Moving stalled, regulated products into real adoption.

Product + design + CRM management leader who builds iteratively: from data-centric strategy to shipping, leading teams with “why” autonomy and AI fluency.

With 29 adopted transformations & 23 apps, from stalled to shipped in weeks, teams rely on me to find clarity that lands in each customer moment.

Prudential

Samsung

Stellantis

United Airlines

Vanguard

ADP Wisely

T-Mobile

Marriott

CVS Heath

Caterpillar

Northeastern U.

Amway

Dow Chemical

Duke Energy

Blackrock

TIAA / nuveen

Merck

CenterPoint

CVS Coram

Prudential Samsung Stellantis United Airlines Vanguard ADP Wisely T-Mobile Marriott CVS Heath Caterpillar Northeastern U. Amway Dow Chemical Duke Energy Blackrock TIAA / nuveen Merck CenterPoint CVS Coram

Focusing teams on adoption KPI outcomes, seeing simplicity in the complex.

With AI, building has never been easier and harder without team clarity: adoption is my true focus. Out: “Token-maxing" fads. In: AI-accelerated trials, coordinated with omnichannel data intelligence that surfaces the “why” problem.

I build and lead global teams that focus on adoption: what to deliver, what to cut, and how to measure the data across CX products and business platforms. Double-diamonds are shifting to iterative readiness loops: design-build, evaluate, deploy. That takes unique leaders who've done the work over multiple crafts.

I bring 18 years of systems-thinking first principles for foresight, with 11 AI certifications, delivering without breaking trust or compliance. Operational, regulated and data-intensive products. My adopted transformations run from prioritizing executive vision to design-coded handoff: taking teams confidently through hard spaces into customer-adopted simplicity.

“Companies maintain status quo to avoid new ventures; keeping with competitors. Yet that is where product opportunities are most abundant.
New market forces in agility and AI/data intelligence are fundamentally challenging past assumptions, requiring team autonomy, critical thinking adoption, and rapid vibe-coding pilot testing for growth.”
— Josh Nard

Before the product investment,

executives need narrative problem framing…

Leadership applied


01

Handwritten notes on lined paper discussing a topic related to incident types, analysis, and future considerations.

Executives need confidence in investments. I bridge gaps between customer demands and business barriers for decisive executive clarity in narrative insights and data storytelling. At United, we discovered that fliers valued compensation when it was immediate, lifting our CX scores. At Nuveen, I raised a design system urgency critical to enterprise deployments.

Quantitative, Qualitative Research, Ethnography, Segment Data Analysis, Discovery Workshops, UX Gap Research, Brand Messaging, AI-led Correlational Studies, Longitudinal, A/B Testing


02

A detailed flowchart explaining the Caterpillar customer relationship management lifecycle, including stages like follow-up customer pricing meeting, final complete presentation, last call, final decision, win/loss review, sales closure follow-up, finalize discount, real-time availability check, pricing approval, real-time quote changes, conveying discount, and other processes with illustrations of people working at desks and using computers.

How do we get there? Executive top-down execution demands bottom-up cross-functional feasibilty for prioritizing parallel transformational success. At TIAA, evaluated research with KPI touchpoint scorecards to prioritize planning. At Caterpillar, aligned their global sales and product teams to adopt a planned rollout of a unified SFMC orchestration.

Product Vision, Gap Analysis Planning, Journey Maps, Service and System Blueprints, Omnichannel Journey Orchestration, Barriers to Success, Business Use Cases, Service Prototyping


03

It takes a village, with tribal planning. 18 years bridging product, marketing, design, business, and engineering teams from roadmaps connected to CX journey/service blueprint feasibility. At Sapient, I applied Tech readiness with brand scorecards to prioritize sprint planning. At United, I co-led mobile strategies with WSJF, saving $8.4M YoY without 4.7K daily flights disruption.

Roadmaps, Business Prioritizations, Forecast Planning, PRDs, Backlog Sprint Grooming, Burn Down, Feasibility Epics, Jobs-to-be-done, User Stories, Design Requirements, Annotated Designs


04

Good design weighs everything, from empathy, constraints, and the root "why" behind a problem. In 12 months at TIAA, my team applied scaled components in 42 deployments, a new 0-1 design system in 4 months, content storytelling, and design workshops to coordinate enterprise deployments. An AI PFM app in 11 weeks.

Figma Design Systems, Pattern Libraries, Design Playbooks, Content Strategy, Narrative Frameworks and IA, Rapid Prototyping, Annotated Delivery, Templates, Visual Branding, Vibe-coded prototypes


05

Lastly, there is no finish line. I measure to optimize behaviors across journey and loyalty engagements while improving ROI. At Samsung, I ran weekly segmentation analytics to optimize site-wide deployments. At Stellantis, I applied omni-channel CRM team playbooks for measuring ownership care management.

Engagement Analytics, CX Analysis, Customer Segmentation & Targeting Optimization, Personalization, Omnichannel Journey Orchestration, Brand Development/Messaging Marketing Playbooks


Discovery research into confident bets:

Connecting global researched KPIs drives aligned vision in leadership adoption.

A detailed marketing and customer journey roadmap for Sunwing Airlines, divided into stages from dreaming to experiencing, with illustrations, timelines, and informational sections.
Screenshot of a nutrition-focused webpage showing a scenic lake with people swimming, product recommendations, a colorful illustration of healthy foods, customer reviews, product categories, and a video about how the products work.
Infographic of a digital persona profile named Namiko, a 47-year-old gen X individual in the 'Needs Direction' brand segment, prospect category. The profile includes sections on behaviors, motivations, needs, touchpoints, content preferences, features and functionality, along with a detailed description of her financial attitude and priorities.
Infographic of a digital persona profile named Namiko, a 47-year-old gen X individual in the 'Needs Direction' brand segment, prospect category. The profile includes sections on behaviors, motivations, needs, touchpoints, content preferences, features and functionality, along with a detailed description of her financial attitude and priorities.

From strategy to tactical execution:

Layering CX with front-line feedback drives prioritized PRDs with adoption.

Mobile phone screen displaying a form with options for incident reports, including severity levels, food and beverage vouchers, and compensation details.

From execution to optimized scale:

AI demands systems intelligence to drive efficiency with QA adoption.

Last 14 months I’ve led:

CROSS-FUNCTIONAL LEADERSHIP

Product Managers

Developers

Content Strategists

UX Designers

Automation/AI Leads

System Designers

UX Researchers

Architects

CRM

Engineers

Product Managers Developers Content Strategists UX Designers Automation/AI Leads System Designers UX Researchers Architects CRM Engineers

Certification Highlights

Explore my core leadership:

17 speaker & roundtables in product, AI, and CX platform transformations.

Speaking Credentials:

Let’s have a moment.

Recent Leadership Speaking Events

Testimonials in team service