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.

Enterprise Delivery

Transformation leadership across industries and operating models.

Led complex transformation programs across financial services, automotive, manufacturing, energy, higher education, and travel.

Leadership contribution

  • Managed executive stakeholders, delivery teams, partners, risk, budgets, and transformation roadmaps.
  • Connected multi-cloud Salesforce delivery and operating-model change to business outcomes.
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Transformation Portfolio

The work, evidence, and leadership response in executive context.

Each summary links to a detailed account of the business challenge, approach, leadership, technology and capability, and supported outcomes.

01

Program Recovery

Enterprise Salesforce Transformation Recovery

Led the recovery and modernization of a large-scale Salesforce transformation supporting approximately 1,300 users.

  • Reset governance, architecture, DevOps, vendor strategy, and delivery controls.
  • Advanced Service Cloud, Financial Services Cloud, OmniStudio, MuleSoft, Snowflake, and enterprise integration capabilities.
  • Improved the conditions for platform stability, adoption, release confidence, and business value.
SalesforceService CloudFinancial Services CloudOmniStudio
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02

Higher Education

Connected Campus Transformation

Led a connected-campus transformation with an approximately 100-person delivery organization and multiple partners.

  • Connected CRM, service, analytics, portals, marketing, and integration.
  • Supported substantial enrollment growth and measurable institutional outcomes.
CRMServiceAnalyticsPortals
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03

Enterprise AI

Agentic AI and Operating-Model Enablement

Designed and led AI, Agentforce, automation, integration, and executive transformation initiatives.

  • Prioritized production-ready use cases and transformation roadmaps.
  • Aligned AI investment to governance, adoption, operating-model change, and measurable value.
Enterprise AIAgentforceAutomationIntegration
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04

Manufacturing

Manufacturing Operational Automation

Designed automation, integration, and platform improvements for a manufacturing environment constrained by manual work and fragmented workflows.

  • Automated significant portions of manual work and reduced redundant effort and operating cost.
  • Improved workflow consistency and execution speed.
  • Created capacity for higher-value work.
Process automationWorkflow designPlatform integrationOperating-model improvement
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