Summary
In enterprise organizations, product development work, and therefore, design work, typically happens within a specific business unit or organization. Dedicated and embedded squads means there is a close and tight feedback loop between team members. But what happens when your company kicks off an initiative that spans across business units? How do you resource and run a design project with no dedicated designers? This case study will cover how we set out a vision, structured communications, built up an ad-hoc design team, shipped our first cross-organization product and all the lessons we learned along the way.
Key Insights
-
•
Unifying a sign-in experience across siloed business units requires cultural alignment more than just technical design.
-
•
An experience vision that is agnostic of technology helps align diverse stakeholders effectively.
-
•
Empowered small core teams can accelerate decision-making and maintain project momentum.
-
•
Embedding designers fractionally from different business units enables scalable design collaboration without a dedicated central team.
-
•
Rapid iterations and mixed usability testing approaches help identify issues early across modules and terminology.
-
•
Lack of prior trust among designers from different units hinders collaboration and slows progress.
-
•
Conflicting roadmaps and priorities between business units create complexity in resourcing shared projects.
-
•
Over-reliance on a single content strategist created a risky single point of failure for messaging consistency.
-
•
A formal kickoff meeting is crucial to align scope, roles, and expectations, even if delayed.
-
•
Service blueprints provide a valuable deeper view into backend systems and stakeholder responsibilities often overlooked in UI-focused maps.
Notable Quotes
"The complex problem we were solving was not really solution based at all. It was a cultural team alignment problem."
"The experience vision provided a tangible goal that everyone could work towards, focusing on the user's experience rather than the technology."
"Consistency over business unit efficiency meant choosing a unified interface over letting each business unit do their own thing."
"We formed a core task force empowered to make decisions quickly, avoiding weeks of delay waiting for formal approvals."
"I wish I’d spent more time cultivating relationships and trust with the designers embedded in other business units."
"Our content strategist was a single point of failure—when she left, we scrambled to pick up unfinished work."
"There was never an official kickoff meeting to align all stakeholders and set clear expectations."
"A service blueprint would have helped show the complex backend systems supporting what looks like a simple user interface."
"Investing time in people, relationships, and collaboration pays off in stronger teams and better user experiences."
"The work we do is fundamentally human, and humans are messy—sometimes things work, sometimes they don’t."
Dig deeper—ask the Rosenbot:
















More Videos

"Flat Carol was a nearly life-size cardboard cutout of Carol."
Randolph Duke IIWar Stories LIVE! Randy Duke II
March 30, 2020

"You do not have to go publicly thank the employer who just laid you off. They’ll be fine without it."
Corey Nelson Amy SanteeLayoffs
November 15, 2022

"Customers benchmark your company to their last best experience, often outside of your industry."
Landon BarnesAre My Research Findings Actually Meaningful?
March 10, 2022

"There was a founder who said our job was to coach people to not need us anymore, which is the kind of mindset I wish was more common."
Amy BucherHarnessing behavioral science to uncover deeper truths
March 12, 2025

"The interface you’ve designed is like a landscape shaping the flow of user behavior as water flows through a stream."
David SternbergUncovering the hidden forces shaping user behavior
July 17, 2025

"If you dug deeper into feedback, you'd find ways to address issues without a big change."
Deanna SmithLeading Change with Confidence: Strategies for Optimizing Your Process
September 23, 2024

"Provocative prototypes provoke conversation and surface unspoken values."
Jennifer StricklandAdopting a "Design By" Method
December 9, 2021

"COVID has maybe made us a better global team by forcing us to figure out how to work across time zones and communication preferences."
Rachel Posman John CalhounA Closer Look at Team Ops and Product Ops (Two Sides of the DesignOps Coin)
November 19, 2020

"Grandmas provide grounding, resilience, and long-term perspective often through rituals and storytelling."
Gina MendoliaTherapists, Coaches, and Grandmas: Techniques for Service Design in Complex Systems
December 3, 2024