Telus
I led a year-long CRM buildout for Telus, one of Canada's largest telecom companies. The scope was substantial: Telus needed a single platform to manage their full range of clients and services, from consumer accounts to enterprise contracts, each with different data requirements, workflows, and team permissions.
Using Salesforce Lightning, I designed dozens of unique portals and record page layouts, each tailored to specific team needs while sharing a consistent interaction model. The biggest design challenge was the permissions layer: different roles needed different views of the same customer data. I designed a role-based layout system where the underlying data model stayed consistent but the presentation adapted. Field-level visibility, action availability, and navigation structure all shifted based on the user's role without requiring separate page builds for each team.
The system I delivered gave Telus a unified CRM that replaced their fragmented toolset while respecting the distinct workflows of each department.