AI-Enabled Growth: OneStream Strategy

AI-Enabled Growth:
OneStream Strategy

Built T-Mobile for Business's top revenue flow, cutting support calls in half

Built T-Mobile for Business's top revenue flow, cutting support calls in half

Unifying at Scale: 70% Self-Serve

Unifying at Scale: 70% Self-Serve

Unlike consumers, business customers couldn't add services online. Wireless and business solutions lived in different, broken 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.

Net result: 0 to 70%+ self-serve. See the full story below.

Unlike consumers, business customers couldn't add services online. Wireless and business solutions lived in different, broken 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.

Net result: 0 to 70%+ self-serve. See the full story below.

Role: Lead Product Designer, owning the process end-to-end across Product, Engineering, Sales, Compliance, and Design Systems, hands-on with a 15-person cross-disciplinary team spanning product, engineering, and research.

AI tools: Figma AI, User testing and Claude.

OneStream: Balancing Business Trade-Offs

To enable cross-selling without overloading customers with complex product info, we needed one core flow that worked the same way everywhere, but could still flex under real constraints.

Compliance and sales pulled in opposite directions. For example: only authorized roles could complete a purchase, while sales wanted a fast checkout. Neither could be compromised.

My ProductX Framework

My ProductX Framework

ProductX is my 6-step end-to-end framework for shipping complex products, moving from Research through Insights, Strategy, Design, Prototype, and Validate, accelerated by AI at every step.

Step 1: Research

Driven by stakeholder and user interviews, competitive analysis, and UX audits.

Step 2 Insights: Behavioral, Systemic, Data-Driven

Business customers needed confidence buying complex solutions, with the simplicity of a consumer experience. They'd rather call support than guess wrong on a large order, so the new flow had to build that confidence in. Research surfaced clear needs: comparing plans side by side, seeing free add-ons at a glance, and saving progress mid-cart.

Business customers needed confidence buying complex wireless and business solutions, with the simplicity of a consumer experience. They'd rather call support than risk guessing wrong on a large order.

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

To support OneStream, our cross-functional team built an AI Advisor directly into the shopping experience. I led its design, shaping how it guided complex decisions, cut support calls, and suggested cross-selling, moving faster while building customer confidence.

OneStream: Cutting Support Calls in Half

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

Led the design system for this flow, expanding T-Mobile's design system with over 40 reusable components adopted across OneStream.

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

Step 5 & 6: Prototype & Validate, 80% Preferred V2

V1: Task first

V1: Task first

V2: Product first

V2: Product first

Version 1

Organized by task, but users struggled to match their task to the right button, often picking the wrong entry point on the first try.

Version 2: winner

Organized by product, matching customers' existing mental model. Usability testing showed 80% of participants preferred this version.

AI Enabled Enterprise Commerce

Customers needed guidance, not more choices. That led to OneStream's product-first entry point, validated as V2, with an AI Advisor for real-time decisions and progress indicators easing cognitive load during wait times.

AI Enabled Enterprise Commerce

Customers needed guidance, not more choices. That led to OneStream's product-first entry point, validated as V2, with an AI Advisor for real-time decisions and progress indicators easing cognitive load during wait times.

Customers needed guidance, not more choices. That led to OneStream's product-first entry point, validated as V2, with an AI Advisor for real-time decisions and progress indicators easing cognitive load in wait times.

Categories page lists wireless and business solutions in one entry point, enabling cross-selling from the start. Each routes into its own guided flow.

Categories page lists wireless and business solutions in one entry point, enabling cross-selling from the start. Each routes into its own guided flow.

Product Configuration page guides customers through device specs, storage, and protection, with the AI Advisor surfacing real-time recommendations.

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

Product Configuration page guides customers through device specs, storage, and protection, with real-time AI Advisor guidance.

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 C, 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."

Ana Brooks, IT Systems Manager, 41

Ana B, IT Systems Manager, 41

Ana Brooks, IT Systems Manager, 41

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

"Faster wait times, options while my order was made."

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

Jon Whitfield, Finance Director, 58

Jon W, Finance Director, 58

Jon Whitfield, Finance Director, 58

Impact: +70% Self-Serve

Before OneStream, adding a service meant calling support. Now +70% of customers self-serve, cutting support calls in half. Average order value rose 30%. This became T-Mobile's model for unifying wireless and business solutions, with scalable UI patterns and components.