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