing model built from zero · Full GTM and documentation suite delivered
Technical Product Owner
CSPO
API Design
GTM Execution
Backlog Ownership
Healthcare IT · Emergency Medicine · Multi-Client
ER Triage System Evaluation & Pre-Scoping BA — Multi-Organization Discovery
Problem
Emergency departments across multiple client organizations were operating on paper-based or inconsistent triage documentation — creating delays in patient intake, documentation gaps that exposed facilities to billing loss and malpractice risk, and no standardized severity classification across clinical staff.
Approach
Conducted pre-scoping discovery across multiple healthcare organizations — evaluated existing triage environments, mapped clinical workflows, and identified systemic pain points across six stakeholder personas (triage nurses, emergency physicians, ER managers, hospital administration, medical coders, and compliance teams). Developed persona-based pain point catalogs, value metrics, and KPI frameworks (door-to-triage time, charge capture rate, LWBS rate, triage accuracy). Collaborated on system evaluation against structured ER triage platforms (T-System EV / T-Sheets) to define requirements and expected outcomes per client environment.
◆
6 clinical personas mapped · Multi-org discovery completed · KPI framework defined across operational, clinical, financial, and compliance dimensions
Healthcare IT
Clinical Workflow BA
Persona Development
Pre-Scoping
T-System EV
EHR-Adjacent
