Turning account planning into a living, human-reviewed system
At Cisco, I owned the day-to-day product work for AI-powered account planning: bringing scattered research into a generated draft that sellers could improve with their own account knowledge.
How the work connected
AI-first account planningCisco · 2025–2026Assemble internal account context and public company developments
Generate a first master plan for the account team to review
Capture role-specific input and approve contributions for the next iteration
Export adjustable plans and internal or customer-facing presentation outputs
The product decision behind this workflow
I treated the generated plan as the beginning of a workflow. Account-team members needed places to contribute their knowledge, an approval step, and a new iteration that incorporated accepted input. The product reduced manual assembly work while keeping the account team responsible for the plan.
Case-study reconstruction from my experience—not an employer screenshot or live product demo.
01 / Context
The operating problem
The previous Quip-based process could take account teams more than 20 hours of research and writing per plan. Useful context was scattered across internal systems and public information such as company news, investor updates and executive changes. Sellers needed a head start without losing ownership of the strategy.
02 / Judgment
The decision behind the interface
I treated the generated plan as the beginning of a workflow. Account-team members needed places to contribute their knowledge, an approval step, and a new iteration that incorporated accepted input. The product reduced manual assembly work while keeping the account team responsible for the plan.
03 / System
How the account-planning workflow worked
- 01
Assemble internal account context and public company developments
- 02
Generate a first master plan for the account team to review
- 03
Capture role-specific input and approve contributions for the next iteration
- 04
Export adjustable plans and internal or customer-facing presentation outputs
Product narrative
A visual language for the system around the screen.
How the work connected
AI-first account planningCisco · 2025–2026Assemble internal account context and public company developments
Generate a first master plan for the account team to review
Capture role-specific input and approve contributions for the next iteration
Export adjustable plans and internal or customer-facing presentation outputs
The product decision behind this workflow
I treated the generated plan as the beginning of a workflow. Account-team members needed places to contribute their knowledge, an approval step, and a new iteration that incorporated accepted input. The product reduced manual assembly work while keeping the account team responsible for the plan.
Case-study reconstruction from my experience—not an employer screenshot or live product demo.
The 20+ hours describes the previous manual process, not a measured time-saving claim. Intended seller reach is not a count of active users.
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