Led enterprise discovery workshops across all major functions

Defined a future-state operating model aligned to the investment lifecycle

Established target architecture, system landscape, and implementation roadmap

Defined systems of record, data mastering principles, and integration boundaries

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Translated departmental requirements into consistent system configurations and integrations.

Modernized full stack enterprise systems landscape and migrated from end-of-life bespoke implementations to enterprise-grade and AI-native commercial-off-the-shelf platforms end-to-end fund operations.

Coordinated implementation across ERP, CRM, CLM, HRIS, data and analytics, middleware, and compliance platforms.

Aligned accounting, legal, operations, investor relations, compliance, risk, and HR workflows to their systems of record.

Supported data mapping, testing, and cutover with a focus on master data and access controls.

Established an enterprise data warehouse including MDM, semantic layers, and MCP interfacing for AI-native access to enterprise data for operational and analytical purposes

Operated a centralized PMO across vendors and workstreams.

Led cross-functional decision forums on scope, sequencing, testing, and resourcing.

Defined future-state organizational roles, ownership, and capacity.

Modernized systems around the third-party fund administrator without interrupting NAV or investor reporting.

Stabilized systems, data, and integrations following go-live

Transferred operational knowledge to internal teams.

Established support roles for IT, data stewardship, and functional super users.

Formalized governance, escalation paths, and enhancement intake.