Case Studies

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Case Studies

Select a case study to explore the problem, process, and outcomes behind each project.

Industry Recognition
PlexTrac was named in the 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms — work featured in Case Study 03.
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Case Study 01

AI for Virtual Data Room Set Up & Diligence

Datasite Enterprise SaaS AI / ML 0-to-1 Product

How I led the design of Datasite AI — an AI-powered document interrogation tool embedded in the VDR — helping M&A deal professionals activate faster, trust AI answers, and make it an essential part of their pre-diligence workflow.

Case Study 02

Bringing Complex Deal Workflows to Mobile

Datasite Mobile Enterprise SaaS Localization AI / ML

Designing the mobile-first experience for deal teams at Datasite — starting with document translation (shipped across three releases) and exploring AI-assisted redaction. The core question: which desktop workflows belong on mobile, and what does the right scope of each look like?

Case Study 03

Designing PlexTrac's CTEM Experience

PlexTrac Cybersecurity 0-to-1 Product Research-Led
Named in 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms

A 0-to-1 design story. When the security market shifted toward Continuous Threat Exposure Management, I led the research and design effort to build PlexTrac's CTEM product from the ground up.

Case Study 04

Streamline Security Testing: Exercises, Emulation & Efficient Execution

PlexTrac Cybersecurity Runbooks Design Systems

Redesigning the runbooks experience to support realistic adversary simulation and streamlined execution — making it faster for red teams to run tabletop exercises, emulate known threat actors, and track findings in one coherent flow.

Case Study 05

Scaling and Leading an Effective and Engaged Design Team

Design Leadership Team Building Design Ops

The story of building a world-class design team inside a hypergrowth cybersecurity startup — from solo IC to a 7-person team with a clear charter, embedded research, reduced UX debt, and a culture of continuous discovery.