Contract Management for General Motors

Unifying 18 touch points into one platform

Role

Lead Product Designer (end-to-end)

Team

Agile pod: Product, Engineering, Legal

Problem

How might we eliminate manual workflows managing 85,000+ dealer agreements across 18 broken systems?

Solution

Led a 18-to-1 system consolidation, automating 93% of workflows and 50% reduced turnaround

18

Apps consolidated

4K

Dealers managed

85k

Active agreements

50%

Reduced cycles

The challenge: when a 'quick reskin' requires a strategic intervention

GM's legacy third-party contracting system was reaching end-of-life. The weight of 85k dealer contracts rested on just 30 contract managers.

Contract Managers navigated a fragmented ecosystem of legacy tools and manual spreadsheets to execute high-stakes legal changes (buy/sells, re-contracting, and ownership updates) for a 4,000-dealer network.

Leadership wanted a fast UI reskin to migrate before the deadline. I pushed back, the problem wasn't the interface, the system itself was broken.

Image with diagram showing connection between contract managers and legacy systems

IT data diagram: Contract Managers served as 'human middleware,' manually syncing data across legacy systems built between 1980-2000, managing 85,000 active records

Research & strategic discovery: Identifying the high cost of fragmentation

To better understand these complex legal workflows, I traveled across GM offices and led field research, shadowed workflows, mapped every touchpoint, and analzyed the "shadow systems" in Excel and Outlook. In tandem, I led design sprints and workshops to further validate and organize these findings.

Key findings:

Fragmented systems

Built in 2000, systems were old and outdated and required several work-arounds to track important information.

The "Human API"

Contract Managers manually synced data across 18 touch points like Excel, Outlook and legacy mainframe databases.

Legal liability

State-mandated deadlines were tracked in spreadsheets. Missed deadlines could cause serious legal ramifications.

Group of designers putting down sticky notes on wall

Driving team alignment: Facilitating a cross-functional workshop to validate the "18-to-1" system consolidation. By involving stakeholders early in the mapping process, we identified technical constraints and gained buy-in for a phased automation approach.

Design strategy: Engineering a single source of truth

With a hard deadline to replace an expiring system, my strategy was focused on systemic consolidation while keeping legal integrity. I engineered a single-app workspace where Contract Managers could execute every stage of a proposal without ever leaving the application.

North Star

Enable faster, simpler contracting through a single source of truth, without increasing cognitive load or risking legal compliance.

Tradeoffs: Efficient iteration over pixel-perfection

To ensure a robust launch under tight time and resource constraints, I shifted the delivery strategy toward a standardized framework for MVP.


  • The Logic: By creating templatized workflows and components (tables, modals, widgets) I made it so that I could focus on complex legal and edge-case scenarios that the system may need to account for.


  • High-Fidelity Validation: I presented stakeholders and end users with hi-fi wireframes to show realistic view of the data density and to gain rapid feedback and iteration in order to keep consistent with the complex legal and technical details of the various contracting processes.

Diagram showing consolidated contract flow

The 18-to-1 Blueprint: This finalized architecture represents the successful consolidation of 18 manual touchpoints into one automated ecosystem. By integrating background checks and document generation directly into the flow, we replaced "shadow spreadsheets" with a 93% automated contract lifecycle.

The solution: All-in-one contract dashboard

Unified dashboard

Single view of all active proposals with real-time status and widgets. System calculates state-specific legal windows and sends proactive notifications. Replaced personal spreadsheet tracking.

mockup of contract dashboard

Visible content and status
Proposals now feature a centralized hub for all core information, including dealer submissions, pending tasks, and message history.

Mockup of proposal details

Centralized document management
All files, approvals, and contract generation in one location with built-in commenting, audit trails, and e-signature integration.

