~3.5h
saved per employee per week
20+ stakeholder interviews · 5 workflow improvements · 1 automation roadmap
Project 02
3.5 hours back. Per person. Per week.
20+ stakeholder interviews, a full workflow and data audit, and five AI-enabled workflow improvements for a Retention & Growth org — an automation roadmap presented to leadership and the incoming AI strategy hire. A year later, invited back for a one-month Salesforce cleanup: one of my own recommendations.
Role
Workflow & Systems Designer, then CRM Data Coordinator (return engagement)
Context
Awin — Retention & Growth, then Platform team
Timeline
Two project engagements, one year apart
Stack
Salesforce · Power Platform · Power Automate · Power BI · Asana · Microsoft Copilot
20+
Stakeholder interviews
5
Workflow improvements identified
~3.5h
Saved per employee per week (projected)
The problem
The org already used AI in pockets, but everyone was heads-down on their own work. Nobody had time carved out to step back and look at how AI could be used better.
The cost wasn't a lack of tools. It was a lack of bandwidth to evaluate and connect them.
How I approached it
Discovery
20+ interviews across Retention, Growth, Customer Success, and Operations to find where time was actually going.
Audit
Reviewed workflows, data, and tools across Salesforce, Power Platform, and Asana.
Solution
Identified five workflow improvements built around where the recoverable time sat.
Scope
Framed the roadmap as a practical handoff — projected impact per change, and flagged where internal approval was needed.
Return
Invited back a year later for a one-month Salesforce cleanup — one of my own original recommendations.
What I shipped
- 20+ stakeholder interviews across Retention, Growth, Customer Success, and Operations.
- Cleaned up Asana data directly, and recommended Salesforce cleanup and alignment next.
- Five workflow improvements: renewal triage, deal hygiene, RFP prep, data optimisation, and account/lead assignment routing.
- Automation roadmap presented to leadership and the incoming AI strategy hire.
- Return engagement: reviewed and updated ~297 accounts in a one-month Salesforce cleanup, with legal requirements considered throughout.
Result
Five improvements scoped and sequenced, roughly 3.5 hours recovered per employee per week, presented to leadership and the incoming AI strategy hire.
A year later one of those recommendations came back around: I joined the Platform team for a month to support the Salesforce cleanup I had originally proposed.
Project specifics are anonymized for client confidentiality; methodology and outcome ranges are stated.