Welcome back! In today's solo episode, I share the top five struggles that enterprise SAAS leaders have in the analytics/insight/decision support space that most frequently leads them to think they have a UI/UX design problem that has to be addressed. A lot of today's episode will talk about "slow creep," unaddressed design problems that gradually build up over time and begin to impact both UX and your revenue negatively. I will also share 20 UI and UX design problems I often see (even if clients do not!) that, when left unaddressed, may create sales friction, adoption problems, churn, or unhappy end users. If you work at a software company or are directly monetizing an ML or analytical data product, this episode is for you! 

Highlights/ Skip to 

I discuss how specific UI/UX design problems can significantly impact business performance (02:51) I discuss five common reasons why enterprise software leaders typically reach out for help (04:39) The 20 common symptoms I've observed in client engagements that indicate the need for professional UI/UX intervention or training (13:22) The dangers of adding too many features or customization and how it can overwhelm users (16:00) The issues of integrating  AI into user interfaces and UXs without proper design thinking  (30:08) I encourage listeners to apply the insights shared to improve their data products (48:02)

Quotes from Today’s Episode “One of the problems with bad design is that some of it we can see and some of it we can't — unless you know what you're looking for." - Brian O’Neill (02:23) “Design is usually not top of mind for an enterprise software product, especially one in the machine learning and analytics space. However, if you have human users, even enterprise ones, their tolerance for bad software is much lower today than in the past.” Brian O’Neill - (13:04) “Early on when you're trying to get product market fit, you can't be everything for everyone. You need to be an A+ experience for the person you're trying to satisfy.” -Brian O’Neill (15:39) “Often when I see customization, it is mostly used as a crutch for not making real product strategy and design decisions.”  - Brian O’Neill (16:04)  "Customization of data and dashboard products may be more of a tax than a benefit. In the marketing copy, customization sounds like a benefit...until you actually go in and try to do it. It puts the mental effort to design a good solution on the user." - Brian O’Neill (16:26) “We need to think strategically when implementing Gen AI or just AI in general into the product UX because it won’t automatically help drive sales or increase business value.” - Brian O’Neill (20:50)  “A lot of times our analytics and machine learning tools… are insight decision support products. They're supposed to be rooted in facts and data, but when it comes to designing these products, there's not a whole lot of data and facts that are actually informing the product design choices.” Brian O’Neill - (30:37) “If your IP is that special, but also complex, it needs the proper UI/UX design treatment so that the value can be surfaced in such a way someone is willing to pay for it if not also find it indispensable and delightful.” - Brian O’Neill (45:02)

Links The (5) big reasons AI/ML and analytics product leaders invest in UI/UX design help: https://designingforanalytics.com/resources/the-5-big-reasons-ai-ml-and-analytics-product-leaders-invest-in-ui-ux-design-help/  Subscribe for free insights on designing useful, high-value enterprise ML and analytical data products: https://designingforanalytics.com/list  Access my free frameworks, guides, and additional reading for SAAS leaders on designing high-value ML and analytical data products: https://designingforanalytics.com/resources Need help getting your product’s design/UX on track—so you can see more sales, less churn, and higher user adoption? Schedule a free 60-minute Discovery Call with me and I’ll give you my read on your situation and my recommendations to get ahead:https://designingforanalytics.com/services/

Today I’m chatting with Samir Sharma, CEO of datazuum. Samir is passionate about developing data strategies that drive business outcomes, and shares valuable insights into how problem framing and research can be done effectively from both the data and business side. Samir also provides his definition of a data strategy, and why it can be complicated to uncover whose job it is to create one. Throughout the conversation, Samir and I uncover the value of including different perspectives when implementing a data strategy and discuss solutions to various communication barriers. Of course, dashboards and data products also popped up in this episode as well! 

Highlights/ Skip to:

How Samir defines a data strategy and whose job it is to create one (01:39) The challenges Samir sees when trying to uncover and understand a company’s existing data strategy (03:39) The problem with the problem statements that Samir commonly encounters (08:37) Samir unpacks the communication challenges that lead to negative business outcomes when developing data products (14:05) An example of how improving research and problem framing solved a problem for Samir’s first big client (24:33) How speaking in a language your users understand can open the door to more exciting and valuable projects (31:08)

Quotes from Today’s Episode “I don’t think business teams really care how you do it. If you can get an outcome—even if it’s quick and dirty. We’re not supposed to be doing these things for months on end. We’re supposed to be iterating quickly to start to show that result and add value and then building on top of that to show more value, more results.” — Samir Sharma (07:29)

