The Optiv brand faced a disconnect after rebranding during major mergers. Marketing collateral and how it appeared to the client were disjointed. The pre-sales organization was using out-of-date templates and splintering Optiv's brand in the market. I connected cross-functional teams to identify the problem and build a business case for a tool I thought could be the perfect solution: Templafy. A single platform to automate the creation of on-brand, compliant documents, client presentations, and business proposals that reduce business risk, save time for sellers, and uphold Optiv’s brand reputation.
Keynote presentation at 'Templafy Talks' in NYC. Safeguarding Your Brand, 2024.
Over the course of two years, I led the integration of Templafy across the business, the development of all client-facing templates, and brand resources. Moving our proposal and presentation process from disjointed interfaces to a single tool. I stood up a global team to manage day-to-day operations, 5k+ assets, and 500 users. I ran company-wide trainings that improved storytelling and client trust by moving the brand from "chaos" to a unified presence. An Optiv-led Werk Study found that Optiv is now 100% trusted by CISOs and cybersecurity decision-makers—the most-trusted brand among its key competitors (2024 Werk Insight Survey).
