Enterprise CRM
CRM Enhancements
Advisory firms needed CRM workflows that could reflect different operating models without fragmenting the product experience.
Problem
Advisory firms needed CRM workflows that could reflect different operating models without fragmenting the product experience.
Business need
Improve client, household, activity, task, and relationship management across enterprise use cases.
My role
Owned backlog definition, discovery synthesis, user story quality, acceptance criteria, and dependency management.
Architecture
Configurable CRM capabilities built on shared client domain services, permissions, integrations, and analytics signals.
Outcome
Delivered practical workflow improvements while protecting platform consistency and long-term maintainability.
Key learnings
Enterprise configurability must be designed with boundaries; every option creates support and analytics consequences.
Technologies