From Problem to Platform. Design-Led Innovation.
I lead design initiatives that transform complex enterprise challenges into unified, intuitive platforms. Through design thinking, AI prototyping, and continuous customer validation, I've unified multiple products into cohesive experiences.
10+
Products Unified
87%
Faster Workflows
100K+
Enterprise Users
Selected Work
Design Leadership Portfolio
Case studies demonstrating the journey from problem discovery to delivered solutions across enterprise commerce and contract lifecycle management.
Platform Unification
Merging disparate products into cohesive experiences
Data Visualization
Making complex data accessible and actionable
Enterprise Security
Designing for compliance and governance
AI Integration
Leveraging AI for smarter workflows
Conga Sign
Reimagining Enterprise E-Signature Through User-Centered Design
A comprehensive UX design narrative showcasing how design thinking methodology transformed the Sign product from concept to market-leading solution.
87%
Faster Turnaround
4.8/5
User Satisfaction
100K+
Enterprise Users
Meet the User: Sarah Chen
Sales Operations Manager
Enterprise Tech Corp
Pain Points
- Managing 100+ contracts monthly across multiple stakeholders
- Tracking signature status across disconnected systems
- Ensuring compliance with varying authentication requirements
- Reducing contract turnaround time from days to hours
Goals
- Streamline the entire signature workflow
- Have visibility into all transactions at a glance
- Easily manage recipients and signing order
- Ensure secure, compliant document signing
Design Thinking Journey
Understanding the pain of fragmented signature workflows
- Users spent 40% of time tracking signature status across emails
- Multiple authentication methods created confusion
- Legal teams needed audit trails but couldn't access them easily
Transaction Dashboard - Central hub for tracking all signature activities
Crystallizing the problem into actionable design challenges
- HMW create a unified view of all transactions?
- HMW simplify multi-party signing workflows?
- HMW ensure compliance without adding friction?
Transaction Detail View - Complete visibility into recipient status and documents
Generating innovative solutions through rapid prototyping
- Wizard-based flow for transaction creation
- Drag-and-drop document and tag management
- Smart recipient management with role-based authentication
Document Selection - Intuitive drag-and-drop document management
Building interactive prototypes with AI-assisted design
- Created high-fidelity prototypes in Figma
- Used AI to generate multiple layout variations
- Tested 3 different tagging interfaces before finalizing
Document Tagging - Advanced signature field placement with properties panel
Validating designs with real users and iterating
- Conducted 25+ usability sessions with enterprise users
- Iterated on recipient management 4 times based on feedback
- Reduced task completion time by 60% through testing
Add Recipients - Streamlined multi-signer management interface
Delivering the polished signing experience
- Launched to 100K+ enterprise users
- Achieved 87% faster contract turnaround
- Received 4.8/5 user satisfaction rating
Signing Experience - Clean, focused document signing interface
Conga CLM
Transforming Enterprise Contract Management Through Design Innovation
A comprehensive UX design narrative showcasing how design thinking methodology revolutionized the contract lifecycle management experience, from initial request through execution and renewal.
65%
Cycle Time Reduced
92%
User Adoption
50K+
Enterprise Users
Meet the User: Michael Torres
Legal Operations Director
Global Manufacturing Inc.
Pain Points
- Managing 500+ active contracts across 12 departments
- Lack of visibility into contract stages and bottlenecks
- Manual handoffs between legal, sales, and finance teams
- Difficulty tracking obligations, renewals, and compliance
Goals
- Centralize all contract activities in one platform
- Automate workflow stages and approvals
- Enable self-service contract creation for sales teams
- Gain real-time insights into contract performance
Design Thinking Journey
Mapping the complex journey of contract stakeholders
- Legal teams spent 60% of time on low-value administrative tasks
- Sales waited an average of 5 days for contract approvals
- No single source of truth for contract status across teams
CLM Process Map - Comprehensive user journey across all stakeholders
Identifying core challenges in the contract lifecycle
- HMW create visibility into every stage of contract lifecycle?
