The work
A growing collection of assets built to solve real operational problems one project at a time.
The samples below are real projects created for actual clients, shown here with identifying contact information removed. Company names and project content are shared as portfolio examples of my work. These files are for review purposes only and may not be copied, redistributed, or reused as templates.
Slide decks & executive communication
Due Diligence Briefing Deck -
BOND Orthodontic Partners
Asset tags: Slide Deck, Healthcare M&A, Executive Communication
Bond Orthodontic Partners needed a way to walk prospective physician partners through the due diligence process without handing them a dense internal guidebook. I engineered a 34-slide executive briefing deck (built directly from the source documentation) that guides doctors through the full 6–8 week acquisition timeline, from orientation and core alignment through functional areas, key contacts, and milestone pacing. The deliverable replaced document overwhelm with a structured, high-trust presentation experience delivered by Bond's Vice President of Transitions.
Due Diligence Interactive Roadmap -
BOND Orthodontic Partners
Asset tags: Interactive Guide, Healthcare M&A, Content & Navigation Design
Bond Orthodontic Partners needed a way for prospective physician partners to explore the due diligence process on their own time, without being tied to a linear, slide-by-slide walkthrough. I engineered a 21-page interactive roadmap (built directly from the source documentation) that lets doctors click through all 9 partnership milestones—from Initial Contact through Close—jumping straight to the stage, department, or contact they need, backed by an expanded timeline, document checklist, responsibilities matrix, and glossary. The deliverable replaced a fixed, one-size-fits-all briefing with a self-service reference tool doctors could return to at any point across their 90–120 day partnership journey.
Integration Playbook - Brite Dental Partners
Asset tags: Reference Guide, Healthcare Integration, Process Documentation
Brite Dental Partners needed a way to hand newly-partnered practice managers and staff a single source of truth for their first 120 days post-close, instead of leaving them to piece it together from separate department outreach. I engineered a 21-page integration playbook (built directly from the source documentation) that organizes the transition by functional area (HR & Payroll, Finance & Accounting, IT, Revenue Cycle Management, Operations, and Marketing) with a day-by-day (30/60/90/120) breakdown of what happens, who owns it, and what's needed from the practice at each stage. The deliverable replaced scattered, department-by-department communication with a single, structured reference guide practice teams could return to throughout onboarding.