SaaS
Enterprise SaaS asks design to make complex platforms useful inside active, high-pressure workflows. At Salesforce and OpenTable, that meant earning adoption by fitting products into how people already sell, manage, forecast, serve, and operate. These case studies cover shipped subscription products, process improvements, and recovery work.
Salesforce and OpenTable work created inside SaaS environments, including launched product capabilities, process improvements, and a struggling enterprise rollout I was brought in to recover.
I led design strategy for conversation intelligence inside Sales Cloud: recorded calls and meetings turned into comparable coaching signals (talk-to-listen ratio, competitor mentions, objection types), anchored to the CRM record.
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A three-week, design-led sprint I created to align executives on ambiguous bets. Sales, Service, and Commerce Clouds adopted it, and its first concept shipped as Pipeline Inspection.
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When COVID-19 pushed selling online, I turned our GM’s ask into a two-phase product: Meeting Studio as a standalone app first, then Meeting Digest inside Sales Cloud.
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I led the design side of a Salesforce advisory team that reset a struggling rollout, rebuilding Shaklee Connect around how distributors work.
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Moving OpenTable’s restaurant management tools off the in-restaurant kiosk and into the browser, so managers could run floorplans, reservations, and shifts from anywhere.
View case studyExploratory work arguing for where two SaaS platforms could go together once the acquisition closed.
With the Slack acquisition announced and every product leader asking what it meant for them, I led a four-person team to answer the question in pictures: a full deal-save narrative putting Slack at the center of the seller’s day.
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