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Multi-Product Experience / Portfolio Cohesion

A single, cohesive interface across large SaaS platforms and custom apps.

Role: Player-coach — led UX strategy and personally designed core flows, components, and UI. (Unifying Salesforce, SAP, Oracle, and internal tools into one streamlined experience.)

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The World Users Lived In

Before this work, consultants jumped across Salesforce, SAP/Oracle, risk tools, pricing apps, and custom systems just to move an engagement from selling → setup → delivery → close. Dozens of systems, hundreds of tasks, zero cohesion.

 

Users didn’t struggle because the systems were bad.

They struggled because nothing worked together.

 

Across 233 global territories, everyone described the same friction, proving this was not a system problem, but an experience orchestration problem.

Man at his Desk

MANAGER

I spend more time switching tools than working, very frustrating!

Portrait of a Beautiful Smiling Woman

DIRECTOR

I don’t care what system owns what. I just need to finish the task.

Young businessman

PARTNER

Every territory does this differently... no one knows the real process.

The real problem wasn’t integrations, it was presentation.

Users didn’t need a dozen systems with point to point integrations.

They needed one integrated presentation layer that connected everything and made the work make sense.

 

Guiding principle:

Right data. Right person. Right time. One interface.

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These voices directly shaped the research plan and workshops I planned and conducted next.

Research & Workshops

My role was part researcher, part facilitator, part designer.

 

I led and participated hands-on in:

  • 1:1 contextual interviews across territories

  • Quick-turn concept tests to validate UI ideas early

  • Remote and onsite co-creation workshops

  • Journey mapping sessions with product, engineering, and process leads

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These sessions uncovered where users really struggled, and informed the flows, wireframes, interaction patterns, and components I designed next.

Solution Design & Scaling

Exploring the Work Through Flows, Wireframes & Early Concepts

 

As a player-coach, I led the conceptual direction and designed the foundational flows and wireframes. These early explorations helped translate a fragmented multi-system workflow into a single, intuitive experience.

 

What I personally designed:

  • Opportunity → Engagement Setup → Delivery → Close end-to-end flow

  • Unified risk & independence micro-flows

  • Simplified multi-step wizards replacing 6+ system hops / system handoffs

  • New navigation & information architecture built around real user goals

  • Page layouts for platforms outside of interface (for deep linking experience)

  • Inline AI suggestions + contextual data patterns

  • Consistent and standardized error messaging

  • Early dashboard & individual task orchestration concepts

 

How I coached the team:

  • Modeled rapid whiteboard → wireframe loop sessions

  • Taught lightweight Lean UX hypothesis framing

  • Worked with designers to turn insights into clear interaction patterns

  • Co-created flows live with product owners and engineers

  • Conducted practice wide lunch-n-learns on topics like "outcomes over outputs" and Lean UX within SAFe

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Design System + Lean UX Centre of Excellence

 

To scale the experience beyond individual screens, I led and built the foundation of a consolidated Global Design System of Systems and the Lean UX Centre of Excellence (LUXCE). Both became baseline frameworks to the orchestration program and the wider SAFe transformation the company was also in the middle of in parallel with this work.

 

What I personally built:

  • Core Figma components, tokens, and patterns

  • A unified visual language consistent across Salesforce, SAP, Oracle, and custom apps

  • Interaction patterns for tasks, forms, tables, wizards, validation states, and AI assist

  • Documentation for boilerplates, behaviors, edge cases, and accessibility

 

What I coached and led:

  • Designed and launched the LUXCE, defining standards for:

    • ResearchOps

    • DesignOps

    • Nomenclature & content governance

    • Usability testing in QA cycles

    • UX measurement & analytics tagging

    • Cadence and communication for cross-functional work

  • Mentored product owners & designers in Lean UX and continuous discovery standards

  • Partnered with DevOps on seamless design → build workflows (included frontend engineers in the LUXCE as well for tight collaboration / integration in Agile)

  • Taught teams how to apply the design system to actual delivery

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luxce map.png
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What We Delivered + The Impact

Hands-on execution, outcome-focused, user-validated

 

I also led the high-fidelity UI and interaction design for the unified orchestration experience, translating our flows and design system into production-ready screens. The examples below show the unified workspace, guided workflows, and engagement dashboards used across 233 territories.

 

The unified interface enabled:

  • Daily tasks completed directly in one interface instead of individual silo'd system experiences

  • Deep links into Salesforce, SAP/Oracle, and risk tools only when truly necessary

  • Context-preserved navigation and clearer handoffs between teams and systems

  • A cross-system orchestration layer that finally felt like one product to users

70%

faster completion across key workflows

90%

increase in reported user satisfaction and confidence

35%

reduction in user errors and rework

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