RS/engagements
The work, reviewed the way we review it internally.
Situation, constraints, delivery, and results. Client names are withheld under confidentiality; references are available in conversation.
Financial services
AI-assisted intake redesign for a mortgage operation
Situation
A static intake form consumed 8 hours of handling per deal while applicants abandoned midway. The team's first instinct was headcount against the bottleneck.
Constraints
A regulated lending environment across A, B, and alternative channels with different risk rules and no tolerance for wrong routing. Compliance and operations stakeholders whose workflow was being replaced.
Delivery
Intake rebuilt end to end as an AI-assisted conversational pre-qualification engine with back-end funnels routing applicants by lending profile. Output verified against human assessment before the engine owned the pipeline.
What the client kept
A qualified-pipeline engine in place of an operational bottleneck, with the verification framework to keep measuring it.
0%
Match to human assessment
+0%
Application completion
8h → 0h
Per-deal handling
Construction · Owner-side
$15M two-project development portfolio
Situation
A two-project capital portfolio, one residential and one mixed-use development, requiring owner-side delivery oversight without direct control of the general contractor's crews.
Constraints
Eight stakeholder groups across owner, GC, vendors, engineering, municipal, and advisory parties, each working to its own cadence, plus a mid-delivery scope expansion approved by the client.
Delivery
A single stakeholder RACI and operating model, an integrated delivery cadence, and financial-control dashboards connecting client leadership, design teams, and construction operations. The scope expansion ran through formal change control with full re-baselining and sign-off from every group.
What the client kept
The operating model, the dashboards, and a portfolio still on baseline.
On time
Through scope expansion
On budget
Formal change control
0 groups
One operating model
OWNER-SIDE OVERSIGHT, LIVE FROM THE FIELD
Multi-client
PMO stand-up program
Situation
Clients holding transformation mandates their boards could not see into: no delivery visibility, no governance, teams already mid-flight.
Constraints
Four to eight weeks each, existing teams that could not stop delivering, and no appetite for a consulting bureaucracy or a framework binder.
Delivery
Three PMOs built from zero, each with 15+ governance artifacts refined live: KPI dashboards, risk registers, change-control protocols, decision logs, procurement trackers, and executive reporting cadences.
What the clients kept
Working governance their teams run without the consultant, which is the point.
Week one
Board-ready visibility
0 PMOs
4 to 8 weeks each
2 of 6
Engagements expanded by clients
WHAT A PMO DELIVERS: EVERY PROGRAM, ONE BOARD · REPRESENTATIVE DATA