01 · Case study

TiVo One

Salesforce experience and enterprise workflow integration for a major multi-year advertising-platform initiative.

Opening idea

Complexity wasn’t the problem. Understanding how the pieces fit together was.

TiVo One involved many teams across product, engineering, data, platforms, monetization, and operations. My ownership focused on the Salesforce scheduler experience and the integration between Salesforce, targeting and forecasting, internal campaign-management workflows, Google Ad Manager, billing, and reporting.

Public language intentionally abstracts confidential internal system names and implementation details.

My role

Product requirements

Defined scheduler needs, workflow logic, states, data requirements, and acceptance criteria.

Visual UX design

Created the visual mockups and experience specifications for a new Salesforce Lightning Web Component. Engineering completed the coding.

Systems integration

Designed how information moved across targeting, internal systems, ad serving, delivery, billing, and reporting.

Testing & adoption

Partnered across Product, Engineering, Ad Operations, Sales, Client Services, Finance, and QA.

Impact

What changed.

The work created a clearer end-to-end workflow from opportunity through scheduling, targeting, delivery, measurement, billing, reconciliation, and revenue—while supporting new premium advertising experiences such as Home Page Hero.

Design workflows, not screens.

The interface mattered because it made a complex operating model usable.

Reduce cognitive load.

Schedulers needed confidence without seeing every layer of system complexity.

Connect systems carefully.

Integration quality determines whether enterprise experiences feel coherent.

Protect ownership boundaries.

Strong cross-functional work depends on clarity about who owns what.

Beyond the deliverable

A shared workflow became a shared language.

The most valuable result was a clearer operational model that helped schedulers, product teams, engineers, and business partners understand how planning, targeting, delivery, billing, and reporting connected.