Allison Milchling. Product Designer.


Data Configuration. Autonomizing Workflows.

Project Summary

Data requirements are not standard across the legacy admin systems used by our enterprise clients. A repeatable, non-technical data configuration solution was needed in order to prevent one-off, non repeatable custom development work and to enable external users to own a portion of this work without internal support.

In order to improve how we handled data configuration, I needed to focus on the following:

The result was a field management UI for visibility into the exact data being digitized, a drag-and-drop field placement tool for faster template definition, and a backend staff tool for non-technical data configuration - plus a longer term vision for making the process even simpler in the future.

As the company's sole designer, I vetted and championed the problem with a junior PM and owned the end to end UX of this project. I worked side by side with a scrum team containing 7 app engineers.

The Problems

The setup process dangerously lengthened time-to-value:

Data configuration requests were not yet productized:

Prototypes and Testing

Prototyping out of the box enrichments:

Testing the new user flow of data configuration to template definition

Final Design and Resolution

Data configuration with enrichments: Google Sheet integration for repeatable, code-free data configuration. Spreadsheet format enables fast bulk configuration of hundreds of fields at once.

Goals achieved:

  • Setup time is decreased and internal staff have more time for higher value tasks
  • Digitization costs are lowered because standardized enrichments enable higher AI contribution

Field management: An editable in-product inventory of all fields and their statuses.

Goals achieved:

  • Transparency into project scope for customers and partners who previously did not have definitive access to this information
  • New access enables external users to participate in setup more efficiently because feedback rounds are now rooted in an up-to-date single source

Field placement/template definition: A modular, intuitive, and fast UI for mapping data requirements to forms, decoupled from the actual task of data configuration.

Goals achieved:

  • Data configuration happens first, so at the form template-level, the user can focus on placement. This simplified task enables external-user autonomy because they don’t need to understand the greater configuration requirements. The tool is faster and more intuitive, contributing to the decrease in time-to-value

Default view of all fields for an entire account

Breadcrumbs navigation to individual template filter, bulk select options

Template search functionality, individual cell loading

Save all/bulk change loading

Main Takeaways

Success with a young engineering team:

Marketing UX improvements for prioritization:

Other Work

Partner Portal. Enterprise Architecture.

REPAIR. Leveraging Machine Learning.