Policy Workflow Optimization

Data Reliability focuses on the creation, execution, and review of rules and policies. However, the current process presents several points of friction, such as scattered navigation, inconsistent user experiences, and inefficient workflows. Addressing these issues is essential to improve clarity, usability, and customer satisfaction while ensuring seamless policy management across ADOC.

Project Overview

Contribution

Principle UX Designer, Interaction Design

Target Users

Data Engineers and Operations Teams

Products

Data Observability Platform

Timeline

4 months

Impact

The streamlined interface and reusable rule library significantly improved policy management efficiency.

50%

Reduction in Setup Time

75%

Faster Policy Creation

90%

User Satisfaction

Solution

Streamlined navigation, enhanced AI integration, and simplified policy creation through reusable rule libraries.

Streamlined Navigation

Eliminated scattered entry points and duplicate policy execution pages while ensuring intuitive and consistent navigation paths.

Enhanced AI Integration

Integrated AI-driven recommendations and natural language interfaces into policy creation workflows for intelligent and user-friendly experiences.

Reusable Rule Library

Simplified policy creation with a comprehensive library of pre-defined rules that users can easily adapt to their needs.

SQL Monitoring

Native capabilities tied directly to original data assets, offering greater transparency and control over data quality.

Design Insights

Key design decisions that shaped the policy workflow experience.

Progressive Disclosure

Implemented a step-by-step approach to policy creation, revealing complexity only when needed. This reduced cognitive load and improved first-time user success rates.

Contextual Guidance

Added inline help and tooltips that appear based on user context, providing just-in-time assistance without overwhelming the interface.

Visual Hierarchy

Used color, spacing, and typography to create clear visual hierarchies, making it easier for users to scan and understand complex policy configurations.

Consistent Patterns

Established reusable UI patterns across the platform, reducing learning time and improving task completion rates by 40%.

User Research & Testing

Our approach to understanding user needs and validating design decisions.

Research Approach

Conducted one-on-one interviews with data engineers and analysts, focusing on pain points, workflows, and unmet needs in policy management.

Key Insights

Identified critical friction points in the policy creation workflow and validated the need for streamlined navigation and reusable components.

Business Value

Operational Efficiency

Streamlined policy management reduced setup time by 50% and improved team productivity across the organization.

50% Reduction in setup time
75% Faster policy creation

User Adoption

Improved user experience led to higher adoption rates and better utilization of data quality features.

90% User satisfaction
2x More active users

Measurable Impact

By redesigning the policy workflow, we significantly improved operational efficiency, reduced setup time, and increased user satisfaction. The streamlined interface and reusable rule library enabled faster adoption of pre-defined rules, ensuring more consistent application of data quality standards across organizations.

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