EPIPHANIES
Navigation a major target audience pivot
Navigation a major target audience pivot
TL;DR
Partnering with PM and Leadership, the MVP launch of this target audience adjustment saw a 33% reduction in the time it takes for users to create a resource.
There was an increase in GitHub activity. While great, there are many other factors that affect this increase such as users testing out the new feature.
The victory here being Meroxa's ability to draw more customers with the democratization of data pipelines. Meroxa was able to secure US Government contracts due to this effort.
Partnering with PM and Leadership, the MVP launch of this target audience adjustment saw a 33% reduction in the time it takes for users to create a resource.
There was an increase in GitHub activity. While great, there are many other factors that affect this increase such as users testing out the new feature.
The victory here being Meroxa's ability to draw more customers with the democratization of data pipelines. Meroxa was able to secure US Government contracts due to this effort.
User Research
Systems Thinking
Information Architecture
Team: Design Lead (myself), Product Manager, Engineer, Users & Stakeholders (Engineers, CTO)
Team: Design Lead (myself), Product Manager, Engineer, Users & Stakeholders (Engineers, CTO)
THE PROBLEM
With the product focus moving from Data Engineers to Software Engineers, the actual work would then happen in the Command Line and a code editor of choice. What useful features could we provide for our customers in the Dashboard? It can't be just a thing for billing, right?
We're making a major pivot to target Software Engineers rather than Data Engineers to broaden reach. How do we overhaul the platform to accommodate this?
With the product focus moving from Data Engineers to Software Engineers, the actual work would then happen in the Command Line and a code editor of choice. What useful features could we provide for our customers in the Dashboard? It can't be just a thing for billing, right?
We're making a major pivot to target Software Engineers rather than Data Engineers to broaden reach. How do we overhaul the platform to accommodate this?
RESEARCH & EXPLORATION
Initial conversations uncovered that Industry Leads pull data—which we already knew. So I dug into understanding what this data collection entails.
Log into a wide variety of payroll services used by our Network Companies. It's worth noting that these payroll services can vary from company to company.
Import the information into Metabase
Import from Metabase into the spreadsheet app of choice where a great amount of processsing and analysis happens
Having conversations with Network Presidents under their purview
Repeat these steps multiplied by the number of companies in your given industry
Within TeamsharesOS, there was no visibility into payroll outside of these third-party payroll systems. This process was extremely time intensive.
But what data are they looking at? The situation at Teamshares is unique in that we're pulling from multiple systems. Step 1 was finding out what data was available.
Meroxa launched in 2021 aimed toward Data Engineers who would build data pipelines on the Meroxa platform in significantly less time than it would traditionally take. Like the tagline used to proudly state, "...in minutes, not months".
The product vision ended up outgrowing simple data pipelines in a browser-based pipeline builder, to make way for much more complex data applications. We're talking Software Engineer-grade complexity. Enter Turbine, the code-first data application framework. Wait, code-first? What happens to the pipeline builder? I'll get into that.
Initial conversations uncovered that Industry Leads pull data—which we already knew. So I dug into understanding what this data collection entails.
Log into a wide variety of payroll services used by our Network Companies. It's worth noting that these payroll services can vary from company to company.
Import the information into Metabase
Import from Metabase into the spreadsheet app of choice where a great amount of processsing and analysis happens
Having conversations with Network Presidents under their purview
Repeat these steps multiplied by the number of companies in your given industry
Within TeamsharesOS, there was no visibility into payroll outside of these third-party payroll systems. This process was extremely time intensive.
But what data are they looking at? The situation at Teamshares is unique in that we're pulling from multiple systems. Step 1 was finding out what data was available.
SOME BACKGROUND
There's a lot of backstory before we got to this point. The quick and dirty is that prior to the final decision to go down the code-first data application platform journey, we explored Multi-Streams, which built on the pipeline model, where you could build multiple streams within a single pipeline. Then the conversation shifted towards a DAG (Directed Acyclic Graph)-like data flow structure. Then, finally the epiphany: we discovered that among our users, Software Engineers were our biggest group. As luck would have it, there are way more Software Engineers than Data Engineers (generally speaking). More Software Engineers, bigger impact building whole data applications in what would be named Turbine. Mo' money, mo' money, mo' money—theoretically.
