Selected Transformations

Case studies in recovery, scale, AI, and operating change.

Evidence-led accounts of the business context, leadership response, enterprise capability, and outcomes that can be shared publicly.

David Stott facilitating an enterprise transformation workshop with senior leaders

Facilitation into execution

Make the work visible. Make the decision executable.

Transformation Portfolio

The work, presented in executive context.

01

Program Recovery

Enterprise Salesforce Transformation Recovery

Recovery and modernization of a delayed, over-budget Salesforce transformation supporting approximately 1,300 users.

SalesforceService CloudFinancial Services CloudOmniStudio
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02

Higher Education

Connected Campus Transformation

A multi-cloud transformation connecting recruitment, service, analytics, portals, marketing, and integration.

CRMServiceAnalyticsPortals
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03

Enterprise AI

Agentic AI and Operating-Model Enablement

Executive use-case prioritization, governance, and operating-model design for AI-enabled organizations.

Enterprise AIAgentforceAutomationIntegration
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04

Manufacturing

Manufacturing Operational Automation

Automation and integration improvements addressing manual work, fragmented workflows, and limited system coordination.

Process automationWorkflow designPlatform integrationOperating-model improvement
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