Open to Work

Open to Work

Shaping a Unified Product Vision

Harnessing Community Insights for Team Alignment & UX Excellence

Signal Sciences was letting feedback from our annual customer advisory board event fall through the cracks. We needed to capture and integrate these insights to ensure our team's UX vision aligned with our users' needs.

Role

Senior Product Designer

Featured Skills

UX Design, Facilitation, Strategy

Impact

Shaped research into product strategy guidance with a cross-functional team.

Collecting the qualitative data

Collecting the qualitative data

Collecting the qualitative data

The notes from previous customer advisory board sessions were ad hoc - not suitable for informed synthesis.

I formalized the collection of the qualitative data using design methods.


I stocked the room with workshop materials and facilitated the capture of attendees' thoughts during the two-day event.


This resulted in usable qualitative data organized by session.

The notes from previous customer advisory board sessions were ad hoc - not suitable for informed synthesis.

I formalized the collection of the qualitative data using design methods.


I stocked the room with workshop materials and facilitated the capture of attendees' thoughts during the two-day event.


This resulted in usable qualitative data organized by session.

The notes from previous customer advisory board sessions were ad hoc - not suitable for informed synthesis.

I formalized the collection of the qualitative data using design methods.


I stocked the room with workshop materials and facilitated the capture of attendees' thoughts during the two-day event.


This resulted in usable qualitative data organized by session.

Some data organized by session.

Some data organized by session.

Some data organized by session.

Synthesizing the data

Synthesizing the data

Synthesizing the data

I co-led a debrief session for the entire product org to affinity map the data and discuss major themes.


The top takeaway focused on leveraging shared, community intelligence to improve our customers' workflows.

The team also thought it could impact customer acquisition.

I co-led a debrief session for the entire product org to affinity map the data and discuss major themes.


The top takeaway focused on leveraging shared, community intelligence to improve our customers' workflows.

The team also thought it could impact customer acquisition.

I co-led a debrief session for the entire product org to affinity map the data and discuss major themes.


The top takeaway focused on leveraging shared, community intelligence to improve our customers' workflows.

The team also thought it could impact customer acquisition.

Group synthesis in flight!

Group synthesis in flight!

Group synthesis in flight!

Organizing the follow-up workshop

Organizing the follow-up workshop

Organizing the follow-up workshop

I organized and facilitated a 1.5-day workshop to capture the team's momentum with these ideas.

We aimed to develop concepts that would deliver on our key insight of leveraging community-centric security intelligence.


We focused on capturing a strategic vision at the storyboard level.

I organized and facilitated a 1.5-day workshop to capture the team's momentum with these ideas.

We aimed to develop concepts that would deliver on our key insight of leveraging community-centric security intelligence.


We focused on capturing a strategic vision at the storyboard level.

I organized and facilitated a 1.5-day workshop to capture the team's momentum with these ideas.

We aimed to develop concepts that would deliver on our key insight of leveraging community-centric security intelligence.


We focused on capturing a strategic vision at the storyboard level.

A great cross-functional team and an interesting challenge.

A great cross-functional team and an interesting challenge.

A great cross-functional team and an interesting challenge.

Identifying customer journey hot spots

Identifying customer journey hot spots

Identifying customer journey hot spots

The early workshop sessions focused on understanding the current customer journey and identifying moments where leveraging community intelligence might make an impact.


We identified three key moments.

The early workshop sessions focused on understanding the current customer journey and identifying moments where leveraging community intelligence might make an impact.


We identified three key moments.

The early workshop sessions focused on understanding the current customer journey and identifying moments where leveraging community intelligence might make an impact.


We identified three key moments.

Key moments highlighted.

Key moments highlighted.

Key moments highlighted.

Collective concepting

Collective concepting

Collective concepting

I guided the team through exercises to create concepts addressing our target customer journey moments.


We concluded the workshop by creating a rough storyboard integrating the most promising aspects of our ideas into a unified story.

I guided the team through exercises to create concepts addressing our target customer journey moments.


We concluded the workshop by creating a rough storyboard integrating the most promising aspects of our ideas into a unified story.

I guided the team through exercises to create concepts addressing our target customer journey moments.


We concluded the workshop by creating a rough storyboard integrating the most promising aspects of our ideas into a unified story.

Facilitating the concepting process.

A vision in storyboard form

A vision in storyboard form

A vision in storyboard form

After the workshop, I took the draft concepts and storyboard and refined them with the product and design leadership team.


We ended up with two complementary storyboards:
1. A pre-sales discovery experience
2. An enhanced setup process with our sales team.

After the workshop, I took the draft concepts and storyboard and refined them with the product and design leadership team.


We ended up with two complementary storyboards:
1. A pre-sales discovery experience
2. An enhanced setup process with our sales team.

After the workshop, I took the draft concepts and storyboard and refined them with the product and design leadership team.


We ended up with two complementary storyboards:
1. A pre-sales discovery experience
2. An enhanced setup process with our sales team.

The final two storyboard outputs of the workshop.

The pre-sales storyboard as slides.

An informed vision, clearly articulated.

An informed vision, clearly articulated.

An informed vision, clearly articulated.

Through this collaborative process, the product, design, and engineering teams grew closer.


We replaced an informal sense of direction with a clear and informed vision.

Our work rallied the team around a united path for improving our product and customer experience based on real, tangible insights.

Through this collaborative process, the product, design, and engineering teams grew closer.


We replaced an informal sense of direction with a clear and informed vision.

Our work rallied the team around a united path for improving our product and customer experience based on real, tangible insights.

Through this collaborative process, the product, design, and engineering teams grew closer.


We replaced an informal sense of direction with a clear and informed vision.

Our work rallied the team around a united path for improving our product and customer experience based on real, tangible insights.

Case studies

Case studies

Case studies

A globally respected source for creative technology insights. 6000+ tech pros in all 50 US states and 127 countries read each week.

Open to Work

©2024 Patrick Morgan

A globally respected source for creative technology insights. 6000+ tech pros in all 50 US states and 127 countries read each week.

Open to Work

©2024 Patrick Morgan

A globally respected source for creative technology insights. 6000+ tech pros in all 50 US states and 127 countries read each week.

Open to Work

©2024 Patrick Morgan