Tulika Pandey

Enterprise UX · Product Redesign

Redesigning a low-code data intelligence platform

Turning an unusable, graph-heavy enterprise data tool into a structured workspace for data discovery, CRUD, governance, and contextual observability.

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The redesigned workspace: a cohorts graph with a structured detail panel, breadcrumbs, and view switcher.
The original tool: a dense force-graph with floating pop-ups and scattered controls.
The old toolRedesigned
70%
Reduction in task time
7
Engineering teams adopted
~120
Developers on the platform
01What is the platform?

An enterprise data intelligence platform, redesigned from an unusable, graph-heavy tool into a structured low-code workspace for data discovery, CRUD, governance, and observability.

It helped internal teams bring fragmented enterprise data into a shared layer, define data universes and entity models, create business contexts, build target groups, visualize relationships, and trigger data-driven engagements. The capability was strong. The experience was almost unusable. I worked as one of two designers turning it into a workspace that low-code developers and business users could operate.

IndustryEnterprise Data · Low-code · Data Intelligence
RoleUX / Product Designer (2-designer team)
Team2 designers + product & engineering
Timeline4–5 months
StatusShipped · in use by 7 teams
Year2024
02Problem & Solution

Solving a complex data tool through structured product design.

Problem 1

The old experience exposed the underlying data model almost directly. Interactions centred on dense graph clusters, floating pop-ups, and scattered controls, which slowed decisions and fragmented pipeline management.

Problem 2

Metadata repeated across the interface and calls to action were unclear. Users had no consistent way to create, inspect, edit, or govern data constructs, with no reliable sense of where they were in the data universe.

Solution

A single workspace that consolidates discovery, modelling, context, and action, with a predictable operating model: browse, select, inspect, act, and govern.

The old tool

The original tool: a dense force-graph with clusters and repeated metadata labels.
The original tool: a floating create and edit pop-up over the graph.
The original tool: scattered floating action controls around a node.

The earlier interface leaned on dense graph clusters, floating pop-ups, and scattered controls. Browser chrome and internal URLs are cropped from these before-state captures.

03Information Architecture

From scattered controls to a consistent workspace model.

Navigation, object context, actions, and utilities were separated into predictable regions: a persistent left hierarchy, a central work area for the selected object, a contextual right panel for creation, object-level tabs, and a bottom switcher across summary, graph, map, table, and workbench views.

Insight → design decision

The card sort put management, governance, and security into the same core, and the operating model put a role at every step.

So the workspace separated navigation, object context, actions, and utilities into fixed regions, with the object as the constant across all of them.

Redesigned summary workspace with left hierarchy, object header and tabs, owners and policies, insights, and a data-sample panel.0102030405
01Persistent left hierarchy02Central work area (selected object)03Contextual right panel (insights, data sample)04Object-level tabs05View switcher (summary, graph, map, table, workbench)

The workspace let users read the product at three levels: the data universe they were in, the construct they worked on, and the specific object or schema they inspected.

04Feature 01 · Observability

A workspace that turns dense data relationships into a clear, inspectable journey across graph, map, table, and schema.

Decision · Graph-first or workspace-first

The old tool was graph-first, and its heaviest users navigated by graph.

ChoseWorkspace-first. The graph became one of five views behind the switcher, reading the same data as map, table, and schema.
Serendipity graph view centred on an entity, with connected entities, contexts, cohorts, and channels radiating outward.
Map view showing the geographic distribution of records, sized by volume, alongside a field picker.
Graph view with a floating, resizable table window inspecting an entity model's rows and columns.

Graph, map, and floating table views kept the platform usable without hiding its underlying complexity.

05Feature 02 · Object Detail

Make dense data objects inspectable, with focused tabs for schema, privileges, connections, and samples.

Decision · One page or progressive disclosure

The old tool exposed dense objects through floating pop-ups and controls scattered around graph nodes.

ChoseA single object detail page carrying schema, owners and permissions, policies, insights, and a live data sample, all inspectable in one place.
Object detail page with schema fields, owners and frequent users, permissions, policies, insights, and a live data sample.

The object detail page organized schema, owners and permissions, policies, insights, and a live data sample into a readable, inspectable structure.

06Feature 03 · Governance & Access

Access control designed as part of the product workflow, across roles, users, groups, and teams.

Decision · Governance on the object or a separate admin console

The platform handled enterprise data, so governance could not sit in a separate admin corner.

