Summary
Experience research and strategy leader with 15+ years across DoD and federal modernization, enterprise AI platforms, regulated FinTech, and HealthTech. Comes into complex, ambiguous situations, figures out what is actually true, and moves organizations toward better decisions. Equally fluent in a regression model and a 90-minute interview. Active Secret Clearance.
Key Achievements
- $15B DoD Acquisition: Drove the $15B Advana multi-vendor recompete, the largest defense analytics platform contract in recent history, through a multi-method research program across 1,382 enterprise users.
- XLA Standards in $5.7B Contracts: Set the first contract-level UX performance standard for 800,000+ personnel by defining and operationalizing Experience Level Agreement standards embedded into $5.7B Air Force EITaaS vendor contracts.
- Commander's Commendation: Awarded U.S. Air Force Commander's Challenge Coin for shifting IT modernization to a user-centric service model, setting foundational standards for DAF digital transformation.
- 950+ Participant Panel Built from Zero: Reduced external recruitment spend to $0 and cut study recruitment timelines by at least 2 weeks per study by building and scaling a 950+ participant proprietary research panel under HIPAA-adjacent and FDIC-regulated constraints.
- Trust-Transfer Model: Contributed to an AI health platform's first six-figure service agreement and growth from users in the hundreds to 16,000+ by developing a B2B2C go-to-market framework reorienting channel strategy toward self-funded employers, unions, and advocacy organizations.
Experience
Coleman Advisory
2022 to present
Principal Research & Strategy Advisor
Independent consulting practice focused on mixed methods UX research and product strategy for early-stage HealthTech and FinTech platforms in regulated markets, working directly with founders and executive teams.
- Grew an AI-powered health platform from users in the hundreds to 16,000+ and contributed to their first six-figure service agreement by surfacing the "Not for Me" Paradox and a trust gap at onboarding; the resulting Trust-Transfer Model reoriented channel strategy toward self-funded employers, unions, and advocacy organizations
- Accelerated compliance approval cycles by 3 weeks and eliminated late-stage engineering rework by reframing UX and compliance as a single workstream across a Web3 FinTech engagement, aligning onboarding and transaction flows with regulatory risk from the start
- Prevented approximately 2 sprints of misaligned engineering work and improved task completion confidence by 35% by catching a churn-driving score-first UX pattern in a 6-user prototype test before development began
Isobar Public Sector
2022 to 2025
Research & Strategy Lead, DoD
Principal researcher and strategist for two large-scale DoD programs serving a combined 900,000+ users and personnel.
Advana | DoD CDAO Enterprise Analytics Platform
- Established the evidentiary foundation for all subsequent platform and roadmap recommendations through a mixed methods research program across 1,382 enterprise users, spanning survey, interview, card sort, tree test, and two rounds of usability testing
- Directly informed a DoD-level development pause for infrastructure improvements by surfacing six simultaneous failure modes and reframing discrete issues as a structural challenge on a platform that had scaled faster than its architecture, its UX, and its organizational support model
- Diagnosed a content-findability crisis affecting 36% of users as an information architecture failure rather than a user education problem, delivering the sitemap, navigation redesign, and content model to resolve it
- Contributed to the $15B multi-vendor recompete and two product roadmaps by delivering findings and strategic recommendations directly to the Chief Experience Architect and Chief Product Officer
Air Force EITaaS | Enterprise IT Modernization ($5.7B program)
- Drove 84% faster system startup, 59% faster data transfer, and 92% reduction in security event workload by developing a persona and workflow research framework across nine deployment sites, establishing the segmentation foundation that enabled XLA standard definition
- Institutionalized UX performance expectations for 800,000+ personnel by defining and operationalizing Experience Level Agreement (XLA) standards embedded into $5.7B vendor contracts
- Validated the program model before the Air Force committed to scaling by measuring IT satisfaction rising to 74/100 against a baseline of 44 at comparable pre-transition bases, with speed satisfaction at 73 versus mid-40s elsewhere
- Awarded U.S. Air Force Commander's Challenge Coin for shifting IT modernization to a user-centric service model, setting foundational standards for DAF digital transformation
Crowley Webb / Praxis
2020 to 2022
Research & Strategy Analyst
- Reduced external recruitment spend to $0 and cut study recruitment timelines by at least 2 weeks per study by building and scaling a 950+ participant research panel from zero under HIPAA-adjacent and FDIC-regulated constraints
- Increased trial recruitment signups for F500 pharmaceutical clients including Pfizer, Eli Lilly, Merck, J&J, and AbbVie by conducting qualitative interviews, large-scale surveys, social listening, and patient experience research that directly informed site selection adjustments and messaging changes
- Improved recruitment conversion across concurrent multi-million-dollar Phase II/III campaigns by applying quantitative analysis to real-time performance insights, driving site selection adjustments, messaging changes, and budget reallocation
- Reduced overall project timelines by 2–4 days per study and eliminated redundant overhead by managing research operations for a 7–10 person team and standardizing recruitment workflows across concurrent client programs
University at Buffalo
2014 to 2019
Doctoral Researcher, Psychology & Quantitative Methods
- Led multi-year mixed methods longitudinal research integrating qualitative and advanced quantitative modeling to identify dropout risk patterns in digital learning environments; applied survival analysis and logistic regression to high-dimensional behavioral datasets
- Managed a 25+ person research operations team, improving interrater reliability by 60%+, reducing costly re-coding cycles, producing consistently defensible findings, and strengthening the evidentiary basis for policy recommendations presented at the White House
Early Career
- Fisher-Price: Informed a 4-product category launch and evaluated 100+ concepts and prototypes across multiple product lines by leading usability and developmental research in partnership with Product, Engineering, and Design
- Segmedica, Inc.: Designed and analyzed a 35,000+ response national survey across 30+ pharmaceutical brands, packaged into a proprietary strategic research product
Education
University at Buffalo, State University of New York
PhD & MA, Psychology & Quantitative Methods
Fredonia, State University of New York
BS, Education
Core Expertise
Research Methods
Mixed methods research, usability testing and prototype validation, in-depth interviews and contextual inquiry, survey design and quantitative analysis, longitudinal and behavioral data modeling, survival analysis, logistic regression, A/B testing
Research & Design Tools
Qualtrics, dscout, Figma, Miro, UserTesting, Optimal Workshop, Dovetail
Strategy & Product
Product roadmapping, strategic framework development, go-to-market research, XLA and CX measurement, persona and segmentation frameworks, information architecture, Agile research integration
AI Tools
Claude, ChatGPT, Gemini, Dovetail AI, Notion AI, Otter.ai, Miro Assist
Research Operations
Research program design, panel development and management, research ops standardization, cross-functional research leadership, compliance-driven research (HIPAA, GDPR, ISO 27001:2022)
Statistical & Analytics Tools
R, SPSS, Excel, Tableau, Power BI, Azure SQL, GA4, Google Search Console
Domains
AI products, HealthTech, GovTech / DoD, enterprise platforms, regulated and compliance-driven systems, classified environments, Web3 / FinTech
Platforms
Jira, Confluence, ServiceNow, GitHub