As a UI designer at salesforce I convert complex business requirements into high-fidelity prototypes or mockups and ensure the successful and timely release of useful, user-friendly, visually appealing features. To do this I collaborate closely with project managers, usability analysts, visual designers and developers in an agile environment.
- Designed a way to build business processes visually, a product that appeared on TechCrunch and in Gartner's report which chose us as the leading visionary in the CRM industry.
- Redesigned how reporting works in salesforce, allowing us to enter a $1B+ business intelligence industry.
- Spoke at the 2010 Bay Area jQuery conference on how to build high-fidelity prototypes and why they're important.
- Listed as an inventor on 3 non-provisional patents
Previously in salesforce the only way you could create reports was through a 7-step wizard. Oftentimes you would get incorrect or no data, and it'd be a pain to troubleshoot. I redesigned the wizard into a web app that lets users drag and drop fields into a live preview. Users can add filters, groupings, summaries and change the format all without leaving the page.
Currently I am working on designing advanced analytics features such as exception (A without B) and composite (multiple data sources) reporting. These features will be sold as part of a new Analytics product, allowing salesforce to enter a $1B+ business intelligence industry.
In 2009 I joined the Workflow team to move the Approval Process feature from a traditional text-based UI to a new graphical view that would help administrators understand their processes better. That year we launched the patent-pending Process Visualizer which allowed users to navigate, search and print their processes in a diagram format.
In 2010 salesforce acquired a product that allowed users to build business processes in a drag-and-drop environment. I designed a prototype for analyst briefings that showed how it would fit into the salesforce platform. The announcement was picked up by TechCrunch, and Gartner included it as one of the reasons why salesforce is the leading visionary in their magic quadrant report .
Opportunity Genius is a patent-pending feature that finds deals with matching fields and ranks them by relevance. Hover over a record to highlight matches and bookmark the most relevant deals so you can reach out to the reps who closed them.
This was the first "genius" feature to find similar content and was at the center of the Spring 09 marketing campaign. We are planning on bringing it to other objects in the near future.
