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.