GenAI Roadmap for ~$5B Technology Services Company

Challenge: A global technology services company needed to determine how best to invest in GenAI solutions to improve internal operations and boost efficiency.

Approach: Conducted an AI/automation maturity assessment to evaluate existing capabilities and identify operational gaps. Engaged cross-functional stakeholders to uncover key challenges and define high-impact use cases. Developed a phased GenAI roadmap prioritizing initiatives across T&E, HR, and IT, balancing near-term wins with long-term transformation goals.

Result: Delivered a structured roadmap that enabled rapid implementation of GenAI solutions. The strategy produced early wins in automated support and predictive analytics, laying the foundation for broader operational improvements.

Challenge: Private equity firms required fast, actionable commercial insights to evaluate target companies across a range of industries. Each diligence effort demanded clear validation of market opportunity, competitive positioning, and growth prospects—often with limited data and compressed timelines.  

Approach: Executed 10+ commercial due diligence projects, including TAM/SAM modeling, customer segmentation, competitive analysis, and expert interviews. Conducted secondary research and synthesized findings to assess market dynamics, go-to-market strategies, and potential risks to the investment thesis.  

Result: Supported private equity clients in making confident investment decisions by providing structured, insight-driven assessments. The work enabled stronger valuation models, clearer strategic direction, and more effective integration planning.

Challenge: A regional Independent System Operator (ISO) launched a critical initiative to upgrade its wholesale energy market management system—an essential platform for market operations, settlement processes, and compliance. The effort required a cohesive strategy, structured governance, and alignment across internal teams and external stakeholders.

Approach: Stood up a centralized Program Management Office (PMO) to coordinate the multi-year effort. Defined and structured workstreams spanning market operations, IT, regulatory, and stakeholder engagement. Developed integrated project plans and facilitated strategic decision-making through executive steering committees, ensuring the initiative stayed aligned with organizational goals and market timelines.

Result: Provided the ISO with a strong strategic and operational foundation to execute a complex system upgrade. The PMO structure, planning rigor, and executive alignment helped mitigate risk, streamline execution, and position the organization for long-term success in market administration and compliance.

Challenge: A major utility  sought to better align its product offerings with evolving customer needs.

Approach: Conducted market analysis to identify customer priorities and product gaps. Developed a go-to-market strategy tailored to key segments.

Result: Strategy informed new product development and positioned the client to better engage target customers.

Challenge: A large electric utility sought to modernize its infrastructure by converting approximately 1 million streetlights across multiple jurisdictions to smart LED systems. The initiative required alignment across diverse internal stakeholders and regulatory bodies, with the goal of enhancing energy efficiency, operational performance, and customer value.

Approach: Managed a cross-functional strategy effort involving regulatory, operations, engineering, and customer teams. Conducted primary and secondary market research to understand customer needs, define the smart streetlight product offering, and build a robust business case. Facilitated stakeholder buy-in through structured engagement and alignment processes.

Result: Delivered a utility-wide smart streetlight strategy that served as the foundation for investment planning, regulatory filings, and execution. The work positioned the utility to achieve significant cost savings and improved service delivery, while opening new opportunities for customer-focused innovation.

Challenge: An EPC firm sought to grow sales within a strategic customer segment but lacked clarity on market prioritization and service positioning.

Approach: Conducted market research to identify high-potential regions and customer needs. Supported the development of a growth strategy focused on customer journey insights, refined offerings, and a clear value proposition.

Result: Delivered a focused strategy that helped the client target priority markets and align offerings to better meet customer expectations.

Challenge: A pharmaceutical company needed to assess the market potential of a key product amid evolving regulations and increased competition. The goal was to build a data-driven strategy to guide investment decisions and uncover new opportunities.

Approach: Conducted in-depth market analysis, including patient demographics, treatment adoption trends, and competitor benchmarking. Validated assumptions through stakeholder engagement and developed a dynamic market potential model that accounted for regulatory shifts and multiple adoption scenarios.

Result: Delivered a comprehensive market potential assessment that shaped the company’s GTM and investment strategy. The insights enabled the client to prioritize high-value customer segments and identify a new $1B market opportunity.

Challenge: A large electric utility sought to upgrade its smart meter infrastructure, impacting approximately 1.2 million customers. The goal was to enhance operational efficiency, improve data accuracy, and deliver a better customer experience—while managing organizational complexity and legacy system dependencies.

Approach: Led the development of a multi-year integration roadmap to guide deployment, business readiness, and stakeholder coordination. Facilitated cross-functional workshops to redesign key business processes across metering, billing, IT, and customer service, ensuring alignment with the new system capabilities. Supported change management efforts to prepare teams for the operational transition.

Result: Delivered a clear strategic path for system integration, enabling the utility to streamline internal operations and elevate customer engagement. The roadmap and process redesigns laid the foundation for a successful rollout, improved data utilization, and long-term efficiency gains across the enterprise.