OPERATIONAL PLANNING & OPTIMIZATION
Better Decisions for
Complex Operations.
I help organizations make better decisions about workforce, capacity, supply, service, and cost using forecasting, optimization, simulation, analytics, and practical AI.
Boston-based · Working with organizations in the U.S. and internationally
HOW WE THINK
Understand deeply. Solve simply.
Good analytical work starts with understanding the business well enough to know what matters—and what can safely be left out.
Understand
Baseline
Test
Refine
Add complexity only when it changes the decision.
THE DECISIONS THAT MATTER
Complex operations create hard tradeoffs.
Where should we add—or remove—capacity?
What product or service mix creates the most value?
Are we sized correctly for the service level we promise?
What does an AI productivity gain actually save?
Where is capacity being lost to process inefficiency?
How should scarce skills be deployed across competing demand?
Different questions. Same underlying problem: uncertain demand, constrained resources, service requirements, and competing economic objectives.
DEMAND
CAPACITY
RESOURCES
SERVICE
COST & RISK
DECISION
SERVICES
From planning problem to practical decision.
I work across three closely related areas, combining business understanding with the analytical depth needed to solve difficult planning and operational problems.
HOW I WORK
Solve the essential problem first.
Understand
Learn the process, data, constraints, and decision.
Baseline
Build the simplest model that captures what matters.
Test
Check assumptions, sanity-check results, expose tradeoffs.
Refine
Add complexity only when it materially changes the decision.
“The simplest model that gets the decision right is often the best model.”
DECISION LABS
Business questions first. Models second.
Representative planning problems explored with transparent assumptions, synthetic data, and independently developed analytical models.
Decision Labs are analytical demonstrations, not descriptions of confidential work performed for any particular organization.
Contact Center & Workforce Planning
Are we sized correctly—and what changes when AI, flexibility, or skill constraints enter the system?
FEATURED PROBLEMS · Scale & staffing · AI workforce impact · Blended capacity · Multi-skill workforce · Forecast uncertainty
Explore the Lab
CASES
REVIEW
SPECIALIST
COMPLETE
Healthcare & Service Operations
How should capacity flow through operations with multiple stages and scarce specialist resources?
FEATURED PROBLEMS · Workflow bottlenecks · Upstream/downstream capacity · Prioritization · Backlog · Specialist allocation
Explore the Lab
Supply Chain Planning & Optimization
How should limited inventory and capacity be allocated when cost and service compete?
FEATURED PROBLEMS · Network allocation · Inventory · Capacity · Facility decisions · Disruption scenarios
Explore the Lab
Pricing & Commercial Analytics
How much value is actually being created by a pricing or promotional decision?
FEATURED PROBLEMS · Product mix · Promotion economics · Cannibalization · Dynamic pricing · Elasticity
Explore the Lab
INSIGHTS
Ideas for better operational decisions.
Practical perspectives on planning, optimization, analytics, and AI—focused on what changes the decision in the real world.
ANALYTICS & LEADERSHIP
What Makes a Great Data Scientist? It’s Usually Not the Model
The most valuable analytical skill is often recognizing what problem the business is actually trying to solve.
Read the article
ANALYTICS & LEADERSHIP
The Most Underrated Analytics Skill: Recognizing the Problem You Already Know How to Solve
A workforce-planning problem may actually be a supply-chain problem. The hardest analytical step is often recognizing the structure hidden beneath the business language.
Read the article
DECISION LAB · CONTACT CENTER & CAPACITY
What Does AI Actually Save in a Contact Center?
Explore how automation, workload, service requirements, intraday demand, and shift structure translate into actual workforce requirements.
Read the article
Explore All Insights

ABOUT
Executive perspective. Analytical depth.
Ph.D. in Supply Chain & Operations Management
Executive strategy, powered by operations research.
About Bo