Customer demos are part of Salesforce DNA. However, their creation requires substantial knowledge and practice that most individuals acquire over time and experience or through a fairly steep ramp up. I orchestrated a cross-functional effort that required significant stakeholder alignment and buy-in. Using a design sprint as a catalyst, we unified perspectives and ultimately drove convergence toward a shared vision and a cohesive user experience.
The team responsible to create and maintain demo templates grown organically over the years. It quickly became multiple sub-teams, each looking after different industry specific solutions. Their processes diverged, new technologies emerged, user experience and documentation became inconsistent, impacting distribution efficiency and overall scalability. With so many challenges to solve we had to wisely chose our priorities: focus on the end-user experience and team delivery performance.
FigJam whiteboard after 3 days of remote design sprint sessions.
... ensure that the global SE audience has a reliable and consistent experience tailored to their needs, by providing useful, targeted recommendations for demo add-ons based on relevant criteria, while maintaining a high level of content quality and relevance without requiring additional resources for QA, verification, and documentation?
Design a 3-day version of Design Sprint for remote global teams.
Identify key stakeholders to participate to the sprint. This is critical part of the strategy to eventually operate change management.
Facilitate the design sprint. Bring participants through a series of intense but fun activities.
Design mid-fidelity prototype to restitute the vision created collectively and test it with target audience.
Test and validate the vision, and collect feedback via focus groups.
