Org Discovery
Copado's first AI-led product experience for assessing a Salesforce org before development begins. In about 30 seconds, Org Discovery turns years of metadata and configuration into a clear view of what exists, where the risks are, and how ready the org is for change.
I led product definition and experience design from the first product question through closed beta, partnering closely with the Engineering lead to define what the scan could reliably analyze, what the AI should communicate, and what belonged in the first release.
- Product strategyDefined the problem, product model, and release-one scope
- EvidenceTurned support patterns and competitive research into seven assessment categories
- ExperienceDesigned the scan, progressive results, summary, and detailed findings
- ValidationIterated through internal alpha and a five-customer closed beta
Salesforce orgs accumulate years of configuration, dependencies, and technical debt. Before teams design a solution or ship a change, they need a shared understanding of what is already there.
Org Discovery brought Copado's Pipeline and AI Platform together for the first time. The central design problem was not how to display a large amount of technical information. It was how to present AI-generated findings to experts who already knew their org, and would immediately notice when the system was wrong.
- Role
- Principal Designer, product definition through beta
- Team
- Engineering lead, PM and AI contributors, relevant partners
- Scope
- Seven assessment categories and the end-to-end scan experience
- Validation
- Internal alpha plus five-customer closed beta
- Result
- Shipped in Agentia Advanced
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