ChoseAccess control on the object. The ACL panel set read, write, and execute across metadata and data, handled external access requests with approve or decline, and mapped roles to org access, all without leaving the object.
CostThe platform lived inside a Marketplace framework, so permissions could move between organizations. Cross-org permission transfer could not be resolved on the object; it had to be derived at the top level of the hierarchy.
AlternativeA separate admin console. Cleaner for cross-object audits, but invisible to the people creating and sharing data, which is where the old tool's governance failures happened.
Access management screen showing roles, users, status, and governance-related visual context.

Permissions stayed inspectable and connected to the broader workspace.

Access control, in context

ACL panel: metadata, data, and execute permissions set to private, org-public, or public.
ACL panel: an external tenant requesting access, with per-permission scope and approve or decline.
ACL panel: an org access matrix of roles against read, write, and execute permissions.

Permissions, external access requests, and the role matrix, handled on the object.

07One pattern, seven constructs

One operating pattern across seven constructs.

Each construct runs on the same pattern: a browsable overview, a selected object, a detail view, a create entry point, edit and manage actions, search, relationship visibility, and access controls where needed.

Decision · One pattern or bespoke flows

Seven constructs, from record-like entity models to action-like engagements.

ChoseOne operating pattern across all seven: browsable overview, selected object, detail view, create entry points, edit and manage actions, search, relationships, and access.
WhyLearnability and build economy. What a user learns in one construct transfers to the next, and two designers could ship seven constructs on one pattern in the time available.
AlternativeA bespoke flow per construct. Better local fit, but seven times the surface for a two-designer team, and nothing transfers between constructs.
Ingest JobsStandard create / edit / view pattern for data intake
Entity ModelsObject detail pages with schema, privileges, connections, and data-sample tabs
Dynamic ContextContext-definition flow and relationship visibility
Analytics QueriesQuery detail and creation patterns tied to data context
Experience VisualizationVisualizations saved as enrichments over the data, reusable across contexts
Omni Channel EngagementsChannel selection and action-configuration flow
Target GroupsGroup and cohort management tied to context and engagement logic

The pattern held across all seven constructs through the V1 revamp. As the platform added other layers, configuration for Engagements and Visualizations moved out of this layer as those constructs grew. Both remain readable here, with full configuration now handled where those constructs live.

08User Flows

Two journeys the workspace had to make effortless.

Reconstructed from the product’s screens and brief. It covers the everyday path of finding and reading data, and the platform’s end-to-end path from raw data to a governed action.

Discover and inspect data

Business user · Low-code developer

From “where am I in the data universe?” to understanding a specific object, without navigating like a database administrator.

01
Open dataverse
Pick a data universe from the left hierarchy
02
Select entity model
e.g. Sensor Data
03
Object detail
Header, tabs, metadata
04
Inspect schema
Fields, types, comments, search and filter
05
Load data sample
See real values in context
06
Switch view
Graph · map · table · workbench

From data to a governed action

Low-code developer

The platform’s core value chain. It turns ingested data into a contextual, governed engagement fired over a channel.

01
Ingest data
Scheduled, batch, or real-time
02
Model entities
Define structure & relationships
03
Define context
A business condition, e.g. “flight risk”
04
Build target group
A cohort shaped by the context
05
Attach visualization
Enrich the data for the moment
06
Trigger engagement
Fire over a channel: email, message, dashboard
StepKey context / decisionOutcome
09Decisions

Three decisions that shaped the workspace.

Each decision states the situation and the choice that followed.

01

The old tool was graph-first, and its heaviest users navigated by graph.

ChoseWorkspace-first. Hierarchy, object detail, and tabs became the primary surface, and the graph became one of five views.
02

Seven constructs, from entity models to omni-channel engagements.

ChoseOne operating pattern across all seven: browsable overview, selected object, detail view, create entry point, edit and manage actions, search, relationships, and access.
03

Governance placement.

ChoseAccess control on the object. The ACL panel sets read, write, and execute permissions across metadata and data, handles external access requests, and maps roles to permissions without leaving the object.

The research behind the decisions above.

10Secondary Research
Desk research + synthesis

Grounding the redesign in the data-architecture landscape.

Before shaping the product, I ran desk research across modern data architectures, then benchmarked vendors and analyst frameworks. The personas and journeys were synthesised from that research rather than from interviews or usability testing, and the case study presents them that way.

“Who has a product here? Which is SaaS, which is self-service? Who are the market leaders, and what are the key features?”

The brief, verbatim.

01

Products & Services

Features, pricing, SaaS or self-service

02

Vendors

Experience, expertise, customer support

03

Case Studies

Real problems solved, benefits, implementation challenges

04

Trends

Latest developments and their market impact

Eleven technologies studied, seven taken to deep-dive, three walked through end to end.

