Fortune 50 telecommunications company

Verizon

Telecommunication, E-commerce, Enterprise

Enterprise Project Execution Prioritisation for CXO team

Role

UX Strategist

UX Design

User Researcher

UI Design

Prototyping

Duration

Phase I - 5 Months

Phase II - 4 Months

Teammates

Design - Me

Business Partner -

Content Strategist -

Tools

Figma

Figjam

Usertesting.com

"During my ~2 years as a Senior Experience Designer at a leading global telecommunications company, I had the opportunity to lead end-to-end design initiatives for the Home Sales team, shaping the user experience across critical touchpoints. While confidentiality agreements prevent me from sharing the full scope of my work, I can highlight one of the most impactful projects I drove during this time.

In this case study, I’ll walk you through the complete sales funnel revamp — a project I was fortunate to design and lead from inception. Beyond laying the foundation for the first MVP release, I also defined the longer-term roadmap, setting the vision and strategy for how the funnel would evolve in subsequent phases. This example showcases the first stage of that transformation.

The case studies I share represent just a glimpse of the broader impact I was able to deliver in this role. I’m always happy to discuss the challenges, methodologies, and outcomes in more detail, where permissible. If you’d like to dive deeper into any of these experiences, feel free to connect."

About

A leading global Fortune 50 telecommunications company is dedicated to transforming how people connect, work, and engage with the digital world. Known for a strong focus on innovation and customer-centric solutions, this company consistently pushes the boundaries of connectivity—empowering individuals, businesses, and communities.

They offer a wide range of services, including mobile communications, broadband internet, and digital solutions, ensuring seamless connectivity across various aspects of life. The company maintains a robust market presence with significant annual revenue, ranking prominently among the largest corporations globally. Its commitment to sustainable long-term growth is reflected in consistent shareholder returns and strategic investments.

Beyond its business achievements, the company is deeply invested in corporate social responsibility. It has pledged substantial funding toward initiatives that promote digital inclusion, environmental sustainability, and responsible product innovation. These efforts focus on bridging the digital divide, minimizing ecological impact, and developing technologies that improve everyday experiences.

At its core is a diverse and talented workforce united by a mission to create meaningful impact. The company prioritizes employee growth, well-being, and work-life balance, fostering a culture of innovation and inclusivity across its global operations.

As a pioneer in the telecommunications industry, this company continues to shape the future of technology and connectivity, delivering intuitive, user-focused solutions that enable people and businesses to thrive in the digital age.

Context & Problem

A Fortune 50 global telecommunications leader faced increasing challenges with executive-level project execution. When CXO-driven, high-impact initiatives were introduced, they often clashed with the carefully planned roadmaps of multiple departments.

To accommodate these urgent initiatives, business units were forced to delay or reshuffle existing commitments, creating ripple effects across product groups. This led to:

Disrupted departmental roadmaps

Inefficient manual processes for alignment and feasibility analysis

Complex stakeholder dependencies that slowed execution

The organisation needed a centralised enterprise platform that would streamline intake, feasibility checks, and execution of CXO-level projects — without derailing existing roadmaps.

My Role

As the Experience Designer & Project Lead, I led a 3-month initiative to conceptualise, prototype, and launch this platform from scratch. My responsibilities included:

Driving the UX strategy using a Lean UX approach

Collaborating with CXOs, product leaders, GTS (Global Technology Solutions), and PMO teams

Leading design workshops, rapid prototyping, and validation cycles

Facilitating alignment across complex stakeholder structures

Presenting to executive leadership for funding and approval

Goals

Enable CXO requesters to evaluate feasibility of strategic projects without manual bottlenecks.

Provide transparency into the impact of new initiatives across departments and product areas.

Streamline intake and execution by automating what was previously a manual, error-prone process.

Deliver an MVP platform that could demonstrate immediate value and gain traction with leadership.

Design Process

Given the urgency of this initiative and the high-level stakeholders, I adopted a Lean UX process:

Sketch → Present → Critique → Prototype → Validate

Frequent working sessions with CXOs and product leaders

Iterative validation of hypotheses before scaling

Early prototypes presented to executive forums for feedback and budget approvals

Organisational Complexity

Navigating this project required deep stakeholder alignment:

Multiple product domains and groups impacted by shifting priorities

Cross-functional teams in GTS (Global Technology Solutions), each with layered leadership (Directors, PATLs, PTLs, Scrum Masters, Engineers)

Dependencies across review boards, PMO, and CXO offices


This ecosystem required a platform that could centralize visibility and decision-making.

GTS team structure

Business team structure

Old Process (Before)

Previously, the CXO intake process was highly manual and fragmented:

Requesters built a business case and presented to CXOs.

Once approved, they filled lengthy intake forms.

They manually tracked down impacted stakeholders across multiple ACTs (Agile Component Teams).

They attempted to reconcile competing roadmaps — a time-consuming and error-prone process.