Mockup of documents list in proposal

The impact: From crisis to strategic asset

4 → 2

Months avg contract turnaround time

93%

Workflows automated in one system

85k

Dealer contracts migrated

18 → 1

Touch points consolidated

Qualitative impact: Contract managers shifted from copy-paste data corrections to high-value proposal review. Dealers gained self-service capabilities and real-time visibility and communication. Legal compliance risk dropped significantly through automated deadline tracking and audit trails.

Key takeaways

This project reinforced that impactful UX work is strategic work. It's understanding business constraints, user pain, and technical possibilities, then advocating for solutions that actually solve problems. While large, complex problems can feel insurmountable, the payoff is immense when you show users that someone is finally willing to step up, listen, and take action.

Challenge the brief when it matters

Stakeholders don't always know what they need. Research-backed pushback got buy-in for meaningful change over superficial fixes.

Design systems, not just screens

The core problem was fragmented information architecture. Understanding the full ecosystem enabled system-level improvement.

Tight feedback loops prevent costly mistakes

Weekly validation with stakeholders, developers, and end users kept iteration focused on real problems, not assumptions.

Strategic design transcends implementation

Even when development shifted to Adobe Experience Manager, the UX strategy shaped business requirements and demonstrated lasting value.

Contract Management for General Motors

Unifying 18 touch points into one platform

Role

Lead Product Designer (end-to-end)

Team

Agile pod: Product, Engineering, Legal

Problem

How might we unify fragmented workflows to ensure compliance and rebuild user trust?

Solution

Led a 18-to-1 system consolidation, automating 93% of workflows and 50% reduced turnaround

Mockup of contract dashboard
Mockup of contract dashboard

18

Apps consolidated

4K

Dealers managed

93%

Manual reduction

50%

Reduced cycles

The challenge: when a 'quick reskin' requires a strategic intervention

GM's legacy third-party contracting system was reaching end-of-life. The weight of 85k dealer contracts rested on just 30 contract managers.

Contract Managers navigated a fragmented ecosystem of legacy tools and manual spreadsheets to execute high-stakes legal changes (buy/sells, re-contracting, and ownership updates) for a 4,000-dealer network.

Leadership wanted a fast UI reskin to migrate before the deadline. I pushed back, the problem wasn't the interface, the system itself was broken.

Research & strategic discovery: Identifying the high cost of fragmentation

To better understand these complex legal workflows, I traveled across GM offices and led field research, shadowed workflows, mapped every touchpoint, and analzyed the "shadow systems" in Excel and Outlook. In tandem, I led design sprints and workshops to further validate and organize these findings.

Key findings:

Fragmented systems

Built in 2000, systems were old and outdated and required several work-arounds to track important information.

The "Human API"

Contract Managers manually synced data across 18 touch points like Excel, Outlook and legacy mainframe databases.

Legal liability

State-mandated deadlines were tracked in spreadsheets. Missed deadlines could cause serious legal ramifications.

Diagram showing connection between contract managers and legacy systems
Diagram showing connection between contract managers and legacy systems

IT data diagram: Contract Managers served as 'human middleware,' manually syncing data across legacy systems built between 1980-2000, managing 85,000 active records

Group of people putting down sticky notes on wall
Group of people putting down sticky notes on wall

Driving Team Alignment: Facilitating a cross-functional workshop to validate the "18-to-1" system consolidation. By involving stakeholders early in the mapping process, we identified technical constraints and gained buy-in for a phased automation approach.

Design strategy: Engineering a single source of truth

With a hard deadline to replace an expiring system, my strategy was focused on systemic consolidation while keeping legal integrity. I engineered a single-app workspace where Contract Managers could execute every stage of a proposal without ever leaving the application.

North Star

Enable faster, simpler contracting through a single source of truth, without increasing cognitive load or risking legal compliance.

Tradeoffs: Efficient iteration over pixel-perfection

To ensure a robust launch under tight time and resource constraints, I shifted the delivery strategy toward a standardized framework for MVP.


