ThinkData Works

Designing an upselling experience of data catalog, nudging in gentle and contextual manner

ThinkData Platform is a data management tool that allows users to connect datasets from any source and unearth insights. The main project I worked on is Feature Gating — introducing certain features to users, supporting them to enjoy the features, then upselling them to more advanced payment plan at the right moment.

Meeting photo

I had the privilege to collaborate with a talented, cross-functional team at ThinkData Works! Here's a snapshot of the stakeholder design review where I presented my work to CTO, VP of Engineering, and many more.

Due to the confidential nature of the project, I cannot publicly share my work here. But I'm more than happy to chat about it with you, so feel free to reach out to me!

01 Projects I worked on

1. Feature gating

The goal of this project was to remove friction from the sales process by introducing features incrementally and communicating ROI clearly. I gathered information from stakeholders, conducted thorough research on best practices, finalized designs based on the feedback from stakeholders, and handed them off to developers.

2. Event metrics for analytics tool

For the user analytics to be implemented on the platform, I created systemic event metrics, clarifying what insights the team wants to get and identifying how the analysis of each metric will answer the company's business questions.

3. Heuristic evaluation

In every biweekly meeting with developers, I shared my insights on the usability issues of the current platform and suggested potential solutions. I was able to discover critical user flow errors, hence some of my solutions were highly prioritized and rapidly implemented by the team.

02 How I made it successful

1. Ask instead of overthinking

While preparing my first stakeholder presentation, I booked 1:1s with every stakeholder and asked questions such as "What do you expect to see the most during design review?" or "How would you define a successful design review?" This helped me understand their perspectives better, customize my presentation to meet their needs, and feel more confident about sharing my work.

2. Match people I work with

To fast-track my learning curve and adapt to the nature of the startup environment, I thoroughly observed how my team members worked, extracted the gist of our conversations, and incorporated what they said into my work. The team appreciated that I thought hard about what they said and incorporated their feedback immediately.

3. Be curious about things that are outside of my scope

To understand the full scope of the product and the company's roadmap, I connected with my coworkers outside of my team. For example, I reached out to some in-house data scientists and observed how they ingested datasets which later helped me have a deeper understanding of data ingestion flow and discover room for improvement.

03 Feedback from my team
Feedback from coworkers

Due to the confidential nature of the project, I cannot publicly share my work here. But I'm more than happy to chat about it with you, so feel free to reach out to me!