OUR WORK | Sales Enablement

Operational Platform Transformation

Drive Conversion
Intuitive Surgical
The Ask
Build an Online App to Manage Sales Training

Drive Conversion

Intuitive Surgical builds and sells medical robotics that assist surgeons. Intuitive uses a robust process to train their sales reps. After all, the more knowledgeable the team, the easier the sell. Problem is, their work processes relied on manually entering reports into multiple technical systems.


  • Stakeholder Interviews
  • Application Concepting
  • Business Case Development
  • Workflow Documentation
  • Data Flow Maps
  • System Integrations
  • User Interface Design
Drive Conversion
Intuitive Surgical
The Challenge
Build a Unified Training Management Platform

The duplication of systems requiring data entry promoted errors, required redundancies, and created bottlenecks in communications. An integrated Training Management Platform will automate processes, share data between systems, and provide a simple user interface. This will reduce errors and administrative time, improve performance through insights, and better the overall capacity of training.

Drive Conversion
Intuitive Surgical
The Results
Increased Capacity & More Sales

The challenge for Intuitive Surgical is to transform from fragmented, manual processes to a centralized platform with automated workflow and integrated technologies. The proprietary training management platform is critical to the ability to scale sales training in the U.S. and international markets.

Kevin Lee, Director of Technology

Over time, the platform will lift sales by increasing the CSRs and CTAs trained and also the speed at which they’re deployed.

Thank you

We look forward to working with you on solutions to your business challenges.
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