“Although Leo was brought onto the team to primarily focused on completing deliverables for the Customer Experience workstream, I found Leo to remain flexible in collaborating and consolidating information across the entire 9 workstream engagement. This engagement was highly complex and challenging, requiring the team to work long days and weekends. I always found Leo to be accommodating to ensure work products were completed on time, while meeting client/EY expectations. Leo was always willing to voice his opinion and share insights to minimize churn while also showing confidence in engaging and challenging leadership to ensure deliverables were completed with a high level of accuracy and thoughtfulness.

Leo was also someone the team approached when situations became stressful. Leo's ability to remain enthusiastic and focused in completing multiple tasks helped the team navigate through the stress. I commend Leo for his ability to complete varying tasks for a variety of senior managers on this engagement, having different styles and skill sets. Leo was highly proficient in completing any and all deliverables throughout the project. Leo would often assume responsibility for extremely complex cross-workstream deliverables that spanned the entirety of the engagement, while also maintaining focus on his key area of responsibility (Cx). Leo was always proactive in his approach, thoughtful in his follow up, and consistent in his delivery of highly successful thought-provoking deliverables which directly contributed to the overall project's success in meeting the client’s expectations. Leo's contributions have resulted in a highly successful set of work products that enabled EY to sign the next phase of work for $10M.”

“This was a very high-profile assignment for senior executives at an extremely important client that was going through a massive organization-wide transaction during the time of the engagement. Throughout it Leo had a very positive, enthusiastic attitude and was an exceptionally fast learner. Leo displays wonderful instincts around storytelling and design which truly differentiates him from his peer set. He is capable of engaging with the highest levels of clients, and on this engagement, he had the opportunity to engage and collaborate with the Chief Growth Officer who reported directly to the CEO as well as with her direct reports who managed the organization’s Digital/Omnichannel/Marketing Excellence strategic initiatives. Leo has a wonderful outlook on engagements and works incredibly fast towards the goal while producing exceptional work. I encourage him to continue maintaining his high levels of output and speed at all times since he does set the bar high.”

“Leo has been an invaluable resource to the client and engagement team and as usual has gone above and beyond to successfully deliver and maintain our client relationships. He is highly communicative with both the client and the team and ensures everyone is informed about the progress being made on the project. This project has gone through several unexpected changes however Leo has consistently brought the team together and kept morale high through his positive attitude and his creative solution designs. He proactively calls out risks as they show up and often takes the necessary actions to mitigate them early. An example of this was for instance, during the early stage of the project, we had over 300+ business requirements and were struggling to find an additional Gainsight developer resource to support the team. With this, Leo stepped out of his more ‘typical’ managerial role and took it upon himself to learn the software to help configure and close out Jira tickets to ensure the team was able to meet our deadlines and milestones on time.”

“Leo was brought back onto this engagement at the direct request of the Chief of Staff (who had a reputation for being difficult to deal with) to lead the design and implementation of  a change management program to support the client’s ongoing Salesforce Optimization initiative (Salesforce CRM and CP.) Leo had previously supported this client with their optimization efforts prior and then moved on to other engagements, however, was requested by name to return and lead the extension that was sold. It was a very time intensive 6-week engagement due to their upcoming go-live and Leo led the effort fairly autonomously working directly with the client to develop and execute persona driven communication strategies and training reference materials / videos. Leo was able to deliver the change strategy ahead of the client’s go-live and did a great job managing this difficult stakeholder and his expectations, even receiving a letter of appreciation from him at the end of the project. The client specifically called out his high quality set of work products and how he was incredibly helpful and proactive. This project overall was seen as the client’s largest and most complex IT initiatives they have ever done and it is seen as a complete success in no small part to Leo’s efforts.”

“Since departing the engagement, Leo is still held in high regards and recognized as the anchor of our workstream by client stakeholders and colleagues alike. He was a vital team member in his role as SCRUM Master and Functional Lead / Delivery Manager overseeing a team of 9 onshore and offshore developers. In addition to his SCRUM duties Leo also conducted strategic demos which allowed us to achieve a major project milestone of development complete. Thanks to Leo's relentless efforts to address outstanding concerns from the client’s engineering and business leads we achieved delivering the MVP requirements on-time. His work quality received great feedback from our client leadership, and I'm always impressed with Leo's ability to go above and beyond to overdeliver in an effort to keep our client stakeholders satisfied with minimal oversight from me. He has 100% trust of me and other project leads to perform what is needed given the complexity of this project. Due to the quality of our work and the relationships we've built we've secured a $3.8M extension which speaks volume to the team that Leo has managed.
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As we continue to grow and develop the account, Leo has offered to jump into a new process lead role that will be responsible for defining future state processes for the remaining business units and client product offerings that will transition into this program within the next 2 years. I am confident Leo will be able to manage this switch well and look forward to him leading the next phase of this project.”

“Leo was responsible for driving the External Trends Research workstream by himself for an RFP Process Optimization engagement. This was a specifically difficult topic as there was not a lot of easily available data to leverage. Despite that, Leo was able to pull together a very strong Point of View deck and was able to deliver it on-time. The RFP Process Optimization project was a high burn 5-week assessment that required the team to work long hours including some weekend work. The team delivered an impressive assessment document and Leo was instrumental in delivering that. Leo also stepped up in the week prior to our executive readout after being place on a new project to manage the multiple iterations being requested of the readout deck while balancing work for another client. The client acknowledged that EY exceeded their expectations and overdelivered on this engagement.”