Here you'll see examples of my work.
I can't show everything - much of what I do is confidential.
But you should get a feel for some of my capabilities.
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Examples of My Work
Business Plan Economic Model
This Economic Model was developed as a companion to a Business Plan I wrote for a client. This version was designed to be investor-facing to be placed in the investor “deal room” for due diligence.
The client’s name has been redacted from the screenshots shown.
Economic Model
This is a business plan I developed for the investor deal room raising capital for a client’s North American market entry.
The plan was designed for different types of PE investors including PE funds focused on climate impact KPIs such as carbon footprint savings.
It was also designed to walk investors through in a linear sequence with clear descriptions for each section of the plan to speed up an investor’s due-diligence process.
Economic Model
The revenue plan was designed to frame in the context of the size of the market and the realistic market share acqusition by the company in relation to its key competitors.
This approach matches the company’s revenue growth projections against real-world achievable market share, increasing investors’ confidence in the company’s future revenue and valuation.
Economic Model
This section of the Revenue model shows the ability of the client’s solution to act as a “platform” on which other value-add solutions can be sold, increasing the average customer value (ACV) and customer lifetime value (CLTV).
Economic Model
The Expense plan is a roll-up of a detailed Sales and Marketing activities on a monthly basis over 5 years, extended out to the Expense plan’s 10-year range.
The detail and step-by-step walkthrough design focuses investor attention on the major expense categories with clear labeling to break down the plan into digestible sections.
Economic Model
This is the second of two parts of the Expense plan.
Economic Model
The P&L Summary pulls the cash flows together to enable investors to clearly understand the timing of needed investments, revenue and expense flows, and the use of funds.
Economic Model
This section was used to check the ground-level activities such as sales territory size, channel partner territory recruitment, and on-target earnings (OTEs) for salespeople against the revenue plan.
It also provides Sales, Marketing, General & Administrative, R&D, and Expense-to-Revenue, and Revenue per Employee ratios to compare with industry norms.
Economic Model
This section was used to map the Revenue plan to the Rogers Diffusion Model and adoption lifecycle used to predict technology lifecycle adoption curves.
A Rogers Diffusion Model can be used to predict growth where adoption is significantly impacted by key influencers within a social group (in this case, local governments / municipalities who exchange information and experiences) can affect the adoption of technology.
This affects Marketing strategies in early stage companies selling innovative new solutions, where it is critical to identify large influential customers who affect the strategies in their peer groups.
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New Markets, Products, and Value Drivers
Most of my work involves re-engineering client’s go-to-market strategies, and in some cases, discovering unaddressed marketplace problems to bring new solutions and value propositions to my clients.
Bringing new value propositions, products, and product features to market helps my clients’ revenue growth and investor attention.
Examples:
- Three new vertical market sectors for a CRM vendor
- A competitive advantage of 40 percent greater operational cost reduction than the market-leading competitors in roadway lighting control
- A method of fusing edge-compute data to reduce false-positive sensor detection from 20 percent to <1 percent
- A method to detect copper wire theft with a software update to an existing product
- An 18 percent reduction in total municipal electricity usage and carbon footprint
- Industry-leading cybersescurity value proposition for Smart City IoT
- Two new vertical market sectors for a shift-scheduling software vendor
- A strategic market position with reduced competitive intensity for a remote contract software development services company
- Defining the strategic market position for a new drug therapy that led to the IPO of a NASDAQ-traded pharmaceutical firm
Website Design & Development
I designed, developed, maintained, and created all of the content for this client’s website for Smart City IoT solutions.
The site runs on WordPress and I used the Divi CMS for building the site.
The challenges with this project were:
- The client’s market was at an early stage in the maturity cycle, and required education on the core value propositions
- The client’s competitive advantages are rooted in complex technologies that include IoT, cybersecurity, and artificial intelligence that had to be translated into business value messaging for executive buyer personas, and technical key stakeholders
- There was no pre-existing content that was re-usable
- The client is a public company and a high-value target for cybersecurity threats
There are about 900 lines of custom CSS and Javascript in the site. It is designed to be responsive across any device or display size. It is integrated with the company’s CRM for lead generation forms, and has a fully-configured Google Analytics dashboard for monitoring visitor demographics and activities and measure content performance and lead generation outcomes.
Site traffic, search click-through, and content engagement are up over 1,500% year over year as of February 2026.
Product Catalog Design
Some of the challenges involved included:
- Developing a deep understanding of the technologies used in the company’s products down to the component level
- Working with the development team to extract technical specifications where available
- Extracting technical specifications for OEM products from supplier documentation
- Creating wiring diagrams from development team and OEM product documentation
- Developing branding design and layout
- Developing value propositions and marketing narratives
- Developing competitive comparison chart from competitors’ marketing materials and documentation
Features include:
- Hyperlinking table of contents to sections
- Creating reusable categorized media library to enable team-based maintenance and readability
- Structured formatting for scalability with new products
Municipal Public Tender Scoring Analysis
This was a bid scoring analysis I did after I wrote and submitted an RFP on behalf of a client.
I had predicted a win, and was surprised that we had not been invited to the short-list bidders meetings, or had received the award.
I submitted a freedom-of-information request to collect all of the city’s bid scoring data, and my analysis showed that we had the top-scoring bid.
After negotiations with the city and their legal team, we accepted a significant monetary settlement and an admission that the city had failed to properly award the bid.
Relative Competitive Analysis
This is a weighted competitive analysis I did for the business plan I wrote for an overseas client to prepare them for North American market entry.
In this case, I researched and segmented over 100 global market participants and narrowed the field down to those who had shown indications of North American market activity, or indicated plans to enter the market.
The objective was to demonstrate the viability of the client competing against existing market entrants.
Over 100 feature attributes, together with geographical scope, and market/sector scope were collected, weighted against expected customer impact, and summarized in this chart.
GIS Sensor Pricing & Deployment Model
This is a a GIS (Geographic Information System) model developed originally to prove the assumptions in a business plan for a new U.S. company competing in the public safety threat detection market.
The client’s business involves deploying RF and acoustic sensors on municipal streetlight infrastructure in order to detect registered and unregistered drone activity in urban areas, and detect ground-level threats such as gunshots, glass breakage, aggressive voices, and other events for dispatching first responders.
The outcome of this model was:
- It proved that the underlying assumptions in the company’s financial plan under-estimated the COGS to deploy a SaaS per-square-mile pricing model by 4.5 times
- It showed that there was a significant variance due to roadway and streetlight density across a city
- I evolved it into a deployment planning and price quoting model by merging COGS data
- I enabled it to adapt to pre-set zones as well as customer-specified areas of any size to quickly provide tailored-to-fit feasability, roadway and area coverage, and pricing data to ensure all projects were profitable
Streetlighting Cabinet Controller Wiring Diagram
This is a wiring diagram I created in LucidChart during the development of a client’s installation and user guide, and as an insert into their technical specifications cutsheet.
The client’s product was a collection of OEM COTS products built around a 4G cellular router running on open source Linux (OpenWRT) with the client’s custom software on-top as a streetlighting energy analytics and control system.
Why was I creating a wiring diagram as a CRO?
The issue was that the Development and Operations teams were buried in work, but the deliverables were required for submitting a municipal public tender with a tight timeline.
I took the bill of materials from the Development team, collected the installation and user manuals for all of the OEM products, and created the integrated wiring diagram for the solution.
Working with smaller early-stage companies, there are times when we need to “figure it out” when resources are scarce.
