60+ teams
under one portfolio operating model; the portfolio simplified from 111 queues to 61
Building the portfolio operating model across sixty-plus teams
A specialty customer-service portfolio of more than 60 teams, from regulatory response, privacy and executive escalation to social care and global partner operations, with new work arriving from across the enterprise.
Built and led the roughly 70-person strategy and operations organization, stood up in 2023, and designed the operating model.
Every request entered one intake and prioritization system. Requesting teams developed the financial case and assessed customer, business, employee, capacity and implementation impacts, which strengthened business acumen while creating portfolio-wide visibility, clear decision rights and a defensible way to make trade-offs or say “not now.”
That he installs structure rather than becoming it — the difference between holding an organization together personally and building something that holds without him.
View the evidence
Integrated portfolio management, insights and analytics, quality and performance, financial and workforce planning, incentives, employee engagement, product response, technology enablement and global partner operations into one organization. Mapped the portfolio by risk tier and designed governance to match, with explicit decision rights, defined escalation and named ownership. Used the resulting portfolio view to align budget, workforce and incentives to measurable outcomes.
The portfolio simplified from 111 queues to 61, freeing operations leaders to focus on delivery and performance, with an operating budget in the $200M range and thousands of partner agents across six countries.