$2.7B
FY26 Value Pipe Touched
User Research
We surveyed 179 Account Executives to gather feedback on the current Business Value Discovery tool, and their AI readiness. Overall, users were asking for automation and recommendations tailored to their deal stage and segment, so they can reduce time finding information.
Iterative Design with Focus Groups
During the high-fidelity design process, we conducted focus group workshops with Account Executives to gather feedback on the tool’s flow. This helped us stay aligned and iterate on the design, validating the user journey while prioritizing what matters most to them.
The New Business Value Discovery Tool
We evolved the BVD tool from an estimator that only supported one product to one that supports multiple value drivers and products. The enhanced tool features a customizable builder that allows you to intuitively assemble your value driver selection and refine details, with AI assistance.
Based on user feedback requesting a slower ramp-up to automation, we introduced lightweight AI features that enhance the workflow without disrupting the process, allowing users to adopt AI capabilities at their own pace, with a longer-term vision of an implementing an agent.
Embedded Intelligent Input Recommendations
AI embedded directly within the page to help with one-click input recommendations.
Clear and Shareable ROI Results
Displaying results that matter to Account Executives the most, directly exportable into detailed slides that can be easily shared with the customer.
