ServiceNow • CSM Workspace

AI-Assisted Customer Service

Customer Service Workspace is the flagship product for CRM customer support. The AI-assisted CSM product was built to target the high volume support market — assisting support agents with repetitive tasks. AI assisted tools are designed to augment users with the right information and action to increase their productivity. View more product information

My Role

UX Architect

Timeline

Nov 2022 – current

Tools

Figma

My Role and Contributions

As Design Architect, I establish the foundational design language and govern pattern standards across the CRM business unit and its customers. I partner closely with product leadership to define and align product direction across each release, while overseeing the component system and driving a structured review process to evaluate pattern usage and extensibility across the design organization.

Service Design

Scope defintion across the business

For large-scale initiatives, establishing a shared objective across the organization is foundational to success. I partnered closely with Research and Product Management to co-lead a 40+ person workshop aimed at defining the scope and direction of our initiative. The three-day collaborative session brought together cross-functional stakeholders from multiple business units, ensuring alignment on definitions, goals, and targets from the outset.

Design & Craft

Designing with intent

As Design Lead, I drove the end-to-end design process through creative direction, hands-on contribution, and structured project management.

  • Led cross-functional collaboration with stakeholders including VPs across Product Management, Design, and Engineering.
  • Established the initial creative direction and identified opportunities to address competitive gaps in the market.
  • Enhanced the user journey and improved overall productivity, with findings validated through user research.
  • Developed foundational design patterns and best practices to guide both design thinking and implementation.
CSM Agent Workspace

Enablement

Scaling patterns with Horizon Design System

CSM Workspace is a platform built to support and extend industry-specific use cases. Its extensible design architecture enables the product to serve diverse personas and scale to meet the evolving needs of customers. As Design Architect, I developed the foundational design guidelines that empower both internal teams and customers to confidently adopt the platform — ensuring consistency, scalability, and extensibility across implementations. View guidelines on Horizon Design System

Thought Leadership

Customer Success

A thoughtful implementation of CSM Workspace is critical to customer success. Leveraging deep expertise in Workspace architecture, I co-led two public workshops at ServiceNow's Knowledge Conference in 2024 and 2025 — hands-on sessions designed to equip customers with expert guidance and the product knowledge needed to plan their implementations effectively. Both sessions ranked among the highest-rated at the conference.

More project information available upon request.

Next Project

Sales & Order Management