Industry
AI and Fintech
Client
Capgemini
Timeline
2020 — 2021
Role
Lead product designer
C-Suite Relationship Intelligence
Eliminating strategic blind spots in high-value B2B executive sales.
A centralized relationship-intelligence hub built for C-suite executives and Senior Account Managers handling large budgets. The platform solves the "institutional memory" problem by mapping complex B2B networks and identifying strategic paths to a sale. I designed the information architecture to prioritize "Signal vs. Noise," ensuring 1:1 usability for time-poor executives with zero tolerance for onboarding.
Process
Efficiency Audit: Logged "Time-to-Insight" to identify where institutional memory was lost during sales handoffs (time-to-value metric).
User co-creation: Run several workshops where the product was built and tested with end-users.
Zero-Onboarding UX: Iterated UI until strategic paths were identifiable in under 30 seconds by time-poor execs.
Scope Defense: Prevented feature creep by aligning all design decisions with core "Action-First" metrics.
Challange
The Problem: Fragmented data led to "Strategic Overload" and knowledge attrition. The Risk: When AEs left the firm, million-dollar institutional relationships vanished with them.
Approach
Method: Ran "cold-start" A/B testing with executives to ensure zero-onboarding usability. Focus: Reduced noise by prioritizing "Hierarchy of Urgent Action."
Solution
A modular dashboard providing "Connection Mapping" and predictive offer matching to identify the warmest path to a sale.
Impact
Drastically reduced "busywork" and mitigated the risk of institutional memory loss, increasing high-value win rates.
