Product Strategy and Growth Case Studies

Selected case studies across EdTech, HealthTech, SaaS, platform products, and hospitality growth — showing how product strategy, customer insight, and commercial execution can improve engagement, retention, ARR, and revenue.

SimplePractice - SimplePractice: HealthTech, EHR, and Clinician Learning Platform
SimplePracticeHealthTech

SimplePractice: HealthTech, EHR, and Clinician Learning Platform

Led product strategy and lifecycle management across EHR-adjacent workflows and a continuing education platform serving mental health clinicians. Improved learner engagement by 24%, designed SSO onboarding, and developed a validated 10x user growth roadmap with $2M–$17M incremental ARR potential.

200K+ clinicians / 6M+ patients / $2M–$17M ARR roadmap
Spear Education - Spear Education: $20M+ ARR Dental CE and Community Platform
Spear EducationEdTech

Spear Education: $20M+ ARR Dental CE and Community Platform

Led vision, strategy, and execution across a dental continuing education and community product portfolio. Launched integrated scheduling, live learning, and community experiences that improved renewal rates by 28% and contributed $9M+ ARR growth.

$20M+ ARR portfolio / $9M+ ARR growth / 28% renewal lift
Pearson (Now Savvas Learning) - Pearson Realize: K–12 LMS Platform Serving 40M+ Users
Pearson (Now Savvas Learning)EdTech

Pearson Realize: K–12 LMS Platform Serving 40M+ Users

Led product optimization across Pearson’s K–12 LMS platform serving 40M+ users and 10K+ districts. Improved district-facing product experiences and influenced a $300M+ enterprise contract renewal.

40M+ users / 10K+ districts / $300M+ renewal influenced
Arizona State University - Smart Campus IoT Strategy
Arizona State UniversityEdTech

Smart Campus IoT Strategy

Needed to direct user journey maps, product optimizations, and feature enhancements for ASU Smart Campus strategy.

Campus-wide Impact
Pegasus Solutions - Hotel Bookings & Reservations Platform
Pegasus SolutionsHospitality

Hotel Bookings & Reservations Platform

Needed to manage entire product lifecycle for B2B hotel booking and reservation product.

$2M in New Contracts
Capital One - Digital Banking Experience
Capital OneFinancial Services

Digital Banking Experience

Needed to improve the integrated digital banking and ATM experience for younger age group.

Improved User Experience
Secret Garden Event Spaces - Secret Garden Event Spaces: Hospitality Growth Strategy
Secret Garden Event SpacesHospitality

Secret Garden Event Spaces: Hospitality Growth Strategy

As founding Head of Strategy and Growth, helped scale a premium hospitality brand 8.3x in revenue over six years through repositioning, pricing architecture, guest experience innovation, and productized service packaging.

8.3x revenue growth / 42% CAGR / 757% ARPB increase
DHL Global Forwarding - Legacy Tech Modernization
DHL Global ForwardingLogistics

Legacy Tech Modernization

Needed to modernize legacy technology systems and optimize business processes.

Process Optimization
Arizona Department of Transportation (ADOT) - Digital Platform Experience
Arizona Department of Transportation (ADOT)Public Sector

Digital Platform Experience

Needed to improve the digital/platform experience for citizens.

1M+ Users Annually
Neudesic - Stealth Startup Product Development
NeudesicSaaS

Stealth Startup Product Development

Multiple stealth startups needed product discovery, UX improvements, and roadmap development.

Enhanced User Journeys
Bar J Designs - E-commerce Platform Migration
Bar J DesignsE-Commerce

E-commerce Platform Migration

Needed to launch an e-commerce platform from legacy to new platform.

30% Sales Boost