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Intelligaia - Humanizing AI Experiences by AI-first thinking, collaboration between UX designers and ML engineers

Uncovering Opportunities Hidden in Complexity

service blueprint workshop graphics showcase both current and future state blueprints—integrating over 300 pain points from cross-department collaboration to enhance the UI design of Salesforce Commerce’s out-of-the-box package, streamline processes, and boost operational efficiency and customer satisfaction.
In a three-day, in-person workshop in Redwood City, CA, 30 cross-functional team members and engineering partners gathered ideas and pain points to enhance the Salesforce B2B Commerce experience for various personas. This collaborative session delivered current and future state service blueprints along with a strategic roadmap, driving improved user satisfaction.

Bridging Perspectives for Unified Solutions

Designing the Future

A futuristic blueprint with annotated “To-Be” journeys and new CPQ capabilities.

Future state service blueprint mapping that improves the seller journey—derived from user research with account executives, deal desk teams, renewal specialists, customers, and billing operations. Intelligaia’s workshop organized these insights using the blueprint framework to enhance business processes, user experience, and UI on the Salesforce platform.
prioritized user stories for Salesforce Commerce’s out-of-the-box package by synthesizing insights from diverse personas—such as account executives, deal desk teams, and renewal specialists—to drive UI improvements that align with the true north of the future state service blueprint, enhancing overall user experience and streamlining processes.

Iterative

Approach

ZUORA Before and After UI - after Service Blueprint workshop.png

Building the Framework for Lasting Impact

Workshop Goals Achieved

Quickly test the viability of a new product idea, validate the concept and gather feedback from potential customers.

Significant Improvements in Sales AE and Deal Desk Processes.

Companies entering new markets can quickly test product offerings and gather feedback from potential customers in the new market.

Optimized Approval Workflow and Dynamic Pricing.

Quickly validate business ideas and test the feasibility of new product concepts.

Automate Opportunity and Quote Sync.

The user onboarding process isn't about leading users to a single "Aha" moment. Rather, it's about navigating them through a succession of "helpful" instances in shortest period of time.

Enhanced platform user experience.

Intelligaia mapped our Service Blueprint with exceptional clarity and precision—aligning every step left to right, mirroring how the mind naturally processes information. This approach laid the foundation for impactful decision-making across our teams.

Zuora CPQ Product Team

Zuora

Partner with Intelligaia to Innovate

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