Product and brand

Product & Brand

Patterns' Product
and Brand

Patterns was accepted into Y Combinator, offering a tool that helps to analyze their company's data and receive custom answers generated by AI. Joining Patterns as a founding Product Designer, I built the product strategy and design system from scratch.

Patterns was accepted into Y Combinator, offering a tool that helps to analyze their company's data and receive custom answers generated by AI. Joining Patterns as a founding Product Designer, I built the product strategy and design system from scratch.

Patterns was accepted into Y Combinator, offering a tool that helps to analyze their company's data and receive custom answers generated by AI. Joining Patterns as a founding Product Designer, I built the product strategy and design system from scratch.

Timeline

Timeline

Discovery Jun, 2023

Prototype Jul, 2023

MVP Sep 30, 23

Discovery Jun, 2023

Prototype Jul, 2023

MVP Sep 30, 23

Our goal was to create something that would make people's jobs easier and help them get the most out of our tools.

Our goal was to create something that would make people's jobs easier and help them get the most out of our tools.

Our goal was to create something that would make people's jobs easier and help them get the most out of
our tools.

Role. Design Lead, Product Designer

Role. Design Lead, Product Designer

Team. 1 Product Designer, 1 Product Manager, 1 Front-end, 4 Back-end Developers and QA Engineers

Team. 1 Product Designer, 1 Product Manager, 1 Front-end, 4 Back-end Developers and QA Engineers

Scope. Wireframes, user flow map, design exploration, visual design, clickable prototype, logo design and branding, design system

Scope. Wireframes, user flow map, design exploration, visual design, clickable prototype, logo design and branding, design system

10+

user interviews

10+

user interviews

10+

user interviews

To understand the specific pain points and challenges

To understand the specific pain points and challenges

To understand the specific pain points and challenges

5

prototypes

5

prototypes

5

prototypes

To gather feedback about information architecture

To gather feedback about information architecture

To gather feedback about information architecture

6

competitor analyses

6

competitor analyses

6

competitor analyses

To learn design patterns and common mistakes

To learn design patterns and common mistakes

To learn design patterns and common mistakes

8

usability studies

8

usability studies

8

usability studies

To uncover the root causes of the problems

To uncover the root causes of the problems

To uncover the root causes of the problems

10+

A/B tests

10+

A/B tests

To identify effective options for reports’ presentation

To identify effective options for reports’ presentation

Scroll screen to see before/after my work

Scroll up screen to see before/after my work

Key success metrics

Key success metrics

We established key performance indicators (KPIs) to track the success of our design interventions and ensure they align with our overall goals, allowing us to measure the impact of design changes on user behavior and business results.

We established key performance indicators (KPIs) to track the success of our design interventions and ensure they align with our overall goals, allowing us to measure the impact of design changes on user behavior and business results.

We established key performance indicators (KPIs) to track the success of our design interventions and ensure they align with our overall goals, allowing us to measure the impact of design changes on user behavior and business results.

To increase successfull completion of the onboarding process

To increase successfull completion of the onboarding process

20% conversion rate

20% conversion rate

To encourage users continue to use product over time

To encourage users continue to use product over time

30% retention rate

30% retention rate

To increase average satisfaction rating reported by users

To increase average satisfaction rating reported by users

4.5-5 CSAT

4.5-5 CSAT

User problems

We have defined user problems

#1. Initial setup and configuration are complex and overwhelming for users. They needed streamlined and guided onboarding experience that breaks down the setup process into manageable steps. 

#1. Initial setup and configuration are complex and overwhelming for users. They needed guided onboarding experience that breaks down the setup process into manageable steps. 

#2. Users were confused by the large number of different indicators in the product, like SQL, Data, Tables, and Charts. They didn't understand how all these different elements were connected and related to each other. They had trouble finding and accessing the work they had done before.

#2. Users were confused by the large number of different indicators in the product, like SQL, Data, Tables, and Charts. They didn't understand how all these different elements were connected and related to each other. They had trouble finding and accessing the work they had done before.

#3. Users struggled with presentation reports - not enough customizing features and charts are hard to interpret.

#3. Users struggled with presentation reports - not enough customizing features and charts are hard to interpret.

User problems caused

User problems caused:

User problems caused to:

Business problems

Business problems

Low conversion rates; Negative user experiences led to users abandoning the product, resulting in high customer churn; Missing out on potential revenue, growth, and competitive advantages.

Low conversion rates; Negative user experiences led to users abandoning the product, resulting in high customer churn; Missing out on potential revenue, growth, and competitive advantages.

1. Initial setup and configuration

1. Initial setup and configuration

User can securely connect to the database and authenticate access permissions. Data is organized and structured in a way that enables efficient querying and retrieval.

User can securely connect to the database and authenticate access permissions. Data is organized and structured in a way that enables efficient querying and retrieval.

2. Information architecture and visual hierarchy

2. Information architecture and visual hierarchy

👨‍💻

Description of this design solution is currently only available on desktop. Switch over for a deeper look!

Requests

Reports

Home

A

Anna

Can you build a chart for montly sales by territory?

