Case Studies

Client identities are anonymized for confidentiality. The outcomes are not. Explore what we've delivered — and what we help solve — across each industry we serve.

Financial Services & Banking
Regional Banks · Bank Holding Companies · Lending

Financial Services & Banking

Financial programs don't just need to ship — they need to ship with audit trails, compliance evidence, and stakeholder buy-in across risk, legal, technology, and operations. Most program failures come from underestimating the governance burden, not the technical work.

What we lead

  • Enterprise digital transformation programs
  • Risk, data, and controls program leadership
  • Regulatory delivery — compliance, controls, audit remediation
  • PMO stand-up and governance redesign
  • Vendor selection, RFP, and SaaS platform integration

What we've helped solve

Programs miss regulator deadlines because internal alignment took longer than expected.
Risk, compliance, and technology teams operate from different versions of the truth.
Status reports look green right up until the program misses a milestone.
Cross-LOB initiatives stall on decision rights and competing priorities.

Case study

Global enterprise transformation across 8 business functions at a top-tier global bank

The challenge

A top-tier global bank running 13+ cross-functional groups had multiple in-flight initiatives with no consistent governance, standardized reporting, or clear executive decision rights. Leadership could see activity, but not outcomes — and the gap between strategy and execution was widening.

What we did

  • Stepped in as SVP leading global program management, partnering directly with the CIO and C-suite.
  • Architected multi-year digital strategies worth $25M+ and prioritized technology investment.
  • Established unified governance across all major business units and 13 organizational PMOs.
  • Orchestrated programs across 8 business functions and 50+ contributors.
  • Served as Chief of Staff to senior leadership through peak transformation cycles.

The outcome

Realized 10% projected operational savings — $12M annually — at a 98% on-time delivery rate. Reduced operational complexity by 30%, lifted reporting accuracy by 15%, and improved execution efficiency by 22% through standardized methodology, leaving behind a governance model the organization still operates.

$12M

annual savings

98%

on-time

50+

contributors

30%

less complexity

Healthcare & Healthcare Technology
Health Systems · Clinical Ops · Payer-Provider · HealthTech

Healthcare & Healthcare Technology

Healthcare programs touch patients, providers, payers, and regulators all at once. The programs that succeed treat coordination as the actual work — not as overhead. Every meaningful initiative touches clinical operations, IT, finance, compliance, and patient-facing teams simultaneously.

What we lead

  • Enterprise digital transformation programs
  • Multi-site clinical hardware and software rollouts
  • System implementation programs
  • Agile transformation and delivery cadence
  • Vendor management and SaaS platform integration

What we've helped solve

Clinical leadership and IT speak different languages and meet too rarely.
EHR rollouts slip because change management is treated as an afterthought.
Cross-site implementations vary in quality based on local leadership availability.
Reporting structures don't reach the executives who can unblock decisions.

Case study

$25M+ digital transformation program for a major pediatric health system

The challenge

A major children's healthcare system needed senior leadership for a $25M+ portfolio spanning clinical operations, IT, and patient-facing systems — with cross-functional coordination and on-time delivery both at risk. Clinical, IT, and operations teams historically operated with different priorities and pace.

What we did

  • Led 65+ cross-functional team members through 26 major system implementations.
  • Built the operating model aligning clinical, IT, and operations on one delivery roadmap.
  • Instituted Agile delivery practices across the program portfolio.
  • Redesigned reporting cadence for shared clinical + operational visibility.
  • Managed dependencies across 26 parallel implementations without disrupting care.

The outcome

Achieved 97% on-time execution, accelerated delivery timelines by 15% through Agile adoption, and reduced defect rates by 25% via a structured quality cadence — delivering all 26 implementations within the engagement window while sustaining clinical operations throughout.

$25M+

portfolio

26

rollouts

65+

team members

25%

fewer defects

Defense & Regulated Industries
Prime Contractors · CMMC / NIST · Secure Programs

Defense & Regulated Industries

Defense and aerospace programs run on different rules — compliance, classification, and cross-border governance change everything about how delivery works. Programs operating in CMMC, NIST, DISP, and CE/CE+ environments demand a level of traceability most program leaders aren't built to handle.

What we lead

  • Trilateral secure co-development programs
  • Enclave architecture and cross-border collaboration alignment
  • CMMC L1/L2, NIST SP 800-171, DISP, DCC, CE/CE+ governance
  • Enterprise CRM replacement and workflow automation
  • Secure remote access standards and multi-country governance

What we've helped solve

Cross-border programs stall on classification, clearance, and data residency.
Compliance frameworks (CMMC L1/L2, NIST SP 800-171) are treated as IT-only.
Vendor and tooling decisions don't account for security boundaries.
Multi-country governance becomes a coordination burden no one owns.

Case study

Trilateral secure co-development program across the U.S., U.K., and Australia

The challenge

A top-five U.S. aerospace and defense prime needed IT program leadership for a trilateral secure co-development effort spanning three jurisdictions. It required enclave architecture and simultaneous alignment to CMMC L1/L2, NIST SP 800-171, DISP, DCC, and CE/CE+ — with multi-country governance no one fully owned.

What we did

  • Took IT program leadership, architecting enclave environments across jurisdictions.
  • Aligned cross-border collaboration to all applicable compliance frameworks.
  • Led cross-functional teams across security, IT, infrastructure, engineering, BD, and compliance.
  • Oversaw enterprise tooling, secure remote access standards, and multi-country governance.
  • Ran parallel CRM replacement and automation of financial, contracting, and ordering workflows.

The outcome

Delivered a working multi-country governance framework, integrated enterprise tooling, and secure remote access standards — enabling the program to operate across U.S., U.K., and Australian jurisdictions without compliance friction or operational gaps.

3

jurisdictions

5+

compliance regimes

3+

enterprise systems

Fintech & Financial Software
Platforms · Payments · Financial Software

Fintech & Financial Software

Fintech and financial-software firms move fast — but the moment they touch regulated money movement, informal coordination stops scaling. PMN brings program rigor that keeps launches and migrations on pace without losing the controls that regulators, partners, and sponsor banks expect.

What we lead

  • Platform launches, migrations, and integrations
  • Payments and money-movement program delivery
  • GenAI and AI program leadership
  • Process automation programs
  • Data governance and enterprise architecture leadership

What we've helped solve

Cross-functional initiatives lack a single owner with authority to drive decisions.
Platform migrations underestimate dependencies across products and integrations.
Scaling teams don't have intake, prioritization, or resourcing frameworks.
Compliance and controls get bolted on late instead of designed in.

Case study

Process automation program across 55+ critical workflows

The challenge

An enterprise client needed to scale operational efficiency across 55+ business-critical workflows spanning multiple systems and business units. Manual processes were compounding cost, delay, and inconsistency as the organization scaled. The challenge wasn't picking tools — it was building a program to prioritize, execute, and govern automation continuously.

What we did

  • Led the end-to-end automation program from analysis through rollout and governance.
  • Ran workflow analysis and prioritization across 55+ candidate processes.
  • Selected vendors and technology aligned to enterprise architecture.
  • Designed integrations across multiple legacy and SaaS platforms.
  • Built the operating model to govern automation as an ongoing capability.

The outcome

Delivered $8M+ in annualized cost savings (per-workflow savings of 3–15%) and reduced critical cycle times by up to 25% — with sustained governance creating a repeatable model for automation prioritization and delivery across the enterprise.

$8M+

annualized savings

55+

workflows

25%

faster cycles

3–15%

per workflow

Your program next

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