Transforming Opportunity Management

Background

Years of layered processes had made Autodesk’s sales ecosystem complex and inefficient. Deloitte and Accenture conducted a comprehensive analysis, surfacing key gaps and opportunities. Their recommendations laid the groundwork for Sales Evolution—a strategic initiative to streamline and modernize Autodesk’s end-to-end sales process.

Problem

How might we streamline sellers’ journey to align with industry standard processes and cut back inefficient and redundant tasks and tools in the opportunity management space.

My Role

Lead Designer and Researcher

• Optimize 4 types of opportunity records into one, working with stakeholders, business analysts and product managers to remove unnecessary fields and sections

• Transform key workflows into the new Salesforce Lightning 2 interface

• Log usability bugs and design tradeoffs incurred during this fast “lift and shift” approach for post-MVP prioritization

• Lead feedback sessions with 8 sellers to validate changes

Solution

• Modern UI with Salesforce Lightning Design System (SLDS 2)

• Dynamic unified opportunity layouts that display only relevant fields, actions and sections thereby reducing unnecessary clutter

  • Unified Opportunity

  • Capacity Offerings & API Usage

• Redesigned key flows that enable faster and more intuitive task completion

  • Lead to Opportunity Conversion

  • License Generation

• Leveraging Agentic AI to handle the busy work so sellers can focus on relationship building and prompt suggestions to help progress opportunities more efficiently (WIP)