11Technology Landscape

Mapping how modern data platforms are built.

Data Mesh

Data as a product; domain-oriented, decentralized, self-serve.

Data Fabric

Unified access and management; abstracts and integrates sources.

Data Lakehouse

Warehouse and lake converged for analytics and data science.

Data Vault

Scalable warehouse modelling; hubs, links, satellites; strong lineage.

Data Lake

All raw data captured and stored centrally.

SaaS vs self-service

SaaS

DatabricksGoogle CloudAWSMicrosoft AzureSnowflake

Self-service

AtlanThoughtspotHevo

Internal capability lenses

EDOEnterprise Data Ownership

Collibra · Informatica

DSMNData Source Management & Naming

AWS Data Exchange · Data Republic

Data Mesh · four pillars

Domain OwnershipData as a ProductSelf-service platformFederated Governance

Insight → design decision

The market was converging on four ideas: data as a product, domain ownership, self-service access, and federated governance.

So PI was framed as a governed, object-centric workspace.

12Competitor Benchmarking

Benchmarking the vendors and their playbooks.

Technologies studied

Kafka + ConfluentDelta LakeDatabricksSnowflakeWhereScapeCollibraSchema RegistryApache AirflowAmundsenGraphQLVersion control

Vendors taken to deep-dive

K2ViewDenodoInformatica AxonDremioEstuary FlowNextDataCloudera

Eleven technologies studied, narrowed to seven vendor deep-dives, narrowed to three product walkthroughs. The narrowing was by relevance to the seven constructs this platform already had.

Databricks data-mesh playbook (16 steps, condensed)

01Define data domains and domain teams
02Assign data product managers
03Define and catalog data products
04Ingestion, transformation, quality checks
05Governance, security, role-based access
06Monitor, contracts, versioning, scaling

Insight → design decision

Every implementation playbook ran the same sequence regardless of vendor: define the domain, catalog what is in it, configure the pipeline, govern access, then monitor.

So the platform's operating model was derived from that sequence and applied to all seven constructs: browse, select, inspect, act, govern.

Vendor walkthroughs

K2View product walkthrough
Denodo product walkthrough
Confluent product walkthrough

Product walkthroughs from three benchmarked platforms, studied as reference. Screens belong to their respective vendors (K2View, Denodo, Confluent).

13Personas

Who the platform serves, from leaders to engineers.

Eight data-practitioner personas, synthesised from role and tooling models, arranged from least to most technical.

Less technicalMore technical
Business users01–02
Technical band03–08 · low-code developer
01

Data Consumers & Leaders

Excel · Sheets · Power BI · Tableau

02

Business Analysts

Sheets · BI · SQL

03

Data Analysts

Python · R · SQL · BI

04

Data Scientists

R · Scala · Spark · SQL

05

ML Scientists

Python · Spark · Airflow · Git

06

Statisticians

Python · R · SQL

07

Programmers

Python · Scala · Git · Shell

08

Data Engineers

Pipelines · Spark · Airflow · AWS

60%cleaning data

What data practitioners spend the most time doing

CrowdFlower / Forbes data-preparation survey (third-party, cited).

Cleaning & organising data60%Collecting data sets19%Mining data for patterns9%Other5%Refining algorithms4%Building training sets3%

Insight → design decision

The roles ran from non-technical leaders to data engineers, and published survey data put roughly 60% of practitioner time on cleaning and organising data.

So the redesign served two practical groups, business users and low-code developers, and put schema inspection, live data samples, and standardized CRUD at the centre.

14Card Sorting

Structuring the domain into nine capability areas.

An open card sort organised roughly seventy data-domain terms into nine capability areas, giving the product a shared vocabulary to build around.

Open card-sort board: roughly seventy data-domain terms grouped under nine capability columns.

The full sort. The nine capability areas it produced are distilled below.

01

Ingestion

Sources, quality, validation, transform, load, monitor

02

Storage

File formats, modelling, partitioning, query performance, cost

03

Management

Cataloging, metadata, searchable catalog, data assets

04

Processing

Frameworks, pipelines, transformations, analytics, scale

05

Security & Access

Access controls, auth, encryption, RBAC, privacy

06

Exploration & Visualization

Query, analysis, dashboards, reports, data science

07

Governance & Compliance

Policies, quality, lineage, retention, regulations

08

Backup & DR

Data loss, system failures, critical data

09

Scaling & Optimization

Performance, scalability, cost efficiency, storage strategy

Six of the nine mapped onto constructs the platform already had. The remaining three, management, governance, and security and access, had no consistent home in the old interface.

