RTM·18-24Case file

Sales Execution 56→1

One mobile platform replacing 56 legacy tools across 22 countries and roughly 60% of the client's global revenue — then the harder half: getting it actually used.

Role
Business Analyst → Product Owner
Timeline
2018 – 2024
Scope
22 countries · 30+ person delivery org
Result
4 → 7 calls per rep per day

A 22-deal internal sales process

The consolidation

I joined as a Business Analyst in 2018 on requirements and process mapping for the MVP, was promoted to Product Owner in 2020, and owned the platform across 22 markets through 2024 — a 0→1 mobile build replacing 56 legacy tools and covering ~60% of the client's global revenue.

Prioritisation ran on RICE for cross-market features and MoSCoW for local requests, with quarterly reviews where all 22 market leads looked at the same backlog. Gap analysis surfaced 120+ workflow differences, each classified as a global standard, a regional variant, or a market-specific exception.

This wasn't a rollout — it was a 22-deal internal sales process. Each country head needed to believe the platform served their market, not just the global standard.

Stalled at 60%, and the dashboards couldn't say why

The adoption crisis

The platform shipped and adoption flattened at 60%. The analytics told me where usage dropped, not why. So I went to the field and shadowed reps in the most resistant market.

The global build had ignored local requirements. The fix was "global method, local tools": one methodology, with country-specific functionality handled as configuration rather than exception. Adoption moved from 60% to 70%.

Where it fit: computer vision on the shelf

AI judgment

A third-party computer vision capability detected SKU presence on shelves against contracted mix and promo targets. I owned the product integration end to end: detection → CRM opportunity → field action → verification loop → contract-compliance tracking, and treated precision/recall as an ongoing tradeoff with an override path and confidence tuning.

  • ~30% more outlets hitting their SKU-mix target.
  • ~20% more outlets hitting their promo-mix target.
The eval question was never "did the model detect correctly." It was "did acting on the detection produce the intended business result."

Where it didn't: killing the Einstein pilot

AI judgment

Salesforce pushed an Einstein pilot for route and visit planning. On inspection it optimised for rep proximity, not business need. I built a rules-based scoring engine instead and killed the pilot.

Reps went from 4 to 7 calls a day — a 12% productivity gain.

It taught me to be genuinely critical about whether AI is the right tool for a problem — not just whether we can say we have an AI feature.