Products and case studies
These case studies show how I find a business problem, define the product, and own it through production. My professional work focuses on change and program management in the Microsoft ecosystem. Independent projects show how I apply the same approach in markets, research, and community operations.
I own product direction, architecture, requirements, acceptance criteria, testing, release decisions, and operations. Coding agents implement and maintain the software under that direction.
Enterprise change and operations
Agentic Intake
AI-assisted program intake for a portfolio office handling about 60 programs per quarter. It reduces charter, readiness, risk, and routing preparation from 6-10 hours to about 10 minutes while keeping the final decision with a person.
Product discovery through production ownership
Dataverse / Microsoft AI services / Agentic workflows / Human governance
Azure DevOps Portfolio Extensions
Two Azure DevOps Boards extensions used across 14 divisions: an AI-assisted change assessment that saves 150-200 hours of monthly data entry and a 12‑month resource and capacity planning product.
Product discovery through production ownership
Azure DevOps Boards / Azure AI Foundry / Dataverse / Work item extensions
Threadbase
A proactive portfolio-intelligence platform for enterprise change leaders. It reads the reports, presentations, assessments, and transcripts teams already produce and surfaces changes, risks, dependencies, and conflicting accounts with every finding tied to its evidence.
Independent build for enterprise change portfolios
Portfolio intelligence / Azure / Evidence pipelines / Human governance
Event Swag Agent
A Microsoft-native AI allocation product for about 90 events per quarter. It pairs a Copilot Studio agent for requesters with an operations app on Dataverse and is estimated to save close to $250K a year in specialist time.
Product discovery through production ownership
Copilot Studio / Dataverse / Power Automate / Power Platform
Pathfinder
A change-management command center on Dataverse and Power Platform used by about 1,000 change managers, program managers, and sponsors across 14 divisions, with reporting that fed executive planning.
Built and ran from launch in 2020 to January 2024
Dataverse / Power Platform / Change management / Executive reporting
Independent products and research
Short Rates Desk
An independent AI research project for U.S. rates that publishes morning and close notes from public market data, prediction markets, dealer surveys, and Street commentary.
Independent build
Independent research / AI synthesis / U.S. rates / Cross-model review
Second Order
An agent pipeline that produces an independent weekly research briefing end to end. Every number is verified against primary sources, every chart is built from data filed in the repo, and each run records what it learned so the next one is faster.
Independent build
Independent research / Agent pipelines / Verified publishing
Lamp & Rose
Multi-tenant platform for Nurse Honor Guard chapters: public sites, member portals, and admin tools that scale without mixing data.
Independent build
Multi-tenant platform / Payments / Community operations