Case Studies

The Challenge

The world's largest family-owned winery needed to establish a new East Coast distribution and bottling facility. The greenfield project required coordinating 19 parallel workstreams including construction, equipment installation, process design, regulatory compliance, staffing, and system integration—all managed remotely from California during the COVID-19 pandemic.

The Solution

Served as Program Manager orchestrating 19 workstreams over a 2-year timeline. Established governance structure, stakeholder communication cadence, and risk management protocols to keep the complex program on track despite pandemic disruptions. Coordinated cross-functional teams across construction, operations, IT, quality, and regulatory functions while managing remote collaboration challenges.

Outcomes & Impact

• Successfully delivered new East Coast facility for world's largest family-owned winery
• Coordinated 19 parallel workstreams including construction, equipment, systems, and staffing
• Managed complex program remotely from California throughout 2-year timeline
• Overcame COVID-19 pandemic challenges to maintain schedule and budget targets
• Established operational foundation for East Coast distribution and bottling operations

The Challenge

Mid-market manufacturer struggled with production bottlenecks, inventory management issues, and disconnected systems. Shop floor teams lacked visibility into priorities, leading to delays and quality issues.

The Solution

Conducted end-to-end value stream mapping to identify waste and constraints. Implemented Lean manufacturing principles, redesigned inventory management processes, and integrated shop floor systems with ERP for real-time visibility.

Outcomes & Impact

• Increased throughput by 20% through process optimization and constraint removal
• Reduced inventory carrying costs by 30% via improved demand forecasting
• Decreased quality defects by 25% through standardized work procedures
• Built internal capability for continuous improvement sustainability

The Challenge

Enterprise clients struggled to move AI pilots into production. Technical teams built impressive demos, but implementations failed due to poor change management, unclear ROI, and integration challenges with existing systems.

The Solution

Developed repeatable AI program management framework bridging technical teams and business stakeholders. Created standardized assessment, prioritization, and scaling methodologies. Led 150+ AI workflow implementations across manufacturing, healthcare, and logistics clients.

Outcomes & Impact

• Achieved 70%+ pilot-to-production success rate vs. industry average of 20-30%
• Delivered measurable productivity gains across manufacturing, logistics, and healthcare
• Built reusable frameworks for AI readiness assessment and use case prioritization
• Established governance models ensuring ethical AI deployment and sustainable adoption

The Challenge

Warehouse and logistics operations faced inefficiencies in inventory accuracy, order fulfillment speed, and transportation cost management. Manual processes and disconnected systems created visibility gaps.

The Solution

Redesigned warehouse layout using Lean principles to optimize flow. Implemented cycle counting program improving inventory accuracy. Negotiated carrier contracts and optimized routing to reduce transportation costs.

Outcomes & Impact

• Improved inventory accuracy to 98%+ through systematic cycle counting
• Increased order fulfillment speed by 15% via warehouse layout optimization
• Reduced transportation costs by 12% through carrier negotiation and route optimization
• Enhanced warehouse efficiency by 20% using Lean layout principles