“Language is so important for business teams and technical teams and data teams to actually be able to speak a common language which has common business constructs. Why are organizations trying to train 20,000 people on data literacy, when they’ve got a ten-person data team? Why not just teach the ten people in the data team business language?” — Samir Sharma (10:52)

“I will continuously talk about processes because there’s not enough done actually understanding processes and how data is an event that occurs when a process is kicked off. … If you don’t understand the process and how data is enabling that process, or how data is being generated and the trigger points, then you’re just building something without really understanding where I need to fit that product in or where I need to fit that workflow in.” – Samir Sharma (11:46)

“But I start with asking clear questions about if I built you this dashboard, what is the decision you’re going to make off the back of it? Nine times out of ten, that question isn’t asked, if I build you this widget on this dashboard, what decision or action are you going to make or take? And how is that going to be linked back to the map that strategic objective? And if you can ask that question, you can build with purpose.” – Samir Sharma (19:27)

“You show [users] a bit of value, you show them what they’ve been dying to have, you give them a little bit extra in that so they can really optimize their decisions, and suddenly, you’ve got both sides now speaking a language that is really based on business outcomes and results.” – Samir Sharma (32:38)

“If the people in that conversation are the developers on one side, the business team, and they’re starting to see a new narrative, even the developers will start to say, “Oh! Now, I know exactly why I’m doing this. Now, I know why I’m building it.” So, they’re also starting to learn about the business, about what impacts sales, and maybe how marketing then intertwines into that. It’s important that that is done, but not enough time has been taken on that approach.” – Samir Sharma (24:05)

The thing for me is, business teams don’t know what they don’t know, right? Most of the time, they’re asking a question. If I was on the data team and I’d already built a dashboard that would [answer that question], then I haven’t built it properly in the first instance. What I’ve done is I’ve built it for the beauty and the visualization instead of the what I would class is the ugliness and impact that I need.” – Samir Sharma (17:05)

Links datazuum: https://datazuum.com/ LinkedIn: https://www.linkedin.com/in/samirsharma1/

Today I’m discussing something we’ve been talking about a lot on the podcast recently - the definition of a “data product.” While my definition is still a work in progress, I think it’s worth putting out into the world at this point to get more feedback. In addition to sharing my definition of data products (as defined the “producty way”), on today’s episode definition, I also discuss some of the non-technical skills that data product managers (DPMs) in the ML and AI space need if they want to achieve good user adoption of their solutions. I’ll also share my thoughts on whether data scientists can make good data product managers, what a DPM can do to better understand your users and stakeholders, and how product and UX design factors into this role. 

Highlights/ Skip to:

I introduce my reasons for sharing my definition of a data product (0:46) My definition of data product (7:26) Thinking the “producty” way (8:14) My thoughts on necessary skills for data PMs (in particular, AI & machine learning product management) (12:21) How data scientists can become good data product managers (DPMs) by taking off the data science hat (13:42) Understanding the role of UX design within the context of DPM (16:37) Crafting your sales and marketing strategies to emphasize the value of your product to the people who can use or purchase it (23:07) How to build a team that will help you increase adoption of your data product (30:01) How to build relationships with stakeholders/customers that allow you to find the right solutions for them (33:47) Letting go of a technical identity to develop a new identity as a DPM who can lead a team to build a product that actually gets used (36:32)

Quotes from Today’s Episode “This is what’s missing in some of the other definitions that I see around data products  [...] they’re not talking about it from the customer of the data product lens. And that orientation sums up all of the work that I’m doing and trying to get you to do as well, which is to put the people at the center of the work that you’re doing and not the data science, engineering, tech, or design. I want you to put the people at the center.” (6:12) “A data product is a data-driven, end-to-end, human-in-the-loop decision support solution that’s so valuable, users would potentially pay to use it.” (7:26) “I want to plunge all the way in and say, ‘if you want to do this kind of work, then you need to be thinking the product-y way.’ And this means inherently letting go of some of the data science-y way of thinking and the data-first kinds of ways of thinking.” (11:46) “I’ve read in a few places that data scientists don’t make for good data product managers. [While it may be true that they’re more introverted,] I don’t think that necessarily means that there’s an inherent problem with data scientists becoming good data product managers. I think the main challenge will be—and this is the same thing for almost any career transitioning into product management—is knowing when to let go of your former identity and wear the right hat at the right time.” (14:24) “Make better things for people that will improve their life and their outcomes and the business value will follow if you’ve properly aligned those two things together.” (17:21) “The big message here is this: there is always a design and experience, whether it is an API, or a platform, a dashboard, a full application, etc. Since there are no null design choices, how much are you going to intentionally shape that UX, or just pray that it comes out good on the other end? Prayer is not really a reliable strategy.  If you want to routinely do this work right, you need to put intention behind it.” (22:33)  “Relationship building is a must, and this is where applying user experience research can be very useful—not just for users, but also with stakeholders. It’s learning how to ask really good questions and learning the feelings, emotions, and reasons why people ask your team to build the thing that they’ve asked for. Learning how to dig into that is really important.” (26:26)

