Case Study · 2024 — 2026
TaskRay
A native Salesforce project management and customer onboarding application. TaskRay helps businesses automate project kickoffs, track milestones, and manage resources directly within the Salesforce ecosystem via templatized processes.
The Product
When I joined the team as its only designer, there was an opportunity to build more structure around design. I introduced research and design processes, brought in new prototyping tools, developed a scalable design system, and worked with third-party partners to raise the quality and consistency of the product experience.
Focus areas
- Established a user centered design process where none previously existed
- Introduced new tools and practices for customer research, wireframing, and interactive prototyping, significantly increasing investment in research
- Led the creation and adoption of a scalable design system for a complex legacy platform
- Introduced product led growth strategies to strengthen customer engagement and create a continuous feedback loop
- Managed third party design partners to ensure high quality deliverables and a consistent customer experience
The Work
Configuration Hub
Designed a centralized experience designed to simplify product setup, configuration, and onboarding, making it easier for customers to get started and continue discovering new capabilities over time.
Visualizing Projects
Redesigned project visualization to support multiple workflows, giving customers the flexibility to switch between views and organize information in a way that best supports their workflow.
Resource Management
Redesigned resource planning capabilities after acquiring a dedicated resource management solution, bringing improved visibility, flexibility, and alignment for managing team member capacity across projects.