Project Overview

Salesforce partnered with AT&T Business to fully transform their B2B sales website, user interface, customer journeys, & backend infrastructure.

• Salesforce’s largest transformation project

• Distilled dozens of disparate systems down to just three

• Over 250 members across Salesforce & AT&T were dedicated to this transformation

As Lead User Experience Designer, I led end-to-end customer discovery, design & strategy for key flows in the sales process. For 13 months, I concurrently supported design efforts across multiple work streams, conducted & moderated user research sessions, & designed customer journeys, user flows, wireframes, high-fidelity mockups, & prototypes. Features include the full sales flow, including product configuration, proposal creation, contract creations, credit check, & post-order activities.

My Impact

• Optimized Salesforce’s largest transformation project by consolidating hundreds of legacy systems into just three

• Empowered future designers by creating SLDS-based project templates for interfaces, interactions, & user flows

How I got there

• By fostering strong collaboration with over 250 cross-functional team members

• By designing solutions for complex challenges while leveraging Salesforce & UX best practices

• By identifying pain points & opportunities via moderated customer & stakeholder research sessions

• By translating findings from customer research into user requirements & innovative product solutions

• By concurrently supporting design for multiple work streams in a Scaled Agile for Enterprise (SAFe) environment

• By designing end-to-end workflows, user task analysis, interaction diagrams, wireframes, high-fidelity mock-ups, navigational flows, prototypes, & designed for desktop and mobile

• By designing features and interactions for product configuration, shopping cart, proposal, contract, & eSignature screens using Salesforce Configure, Price Quote (CPQ)