SaaS Team Inclusion + Goal Collaboration

Inclusion, Equity, + Actionable Team Insights 

Google Workspace Add-on

SaaS UX/UI 

Actionable Team Insights

Inspired by my time with VOGSY PSA, 2018-2020
  • RCollaborative Goal Observation
  • RCross-Functional Team Insights
  • RContribution and Equity Tracking
  • RCollaborative Platform Innovation
SaaS app ux designer
Your Goal Impact Screen

The Challenge

Cross-functional Goal Collaboration

Priority 1:  Provide actionable insights to boost team innovation across platform verticals

Priority 2:  Elevate team inclusion and equity with team hypothesis development and capture team contributions.

My Role

I researched and designed UX/UI to build a Google Workspace add-on with actionable insights powered by Google Cloud AI. Views are optimized for inclusion and equity to help cross-functional teams observe platform use and link suggested hypotheses directly from data. Teams gain momentum by voting up solutions, contributing comments, and making top-performing goals visible to other verticals.

1. UX Research 

Leveraging UX for Growth Boosts Avgerage ROI of 9900%

Quickly growing companies amplify their ROI by investing in UX/UI for their own team upfront. Forrester Research states every dollar invested in UX yields an average of 100 dollars in return, but it’s a staggering ROI of 9,900% for UX. This product unites teams with their UX efforts and minizes the time to insight, time to hypothesize pivots, and automates team collaboration as it tracks engagement in an inclusive way.

Unite Team Data to Make Cross-Functional Collaboration Observable

I interviewed living experts to identify technical roadblocks preventing teams from capturing their own contributions in product development.

SaaS Cross-functional Pain Points
In-house growth product
STEP 1

Prioritize Pain Points

Research team needs to add transparency and reduce throughput times.

  • Siloed teams
  • Buried assets
  • Separate platforms
  • Too many tools
  • Lost data insights
  • Too many meetings
STEP 1

Identify Dependencies

Ranking critical data, locate assets, and tool dependencies.

  • CRM
  • Data + insights
  • Finance + billing
  • Project management
  • Resource management
  • Time + expenses
  • Timeline collaboration
STEP 3

Prioritize Tasks

Reassess tasks by time restraints, rank disruptive team impact.

  • Scale Google workspace
  • Flexibly scale features
  • Drive Innovation
  • Provide actionable insights

Reassess with Domain Experts + Leadership

Teams operating on Google Workspace can unite their data securely and observe team utilization intuitively. We had to build modular components over time, so it was important I designed a consistent format to make actionable insights intuitive for everyone. 

SaaS Growth Product Features

Content Brief + UX Strategy

I was inspired by tools our cross-functional team enjoys working with, and I design solutions inspired by Reddit and GitHub features that can help us roll out team collaboration on product hypotheses and goals.

2. Build 

Custom Data Visualizations Designed for Team Strategy

I drew inspiration from MixPanel’s resourceful dashboards, but I had to keep exploration simple for our multi-disciplinary team. 

I sketch visualizations for  Product Iteration Goals, Resource Utilization, and Work Load to help our team plan for the week.

Low Fidelity Sketch
Saas app data sketch
Figma Design Exploration
SaaS app ux designer
Final Design Prototype
Insight Dashboard Mockup

Visualizing Iteration Impact

In my experience, enterprise product and marketing teams tend to work parallel to each other. By creating joint goals we can observe how both channels can unite with common goals and amplify everyone’s success.  

Hypothesis:

If we think of our marketing launches as product releases, we can unify goals and track combined efforts for instant insight.  

Goal example: Our team rolled out new utilization features and we want to see how new accounts are impacted. So we track and compare the following users before and after our launch:

Your Goal Impact Screen

Action: New Accounts
Measure: Volume of Average change/user/day
Filter: [-16 days to 16 days of launch]

Users:
Non-adopters
New Product Detail Page Adopters
New Landing Page Adopters

3. Figma Board 

Scalable UI Design System

UI Styles are helpful for scaling product iterations with continuity and ease. Specifications are helpful for the cross-functional team to define brand guidelines, navigation, icons, and fundamentals to build functionality for the app from the ground up.

SaaS Product Figma Board
Brand Guidelines SaaS Growth Product
Material Color System
Navigations for SaaS Growth Product
SaaS UI Tokens

The Bottom Line: Designed to Scale

As a senior designer, defining a well-designed UI system brings me joy. UX/UI amplifies time to insight and aids communicating with Data Visualization. A well-branded system conveys culture and values for streamlined interaction.

Data analysis and visualization is a passion of mine, and I look forward to mapping out the rest of my UX strategy in the coming weeks.  If you have questions on additional visualizations or my inspiration for this project, I encourage you to reach out and contact me. I’d love to hear from you.