AI-Enabled Growth: OneStream Strategy

Rebuilding T-Mobile for Business's Top Revenue Flow: Success Rate Up from 5% to 70%

Unifying at Scale

Unlike consumers, business customers couldn't add services online. Core and non-core products lived in separate, clunky systems, driving high call volume, frustration, and a top revenue flow converting at just 5%.

Leadership aimed to enable self-service and cross-selling, unify products into one flow, and cut costs.

I led the transformation from complexity to OneStream, one scalable experience from a single line to enterprise accounts.

Role: Product Design Lead, driving design strategy and stakeholder alignment across a 15-person cross-disciplinary team, product, engineering, and research.

AI tools: Figma AI, User testing and Claude.

OneStream: Balancing Business Trade-Offs

Create one unified workflow for core (wireless) and non-core (business solutions), enabling cross-selling without overloading customers with complex product info. Consistent across platforms, flexible where needed.

My ProductX Framework

My ProductX Framework

I led cross-functional teams to prioritize the roadmap. Step 1: Research driven by stakeholder interviews, competitive analysis, and UX audits. Insights shaped strategy, design, prototyping, and user validation, all accelerated by AI.

Step 2 Insights: Behavioral, Systemic, Data-Driven

Business customers needed confidence buying complex wireless and business solutions, with the simplicity of a consumer experience.

Research surfaced clear needs: comparing plans side by side, seeing free add-ons at a glance, and saving progress mid-cart.

Step 3: Strategy

AI Guided Shopping

Unlike consumers, business customers couldn't add services online. Core and non-core products lived in separate, clunky systems, driving high call volume, frustration, and a top revenue flow converting at just 5%.

Leadership aimed to enable self-service and cross-selling, unify products into one flow, and cut costs.

I led the transformation from complexity to OneStream, one scalable experience from a single line to enterprise accounts.

OneStream. Unified by AI.

One scalable, AI-guided approach for cross selling across wireless and business solutions, built around technical complexity, compliance, and sales requirements, with accessibility improvements and a web-first MVP guided by JTBD.

Design System

Contributed to a scaling design consistency across a complex enterprise platform.

Core system elements: color, typography, and reusable components.

Step 5 & 6: Prototype & Validate

V1: One click

V1: One click

V2: One single canvas

V2: One single canvas

Version 1

Organized by task, each button pulling from whatever products it needs behind the scenes. Removed the translation step, but users struggled to match their task to the right button.

Version 2: winner

Organized by product. Even occasional, non-technical admins found it easier to scan, matching how customers already think.

AI Enabled Enterprise Commerce

Customers needed guidance, not more choices. That led to OneStream's task-first entry point and an AI Advisor for real-time decisions, with progress indicators easing cognitive load and friction during wait times.

End-to-End Design Ownership

(1) Categories page listing core and non-core products in one entry point, enabling cross-selling from the start.

(2) Product Configuration page guided wizard covering device, plan, and checkout, handling bulk uploads and pairing with the AI Advisor for real-time insights

(3) Wait state turns backend processing into an upsell moment, surfacing complementary solutions and turning friction into a revenue opportunity.

Customer Voices

Customer Voices

"Now I can add a line online and get back to my business."

"Now I can add a line online and get back to my business."

"Now I can add a line online and get back to my business."

Rob Chen, Small Business Owner, 47

Rob Chen, Small Business Owner, 47

"The AI Advisor guided me through complicated products."

"The AI Advisor guided me through complicated products."

"The AI Advisor guided me through complicated products."

Ana Brooks, IT Systems Manager, 41

Ana Brooks, IT Systems Manager, 41

"Faster wait times, and I found options while my order finalized."

"Faster wait times, and I found options while my order finalized."

"Faster wait times, and I found options while my order finalized."

Jon Whitfield, Finance Director, 58

Jon Whitfield, Finance Director, 58

Raising the Bar

A 25%+ CTR benchmark and 10%+ sales growth ultimately brought leadership's target premium brands: KitchenAid and Cuisinart.

It became the first category to roll out the new content system org-wide, and the model other categories followed for content-driven discovery and brand partnerships.