AI-Assisted UX Design & Salesforce Transformation

I integrated AI-assisted methodologies into my enterprise UX workflow to accelerate discovery, process mapping, and requirements analysis.

Drawing from my experience leading UX design during a Zeus-to-Salesforce migration, I leveraged BMAD and AI-assisted tools to translate complex business processes into structured design artifacts.

These insights informed future-state experience design and hands-on Salesforce prototyping, combining AI-driven efficiency with enterprise UX expertise and technical platform knowledge.

The Challenges

As part of a large-scale Salesforce transformation, teams were transitioning away from Zeus, a legacy platform, while relying on spreadsheets, email, and disconnected processes to manage daily operations.

This fragmented experience limited visibility into workloads, business opportunities, and operational performance.

The design challenge: Create a more unified, intuitive Salesforce experience that streamlined workflows, improved transparency, and supported business growth.

During the migration from Zeus to Salesforce, teams faced complex dependencies between legacy workflows, data synchronization, and future-state business processes.

A key objective was to avoid bidirectional data synchronization while ensuring critical information remained accessible throughout the transition.

Understanding how Zeus data supported Salesforce workflows was essential to defining a scalable solution without introducing unnecessary integration complexity.

The UX challenge: Map cross-system workflows, uncover dependencies, and align business and technical stakeholders around a streamlined Salesforce experience.

Zeus to Salesforce Transition Strategy.png

AI-Assisted Discovery & Workflow Analysis

I led AI-assisted workflow analysis to clarify legacy-system dependencies, support integration strategy, and inform the design of a more scalable Salesforce experience.

Using AI-assisted tools and BMAD, I accelerated the creation of detailed process maps that visualized system interactions, data dependencies, and opportunities to simplify workflows.

These artifacts helped business and technical stakeholders evaluate how Salesforce could support future-state processes while minimizing the need for bidirectional synchronization.

Key contributions:

Mapped cross-system workflows and data dependencies.
Identified where Zeus data was needed within Salesforce processes.
Visualized future-state workflows to support integration planning.
Facilitated alignment between business needs, UX design, and technical architecture.

From Workflow Analysis to Architectural Alignment

The process maps helped visualize how business activities and data moved between Zeus and Salesforce, revealing system dependencies and opportunities to simplify integration requirements.

These artifacts became a shared reference for business and technical stakeholders to evaluate future-state workflows and explore alternatives to bidirectional synchronization.

Salesforce Experience Design & Prototyping

I translated discovery insights into functional Salesforce experiences, redesigning workflows to improve usability, information accessibility, and operational visibility.

Working directly within a Salesforce sandbox, I explored and refined solutions using native platform capabilities and Salesforce Lightning Design System principles.

This hands-on approach helped bridge business requirements, UX design, and technical feasibility.

Improving opportunity and workload visibility

Designed the Salesforce experience to centralize critical opportunity information, reduce navigation between systems, and provide clearer visibility into operational activity.

Outcomes & Business Impact

The AI-assisted process maps provided a shared understanding of how Zeus and Salesforce workflows intersected, helping stakeholders identify integration requirements and evaluate opportunities to reduce synchronization complexity.

By making system dependencies and business processes more transparent, the work supported more informed architectural discussions and future-state Salesforce design decisions.

Key outcomes:

Clarified cross-system workflows and integration dependencies.
Supported evaluation of alternatives to bidirectional data synchronization.
Improved alignment between business stakeholders, UX, and technical teams.
Accelerated process mapping and workflow documentation through AI-assisted methods.

Highlighted Key Wins