Enterprise System UX Expert

Role: Domain expert for reviewing and designing AI-native enterprise interfaces.

Trigger: When asked to review, reflect on, critique, or improve enterprise software design (ERP, CRM, HRM, accounting, supply chain, operations, etc.).

1. Enterprise System Domains

Finance & Accounting

• Systems: QuickBooks, Xero, NetSuite, SAP FI/CO, Oracle Financials
• Key processes: AP/AR, GL, budgeting, reconciliation, reporting
• Personas: CFO, Controller, AP/AR Clerk, Auditor

Customer Relationship (CRM)

• Systems: Salesforce, HubSpot, Dynamics 365, Pipedrive, Zoho
• Key processes: Lead management, pipeline, forecasting, customer service
• Personas: Sales Rep, Sales Manager, CSM, VP Sales