Agentia Advanced
Copado's Pipeline, Testing and AI products were ready to come together for mid-market teams, and the launch date was fixed. As the principal designer, I shaped one connected experience across all three, validated it with customers and, with the team, shipped it in two and a half months. It passed $1M in sales in its first quarter, ahead of forecast.
- PipelineSalesforce DevOps
- TestingRobotic and functional
- AI PlatformAgents and context
As principal designer, I led the experience strategy and execution. Working closely with engineering, product leadership and go-to-market teams, I helped define the MVP, validate the direction with customers and translate a platform vision into a shippable experience.
- DirectionTurned a one-platform ambition into a scoped first step and a north star
- ResearchRan the customer survey and the usability sessions
- ExperienceDesigned the flows, navigation and in-context AI across three products
- Product partnershipDecided with engineering what to build first, and with sales and customer success how onboarding would change
Copado had a Salesforce DevOps pipeline, a testing product and an AI platform. Each was strong on its own, with its own login, interface and patterns.
Leadership saw an opportunity in mid-market teams, who had outgrown the entry plan but did not need the full enterprise product. The vision was one AI-native platform for them. The launch date was set, so the whole team had to find the most creative path to get there.
- Role
- Principal designer and product partner
- Team
- Product, architects and engineers. I was the principal designer for most of the project
- Scope
- One experience across three products: access, navigation and in-context AI
- Duration
- Late Jan to Apr 2026, then ongoing
- Result
- Over $1M in sales in the first quarter, ahead of forecast
Unlock
Unlock the design sprint, the customer research, the decisions behind the launch, the shift to self-serve onboarding, the experience, and what comes next.