Multi-Product
Experience Cohesion

A unified experience spanning the full consultant engagement lifecycle.

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The World We Inherited

The Problem Behind the Problem:

Before this work, consultants navigated Salesforce, SAP, Oracle, risk tools, planning systems, pricing apps, and custom workflows just to complete their goals for a single opportunity / engagement.

Hundreds of tasks lived in siloed systems, yet users only cared about four things:

Sell the work
Set up the work
Do the work
Close the work

Users didn’t struggle because the systems were bad, they struggled because nothing worked together based on what they're actually trying to do.

The Moment of Truth:

Nearly everyone we talked to representing 233 global territories described the same friction.

It was the first sign this was an enterprise-scale design problem, not a system problem.

MANAGER

I spend more time navigating systems than doing the work.

DIRECTOR

Five tools open just to understand one engagement.

PARTNER

Our process is slow because our systems don’t work together.

The Real Problem:

Leaders focused on integrations and backend complexity. But research revealed a different truth...

Users didn’t need more system enhancements and functionality, they needed a single interface that orchestrated the stuff they already had!

The Guiding Principle Was Born:

“The user shouldn’t need to know which system owns what. They should just complete the task.”

This became the north star.

Designing at Enterprise Scale

Lean UX + ResearchOps + Co-Creation:

We built design momentum while doing research, essential in a global, multi-product environment.

We used:

Lean UX loops
Rapid prototyping
Territory-specific testing
Enterprise journey mapping
Co-creation with product owners, engineers, and consultants
Visual Design Systems

This shifted teams from:

“Make Salesforce/SAP/Oracle easier” to “Make work flow around the user... not the system.”

A Lean UX Center of Excellence (LUXCE) became the operating system for design governance, user research, nomenclature standards, and UX measurement across multiple scaled agile teams (SAFe ARTs).