ENTERPRISE SYSTEMS & WORKFLOW DESIGN

Structuring decisions in complex systems.

Designing enterprise workflows that reduce user effort and compress complexity into clear, outcome-driven paths.

EXPERIENCE ACROSS TAX, FINANCIAL & ENTERPRISE PLATFORMS — INCLUDING KPMG (14 YRS)

01 Selected Work
01

Guided Decision Layer (GDL)

A structured approach to reducing complex decisions into a small number of high-signal steps — formalizing patterns applied in enterprise systems to move users from intent to outcome with minimal friction.

Decision Systems Question Design Product Configuration
View case study
02

Triage

A layer that sits between your systems and your attention — normalizing alerts, tasks, messages, and system events into a single interface where specialized agents have already done the reading.

Interaction Design Agentic Systems
View case study
03

Family Office Asset Management Platform

Structured a fragmented asset platform so tax professionals and administrators could manage complex family office portfolios — trusts, real estate, investments, and physical assets — without losing track of any of it.

Enterprise Workflows Information Architecture
View case study
04

Enterprise Design System

Built a shared design system for internal tax applications, establishing consistent interfaces and reusable interaction patterns across the product suite.

Reusable Components Cross-Functional Build
View case study
02 Where I Fit

Enterprise platforms
with real complexity.