  • The Logic: By creating templatized workflows and components (tables, modals, widgets) I made it so that I could focus on complex legal and edge-case scenarios that the system may need to account for.


  • High-Fidelity Validation: I presented stakeholders and end users with hi-fi wireframes to show realistic view of the data density and to gain rapid feedback and iteration in order to keep consistent with the complex legal and technical details of the various contracting processes.

Diagram showing consolidated contract flow
Diagram showing consolidated contract flow

The 18-to-1 Blueprint: This finalized architecture represents the successful consolidation of 18 manual touchpoints into one automated ecosystem. By integrating background checks and document generation directly into the flow, we replaced "shadow spreadsheets" with a 93% automated contract lifecycle.

The solution: All-in-one contract dashboard

Unified dashboard

Single view of all active proposals with real-time status and widgets. System calculates state-specific legal windows and sends proactive notifications. Replaced personal spreadsheet tracking.

Group of designers putting down sticky notes on wall
Group of designers putting down sticky notes on wall

Visible content and status
Proposals now feature a centralized hub for all core information, including dealer submissions, pending tasks, and message history.

Mockup of proposal details
Mockup of proposal details

Centralized document management
All files, approvals, and contract generation in one location with built-in commenting, audit trails, and e-signature integration.

Mockup of documents list in proposal
Mockup of documents list in proposal

The impact: From crisis to strategic asset

4 → 2

Months avg contract turnaround time

93%

Workflows automated in one system

85k

Dealer contracts migrated

18 → 1

Touch points consolidated

Qualitative impact: Contract managers shifted from copy-paste data corrections to high-value proposal review. Dealers gained self-service capabilities and real-time visibility and communication. Legal compliance risk dropped significantly through automated deadline tracking and audit trails.

Key takeaways

This project reinforced that impactful UX work is strategic work. It's understanding business constraints, user pain, and technical possibilities, then advocating for solutions that actually solve problems. While large, complex problems can feel insurmountable, the payoff is immense when you show users that someone is finally willing to step up, listen, and take action.

Challenge the brief when it matters

Stakeholders don't always know what they need. Research-backed pushback got buy-in for meaningful change over superficial fixes.

Design systems, not just screens

The core problem was fragmented information architecture. Understanding the full ecosystem enabled system-level improvement.

Tight feedback loops prevent costly mistakes

Weekly validation with stakeholders, developers, and end users kept iteration focused on real problems, not assumptions.

Strategic design transcends implementation

Even when development shifted to Adobe Experience Manager, the UX strategy shaped business requirements and demonstrated lasting value.

Contract Management for General Motors

Unifying 18 touch points into one platform

Role

Lead Product Designer (end-to-end)

Team

Agile pod: Product, Engineering, Legal

Problem

How might we unify fragmented workflows to ensure compliance and rebuild user trust?

Solution

Led a 18-to-1 system consolidation, automating 93% of workflows and 50% reduced turnaround

Mockup of contract dashboard
Mockup of contract dashboard

18

Apps consolidated

4K

Dealers managed

93%

Manual reduction

50%

Reduced cycles

The challenge: when a 'quick reskin' requires a strategic intervention

GM's legacy third-party contracting system was reaching end-of-life. The weight of 85k dealer contracts rested on just 30 contract managers.

Contract Managers navigated a fragmented ecosystem of legacy tools and manual spreadsheets to execute high-stakes legal changes (buy/sells, re-contracting, and ownership updates) for a 4,000-dealer network.

GM's legacy third-party system was reaching end-of-life. Leadership wanted a fast UI reskin to migrate before the deadline. I pushed back, the problem wasn't the interface, the system itself was broken.

IT data diagram: Contract Managers served as 'human middleware,' manually syncing data across legacy systems built between 1980-2000, managing 85,000 active records

Group of people putting down sticky notes on wall
Group of people putting down sticky notes on wall

Driving Team Alignment: Facilitating a cross-functional workshop to validate the "18-to-1" system consolidation. By involving stakeholders early in the mapping process, we identified technical constraints and gained buy-in for a phased automation approach.

