Revenue Systems & AI Transformation
Make the operating model work for the people selling.
Business requirements, platform evaluation, migration, rollout and AI adoption.
The decision this work supports
Which operating approach meets seller needs, and what must be in place for a successful transition?
The business problem
A platform renewal created a decision about seller requirements, alternative capabilities, AI functionality, licensing economics and operational fit. The chosen direction then needed an organized transition into daily use.
What I owned and delivered
I led evaluation work and sales-side requirements, developed recommendations, and led internal onboarding and core migration after the shared selection. My work across connected GTM applications included prioritization, roadmap requirements, testing, release coordination and user adoption.
Inside the work
- Requirements and evaluation
- Gathered seller needs and compared capabilities, AI features, licensing and operational fit.
- Migration and rollout
- Led internal onboarding and core migration following the shared selection.
- Adoption and ongoing operation
- Used training, office hours, champions and field feedback to support continued use of GTM and AI workflows.
From problem to use
- Translate seller feedback and business needs into evaluation criteria and operating requirements.
- Compare capabilities, integrations, licensing economics and transition needs with the relevant stakeholders.
- Coordinate testing, migration, onboarding and reinforcement so the new workflow becomes usable.
The commercial judgment
A sound tool decision includes the transition: define who will use it, who will operate it, how readiness is checked and how adoption is supported.
What changed
Completed core migration and seller onboarding after a shared platform selection. Related work brought reusable AI skills into live use and supported adoption through office hours, training, champions and field feedback.
Platform economics were evaluated through a modeled comparison.
Let’s talk about revenue performance.
For conversations about go-to-market strategy, AI operations, product marketing, sales enablement or commercial leadership, email me or connect on LinkedIn.