Selected Work

The work, behind the headlines.

Three engagements — across R&D operations, enterprise transformation, and commercial intelligence — in Pattern / Move / Shift format. Company names are anonymized. The situations, decisions, and outcomes are real.

Global Biotech · R&D Operations

The visibility gap

Reimagining clinical trial budget management from the inside out

How might we give clinical trial teams — across every step, every role, and every system — the financial intelligence to manage their own programs?

A global biotech investing more than $7 billion annually in R&D — running clinical programs across oncology, inflammation, general medicine, and rare disease — had no single place to see budget status across its trial portfolio. Trial managers were working from notebooks, one-off spreadsheets, and informal workarounds. There was no RACI, no process map, and no training on how the financial process was supposed to work. Accountability was unassigned. Audits were surfacing errors and compliance exposure.

The organization was not failing at budget management. It had never had the clarity — in roles, in process, or in data — to do it properly in the first place.

The engagement worked from the inside out — starting with the fundamentals before touching any system.

  1. Roles & accountability. A RACI was built from the ground up across every function involved in the clinical trial financial process. For the first time, each role knew what it owned.
  2. Process documentation. A formal end-to-end process map was created — something that had never existed. It became the blueprint for everything that followed.
  3. Visibility infrastructure. A centralized budget intelligence platform gave managers a single source of truth with real-time drill-down across the portfolio. The PO amendment process was redesigned to eliminate friction at the source.
  4. Training & capability. A comprehensive training program ensured every role understood both how the process worked and the financial acumen needed to manage within it. The capability was built to last.

An organization that had been managing on instinct and workarounds gained a financial intelligence capability — with defined ownership, documented process, and trained people at every level.

  • Portfolio visibility. Leadership gained a single view of budget status across the clinical trial portfolio, with the ability to drill down by study, region, and spend category — for the first time.
  • Compliance & risk. Expense reporting errors declined significantly. Audit exposure was reduced. Reporting to senior leadership improved in accuracy and timeliness.
  • Accountability & capability. Clinical managers gained both the tools and the financial acumen to own their program budgets. The PO amendment cycle shortened materially. Finance was no longer the bottleneck.
Global Pharma · R&D Transformation

The architecture of urgency

Orchestrating 30+ simultaneous transformation initiatives across a global regulatory affairs organization

How might we keep a global organization of hundreds aligned, accountable, and moving forward — across 30+ simultaneous transformation initiatives — at a moment when speed had never mattered more?

During the height of the COVID-19 pandemic, the CEO of one of the world's largest pharmaceutical companies issued a directive that had no precedent in industry history: unlimited budget, move at lightspeed, get medicines to patients faster than ever before. The imperative was clear. The resources were available. But having a mandate is not the same as having the architecture to execute it.

The company's Global Regulatory Affairs organization faced 30+ digital transformation initiatives running simultaneously — spanning regulatory science, clinical trial operations, site engagement, data systems, and labeling. Without clear goals, defined accountability, and a way to keep hundreds of people globally aligned and moving in the same direction, even an unlimited budget would produce noise rather than momentum.

The work was about building the architecture that allowed the transformation to move — not managing a single program, but orchestrating an entire portfolio.

  1. Governance at scale. Every initiative received goals, a charter, defined team members, clear outcomes, and regular reporting cadences. For 30+ programs running in parallel, that scaffolding did not exist before — it was built initiative by initiative.
  2. One coherent transformation. A Change Management PMO was established to create a single, integrated experience across all 30+ initiatives — moving from independent programs running in parallel to one unified transformation with shared methodology, shared tools, and shared accountability for adoption.
  3. Leadership alignment. Town halls with more than 400 people globally — including the highest levels of Global Product Development and R&D leadership — ensured the organization understood the direction, the stakes, and what was expected of them.
  4. Execution depth. When initiatives needed more than oversight, the work went deeper — stepping into program management roles to resolve blockers, rebuild momentum, and ensure no workstream was left behind.

A global organization that had been running multiple transformation streams independently — each with its own pace, its own priorities, and its own definition of success — began moving as one.

  • Alignment at unprecedented scale. More than 400 people across global R&D leadership and functional teams oriented around a shared transformation direction — with consistent methodology and measurable accountability across all workstreams.
  • Governance where none existed. Thirty-plus initiatives — each with defined goals, charters, team structures, and reporting — stood up and moving simultaneously. The organization gained the infrastructure to execute at a pace the moment demanded.
  • Adoption over deployment. A deliberate shift in how transformation success was measured — from "did we launch?" to "did it stick?" — drove meaningful improvements in process adoption, capability building, and realized business benefit.
Global Specialty Biopharma · Commercial Strategy

When insight doesn't travel

Reimagining how a global specialty biopharma company puts strategic intelligence to work

How might we transform a global strategic insights function into the intelligence engine behind where-to-play decisions — informing corporate, commercial, and R&D strategy with the confidence and speed the business required?

The most consequential decisions in specialty biopharma — which therapeutic areas to prioritize, how to position competitively, where the business has the right to win — depend on a continuous flow of high-quality market intelligence. Primary research, secondary research, and competitive intelligence, synthesized across a complex portfolio of conditions: oncology, neurology, immunology, rare tumors, fertility, and endocrinology.

At a leading global specialty biopharma company, the function responsible for that intelligence had accumulated years of research — thousands of reports, analyses, and market intelligence assets representing a multimillion-dollar library. But the library was fragmented and inaccessible. Operating rhythms were reactive and ad hoc. Procurement bottlenecks slowed the intake of new intelligence. The function was answering questions when asked rather than informing the strategic agenda proactively.

The intelligence existed. But the executives making the company's most critical strategic decisions — where to play, how to compete, which therapeutic areas to prioritize — could not find what they needed when the moment required it.

The engagement operated at two levels simultaneously — as strategic advisor to the functional head, and as the architect of the operational transformation needed to make the strategy real.

  1. Strategic repositioning. The function's role at the intersection of corporate, commercial, and R&D strategy was clarified and elevated — from reactive research operation to proactive intelligence capability shaping the company's most important strategic choices.
  2. Knowledge infrastructure. A global Knowledge Management Portal was architected and deployed — organizing thousands of intelligence assets with a structured metadata taxonomy that made them searchable and discoverable for the first time. A change management-led training rollout drove adoption across worldwide markets.
  3. Operating model redesign. New rhythms, intake processes, and accountability structures replaced the ad hoc operating model — establishing regular intelligence cadences and clear ways of engaging corporate, commercial, and R&D leadership proactively rather than reactively.
  4. Procurement transformation. Longstanding bottlenecks that slowed the intake of new intelligence were identified and removed — enabling the function to acquire, process, and surface market knowledge at the speed strategic decisions required.

A function that had been organizationally passive — rich in knowledge, poor in reach — became a proactive strategic partner to corporate, commercial, and R&D leadership. Intelligence that had been stored but not surfaced began driving the decisions it was always meant to inform.

  • Intelligence unlocked. A multimillion-dollar intelligence library — previously fragmented and underutilized — was organized, surfaced, and made globally accessible. Teams across worldwide markets could find what they needed, when they needed it.
  • From reactive to proactive. The function shifted from answering questions to shaping them — establishing the operating discipline to surface intelligence ahead of decisions rather than in response to them.
  • Strategy informed by intelligence. Corporate, commercial, and R&D leadership gained a clearer, faster, and more confident basis for where-to-play decisions — across six therapeutic areas, with the competitive and market intelligence to back them.

Every engagement starts with a conversation about the specific decision in front of you — not a standard proposal.

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