Insight → design decision

Management (cataloging, metadata), governance, and security & access recurred across the sort as core capability areas.

So PI treated cataloging, schema, connections, and access as first-class, sitting alongside discovery, modelling, and context.

15Operating Model

A 12-role, 16-step responsibility matrix.

The study built a Data Mesh operating model mapping twelve roles against a sixteen-step implementation process. The Databricks playbook and the competitor journeys all share this same spine.

The 16-step spine

BrowseSelectInspectActGovern
01Define data domains & teams
02Establish data domains
03Assign data product managers
04Define data products
05Catalog data products
06Ingestion & transformation
07Data quality standards
08Governance & security
09Monitor & measure
10Data contracts
11Versioning & compatibility
12Self-service access
13Monitor & optimize performance
14Scale & evolve
15Training & documentation
16Feedback & iterate

The 12 roles

Domain Team MemberData Product ManagerData Consumer / AnalystData EngineerData StewardIT OperationsData Scientist / MLBusiness UserSecurity & ComplianceSupport TeamDevOps / InfraData Quality Analyst
16User Journeys

How data actually moves, end to end.

The board captured a logical data flow, a pipeline lifecycle, and three end-to-end journeys from competitor platforms. The journeys are reference flows from Databricks, WhereScape, and Confluent, condensed here to the common shape they share.

Logical data flow

01
Sources
Data lake
02
Understand & search
Dataset searching, collaboration, curation
03
Consumers
Data hubs, fabric, catalog
04
Use cases
Analytics and applications

Pipeline lifecycle

01
Planning
ETL / ELT: validate, transform, load
02
Execution
Implement the plan
03
Monitoring
Check progress, spot problems
04
Troubleshoot
Adjust the ingestion process
05
Evaluate
Assess and improve

Common competitor journey (Databricks · WhereScape · Confluent)

01
Log in
02
Define project or domain
03
Configure sources & ingestion
04
Monitor & validate quality
05
Query & analyse
06
Configure access & security
17What the Research Established

What the research established.

The derivation, at a glance

01Four paradigms
02Self-service, not SaaS
03Ownership lenses
04Vendor benchmarking
05Eight personas
06Card sort · nine areas
0712×16 operating model
08Competitor journeys
Object-centric workspace
Built for a low-code developer
Ownership & cataloging as tabs
Object detail: schema & access
Two served groups
Cataloging first-class
Work modelled around objects
One operating model

Research inputs on the left, the design decisions they produced on the right. The four paradigms, the nine capability areas, and the operating model all converge on the object-centric workspace.

Research input

Design decision

01

Four data-architecture paradigms converging on data-as-product, domain ownership, self-service, and federated governance

A governed, object-centric workspace where each construct is browsable, inspectable, and owned

02

Self-service platforms, not managed SaaS, as the closer comparison set

A workspace assuming a low-code developer operating without a platform team

03

Enterprise Data Ownership and Data Source Management treating ownership as primary

Ownership and cataloging as first-class tabs on the object detail page

04

Eleven technologies, seven vendor deep-dives, and three product walkthroughs

Object detail centred on schema, connections, data samples, and access, with the graph as one view among several

05

An eight-persona model spanning non-technical leaders to data engineers

Two served groups: business users and low-code developers

06

Roughly seventy domain terms sorted into nine capability areas

Cataloging, schema, connections, and access treated as first-class alongside discovery, modelling, and context

07

A 12-role by 16-step Data Mesh operating model

Work modelled around objects that can be created, cataloged, governed, and consumed

08

Three competitor journeys sharing one sequence

One operating model across all seven constructs: browse, select, inspect, act, govern

18Results

The product moved from graph-heavy complexity to a structured, governed workspace internal teams could build on.

Completed over 4–5 months. Most of the experience shipped and became a usable internal tool for teams building low-code apps; some items stayed in the engineering backlog. No inflated metrics. The value was a complete, consistent operating model.

70%
Reduction in task time
7
Engineering teams adopted
~120
Developers on the platform

A usable internal platform tool

The redesigned experience became the tool internal teams used to build low-code apps.

Seven constructs standardized

One CRUD and inspection pattern spanned all seven constructs.

Graph complexity made operational

The product moved from graph-heavy navigation to a workspace with hierarchy, tabs, tables, maps, and contextual actions.

19Reflection

What the work established

The operating model was derived from market convergence rather than observed behaviour, which set a high bar for the research behind it. The pattern held across seven constructs with little in common, which is the strongest available evidence that the model was right. The next step is testing it with the developers who used the original graph.

Thank you for exploring this project.

Enterprise Data Intelligence Platform · Tulika Pandey · 2024