Pain Points:

Slow project initiation

High dependency on individuals to chase approvals

No single source of truth for feasibility and alignment

Stakeholder builds a business case document

Present and get approvals from the business CXo team

Fills in the requirement with date, story points, acts, product areas etc

Tries to find different stakeholders and understand their roadmap etc

Aligns this high level initiatives to their roadmap

New Process (After)

The new enterprise platform replaced inefficiencies with a streamlined digital workflow:

Requesters land directly on the platform after approval.

They submit intake details once — the system centralizes requirements.

Automated tools (including AI-assisted feasibility checks) and PMO workflows guide the requester.

Review boards coordinate impacted ACTs, enabling structured decisions (reallocation, rescheduling, capacity augmentation, etc.).

Execution is aligned seamlessly with departmental roadmaps.


Outcome:

Faster project feasibility checks

Smoother execution of large-scale projects

Reduced friction between CXO requests and departmental commitments

Higher ROI through optimised portfolio management

Stakeholder builds a business case document

Present and get approvals from the business CXo team

Fills in the requirement with date, story points, acts, product areas etc

Come to this enterprise and find feasibility for the project and align for execution

User flow

Requester(Business owners)

PMO(Project Management Office)

PSM(Project Senior Management)

review board chair

PATL,PTL,PAL & Product Owners

Project request

Project request

Project request

Project request

Project request

Project details

Project details

Project details

Project details

Project details

View PMO request

View PMO request

Explore feasibility by yourself

Explore feasibility by yourself

Explore feasibility by yourself

Explore feasibility by yourself

Explore feasibility by yourself

Need help?

Need help?

Need help?

Need help?

Need help?

AI feasibility

AI feasibility

AI feasibility

AI feasibility

AI feasibility

Deallocate

Re-schedule

Scope rework

Capacity Augmentation

Reduce estimate

Deallocate

Re-schedule

Scope rework

Capacity Augmentation

Reduce estimate

Deallocate

Re-schedule

Scope rework

Capacity Augmentation

Reduce estimate

Deallocate

Re-schedule

Scope rework

Capacity Augmentation

Reduce estimate

Deallocate

Re-schedule

Scope rework

Capacity Augmentation

Reduce estimate

ASK PMO

ASK PMO

ASK PMO

ASK PMO

ASK PMO

Review Board

Review Board

Review Board

Review Board

Review Board

Total capacity

Project for review

Project for review

Project for review

Project for review

Project for review

Configure total capcity

Executed projects

Executed projects

Executed projects

Executed projects

Executed projects

Scheduled Meetings

Scheduled Meetings

Scheduled Meetings

Scheduled Meetings

Scheduled Meetings

Schedule meeting

Schedule meeting

Schedule meeting

Schedule meeting

Schedule meeting

Edit total capacity

Send for approval to GTS/Product owner

Schedule meeting

Assign PMO to project

View projects details

View projects details

View projects details

View projects details

View projects details

View scheduled Meetings

View scheduled Meetings

View scheduled Meetings

View scheduled Meetings

View scheduled Meetings

Total capacity

Ask PMO

Ask PMO

User - Requester

Senior executives who initiate high-impact projects or strategic features and need a streamlined way to drive them from approval to execution.

User - PMO

(Project Management Office)

A centralised governance group responsible for defining project standards, processes, and compliance, while ensuring alignment with organisational priorities.

User - PSM

(Professional Scrum Master)

Facilitates Scrum teams by guiding agile practices, removing blockers, and ensuring smooth execution of project workflows.

User - Review board chair

A designated representative, often a business owner, responsible for overseeing impacted Agile Component Teams (ACTs) and leading feasibility evaluations for proposed changes or implementations.

User - PATL,PTL,PAL & Product Owners

(Review board participants)

Impacted GTS leaders and product owners from affected ACTs who collaborate in review board discussions to assess feasibility and approve or adjust proposed initiatives.

Design Solution

The final MVP featured:

Unified intake dashboard for CXO requesters

AI-powered feasibility analysis for faster decisions

PMO support module for guided project setup

Review board collaboration tools with structured decision paths

Real-time project status tracking for requesters

The solution bridged executive vision with on-the-ground execution, turning a messy manual process into a scalable enterprise workflow.

User - Requester

User goal:

Quickly evaluate the feasibility of a proposed project.


Workflow:

The requester logs into the platform, enters project details, and leverages built-in tools to assess feasibility. They can choose from multiple options — using AI-powered feasibility checks, performing a self-assessment, or requesting assistance from the PMO team.

User - Requester

User goal:

Validate the feasibility of a project with expert support.


Workflow:

If requesters prefer not to run feasibility checks themselves or need additional guidance, they can submit a request to the PMO team. The PMO then reviews the project details, fills in any missing information, and initiates the feasibility assessment process in collaboration with the requester.

User - PMO

(Project Management Office)

User goal:

Support CXO teams by managing and streamlining new project intakes.


Workflow:

When a requester submits an “Ask PMO” request with available project details, it appears in the PMO dashboard. The PMO team reviews the submission, fills in or corrects missing information, and initiates project discussions with the CXO team to formally kick off the intake process.

User - PSM

(Professional Scrum Master)

User goal:

Assist CXO teams in facilitating smooth project intakes.


