Salesforce

Ranging from defining a vision to voicing the user’s needs during implementation, ensuring we are building transformational experiences by turning human insights into business impact. XD collaborates with new and existing Salesforce customers to create the right vision and approach to transform their business by leveraging the Salesforce platform. Our proven engagement model utilizes an experience-led, human-centered approach to redesigning processes and technology to deliver effective, engaging user experiences on Salesforce.

Telecommunications Client

    • As a Design Consultant, I focused on a broader set of design outputs and less on the details of a solution.

    • I used design thinking to work on more open-ended and/or consultative engagements and provide a holistic, less detailed execution of an ideal Salesforce experience.

    • For this particular client I was in charge of the design experience for their analytics in both Salesforce and Tableau.

    • Define a future-state vision and path forward early that uses a design approach and focuses on customer needs

    • Ensure users are set up for success and make the most out of the tools and technologies they need to use

    • Build the right customer experience first time around

    • Gain internal stakeholder alignment around the customer experience in order to drive confidence and quick decision making

    • Internal alignment around the future-state vision based on both business and user goals

    • Improved customer/employee experience

    • Streamlined processes and user flows based on customer needs and insights

    • Validated user experiences that scale built on a solid foundation that ensures success both near and long term

    • Faster speed to value

    • Expertly designed and technically feasible user experiences grounded in Salesforce Best Practices

Internal Efforts

  • Intern mentoring

  • Employee groups; LatinoForce, SoberForce, OutForce Carolinas

  • Aspiring Leaders Foundations Pathway

  • XD Team Success Initiative

  • Salesforce Designer Certification

  • Salesforce Admin Certification

  • Tableau Certification