A NYSE-listed global fintech company was running 70+ simultaneous operational and technology initiatives across multiple geographies with no unified portfolio governance. Executive leadership lacked a consistent view of program health, resource conflicts were unresolved at the working level, and synergy tracking was unreliable. The portfolio included high-stakes regulatory programs (GDPR), major CRM and ERP integrations, and supply chain digitization — all competing for the same finite resources.
Designed and implemented a portfolio governance framework with clear prioritization criteria, resource allocation visibility, and dependency tracking across all 70+ initiatives.
Established a monthly Executive Business Review cadence — giving the C-suite a standardized view of portfolio health, risk escalations, and savings realization.
Built a cross-functional steering committee structure that resolved resource conflicts at the governance level rather than the working team level.
Led the Salesforce CRM and Oracle ERP integration programs through design, testing, and production deployment.
Managed the GDPR compliance cloud migration, coordinating legal, technology, and operations workstreams under a regulatory deadline.
Designed and tracked the operational savings realization program — ensuring each savings target was operationalized, measured, and reported with auditability.
More Case Studies
15-Country Post-Merger Integration
End-to-end IMO leadership across 15 Latin American markets for a Fortune 500 strategic acquisition.
1,000+ Man-Hours Saved via AI Automation
LLM-driven data migration eliminated manual effort and accelerated delivery for a Fortune 500 financial data company.