The practice
Built for decisions
that hold up.
Portfolia AI Advisory was built to help leadership teams make platform decisions that hold up — commercially, operationally, and over time.
My background spans enterprise software leadership, customer success, and operating roles across organisations including IBM, Adobe, Software AG, Dynatrace, and Telstra.
Over time, I saw the same pattern repeat: important software decisions were often shaped by process momentum, internal noise, or vendor theater rather than disciplined judgment. That is the gap this practice is designed to close.
What I bring
- Operator experience across enterprise software environments
- Commercial and post-sale leadership perspective
- Hands-on experience with evaluation, adoption, and customer value
- A practical bias toward evidence over theater
How I work
This is a principal-led advisory practice. Clients work directly with me on decisions that matter.
The work is structured, commercially grounded, and designed to hold up in the real operating environment.
Buyer-side diligence is the primary focus. Fractional CCO work is selective and conflict-screened.
Speaker, moderator, and advisor across customer growth, enterprise infrastructure and SaaS software diligence, and Customer Success leadership conversations.
Experience Shaped Across
The perspective behind this practice was shaped inside global software and technology companies.
IBM · Adobe · Software AG · Dynatrace · Telstra
Recognition
Top 24 Customer Success Leaders, 2024
Professional Foundations
Top 24 CS Leaders (2024)
Recognized by Customer Success Collective — Top 24 Customer Success Leaders (2024) list. 100,000+ member global community.
Source →
Recurring speaker (Sydney)
Invited speaker across multiple years at Customer Success Summit, Sydney — scaling CS with data signals in complex, multi-product environments.
Event →
CSC — CS School guest
Customer Success Collective — CS School podcast — How CS strengthens GTM to lift net revenue retention.
Listen →
Featured Spotlight — Swissmen
Featured for a Responsible AI insight: quality data at scale, governance that enables velocity, trust-led adoption, and commercial alignment to measurable returns.
Listen →
CSM Practice — Podcast guest
"Elevating Net Retention Rate with Capability Adoption Scores" — adoption scoring, telemetry-driven engagement, and CS-GTM alignment to reduce churn and lift net retention.
Listen →Beyond client work
Founder-led community + a bit personal.
Customer Success Collective Sydney
For the past four years, I've been hosting the CSC Sydney chapter — quarterly meetups to connect CS leaders and professionals, bring them closer, and strengthen the community.
Badminton — Player & Mentor
Former sub-junior national-level player (India). Over the last 15+ years, I've been mentoring and developing players at local Australian badminton academies.
