AI-Enabled Growth: OneStream Strategy

AI-Enabled Growth:
OneStream Strategy

Building T-Mobile for Business's top revenue flow: support calls dropped by half

Unifying at Scale

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.

Unlike consumers, business customers couldn't add services online. Wireless and business solutions lived in different, fragmented systems, driving high call volume, frustration, and lost revenue for T-Mobile's most critical journey.

Leadership aimed to unify products into one flow, enabling self-service and cross-selling, while cutting costs.

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

OneStream: Balancing Business Trade-Offs

Create one unified workflow for wireless and 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, for example, comparing plans side by side, seeing free add-ons at a glance, and saving progress mid-cart.

Step 3: Strategy

AI Guided Shopping

To support OneStream, we built an AI Advisor directly into the shopping experience.
It guided complex decisions, cut support calls, and suggested cross-selling, moving faster while building customer confidence.

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: Task first

V1: Task first

V2: Product first

V2: Product first

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 customers' existing mental model.

AI Enabled Enterprise Commerce

Customers needed guidance, not more choices. That led to OneStream's product-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."

Rob Chen, Small Business Owner, 47

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

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."

Jon Whitfield, Finance Director, 58

Jon Whitfield, Finance Director, 58

Jon Whitfield, Finance Director, 58

Cross-System Impact

OneStream rebuilt T-Mobile for Business's top revenue flow, lifting success from 5% to 70%.

Support calls dropped by half, average order value rose over 30%. This became T-Mobile's model for unifying core and non-core products, enabling scalable self-service and faster delivery through reusable components.