<aside>

The Challenge

Document management B2B2C SaaS for the financial industry had no analytics and no clear differentiator against Google Drive or Dropbox.
Financial advisors spent 1-2 hours/day manually scanning and filing documents into client folders.
The mandate: find the growth unlock to justify the next round of funding.

Key problems

<aside>

Built a data-first roadmap priority system focused on post-signup success.
Integrated ML-powered document auto-classification into the onboarding flow, reducing friction and accelerating time-to-value.
Pushed for and shipped ML auto-filing — the feature that became the company's differentiator.
Led a 20+ person cross-functional team (engineers, designers, DevOps, product marketing, customer success).
Launched user research with financial advisors to mine insight, not opinion.
Tracked leading indicators (ML confidence scores, upload volume, unfiled folder size) to prove the model was learning before adoption numbers showed it.

In a regulated industry, a misfiled document is a legal problem. An unfiled document is just inconvenient.
I built a 95% confidence threshold into the ML model so we optimized for precision over recall.
My rule: "What's our fallback if this is wrong?" before any feature goes to pilot. </aside>

<aside>