Links Designing for Analytics Community Work With Me Email Record a question

Dashboards are at the forefront of today’s episode, and so I will be responding to some reader questions who wrote in to one of my weekly mailing list missives about this topic. I’ve not talked much about dashboards despite their frequent appearance in data product UIs, and in this episode, I’ll explain why. Here are some of the key points and the original questions asked in this episode:

My introduction to dashboards (00:00) Some overall thoughts on dashboards (02:50) What the risk is to the user if the insights are wrong or misinterpreted (4:56) Your data outputs create an experience, whether intentional or not (07:13) John asks: How do we figure out exactly what the jobs are that the dashboard user is trying to do? Are they building next year's budget or looking for broken widgets?  What does this user value today? Is a low resource utilization percentage something to be celebrated or avoided for this dashboard user today?  (13:05) Value is not intrinsically in the dashboard (18:47) Mareike asks: How do we provide Information in a way that people are able to act upon the presented Information?  How do we translate the presented Information into action? What can we learn about user expectation management when designing dashboard/analytics solutions? (22:00) The change towards predictive and prescriptive analytics (24:30) The upfront work that needs to get done before the technology is in front of the user (30:20) James asks: How can we get people to focus less on the assumption-laden and often restrictive term "dashboard", and instead worry about designing solutions focused on outcomes for particular personas and workflows that happen to have some or all of the typical ingredients associated with the catch-all term "dashboards?” (33:30) Stop measuring the creation of outputs and focus on the user workflows and the jobs to be done (37:00) The data product manager shouldn’t just be focused on deliverables (42:28)

Quotes from Today’s Episode “The term dashboards is almost meaningless today, it seems to mean almost any home default screen in a data product. It also can just mean a report. For others, it means an entire monitoring tool, for some, it means the summary of a bunch of data that lives in some other reports. The terms are all over the place.”- Brian (@rhythmspice) (01:36)

“The big idea here that I really want leaders to be thinking about here is you need to get your teams focused on workflows—sometimes called jobs to be done—and the downstream decisions that users want to make with machine-learning or analytical insights. ” - Brian (@rhythmspice) (06:12)

“This idea of human-centered design and user experience is really about trying to fit the technology into their world, from their perspective as opposed to building something in isolation where we then try to get them to adopt our thing.  This may be out of phase with the way people like to do their work and may lead to a much higher barrier to adoption.” - Brian (@rhythmspice) (14:30)

“Leaders who want their data science and analytics efforts to show value really need to understand that value is not intrinsically in the dashboard or the model or the engineering or the analysis.” - Brian (@rhythmspice) (18:45)

“There's a whole bunch of plumbing that needs to be done, and it’s really difficult. The tool that we end up generating in those situations tends to be a tool that’s modeled around the data and not modeled around [the customers] mental model of this space, the customer purchase space, the marketing spend space, the sales conversion, or propensity-to-buy space.” - Brian (@rhythmspice) (27:48)

“Data product managers should be these problem owners, if there has to be a single entity for this. When we’re talking about different initiatives in the enterprise or for a commercial software company, it’s really sits at this product management function.”  - Brian (@rhythmspice) (34:42)

“It’s really important that [data product managers] are not just focused on deliverables; they need to really be the ones that summarize the problem space for the entire team, and help define a strategy with the entire team that clarifies the direction the team is going in. They are not a project manager; they are someone responsible for delivering value.” - Brian (@rhythmspice) (42:23)

Links Referenced:

Mailing List: https://designingforanalytics.com/list CED UX Framework for Advanced Analytics:Original Article: https://designingforanalytics.com/ced Podcast/Audio Episode: https://designingforanalytics.com/resources/episodes/086-ced-my-ux-framework-for-designing-analytics-tools-that-drive-decision-making/ 

My LinkedIn Live about Measuring the Usability of Data Products: https://www.linkedin.com/video/event/urn:li:ugcPost:6911800738209800192/ Work With Me / My Services: https://designingforanalytics.com/services