- HMW reduce friction in multi-party review and approval?
- HMW enable intelligent contract actions based on context?
Contract Details View - Structured information with contextual next steps
Designing intelligent workflow automation
- Visual stage progression with clear status indicators
- Context-aware action panels that adapt to contract state
- Role-based navigation tailored to user responsibilities
Contract Record - Visual workflow stages with intelligent actions panel
Building and testing review and collaboration experiences
- Designed live email preview for review requests
- Created granular document access permission controls
- Built integrated expiration and reminder systems
Review and Send - Streamlined collaboration with email preview
Validating with legal, sales, and finance stakeholders
- Conducted 40+ usability sessions across 3 enterprise customers
- Iterated on stage progression UI based on legal team feedback
- Simplified action panel from 15 to 8 primary actions
Refined Contract Actions - Simplified based on user testing
Delivering enterprise-grade contract management
- Deployed to 50K+ legal and sales professionals
- Reduced contract cycle time by 65%
- Achieved 92% user adoption within 3 months
Production CLM - Full-featured contract management interface
Conga Composer
Revolutionizing Document Generation Through Intelligent Automation
A comprehensive UX design narrative showcasing how design thinking methodology transformed document automation from a technical challenge into an intuitive, self-service experience for business users.
80%
Faster Onboarding
95%
Self-Service Rate
75K+
Global Orgs
Meet the User: Jennifer Walsh
Salesforce Administrator
Healthcare Solutions Inc.
Pain Points
- Creating 200+ document templates with complex merge fields
- Non-technical users struggling with template configuration
- No visibility into which solutions were actually being used
- Lengthy onboarding process for new team members
Goals
- Enable business users to create templates without IT help
- Provide clear analytics on solution usage and adoption
- Streamline the document automation wizard experience
- Reduce time-to-value for new Composer implementations
Design Thinking Journey
Understanding the complexity of document automation setup
- Admins spent 3+ hours configuring each new document solution
- 70% of users only utilized 20% of available features
- New users felt overwhelmed by the initial setup process
Getting Started Assistant - Guided onboarding with progress tracking
Identifying barriers to self-service document automation
- HMW simplify complex configuration into manageable steps?
- HMW provide visibility into solution performance?
- HMW enable non-technical users to build powerful templates?
Composer Configuration - Centralized settings with clear organization
Designing wizard-based flows for complex tasks
- Step-by-step document automation wizard with clear progression
- Visual data gathering with SOQL query builder
- Modular template assignment and behavior configuration
Document Automation Wizard - Progressive disclosure of complexity
Building the visual template editor experience
- Created WYSIWYG template editor with live preview
- Designed intuitive merge field mapping interface
- Built real-time document preview with sample data
Template Editor - Visual merge field mapping with live preview
Validating with admins and business users alike
- Conducted 30+ usability sessions with Salesforce admins
- Iterated on wizard flow based on first-time user feedback
- Reduced template creation time by 75% through testing
Usage Dashboard - Analytics to validate adoption and identify improvements
Delivering intelligent document automation at scale
- Deployed to 75K+ Salesforce organizations globally
- Reduced onboarding time from days to hours
- Achieved 95% self-service template creation rate
Production Composer - Complete document automation platform
Unified Enterprise Platform
Consolidating 8 Products Into One Cohesive Experience
Led the design initiative to unify multiple standalone products (CLM, CPQ, Revenue, Document Automation) into a singular, consistent platform experience.
8
Products Unified
50%
Time Saved
+42%
User Satisfaction
Administration Home - Unified dashboard with analytics and notifications
CLM Contracts Dashboard - Contract analytics and insights
The Journey
From Problem to Platform
A story of transforming fragmented enterprise tools into a unified, intelligent platform through design thinking and continuous iteration.
Fragmented Experience
Enterprise customers were managing contracts, quotes, and documents across 8+ disconnected products. This created workflow friction, data silos, and training overhead.
