Integrated Deal Configuration

🎬 Background

Autodesk acquired a suite of construction solutions representing 10% of its total revenue. The final step in this M&A integration was migrating sales teams and value-based selling processes from legacy systems into Autodesk’s Enterprise Salesforce platform. Consolidating all sales deals into a single, unified system quickly was crucial to accelerating growth and boosting competitive advantage.

😵‍💫 Problem

We needed to bring in flexible sales motions without disrupting existing Enterprise workflows, and do it all while keeping sellers productive during a whirlwind business transformation.

👒 My Role

Lead Designer and Researcher

• Jumped in fast to understand existing workflows, worked in quick sprints, pitched early concepts, led broad design reviews, and iterated quickly to meet tight deadlines

• Quickly learned Salesforce Design System (SLDS 1) to ensure design consistency

• Logged design tradeoffs and enhancements to revisit post-MVP

🚀 Solution

• Designed new pragmatic workflows that prioritized “get-the-job-done” usability over desirable UX

• Leaned on training to bridge experience gaps

• Built in quick UX feedback loops during development to catch issues early and keep us on track—without slowing momentum

• Quickly picked up the Salesforce Lightning Design System (SLDS 1) to stay aligned with platform standards and ensure consistency in UI and interaction patterns

🎯 Outcome

• Launched go-to-market integration in ANZ, then North America in the allotted time

• Enabled 500+ sellers to configure flexible value-based deals in a new UI

• Long list of post-MVP items resulting from the tug of war between optimal digital UI experiences and detailed training

• Built trust and camaraderie with cross-time-zone teams new to collaborating with UX

• Contributed reusable components to the internal SLDS 1 library

💎 Takeaway

Shipping a functional solution, even if not perfect, gave us a strong foundation for learning and market growth.