This was a 6-week long project to craft a user experience vision for Salesforce business automation. The project included formative research and validation of the vision as well as rigorous design work. The team's primary focus was the existing workflows and approvals products. This research and vision helped fund a 3-release and 3-4 scrum team effort to rethink and redesign business process automation in Salesforce by creating a unified experience for Workflows, Quick Actions, Approvals and Flow.

Scale of Project: Large

Role on Project: Manager and Creative Director

Team: 5 designers and 1 user researcher

Deliverables Provided: Executive Presentation & a Prototype

“I like it. What I see here is consistent with what  some of the best technology companies - cloud or otherwise - are doing.”

Jake Ferris, Salesforce Admin