Case Studies

Helping Leaders improve traction and outcomes in diverse and complex environments

I work with diverse companies ranging from startups, incubators, accelerators, and scale-ups to some of the world’s most prominent technology and consumer brands. I leverage this diverse experience to help my clients find the right path for their agility journey. Very often, leaders approach me when they want to leverage agility in domains beyond the beaten path and are cautious of both “by the book” dogma as well as losing the intent when customizing/watering down the ideas. Here are some of my recent projects:

Bringing Business, Clinical Operations and IT together to deliver faster better Business Outcomes at Spectrum Healthcare

Overview Spectrum Healthcare, a multispecialty medical practice in Maine, wanted to improve operational efficiency across surgical operations, quality, marketing, clinical operations, physiotherapy champions, compliance, medical staff services, billing, and IT. IT, clinical and operational leaders aimed to enhance collaboration across departments and improve their ability to drive operational changes effectively. When/Why Spectrum was looking at …

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From Fingerprints to Frameworks: NEC’s Agile Journey with Scrum and Kanban

The journey for NEC with Scrum, Kanban, and agility illustrates the effectiveness of these practices in transforming complex, real-world environments. By starting small, defining their products, having greater focus by having teams understand what their products were, and engaging leadership in transparent decision-making, NEC addressed immediate operational challenges and laid a strong foundation for sustained …

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Improving BioTech Incubator Collaboration, Traction and Agility

M:M Bio, a collaborative ecosystem of oncology and immuno-oncology biotechs based in Oxford, wanted to revolutionize its approach to drug discovery and R&D. With companies ranging from early-stage discovery to clinical development, the organization needed to improve how teams worked together, manage long lead times, and pivot quickly based on experimental data—all while keeping their …

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Gillette – Designing and Productizing a New Razor with Scrum

Summary I partnered with Gillette’s R&D and Commercial leadership to leverage Scrum for designing the Gillette Exfoliating Razor. This initiative included several multi-disciplinary teams involving technical, research, and commercial teams collaborating on one scaled Scrum borrowing patterns from the Nexus framework. Using Scrum to quickly learn and validate on the key leap of faith assumptions …

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Computer Associates – Marketing Agility at Scale

Standing up Agility at Scale for a marketing organization involving multiple marketing and sales functions organized in multi-disciplinary teams empowered to own their funnel and run fast iterative cycles to deliver and optimize marketing/sales plays. The teams collaborated as an “Agile Marketing Train” to improve alignment and synergy by marketing and selling the product portfolio …

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Idemia – Using Agile to Improve Delivery

Idemia builds the systems you experience when you get your Driver’s license and go through the TSA Precheck lines. I helped Idemia leverage agile to help it deliver customer programs and build its future products. This included standing up team-level agility in several groups, standing up a lean agile center-of-excellence, organizing stable SAFe ARTs organized …

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CyberArk – Achieving Real Agility at a Scaleup Building Hard-core CyberSecurity Products

Trained and advised leaders and teams in the product and engineering organization at CyberArk on their scaling journey – leveraging product-stream Kanban systems to understand and accelerate flow across teams and then supporting/coaching the viral growth of Kanban systems by individual teams. Coached the organization’s leaders in the process of reorganizing around value – moving …

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