Real work. Real outcomes.
The organizations are different sizes. The problems are familiar: disconnected systems, manual handoffs, and tools people work around. Here's how we've helped teams map what was happening and plan what to fix first.
SF Commerce CloudService DesignExperience Strategy and B2B Portal Modernization for a Global Bicycle OEM
Sound familiar? “Our digital tools grew one at a time, and no single team owns the whole picture.”
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.
Global Onboarding Strategy for a Pharmaceutical and MedTech Enterprise
Sound familiar? “New hires spend their first weeks chasing access and hunting for information.”
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.
SalesforceMobile UXData-Driven DesignMobile Sales Intelligence for a Global Professional Services Firm
Sound familiar? “Our people need the numbers between meetings, and the data is stuck behind dashboards.”
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.
AI-Powered Platform for Independent Consultants and Fractional Leaders
Sound familiar? “We rewrite the same messaging from scratch for every new opportunity.”
Designed a conversational AI platform that transforms an independent consultant's thinking into client-ready messaging, proposals, and collateral — from a single conversation.
SalesforceSales CloudEnterprise UXSalesforce Sales Console Redesign for a Global Professional Services Firm
Sound familiar? “Our CRM has been customized so many times that people avoid using it.”
Redesigned the Salesforce Sales Console for 330,000 users across a global professional services firm — driving +25% adoption and −13% support ticket volume.
AI-Powered Relationship Management for a Regional Commercial Bank
Sound familiar? “Our team spends more time pulling data from different systems than talking to clients.”
Designed an AI-powered relationship manager dashboard for a regional bank — surfacing client signals, loan pricing simulations, and prioritized opportunities in 3 weeks.
Salesforce Marketing CloudCampaign DesignRapid PrototypingSalesforce Marketing Cloud Campaign for Rapid Growth
Sound familiar? “Approvals stall, the data we need is hard to reach, and campaigns barely get a response.”
Designed and launched a Salesforce Marketing Cloud campaign in 3 weeks — raising campaign response from roughly 0.2% to about 14% — with a reusable marketing framework.
Salesforce Experience CloudPortal UX DesignSalesforce Experience Cloud Portal for a Global Aerospace and Engineering Firm
Sound familiar? “Partners can't find what they need, so they call support instead.”
Redesigned a Salesforce Experience Cloud portal for a global aerospace firm — driving 35% engagement improvement and 19% reduction in support cases.
Data Asset Marketplace UX for a Global Strategy Consulting Firm
Sound familiar? “We're paying for data our teams don't use.”
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.
Common questions
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