Lightspeed (internal systems)

I have worked with the Internal Systems team in order to rethink all their sales flow, starting with sales dAs part of a strategic initiative with the Internal Systems team, I was responsible for rethinking an end-to-end sales flow that touched multiple business areas—including Sales Development, Business Development, Operations, Support, and the VIP team. The goal was to bring clarity, efficiency, and user-centered structure to a complex, multi-team ecosystem.

To ground the work in real behaviours, I began with user shadowing sessions, mapping the daily tasks, tools, and decision points of each role. These insights informed a series of co-creation workshops using methods such as card sorting, rapid prototyping, and problem-framing exercises.

To scale discovery across the organization, I created targeted surveys and developed personas covering 9 teams, giving stakeholders a shared language for understanding needs and motivations. In parallel, I facilitated requirements-gathering workshops for 4 different squads, aligning product, engineering, and operations around clear priorities.

The journey culminated in cross-team user journey workshops, where we mapped the lifecycle from acquisition to retention. These sessions uncovered systemic gaps, clarified ownership, and created the foundation for future product improvements.

Persona for SDR team
User Journey for SDR team

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