- Inconsistent navigation patterns
- Duplicate data entry across systems
- Steep learning curve for new users
- Fragmented reporting and analytics
Rapid Concept Exploration
Used AI tools to rapidly generate and iterate on design concepts. Created 50+ interface variations in weeks rather than months, enabling faster stakeholder alignment.
- AI-assisted wireframe generation
- Rapid design system exploration
- Automated accessibility auditing
- Pattern recognition across products
Validating with Real Users
Conducted 30+ usability sessions with enterprise customers across sales, legal, and finance roles. Iterated designs based on quantitative and qualitative feedback.
- 92% preferred unified navigation
- Task completion improved by 47%
- Cross-product workflows enabled
- NPS increased by 35 points
Continuous Refinement
Ran 6 major iteration cycles over 18 months. Each cycle incorporated customer feedback, competitive analysis, and technical constraints from engineering partners.
- Navigation architecture redesign
- Unified component library rollout
- Dashboard customization features
- Mobile-responsive adaptations
Unified Platform Launch
Successfully launched the unified platform serving 10,000+ enterprise users. The consolidated experience reduced training time by 60% and improved cross-team collaboration.
- 8 products unified into 1 platform
- 50% reduction in workflow time
- 60% decrease in support tickets
- $2M annual efficiency gains
Design Thinking Framework
A Proven Process for Complex Problems
I follow a rigorous design thinking methodology that ensures every solution is grounded in user research, validated through testing, and refined through iteration.
Empathize
Conduct deep user research to understand pain points, workflows, and unmet needs across diverse enterprise personas.
Define
Synthesize research into clear problem statements and opportunity areas that align business goals with user needs.
Ideate
Generate diverse solutions through collaborative workshops, AI-assisted exploration, and competitive analysis.
Prototype
Build rapid prototypes using AI tools to quickly visualize and test concepts before major development investment.
Test
Validate with real customers through usability testing, A/B experiments, and iterative feedback loops.
Implement
Partner with engineering to deliver polished solutions, measure outcomes, and iterate based on production data.
About Me
Design Leader & AI Enthusiast
I'm a visionary product design leader with extensive experience in customer advocacy leadership. With 20+ years transforming complex enterprise challenges into elegant, intuitive experiences, I specialize in unifying disparate products into cohesive platforms.
My approach combines rigorous design thinking methodology with AI vibe coding and rapid prototyping to enhance customer needs, design, development, and deployment all-in-one. I believe the best enterprise software should feel delightful without sacrificing power.
I've led design initiatives at Conga and IBM, implementing design systems that streamline processes and improve customer experience. My work focuses on creating unified experiences that break down silos and enable cross-functional collaboration.
Skills & Expertise
Design
- Design Systems
- User Research
- UX Strategy
- AI Rapid Prototyping
Strategy
- Product Strategy
- Design Thinking
- Workshop Facilitation
- WCAG/A11y Expert
Tools
- Figma
- AI Vibe Coding
- Rapid Prototyping
- Analytics
Leadership
- Team Leadership
- Budget Management
- Cross-functional Leadership
- Mentorship
Experience
2022 - Present
Founder, Head of Design & Development
Ploosh Consulting
Founded digital solution business helping clients unify fragmented tools into cost-effective platforms.
2022 - 2025
Sr. Director of Global UX & Design
Conga
Led cross-functional teams accelerating product development with AI rapid prototyping and design systems.
2019 - 2022
Senior UX and Content Manager
Conga
Created intuitive interfaces, led research best practices, and implemented portfolio-wide design systems.
2003 - 2017
Principal Information Developer
IBM
Created product information systems, designed online help, and authored comprehensive user documentation.
Let's Connect
Ready to Transform Your Product Experience?
Whether you're looking to unify disparate products, redesign enterprise workflows, or leverage AI in your design process, I'd love to hear about your challenges.
Product strategy consultation
Design system development
Design thinking workshops