Skip to main content
Case Studies

Real work. Real outcomes.

From Salesforce platform redesigns to AI-powered relationship management — here's how we've helped enterprise teams, consulting firms, and technology companies close the gap between their solutions and their users.

iPhone screens showing Salesforce Tableau Pulse mobile sales intelligence app — Today's Pulse KPI summary, Buying Patterns trend chart with $10.7M metric, and AI-driven insight discovery with natural language queries for a global professional services firm
SalesforceMobile UXData-Driven Design

Mobile Sales Intelligence for a Global Professional Services Firm

Designed a mobile-first sales intelligence experience on Tableau Pulse for 330,000 global Salesforce users — delivering real-time KPI alerts without requiring a dashboard login.

2–3 weeks
Global professional services
View Case Study
MacBook Air showing the Persuasion Engine for Business Development — an AI-powered B2B SaaS platform homepage with a hero headline 'The Persuasion Engine for Business Development,' feature icons for networking scripts and elevator pitches, and a dark imagery section promoting rapid results for independent consultants
AI-Enhanced DesignConversational UXProduct Design

AI-Powered Platform for Independent Consultants and Fractional Leaders

Designed a conversational AI platform that transforms an independent consultant's thinking into client-ready messaging, proposals, and collateral — from a single conversation.

Ongoing
B2B SaaS / Professional Services Platform
View Case Study
MacBook Pro displaying SmartBanking.AI loan pricing scenario interface — showing the Alvarez, Nguyen and Barry Group client account with $81K revenue, revolving credit and term loan configuration fields, advanced risk parameters, and an AI-generated target pricing calculation with cost-of-funding breakdown and price realization chart
AI-Enhanced DesignEnterprise UXFinancial Services

AI-Powered Relationship Management for a Regional Commercial Bank

Designed an AI-powered relationship manager dashboard for a regional bank — surfacing client signals, loan pricing simulations, and prioritized opportunities in 3 weeks.

3 weeks (excluding audit)
Commercial banking
View Case Study
Two iPad tablets side by side showing a redesigned Salesforce Sales Cloud console — the left screen displays the SF Home dashboard with relationship goals, upcoming opportunities, pipeline by account, and today's events; the right screen shows the My Performance view with $820K in sales, 8.8% win rate donut chart, closed won and closed lost reason analysis, and a detailed opportunity table
SalesforceSales CloudEnterprise UX

Salesforce Sales Console Redesign for a Global Professional Services Firm

Redesigned the Salesforce Sales Console for 330,000 users across a global professional services firm — driving +25% adoption and −13% support ticket volume.

9 months
Global professional services
View Case Study
Onboarding 2.0 Application Diagram showing a Unily-based enterprise onboarding architecture — a complex decision tree and happy-path user flow covering technology needs, SSO integrations, and role-based content routing, alongside conceptual mobile screens of an onboarding progress dashboard with 26 tasks at 84% complete, notifications, and a world map showing teammate locations
Employee ExperienceUX ResearchEnterprise Design

Global Onboarding Strategy for a Pharmaceutical and MedTech Enterprise

Led a 10-week UX research initiative for a pharma and MedTech enterprise — synthesizing 167 survey responses into a modular onboarding blueprint for 130,000+ employees.

10 weeks
Pharmaceutical and medical technology
View Case Study
MacBook Pro showing an Explore Datasets self-service data marketplace — a dark-themed interface with a search bar, country and sort-by filters, practice area and data bundle checkboxes, and a grid of data product cards including a $40,000 Premium Bundle, a Persostack product, and a $2,000 Premium Data Feed, each with colorful abstract dataset preview images and Add to Cart actions
Product DesignUX ResearchDigital Product Strategy

Data Asset Marketplace UX for a Global Strategy Consulting Firm

Designed a self-service data marketplace for a global consulting firm — driving 17% increase in data license monetization with a validated prototype in 2 weeks.

4 months
Management consulting / data services
View Case Study
Modular Blueprint strategic artifact for a global bicycle OEM digital experience — a large-format grid mapping six capability areas (Product Discovery, Compatibility & Catalog Navigation, Support & Education, Commerce & Ordering, Field Enablement, Brand Expression & Marketing) across current and future state rows, with six guiding principles including Compatibility as a Core Service, Unified Ecosystem and Flexibility, and Data-Driven Personalization
Service DesignDigital StrategyUX Research

Experience Strategy and B2B Portal Modernization for a Global Bicycle OEM

Led experience strategy and service design for a global bicycle OEM — aligning B2B, D2C, and service channels through 26 interviews and a unified strategic roadmap.

10 weeks
Consumer hardware / global bicycle components manufacturing
View Case Study
MacBook Air showing a redesigned enterprise customer center portal — a dark-themed homepage with a full-bleed industrial machinery hero image, headline 'Knowledge to Unlock Your Potential,' Join Now and Log In CTAs, a notification banner, and three feature icons for Knowledge & Documentation, Your Customer Account, and Peer to Peer Collaboration, designed for global distributor and partner self-service
Salesforce Experience CloudPortal UX DesignInformation Architecture

Salesforce Experience Cloud Portal for a Global Aerospace and Engineering Firm

Redesigned a Salesforce Experience Cloud portal for a global aerospace firm — driving 35% engagement improvement and 19% reduction in support cases.

6 weeks
Aerospace and precision engineering
View Case Study
Marketing Campaign Journey map for a Salesforce Marketing Cloud campaign — a multi-column flow diagram showing the full campaign architecture from initial email send through user survey responses, conditional 'Thank You' email branching for Small Business and Mid-Market segments, dynamic landing pages, and survey close logic, with annotated desktop and mobile email mockups illustrating personalized content and A/B subject line testing
Salesforce Marketing CloudCampaign DesignRapid Prototyping

Salesforce Marketing Cloud Campaign for Rapid Growth

Designed and launched a Salesforce Marketing Cloud campaign in 3 weeks — achieving a 71× increase in response rate with a reusable marketing framework.

3 weeks
B2B SaaS / technology services
View Case Study
See Yourself Here?

Let's build your next case study.

Whether you're redesigning an enterprise platform, launching an AI-powered product, or modernizing a customer portal — we'd love to hear what you're working on.

Book a Strategy Call →