Featured case 04 · Commercial Tools

Turn complexity into the next useful decision.

Authored planning prototypes that connect pricing, shipments, depletions, budgets, forecasts, scenarios, and action planning.

Role

Commercial strategist · Prototype author

Capabilities

Tool design · Forecasting · Pricing · AI-assisted workflows

Prototype set

Shipment & Depletion Planner · Spirits Price Simulator

Commercial planningGrowth targetCategory depletionAccountsBudget & complianceForecast pacingLong viewAction plan

Planning interface

From target to action

Shipment target1,416
Depletion plan1,274
Scenario margin42%
Pricing assumptions · Category weights · Account actions
Budget pressure · Forecast pacing · Long-range path

Context

Commercial plans often live across disconnected spreadsheets, decks, pricing assumptions, market knowledge, and recurring conversations. That makes it hard to see how a change in one variable should alter the next action.

My role

I authored two HTML prototype concepts: a Shipment & Depletion Planner and a Spirits Price Simulator. The goal was to turn commercial expertise into clearer, repeatable interfaces that help users think through scenarios rather than merely store numbers.

Strategic approach

  • Organize the planning flow from growth target to depletion requirement, account action, budget, pacing, and long-range view.
  • Make scenario assumptions visible so teams can compare decisions rather than argue from different hidden inputs.
  • Connect commercial math to practical next actions and execution pressure.
  • Use AI-assisted development to accelerate prototype design while keeping the commercial logic grounded in field experience.
Module 01Pricing Simulation

Compare base and alternative scenarios across supplier, distributor, retailer, and margin assumptions.

Module 02Depletion Planning

Translate shipment goals into realistic sell-through requirements, category allocation, and account actions.

Module 03Forecast Pacing

Make target, actual, variance, budget pressure, and long-range implications easier to review.

Module 04Workflow Design

Structure commercial knowledge into repeatable prompts, interfaces, reports, and planning systems.

Commercial application

The prototypes demonstrate how a sales and marketing generalist can also build the practical systems a team needs to make better decisions, communicate assumptions, and move from analysis to execution.

The interface above represents the planning modules from the original prototype.

What this demonstrates

A combination that is still unusual: commercial fluency, systems thinking, interface judgment, and enough technical range to turn an operating problem into a tangible prototype.

Next case

Effectuate

Integrated positioning and service architecture