There's a lot of backstory before we got to this point. The quick and dirty is that prior to the final decision to go down the code-first data application platform journey, we explored Multi-Streams, which built on the pipeline model, where you could build multiple streams within a single pipeline. Then the conversation shifted towards a DAG (Directed Acyclic Graph)-like data flow structure. Then, finally the epiphany: we discovered that among our users, Software Engineers were our biggest group. As luck would have it, there are way more Software Engineers than Data Engineers (generally speaking). More Software Engineers, bigger impact building whole data applications in what would be named Turbine. Mo' money, mo' money, mo' money—theoretically.
A lot to sort out at this stage. There had been features we worked on like Environments (dedicated, shared, self-hosted) that would split data applications into desired containers. I tried to fit these into the first iterations.
It's worth mentioning that I had taken over and grew the Design System that I named "Yoshi" (Get it? Super Mario's lil homie that helped him speed through pipes? Meroxa Pipelines?). This gave me the ability to quickly throw together screens.
A lot to sort out at this stage. There had been features we worked on like Environments (dedicated, shared, self-hosted) that would split data applications into desired containers. I tried to fit these into the first iterations.
It's worth mentioning that I had taken over and grew the Design System that I named "Yoshi" (Get it? Super Mario's lil homie that helped him speed through pipes? Meroxa Pipelines?). This gave me the ability to quickly throw together screens.
FIRST APPROACH: EVERYTHING BUT THE KITCHEN SINK
Problem with this design. The first iteration made Resources so prominent that in the long-term, when users build more and more Data Apps that too much would get lost in the sauce. Cool.A sketch here, tweak there…
Problem with this design. The first iteration made Resources so prominent that in the long-term, when users build more and more Data Apps that too much would get lost in the sauce. Cool.A sketch here, tweak there…
SECOND APPROACH: WE HAVE A GRID FOR THAT
I got hit with an idea that maybe we could present an Activity Feed so users can get a good idea of what's happened in chronological order. Presenting this information inside of a grid allowed for easy sorting. So, if a user wanted to list all the errors at the top of the grid, they can click on the status column header.
Adding an activity column would then provide us with a better means to give users readable details on the actions taken with any item on the screen. This grid display, however, would require more horizontal space, so I made adjustments to the navigation, in favor of context-based tabs.
Feedback from Engineers was that I was getting warmer with what would be useful for them and their workflows.
I got hit with an idea that maybe we could present an Activity Feed so users can get a good idea of what's happened in chronological order. Presenting this information inside of a grid allowed for easy sorting. So, if a user wanted to list all the errors at the top of the grid, they can click on the status column header.
Adding an activity column would then provide us with a better means to give users readable details on the actions taken with any item on the screen. This grid display, however, would require more horizontal space, so I made adjustments to the navigation, in favor of context-based tabs.
Feedback from Engineers was that I was getting warmer with what would be useful for them and their workflows.
THIRD APPROACH: HIT DIFFERENT
I went much deeper with this iteration. Looking at the prior designs, the main thing I felt was missing was some data. We're a data company, right? Makes sense. Also, I went with dark mode. Inspired by GitHub, Vercel, and conversations with in-house Engineers and Engineers that I know outside of Meroxa. This iteration received great response from stakeholders. The review yielded some great feedback around finetuning what we're displaying.
I went much deeper with this iteration. Looking at the prior designs, the main thing I felt was missing was some data. We're a data company, right? Makes sense. Also, I went with dark mode. Inspired by GitHub, Vercel, and conversations with in-house Engineers and Engineers that I know outside of Meroxa. This iteration received great response from stakeholders. The review yielded some great feedback around finetuning what we're displaying.
LET'S SHIP IT
Final implementation stripped out Environments, Logs, and the Data Application Map—all to be implemented at a later date.
Final implementation stripped out Environments, Logs, and the Data Application Map—all to be implemented at a later date.
L DANTE GUARIN
DESIGN AND HAIKU ARE COOL
LET'S WORK TOGETHER
L DANTE GUARIN
DESIGN AND HAIKU ARE COOL
LET'S WORK TOGETHER
L DANTE GUARIN
DESIGN AND HAIKU ARE COOL
LET'S WORK TOGETHER
(925) 336-3336 | me@ldanteguarin.com
(925) 336-3336 | me@ldanteguarin.com