I'm a seasoned UX designer specializing in
complex problems and thinking beyond screens

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SugarAI

I owned the Sales Manager swimlane during Sugar’s transition from traditional CRM to AI-first platform, working in uncharted territory. As leadership promoted a conversation-first experience, I helped steer the work toward a dashboard solution enhanced by AI insights and recommendations

Company SugarAI
Year 2024-2026
Role UX Design, AI workflows, AI-assisted prototyping
Sugar AI Manager Dashboard overview

Designing AI-powered workflows that help managers focus on coaching, and their teams focus on selling, not reporting

Manager Experience

Sales managers need to track team performance, spot risk, and decide what needs attention. Old Sugar didn’t make that easy.

Quota Attainment dashboard showing team pipeline performance

Interviews

We interviewed dozens of managers and watched them work in their existing tools. Issues quickly surfaced: managers were stitching together team performance from disconnected Excel sheets, graphs, and notes. They lacked clarity on root issues and how to help their teams.

Collage of disconnected spreadsheets, sticky notes, and dashboard charts illustrating fragmented manager research inputs

Proactive visibility

Managers need a bird's eye view of performance, risk, and priorities — not just answers from a chatbot. I designed focused modules that proactively surfaced insights and coaching opportunities.

Team Quota Attainment dashboard showing pipeline value, quota progress, and per-rep predictions

Insight to action

Each insight came with a rationale and one or two scoped actions. The AI surfaces and explains; the manager decides and acts.

High Value Deals

Conversational drill-down

I designed conversational AI patterns for manager workflows where chat serves best — like meeting prep and coaching. Coaching styles varied enough that there was no clear recommendation to give; chat let each manager surface what mattered to them.

User need
Best pattern
Why
They need to explore, ask follow-ups, or reason
AI Chat
Handles open-ended intent + multi-step logic
They need structured context or a mini-dashboard
Drawer
Keeps main screen visible while adding info
They know exactly what they want to do next
Direct Action Button
Fastest path; no need for more UI
Insight is ambiguous or could branch many ways
AI Chat
Allows disambiguation
Insight has predictable, standard actions
Direct Action Button
Removes friction
Insight has complex, structured data
Drawer
Too dense for chat; too complex for inline

Usermind

Usermind was a pioneering Experience Orchestration platform used by enterprise companies to orchestrate real-time, personalized customer journeys. As a solo product designer, I led design through a period of rapid growth and eventual acquisition by Qualtrics

Company Usermind
Year 2019-2021
Role Product design, design system
Usermind Integrations data overview dashboard

Making journey orchestration easier to understand, monitor, and act on

Journey Orchestration

Enterprise marketing teams used our platform to automate journeys at scale — many channels, many customers, all running at once. It was a complex system that wasn't easy to navigate.

Usermind Integrations screen showing Salesforce data overview with stats, charts, and join opportunities

Workshop findings

Through user workshops we learned that platform didn't surface what mattered — journey performance and errors, bad performing channels, or which milestones are problematic and why.

Old Sankey diagram showing customer journey milestones with grey colour scheme

Milestone visibility

The existing Sankey diagram showed movement between milestones, but buried the numbers users needed to understand what was happening. I redesigned it to reduce visual noise and let users inspect each milestone for a clearer breakdown of traveler flow.

Old Sankey diagram Redesigned Sankey diagram with cleaner layout and improved milestone clarity

Data health monitoring

When one customer’s journeys stopped running for two weeks without notice, it exposed a gap in how we monitored data health. Working with the PM, I designed a page where anomalies are flagged in real time.

Real-time reporting page showing connection statuses for Salesforce, Mailchimp, AWS, and Marketo with failure details

Traveler profile

The traveler profile gave marketers a per-customer view of user journey — milestones reached, channels touched, and key activity. Alongside milestone flow and data health monitoring, it made the system easier to understand at every level: aggregate, operational, and individual.

Traveler profile page showing Sarah Bailey's activity timeline, journey events, and connected records across Salesforce, Facebook Ads, and other platforms

Trainerize

Trainerize is a personal training platform used by millions and white-labeled by trainers and gyms as their own. That model made the product flexible, but kept the experience feeling too neutral, cluttered, and less motivating. I stepped in to raise the mobile experience and prove what this app can be.

Company Trainerize
Year 2018-2019
Role Mobile app design, animation, design system

More than a fitness app

Trainerize was built on an idea that people don't just need workout app, they need guidance, accountability, and motivation from a real trainer. But mobile experience didn't reflect that relationship.

Trainerize app shown on phone with Apple Watch, nutrition rings, and trainer feedback notifications

Modernizing

I updated typography, spacing, hierarchy, and key mobile patterns so the experience felt cleaner and more premium, while still staying flexible enough for every trainer’s brand.

Redesigned Goals and Training Plan screens showing cleaner typography and improved layout

Simplifying

Some interactions landed straight from the desktop. I simplified key inputs into thumb-friendly patterns, reducing friction in repetitive actions like logging workout difficulty. The goal was a UI that felt natural on the device it lived on.

RPE workout difficulty screens showing a dial interface at Challenging and Maximal effort levels

Adding delight

Achievement moments were where the neutral interface needed more emotion. I designed and hand-animated a set of celebration moments for key milestones.

Achievement screens showing badge collection and a celebratory Fastest Run milestone card

ABC Trainerize

The redesign gave Trainerize a modern, motivating mobile experience. Users responded positively, and many of the patterns and visual updates remain in use today. The company was later acquired by ABC Fitness.

Multiple Trainerize app screens showing goals, nutrition tracking, workout feed, and milestone celebration overlaid on a grey background

Hand-crafted celebration moments that make progress feel noticed, not just recorded

MOVU

At MOVU, Switzerland’s first digital moving platform, I redesigned the inquiry flow — a long questionnaire and inventory step that users were abandoning before they ever received an offer.

Company MOVU
Year 2017
Role UX Design

Moving the Swiss

MOVU matches one request to up to five tailored offers from moving companies. To quote accurately, the companies needed detail — room counts, inventory, access constraints. Users wanted to be done in minutes. Every question that helped the companies, increased churn.

MOVU Swiss homepage showing a couple unpacking boxes with a Get Quotes form for moving and cleaning services

Questionnaire

The questionnaire was long and overwhelming. I moved to one question per screen and replaced generic fields with input methods matched to what each question actually needed. Same data, less friction.

MOVU questionnaire screens showing one-question-per-screen flow with checkboxes, steppers, and radio options

Inventory

The inventory step was where most users dropped. Adding each room and item was repetitive, editing made users switch the view and the context, and the form punished anyone with several types of the same item.

MOVU inventory screens with rooms list and detailed item entry form for furniture type, size, and quantity

Less data, better outcomes

I simplified inventory by pre-selecting the most common items and stripping out detail that didn't really impact the quote, like furniture size options. For moving companies, a TV is a TV.

Simplified MOVU inventory with pre-selected room items and quick plus/minus quantity steppers

Results

I prioritized completion over perfect data — aligning the product with how moving companies actually quote. Questionnaire churn dropped from 30% to 8%. Inventory completion time cut in half.

Streamlined MOVU rooms list with single-tap remove buttons next to a livingroom inventory showing pre-filled item counts