Workflow:

Once a requester submits an “Ask PMO” request with initial project details, the Scrum Master, along with the PMO, gains visibility into the request. They help refine missing or incomplete information, coordinate with stakeholders, and ensure the project initiation workflow is set in motion in alignment with agile practices.

Scenario : Ask AI & Self feasibility

Scenario : PMO in a box

Scenario : Review Board (Deallocate)

User - Review board chair

User goal:

Evaluate the feasibility of proposed projects and ensure impacted teams can accommodate them.


Workflow:

As the designated representative, the Review Board Chair accesses the platform to view all projects requiring review. They schedule a review board meeting, bringing in the relevant stakeholders from impacted ACTs. During the session, participants discuss different ways to achieve feasibility. One option is deallocation, where the Chair authorises shifting or removing projects from specific ACTs to make room for the new CXO-initiated initiative.

User - PATL,PTL,PAL & Product Owners

(Review board participants)

User goal:

Collaborate with the review board to evaluate feasibility and align project timelines for CXO-requested initiatives.


Workflow:

The Review Board Chair schedules a meeting and invites all impacted stakeholders. During the session, participants review the project details on the platform’s review board page. After discussion, if the consensus is to reschedule, the Chair proposes a new timeline through the platform. Participants review and confirm the adjustment in their dashboards, while the requester is notified of the updated schedule for execution.

Scenario : Review Board (Re schedule)

User - Review board chair

User goal:

Ensure feasibility of new CXO-requested projects while minimising disruption to existing roadmaps.


Workflow:

The Review Board Chair reviews incoming projects on the platform’s review board page and schedules a meeting with all relevant stakeholders. During the discussion, participants evaluate different feasibility options. If the decision is to reschedule, the Chair proposes a new execution date within the platform. The updated timeline is automatically shared with the requester, who can adjust their project schedule through their dashboard to align execution as suggested.

User - Requester

User goal:

Monitor project status and respond to review board feedback.


Workflow:

The requester navigates to the project request tab and checks the execution status in their dashboard. If the review board has requested a reschedule, the requester updates the proposed timeline directly in the platform and resubmits the project for execution based on the new schedule.

Scenario : Review Board (Scope rework)

User - Review board chair

User goal:

Assess feasibility of new CXO-initiated projects and recommend adjustments to ensure alignment with available capacity.


Workflow:

The Review Board Chair accesses the platform to review incoming project requests and schedules a meeting with the impacted stakeholders. During the session, participants explore feasibility options. If the decision is scope rework, the Chair suggests modifying the requested project capacity within the platform. The updated proposal is shared with the requester, who can then adjust capacity values in their dashboard and realign the project for execution as recommended.

User - Requester

User goal:

Track project status and adjust scope based on review board feedback.


Workflow:

The requester uses the platform’s project request tab to check the status of submitted projects. If the review board recommends a scope rework, the requester updates the project capacity directly in their dashboard and resubmits the project for execution with the revised scope.

Scenario : Review Board (Capacity Augmentation)

User - Review board chair

User goal:

Ensure feasibility of CXO-initiated projects by adjusting team capacity where needed.


Workflow:

The Review Board Chair reviews incoming project requests on the platform and schedules a meeting with impacted stakeholders. During the discussion, participants evaluate feasibility options. If the decision is capacity augmentation, the Chair initiates updates to existing ACT capacities within the platform — for example, adjusting capacity levels if prior reports indicate misalignment. This enables the organization to create the necessary bandwidth for the new project to proceed.

Scenario : Review Board (Reduce estimate)

User - Requester

User goal:

Monitor project status and adjust estimates based on review board recommendations.


Workflow:

The requester accesses the project request tab and navigates to the execution section to review the status of submitted projects. If the review board recommends a reduce estimate adjustment, the requester updates project capacity, ACT allocations, or enterprise release (ER) timelines directly in their dashboard. Once the changes are made, the project is resubmitted for execution under the revised estimates.

User - Review board chair

User goal:

Facilitate feasibility of new CXO-requested projects by optimising resource estimates and timelines.


Workflow:

The Review Board Chair reviews projects requiring feasibility assessment on the platform and schedules a meeting with the impacted stakeholders. During the session, participants evaluate options for accommodating the project. If the decision is reduce estimate, the Chair requests that the requester lower the capacity required for certain ACTs or adjust enterprise release (ER) timelines. This allows execution to be spread across a longer or shorter duration, creating flexibility for the new initiative without overwhelming existing teams.

Impact & Results

Streamlined project feasibility — reducing initiation from weeks to days

Increased leadership confidence through transparent decision-making

Adoption across CXO and PMO teams, validating the platform’s value

Improved ROI by ensuring high-priority initiatives executed without derailing existing commitments

Reflection & Learnings

Lean UX works best for executive-driven projects where speed and alignment are critical.

Stakeholder mapping upfront was essential to untangle dependencies.

Building an MVP-first approach secured leadership buy-in early and allowed iterative scaling.

If repeated, I would integrate change management workshops earlier to smooth adoption across impacted ACTs.