Selected work

Outcomes, not slideware.

For nearly two decades, Teleion has turned complex data, technology, and operations into measurable results for organizations from the Fortune 10 to nonprofits. Client names are withheld for confidentiality.

Industry
25 case studies
DM
Technology
Digital Marketing & Operations

Two decades of marketing automation

Built a closed-loop database marketing system from scratch for a global technology advertising business. The engagement grew into an 18-year partnership and earned industry awards for dynamic email.

9 mo → 2 wk
campaign build cycle
DM
Financial Services
Digital Marketing & Operations

Rebuilding campaign architecture at scale

Redesigned a tangled multi-brand campaign platform for a large property and casualty insurer around a unified data model, with controls for zero branding errors.

50+ → 4
campaigns consolidated
DM
TechnologyAI
Digital Marketing & Operations

Sustainability tech and a customer-facing assistant

Built the integrations behind a global corporate sustainability initiative, automated signatory onboarding, then launched a customer-facing AI assistant for members, developed entirely in-house on cloud.

First at-scale AI
built and shipped in-house
SR
Technology
Security, Risk & Compliance

Cloud compliance at global scale

Supported foundational federal authorization and built repeatable processes for the audits and certifications that let enterprise and government customers trust a global cloud platform.

90+
external audit certifications
SR
TechnologyAI
Security, Risk & Compliance

Accelerated AI governance certification

Delivered ISO/IEC 42001 certification for a software company ahead of a typical schedule, leaving behind a scalable AI governance foundation that drives customer confidence and adoption.

ISO/IEC 42001
certified ahead of schedule
SR
TechnologyAI
Security, Risk & Compliance

An enterprise responsible AI program

Stood up enterprise-wide responsible AI governance for a global technology company, on time and on standard, then expanded into AI evaluations and red teaming across the division.

Multi-year
governance, evals, red teaming
SS
Retail
Supplier Services · Marketing

Marketing and supplier operations for a global retailer

Ran omnichannel marketing automation and stood up a formal supplier services program for a global retail and food service brand, driving cost discipline across a large facilities vendor base.

6+ years
across two workstreams
SS
TechnologyAI
Supplier · Finance · BI

Operational excellence in real estate and facilities

Embedded across vendor operations, finance, and data for a global technology company's real estate organization, growing from a handful of people to a team of more than fifty.

Grew to 50+
embedded specialists
FS
Technology
Financial Services

Clearing an accounting backlog for good

Cleared a backlog of more than a hundred contract reviews for a global content business, then stood up an end-to-end process and toolset that turned a one-time cleanup into a repeatable operation.

Months → weeks
review cycle
DM
Technology
Digital Marketing & Operations

Marketing execution for high-profile launches

Owned end-to-end marketing for a leading cloud provider's highest-profile hardware launches, coordinating engineering, agencies, and a major hardware partner across a demanding event calendar.

30+
launch films at one event
DM
Technology
Digital Marketing & Operations

A decade of enterprise platform delivery

Delivered email development and service support to dozens of Fortune 500 brands on a leading marketing cloud platform, including the first five thousand templates for its flagship journey product.

5,000
templates built in beta
DM
Technology
Digital Marketing & Operations

Off a third-party platform, onto their own

Migrated a major rideshare company off a constraining third-party email provider and onto an internally engineered and managed tool, then stayed on to operate it.

Vendor → in-house
platform they own
SR
TechnologyAI
Security, Risk · Supplier

AI-enabled supply chain risk management

Built AI solutions to capture, analyze, and report supply chain risk data that had been too complex to manage by hand, scaling a managed service as vendor tiering grew more complex.

At scale
previously impractical work
FS
Financial Services
Security, Risk · Financial

Compliance for a banking-as-a-service provider

Took a bank from compliance strategy through remediation of findings, coordinating with assessors and technology teams to keep its fintech partner business healthy and growing.

Fintech enabled
in a regulated environment
BI
TechnologyAI
Business Intelligence & Data

An AI agent for research asset discovery

Built an AI agent for a corporate research organization to automatically discover published assets scattered and lost across external archives, unlocking a capability that did not exist before.

New capability
not just a faster process
DM
Retail
Digital Marketing & Operations

Taking over campaign development, mid-flight

Replaced an incumbent vendor on a consumer brand's omnichannel campaign development, raising quality and rigor without dropping a single live campaign.

Zero downtime
during the transition
SR
Technology
Security, Risk & Compliance

Software compatibility through major upgrades

Launched and operates the program that keeps customer applications compatible through a major operating system vendor's large upgrade cycles, reducing risk on both sides.

8+ years
running the program
BI
SR
Public/Nonprofit
Business Intelligence · Security, Risk

From manual processes to data-driven security workflows

A global philanthropic organization modernized critical security operations with Teleion, moving its InfoSec and TechSec teams from manual, time-intensive processes to automated, data-driven workflows.

Manual → automated
data-driven workflows
SS
Technology
Supplier Services

Removing a bottleneck across a global contingent workforce

A global enterprise relying on large networks of contingent workers cleared onboarding and offboarding bottlenecks, with Teleion streamlining the end-to-end process for speed and control.

End-to-end
onboarding and offboarding
SS
Technology
Supplier Services

Reclaiming senior leaders' time with a Productivity Pod

Teleion's Productivity Pod model absorbed calendars, travel, expenses, and cross-team coordination for senior leaders, reclaiming more than 2,400 hours for strategic work.

2,400+
hours reclaimed
BI
DM
Technology
Business Intelligence · Digital Marketing

A marketing data lake for self-service insight

Designed and managed a marketing data lake that consolidates campaign and customer data, giving marketing teams self-service analytics and reporting.

Self-service
analytics and reporting
BI
Healthcare
Business Intelligence & Data

A complex research and specimen data migration

Led a complex research and specimen data migration and the supporting infrastructure modernization for a research-focused healthcare organization, preserving data integrity throughout.

Integrity
preserved through migration
BI
TechnologyAI
Business Intelligence & Data

Turning customer voice into structured insight

Built automated clustering of customer-voice data with OpenAI and Copilot, turning large volumes of unstructured feedback into structured insight quickly.

Unstructured → structured
customer-voice insight
BI
Technology
Business Intelligence & Data

Consumption analytics and the value of security audits

Built normalized Power BI consumption reporting for a cloud platform's financial-services segment, and surfaced that customers who exercise their security-audit rights tend to increase consumption afterward.

New baseline
where none existed
BI
Technology
Business Intelligence & Data

Measuring third-party help-desk service quality

Built business-hours-aware help-desk service-quality reporting for a global facilities organization, aggregating 18 months of tickets to enable correct vendor accounting.

3 weeks
to first reports

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