I help organizations identify hidden patterns, create practical frameworks, and build scalable systems that improve decision-making, customer outcomes, and operational performance.
Over the past two decades I’ve worked across product, operations, customer success, consulting, analytics, and organizational transformation. My work increasingly focuses on helping teams use customer intelligence, business systems, and AI to create measurable business value.





Ideated and created a custom Business Success Framework that isolated accessible, relevant KPIs for the most common initial use cases and outlined iterative steps using logical use case pathways with bundled KPIs and expanding, additive ROI over time. Trained and deployed across a global Customer Success team for strategic planning and value story-telling.

Planned and built a proprietary, multi-data source BI scoring model deployed across an entire SaaS organization addressing every aspect of a customer’s engagement, from financials, e-learning, services and platform utilization. Used in trending and health analysis for M&A, quarterly assessments and comparisons across verticals, regions, tenures, size, revenue and use cases.

Coordinated and facilitated an off-site, multi-day workshop with C-suite and senior leaders from Engineering, Product and Customer teams to share and explain their view of the top issues affecting customers. All non-C-suite team members voted across the issues using a points-system and special task forces were formed to address the top issues.

Examined all available product usage metrics and constructed a non-technical visual data relationship model showing cross-departmental interdependencies and opportunities. Expanded the data model with custom measures to pinpoint specific value-driving product features. Created thematic BI dashboards showing trends over time for individual and groups of customers.

Analyzed common feature communication go-to-market use cases and consolidated into standardized planning and release templates with timeframes, dependencies and cross-functional assignees. Enabled Product Managers to quickly create and launch new feature release plans and executives to track the critical milestones across all features in development via a centralized dashboard.

Developed a Journey Orchestration terminology and concept map to translate the pioneering vision of a leading JO SaaS vendor into the more common mindset of B2B brands at the time, while also showing evolutionary paths the vendor could use to educate and enable brands to move from their current thinking toward more effective, transformative customer engagement.
Whether you’re navigating growth, operational complexity, customer intelligence challenges, analytics modernization, or AI adoption, I’d be happy to discuss your goals and explore potential solutions together.
Mag Phelan
Customer Success Executive