Leading with Purpose

Leading with Purpose

Leading with Purpose

Great experiences drive great productivity

Great experiences drive great productivity

Product Responsibilities

Product Responsibilities

Product Responsibilities

Lead product design for 9 products over 2 business areas

Lead product design for 9 products over 2 business areas

Lead product design for 9 products over 2 business areas

Workflow Automation

Workflow Automation

Workflow Studio

Playbook Designer

Flow Designer

Decision Builder

Trigger Builder

Action Designer

Mobile Studio

Mobile Studio

Mobile App Builder

Mobile Card Builder

Mobile Publisher

Mobile Publisher

2023 - Present

Workflow Automation

Workflow Studio

Playbook Designer

Flow Designer

Decision Builder

Trigger Builder

Action Designer

Mobile Studio

Mobile App Builder

Mobile Card Builder

Mobile Publisher

2023 - Present

The Team

The Team

The Team

My Vision and Mission

My Vision and Mission

My Vision and Mission

Priority #1

Priority #1

Priority #1

Strategic Partnerships

Strategic Partnerships

Strategic Partnerships

Create a strong, strategic, and collaborative innovation pipeline with Product Management and Engineering

Create a strong, strategic, and collaborative innovation pipeline with Product Management and Engineering

Create a strong, strategic, and collaborative innovation pipeline with Product Management and Engineering

Priority #2

Priority #2

Priority #2

Accelerate Innovation

Accelerate Innovation

Accelerate Innovation

Operationalize efficiencies, patterns, systems to reduce design and tech debt and accelerate innovation

Operationalize efficiencies, patterns, systems to reduce design and tech debt and accelerate innovation

Operationalize efficiencies, patterns, systems to reduce design and tech debt and accelerate innovation

Priority #3

Priority #3

Priority #3

Level Up Design

Level Up Design

Level Up Design

Coach and empower designers be informed, efficient, and innovative

Coach and empower designers be informed, efficient, and innovative

Coach and empower designers be informed, efficient, and innovative

Strategy and Innovation

Strategy and Innovation

Strategy and Innovation

STRATEGY AND INNOVATION

Annual Innovation Conference

Knowledge Conference ‘24

Knowledge Conference ‘24

Knowledge Conference ‘24

Whiteboard to Playbook and Code Assist

Leverage GenAI to enable a user to create a playbook from a whiteboard or digital image and create code snippet for desired automation improvement.

Provided design guidance and direction to establish Exec alignment and for development to get up and running.

Showcased on K24 main stage as a live code demo.

Figma

Figma

Figma

PLAYBOOK AND FLOW DESIGNERS

Complete

Complete

Better together

Better together

Better together

Accelerating time-to-value by 

improving tool interoperability

Integrating Process Mapping and Performance Analytics and latest Playbook workflow experiences and value propositions to provide insights and recommendations creating an end-to-end better together solution.

Figma

Figma

Figma

Product Roadmap

Product Roadmap

Product Roadmap

PLAYBOOK DESIGNER

PLAYBOOK DESIGNER

PLAYBOOK DESIGNER

Complete

Complete

AI Recommendations

AI Recommendations

AI Recommendations

Problem

Problem

Problem

Authors currently need to manually find and select or create each automation node on the canvas

Solution

Solution

Solution

Use AI search to curate the most relevant activities to serve up to users

Allow users to place pre-configured recommended nodes

Allow quick pivot to the full activity picker if they opt not to use a recommendation

Additional value

Additional value

Additional value

Introducing the ability to swap one activity with another

PLAYBOOK AND FLOW DESIGNERS

Complete

Complete

GenAI Automation Creation

GenAI Automation Creation

GenAI Automation Creation

Playbook Designer and Flow Designer

Problem

Problem

Problem

Creating playbooks and flows from scratch can take days 

or weeks.

Solution

Solution

Solution

Automate the creation process using natural language prompts and GenAI

Scaffold placeholder nodes and connectors on the canvas

Populate nodes with structured platform data and logic

Give user ability to preview and reprompt to improve outcomes

PLAYBOOK DESIGNER

Complete

Complete

Playbook Variants

Playbook Variants

Playbook Variants

Address customer scalability and complexity challenges

Problem

Problem

Problem

Users needed to create and oversee numerous, sometimes hundreds of, similar playbooks.

Solution

Solution

Solution

Equip users with a method to manage multiple variations of a single playbook,

Reusability: The user can generate a base playbook, duplicate it, and subsequently nest it under the base.

Inheritance: When the base or parent playbook is updated, the variants are also updated. This allows users to manage updates for multiple playbooks from one location.

Specificity: Each variant has specific run conditions, which gives the user an easy way to manage multiple variations and ensures that the right variation runs for the appropriate situation.

Figma: Playbook Variants

Figma: Playbook Variants

Figma: Playbook Variants

Team Management
Team Management
Team Management

Chessboarding

Chessboarding

Chessboarding

Hire and ReOrg to partner with growing PM/Eng teams

Hire and ReOrg to partner with growing PM/Eng teams

Hire and ReOrg to partner with growing PM/Eng teams

Redesign to accommodate team skills and changing AI priorities

Redesign to accommodate team skills and changing AI priorities

Redesign to accommodate team skills and changing AI priorities

Coaching & Mentoring

Coaching & Mentoring

Coaching & Mentoring

Protect capacity

Protect capacity

Protect capacity

Prioritization and planning

Prioritization and planning

Prioritization and planning

Career Coaching and Pathing

Career Coaching and Pathing

Career Coaching and Pathing

Fostering Culture

Fostering Culture

Fostering Culture

Learning

Learning

Learning

Respect & Inclusion

Respect & Inclusion

Respect & Inclusion

Recognition

Recognition

Recognition

Team Building

Team Building

Team Building

Focus On Craft

Focus On Craft

Focus On Craft

Peer Reviews

Peer Reviews

Peer Reviews

Bi-weekly Design Crits

Bi-weekly Design Crits

Bi-weekly Design Crits

Quarterly Leadership Shareout

Quarterly Leadership Shareout

Quarterly Leadership Shareout

Learning Lounge

Learning Lounge

Learning Lounge

Collaboration

Collaboration

Collaboration

Champion cross functional and cross-product knowledge sharing and collaboration to align on vision, goals, empower teams, and make better decisions.

Champion cross functional and cross-product knowledge sharing and collaboration to align on vision, goals, empower teams, and make better decisions.

Champion cross functional and cross-product knowledge sharing and collaboration to align on vision, goals, empower teams, and make better decisions.

Process Improvement
Process Improvement
Process Improvement

Evangalize Experience Design Methodology (EDM)

Evangalize Experience Design Methodology (EDM)

Evangalize Experience Design Methodology (EDM)

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Design Review Committee Lead

Design Review Committee Lead

Design Review Committee Lead

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Facilitate scalability, modularity, reusability to minimize design and tech debt, maximize productivity, and share best practices

Design Enablement Council Lead

Design Enablement Council Lead

Design Enablement Council Lead

Identify, formalize, and share best practices, templates, resources, and updates across 

design teams

Identify, formalize, and share best practices, templates, resources, and updates across 

design teams

Identify, formalize, and share best practices, templates, resources, and updates across 

design teams

Thank you!

Thank
you!

Thank you!