Case Studies

Blackbaud — From 0 to 1,900 Organizations

When Blackbaud set out to build Altru—their first Agile product for arts and cultural nonprofits—the pressure was on. I wasn’t just leading the technical delivery; I was responsible for creating the first Agile Product Delivery, pioneering transformation in the field. As Lead Program Manager, I helped organize our first new system, pulled from different teams. We didn’t just collaborate; we created new visions together—delivering value at unprecedented speed. There were no other companies to benchmark. We navigated uncertainty, challenge, and pressure as a true unit. The people who shipped Altru together are still a community, supporting and celebrating each other’s growth.

What made this different:

• Released a new product in 18 months, with zero launch defects—a technical milestone.
• Created an environment where people felt safe to take risks, speak up, and innovate—something that outlasts any single release.
• The Altru team remains connected and supportive to this day—a legacy you can’t measure with just numbers.

Social Solutions, Ballmer Group, and the Power of ‘&’

During Steve Ballmer’s $59 million investment in Social Solutions, my official title was Director of Agile PMO — but my real role was described to me: I was The ‘&’. I was the bridge between Product and Engineering (and any other executive who raised their hand).

The systems and reporting protocols I built became the foundation for every major launch and remained standard practice for years while we gained momentum under my leadership. I became the outsourced efficiency leadership expert—from assisting professional services, marketing, or legal teams with organization; rebuilding intranet workspaces (for the CFO), assisting HR in researching potential new locations, coordinating re-branding projects with 3rd party vendors, to aligning Quarterly Board Reporting that made their way to Steve Ballmer for years.
I was The ‘&’ for many things.

What I Did:

• Created and ran the PDS Launch Programs:
  • Pitch: Orchestrated executive alignment, created unity across departments, and drove a cohesive vision to the Board and key stakeholders.
  • Deploy: Designed/enforced repeatable launch playbooks so projects shipped on schedule, not just approved and forgotten. I led the entire Agile transformation roll out for our organization.
  • Support: Kept teams and executives engaged post-launch—continuous results tracking, troubleshooting, and accountability at every stage.
• Initiatives Reporting: Managed all reporting for major initiatives, feeding directly into company roadmaps and Board presentations—driving transparency and action from engineering to launch.
• Roadmap Alignment: Synced all teams to shared objectives, eliminating finger-pointing, reducing delays, and making every launch measurable and accountable.
• Mergers & Acquisitions: In 2021, Social Solutions acquired Athena. I led the leadership alignment, roll out, and integration for a seamless onboarding experience for all of Product & Technology. Social Solutions received recognition for our outstanding leadership.
• Set the Stage for a $2B Merger: My work directly enabled the Bonterra transformation—a $2B merger that changed the nonprofit software landscape.

Social Solutions was ultimately sold for a significant profit. As is common in PE-backed companies, many leaders came and went. After Bonterra was formed in the $2B merger, I was promoted to VP of PMO. I became an OKR Certified Champion. Although I may not have lasted long, there is proof in durability when we see many legacy leaders using my systems out there—in the wild today.

That’s what it means to be The ‘&’.

IKINGAI™ System — Real AI, Real Impact, Real Risk Reduced

When “AI” is just a buzzword, leaders tune out. But when your job is to protect real money, reputation, and your team’s sanity, you need more than dashboards—you need operational AI that actually works. That’s what I am building and delivering with the IKINGAI™ system, right now, for high-stakes organizations.

What I’m Doing That is Different:

• Fixing Broken AI & Delivering Proof: I am pro-actively cleaning up a mess and “AI” implementations from failed systems and not pretending I am.
• Reducing Risk at Scale: My system is already on track to work at a proven rate to prevent $5–$50 million per year in legal and project risk, for organizations facing scrutiny.
• Delivering Transparency: I surface hidden labor, missed effort, and “invisible” ROI. For every session, I’m logging time, outcomes, and value that others miss.
• Building Audit-Ready Standards: I am figuring out systems so that improvements are tracked, source-tagged, and built to withstand independent audit—so my clients will always have living proof and peace of mind. I care about protecting people.