Sales Flow Overlap Matrix
Goal: Create a visual representation for executive leadership that illustrates a major problem—the overlapping complexities between our digital sales flow intakes/projects that are all happening concurrently within our team.
The Team
Senior UX Designer
Christianna Breyfogle
UX Designers
Renee D’Angelo
Megan Lam
By creating this visual to address an internal challenge, we also found a powerful way to demonstrate our expertise to senior leadership. It made our thinking visible, capturing not just individual projects, but the full, end‑to‑end experience across them.
Rather than simply explaining our perspective, we showed it in action, illustrating the level of strategic oversight and holistic vision that sets our work apart.
The opportunity
We developed an interactive matrix that revealed how projects connect across the broader experience at a high level, while still allowing deeper exploration into individual pages and initiatives.
It not only made overlaps and dependencies visible, but also brought clarity to impact, risk, and projected level of effort (LOE), turning complex, cross-functional work into something stakeholders could quickly understand and act on.
The result
Capitalizing
with AI
We used Replit, a generative AI tool, to rapidly bring this artifact to life. We leveraged thoughtful prompts, structured inputs, and a clear vision of both the problem and the solution to guide this co-creation.
Rather than starting from scratch, this approach allowed us to accelerate the design, and focus our time on shaping the conversation we wanted to have with leadership.
