Design an AI-driven platform to help make smarter decisions

I led the design of a three-year vision for a B2B platform that helps creative agencies make data-driven decisions.

CHALLENGE

The traditional advertising industry is facing rising challenges —more ROI driven clients, more government regulations, and higher expectation of customer experience. A leading advertising agency wanted to partner with Salesforce, to create a set of AI powered digital tools for the marketing executive, to make better data driven decisions.


TEAM

Strategist, Researcher, Designer, Solution Engineer, Business Value Expert, Enterprise Architect.

OUTCOME

Over the six-month engagement, we defined and articulated a compelling AI-driven future vision for the organization. We aligned senior leadership around this direction, socialized the concepts with key stakeholders, and established a clear roadmap to bring the initiative to life over the next three years.

CONCEPT SKETCH

After stakeholders interviews and the team brainstorm work session, I sketched out several provocative concepts that covered distinct opportunity areas where AI intelligence came into play. I used those as research stimulus during our marketing expert interviews, and had very productive conversations.


I wanted to use rough sketches so we can still have meaningful conversation about the ideas, without getting caught up on details.

CONCEPTS DEVELOPMENT

Working closely with the executive sponsor, I continued to push the concepts forward. I worked with the Strategist and Researcher, to make sure they are in line with solving our client’s challenges. I also collaborated closely with the Solution Engineer to test out the technical feasibility.

MVP DESIGN