Engagements
Two flexible ways of working, based on your team's needs.
Engagements are designed for teams inside regulated and enterprise organizations navigating complexity — both in content and in the tasks that need to get done. Most start with a single defined piece of work, and the relationship grows from there.
Engagement type 01
Embedded UX & Experience Design Lead
For agencies and in-house pharma, healthcare, and enterprise teams that need senior UX, actionable engagement strategy, IA, and content strategy leadership inside active work. I work directly with creative directors, account leads, copywriters, visual designers, and engineering partners on real tactics, campaigns, platforms, sites, apps, and sales tools.
What's included
- Site architecture, wireframes, prototypes, and high-fidelity mockups
- Content frameworks, taxonomy, and IA documentation
- Regulatory-ready flows designed to survive RC, MLR, and FDA review
- Design system contributions and brand-template work
- Cross-functional partnership with copy, creative, account, regulatory, dev, and offshore teams
- Workshop facilitation and stakeholder alignment when the room needs it
When this works
- An agency needs senior UX leadership inside a brand program or pitch
- An in-house team needs senior contractor depth without making a full-time hire
- A multi-brand portfolio needs someone who can navigate regulatory complexity
- A project is mid-flight and needs experience leadership to land the work
- You want a senior partner who can work alongside your offshore or vendor teams
Engagements scope by program, duration, and team integration. Day, weekly, and project rates available. Let's talk through what your team actually needs.
Book a Strategy CallEngagement type 02
Strategic Advisory
For VPs, Directors, and senior leaders inside pharma, healthcare, financial services, and enterprise teams who need senior strategic, design, and systems counsel without a full-time hire.
Strategic Snapshot
Focused problem solving and options for a single, well-scoped problem. Single deliverable.
Stakeholder interviews, document and artifact review, focused diagnostic, single actionable deliverable.
A multi-quarter program has stalled and leadership needs an honest read. A new leader has inherited a team and needs a current-state assessment. A decision, deadline, or review is approaching and you need senior input to guide the team to ship on time and within budget.
Engagement Sprint
Positive forward movement. Defined problem, clear outcome, decision-ready deliverables.
Up to 10 stakeholder interviews (human + synthetic), document content review, competitive context where relevant, prioritized flexible roadmap, executive presentation, one to two follow-up reviews.
An AI initiative needs to be defined and gotten into production. A redesign or platform consolidation is hard to use and over budget. A multi-brand program needs a governance reset. An organization needs a vendor-agnostic view of AI opportunities and design actions that can actually move revenue.
Strategic Advisory Retainer
Monthly partnership for ongoing decision-side counsel. Built for leaders who want a senior thinking partner over time.
Working sessions, async document and decision review, Slack or email access for fast decisions between sessions, quarterly strategic alignment review.
A multi-quarter initiative needs ongoing senior input. A leadership team wants a thinking partner who's seen this kind of work succeed and fail at scale.
AI Opportunity Diagnostic
A short, multi-week engagement that assesses where AI could fit in your team's workflows and the efficacy of operations. Vendor-agnostic. Output is a prioritized roadmap, not a vendor list.
Stakeholder interviews, process mapping, data and workflow review, identification of high-leverage AI opportunities, identification of places AI shouldn't go yet, prioritized roadmap with clear next actions.
You're being pitched on AI tools and don't know which to trust. You have an AI initiative stuck in pilot. You want to understand where your team is actually ready for AI integration — and where the foundation needs work first.
Engagements scope to duration and scope. Let's talk through what your team actually needs.
What I focus on across engagements
Every engagement runs through three lenses. They're not separate practices — they're how I look at any complex experience problem.
Pillar 1 — Regulatory
Healthcare and financial product teams operate under real constraints: fixed regulatory deadlines, multiple rounds of legal and medical review, complex scientific content, and development windows that cannot be missed. Speed matters. Trust matters more. I help teams design UX and CX systems that meet business goals while respecting FDA, RC, MLR, and financial compliance — without losing clarity, accessibility, or time to market.
Pillar 2 — Interfaces
New technology doesn't create adoption. Clarity does. I help teams design modern interfaces — AI tools, conversational systems, QR activations, mobile wallet integrations, sales funnels, multi-touchpoint experiences — in ways that feel intuitive, trusted, and grounded in real behavior. Users don't care about novelty. They care about getting what they need and moving on with the rest of their life.
Pillar 3 — Systems
Enterprise systems fail quietly. They fragment over time. Each team builds its own version. I help teams design — and govern — systems that scale across brands, teams, and product lines. The work is half architecture, half organizational design. A system only works if the people maintaining it can actually use it.
How an engagement starts
Strategy Call (free, 30 minutes)
Virtual. We talk through what's stuck and what success looks like. No pitch. If there's not a fit, I'll tell you and try to point you to possible solutions or partners.
Scoping conversation
If the strategy call goes well, a longer conversation with the relevant stakeholders to understand scope, timing, and constraints. This is where I'll ask the questions that make the engagement actually work.
Statement of Work
The brief or SOW with scope, deliverables, timing, and pricing. Can also be written for your marketing team if I'm serving as an adviser to procurement.
Quarterly data and actions check-in
Most engagements evolve. Every 90 days we step back, review what's working, and adjust based on current goals and metrics. Some stay the same shape for years. Others shift as the business shifts. The relationship matters more than the SOW.
Many engagements move from first call to signed SOW in 2–3 weeks.
Frequently asked
Operational questions that come up most often after the first call. For the discovery-level questions about AI UX, the Capizzi Process, and how strategic design partners differ from agencies, see the FAQ.
How do you structure engagements?
Engagements are scoped as retainers, fixed-scope sprints, or outcome-based bounties. Hourly is reserved for short advisory check-ins with existing clients. Most engagements start with a 30-minute fit call to determine the right model.
Can engagements scale up or down?
Yes. Retainers flex monthly with notice. Sprints and snapshots are fixed scope.
Do you work with agency partners?
Yes. I work directly with brands and embed as senior experience leadership inside agency engagements when the client is regulated, enterprise, or AI-heavy and the agency team needs a senior voice in the room.
How is this different from hiring a full-time VP of Design?
A full-time VP runs the team day-to-day and owns the org. I work alongside leadership on the specific decisions and systems where senior input changes the outcome — strategy, AI integration, regulated launches, design system inflection points. Different jobs, different rhythms, often complementary.
Are you available for full-time roles?
Currently leading UX strategy at Razorfish (Publicis) on Pfizer brands. Open to senior Director, VP, or Head of Design roles for the right mandate, and to selected embedded and advisory engagements in parallel.
Do you travel for workshops or onsite work?
Yes. Virtual delivery is included; onsite delivery bills travel at cost.
How do I know if we're a fit?
The first 30-minute call is free and structured to answer exactly that. If the work is not a fit, I'll say so and point you to someone better suited. If it is, you'll leave the call with a clear sense of scope, timeline, and what the next step looks like.
Tell me what's stuck.
30 minutes. No pitch. We figure out together if there's a fit.
Book a Strategy Call