Research & strategic discovery: Identifying the high cost of fragmentation

To better understand these complex legal workflows, I traveled across GM offices and led field research, shadowed workflows, mapped every touchpoint, and analzyed the "shadow systems" in Excel and Outlook. In tandem, I led design sprints and workshops to further validate and organize these findings.

Key findings:

Fragmented systems

Built in 2000, systems were old and outdated and required several work-arounds to track important information.

The "Human API"

Contract Managers manually synced data across 18 touch points like Excel, Outlook and legacy mainframe databases.

Legal liability

State-mandated deadlines were tracked in spreadsheets. Missed deadlines could cause serious legal ramifications.

Design strategy: Engineering a single source of truth

With a hard deadline to replace an expiring system, my strategy was focused on systemic consolidation while keeping legal integrity. I engineered a single-app workspace where Contract Managers could execute every stage of a proposal without ever leaving the application.

North Star

Enable faster, simpler contracting through a single source of truth, without increasing cognitive load or risking legal compliance.

Tradeoffs: Efficient iteration over pixel-perfection

To ensure a robust launch under tight time and resource constraints, I shifted the delivery strategy toward a standardized framework for MVP.


  • The Logic: By creating templatized workflows and components (tables, modals, widgets) I made it so that I could focus on complex legal and edge-case scenarios that the system may need to account for.


  • High-Fidelity Validation: I presented stakeholders and end users with hi-fi wireframes to show realistic view of the data density and to gain rapid feedback and iteration in order to keep consistent with the complex legal and technical details of the various contracting processes.

Diagram showing consolidated contract flow
Diagram showing consolidated contract flow

The 18-to-1 Blueprint: This finalized architecture represents the successful consolidation of 18 manual touchpoints into one automated ecosystem. By integrating background checks and document generation directly into the flow, we replaced "shadow spreadsheets" with a 93% automated contract lifecycle.

The solution: All-in-one contract dashboard

Unified dashboard

Single view of all active proposals with real-time status and widgets. System calculates state-specific legal windows and sends proactive notifications. Replaced personal spreadsheet tracking.

Group of designers putting down sticky notes on wall
Group of designers putting down sticky notes on wall

Visible content and status
Proposals now feature a centralized hub for all core information, including dealer submissions, pending tasks, and message history.

Mockup of proposal details
Mockup of proposal details

Centralized document management
All files, approvals, and contract generation in one location with built-in commenting, audit trails, and e-signature integration.

Mockup of documents list in proposal
Mockup of documents list in proposal

The impact: From crisis to strategic asset

4 → 2

Months avg contract turnaround time

93%

Workflows automated in one system

85k

Dealer contracts migrated

18 → 1

Touch points consolidated

Qualitative impact: Contract managers shifted from copy-paste data corrections to high-value proposal review. Dealers gained self-service capabilities and real-time visibility and communication. Legal compliance risk dropped significantly through automated deadline tracking and audit trails.

Key takeaways

This project reinforced that impactful UX work is strategic work. It's understanding business constraints, user pain, and technical possibilities, then advocating for solutions that actually solve problems. While large, complex problems can feel insurmountable, the payoff is immense when you show users that someone is finally willing to step up, listen, and take action.

Challenge the brief when it matters

Stakeholders don't always know what they need. Research-backed pushback got buy-in for meaningful change over superficial fixes.

Tight feedback loops prevent costly mistakes

Weekly validation with stakeholders, developers, and end users kept iteration focused on real problems, not assumptions.

Design systems, not just screens

The core problem was fragmented information architecture. Understanding the full ecosystem enabled system-level improvement.

Strategic design transcends implementation

Even when development shifted to Adobe Experience Manager, the UX strategy shaped business requirements and demonstrated lasting value.