Data was trapped in Salesforce silos. Internal relationship managers and network partners had no clear visibility on training progress, contract details, or event access. Every update required the team to dig around pulling reports manually. Drowning in data but starving for insight — and the network partners deserved better. The product needed to be self-service for key contacts and help internal teams build stronger relationships.
Working within the digital team alongside the product owner and data engineers — both internal and third-party — I led the discovery process through stakeholder interviews and sessions with network members. Turning insights into user needs. Mapping journeys and flows across the entire digital footprint to establish how the portal would connect to the wider ecosystem.
I took an iterative, phased approach. Phase one built testable prototypes connecting key Salesforce data through a low-code MVP — validating assumptions with real users. Phase two expanded to include a self-service inbox, enhanced course participation data, and advanced organisational management features — built around an established design system with reusable components for visual consistency across the digital footprint.
My role spanned user research, journey mapping, prototyping, design system creation, and cross-functional coordination throughout.
Complex Salesforce data transformed into clear impact visualisations. Network partners gained self-service capabilities — updating details, inviting team members, accessing events independently. Internal operations teams got cleaner data sets, reduced manual reporting, and strategic insights into network engagement. A product that handled diverse user needs at scale, from MVP to full custom solution.