AI Assistant

To create a chart for monthly sales by territory, we'll follow these steps:

Write a query to sum up the sales ( ) for each territory by month from the sales.salesorderheader table

totaldue

sales.salesorderheader

Table

Export CSV

territoryid

order_month

total_sales

1

1

2011-05-01 00:00:00

567020.9498

2

5

2011-06-01 00:00:00

567020.9498

2

1

2011-06-01 00:00:00

507096.4690

3

4

2011-07-01 00:00:00

2292182.8828

4

1

2011-08-01 00:00:00

2800576.1723

5

2

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5 results

1 - 5 of 364 results

Group the results by territory and month.

Order the results by territory and month for clarity.

SQL code

Copy

SELECT
s.territoryid,
FROM
DATE_TRUNC ( ‘month’, s.orderdate) AS order_month,
FROM
sales.salesorderheader s
GROUP BY
s.territoryid, order_month
ORDER BY
s.territoryid, order_month

Details

Next, we'll create a chart to visualize this data. We'll use a line chart where each line represents a territory, the x-axis represents the months, and the y-axis represents the total sales.

Monthly sales by territory

Save as

July

October

2022

April

July

October

2023

April

July

October

2024

April

1,800,000

1,600,000

1,400,000

1,200,000

1,000,000

800,000

600,000

400,000

200,000

0

Territory ID:

1

2

3

4

5

6

7

8

9

10

Order month

Territory ID: 4

Total sales: 1,389,562 USD

Date: July 2023

montly_sales_by_territory_query

Save query

Create report

Clearly labeled and organized data components (SQL, tables, charts) to establish their relationships.

Ability to explore and uncover more details for better user engagement

Data storytelling to guide users through key insights 

Grouped related elements and reduced visual clutter

AI Assistant

A

Anna

Can you build a chart for montly sales by territory?

AI Assistant

To create a chart for monthly sales by territory, we'll follow these steps:

Write a query to sum up the sales ( ) for each territory by month from the sales.salesorderheader table

totaldue

sales.salesorderheader

Table

Export CSV

territoryid

order_month

total_sales

1

1

2011-05-01 00:00:00

567020.9498

2

5

2011-06-01 00:00:00

567020.9498

2

1

2011-06-01 00:00:00

507096.4690

3

4

2011-07-01 00:00:00

2292182.8828

4

1

2011-08-01 00:00:00

2800576.1723

5

2

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5

2011-09-01 00:00:00

554791.6082

5 results

1 - 5 of 364 results

Group the results by territory and month.

Order the results by territory and month for clarity.

SQL code

Copy

SELECT
s.territoryid,
FROM
DATE_TRUNC ( ‘month’, s.orderdate) AS order_month,
FROM
sales.salesorderheader s
GROUP BY
s.territoryid, order_month
ORDER BY
s.territoryid, order_month

Details

Next, we'll create a chart to visualize this data. We'll use a line chart where each line represents a territory, the x-axis represents the months, and the y-axis represents the total sales.

Monthly sales by territory

Save as

July

October

2022

April

July

October

2023

April

July

October

2024

April

1,800,000

1,600,000

1,400,000

1,200,000

1,000,000

800,000

600,000

400,000

200,000

0

Territory ID:

1

2

3

4

5

6

7

8

9

10

Order month

Territory ID: 4

Total sales: 1,389,562 USD

Date: July 2023

montly_sales_by_territory_query

Save query

Create report

Clearly labeled and organized data components (SQL, tables, charts) to establish their relationships.

Ability to explore and uncover more details for better user engagement

Data storytelling to guide users through key insights 

Grouped related elements and reduced visual clutter

AI Assistant

Type message

Sales by territory chart

View Data

Requests

Reports

Home

Type message

Sales by territory chart

View Data

3. Reports' presentation

3. Reports' presentation

A reusable design system greatly improved team workflows and communication

Reusable design system greatly improved team workflows

Reusable design system greatly improved team workflows

A reusable design system greatly improved team workflows

Drawing on the platform's goals and specifications, I crafted a design system leveraging top-notch generative AI chatbot techniques, alongside resources from Tetrisly UI and Int UI starter kits, both accessible via GitHub repositories.

Drawing on the platform's goals and specifications, I crafted a design system leveraging top-notch generative AI chatbot techniques, alongside resources from Tetrisly UI and Int UI starter kits, both accessible via GitHub repositories.

This snapshot showcases a part of the design system

This snapshot showcases a part of the

design system

Impact over the course of five months

Impact over the course of five months

Impact over the course of five months

85%

85%

of users were able to accomplish the intended goals or actions

of users were able to accomplish the intended goals or actions

80%

80%

of users continued to use the platform over 5 months

of users continued to use the platform over 5 months

30%

30%

increase in productivity due to saved users’ time on improved configuration and reports

increase in productivity due to saved users’ time on improved configuration and reports

Patterns raised $6 million in the latest seed funding round from Y Combinator and Root.vc, affirming investor confidence in our innovative approach and paving the way for further growth and development.

Patterns raised $6 million in the latest seed funding round from Y Combinator and Root.vc, affirming investor confidence in our innovative approach and paving the way for further growth and development.

Reflections

Reflections

Improving user experience isn't a one-time deal. With technology and user needs always changing, Patterns' platform, built on LLMs, needs to stay flexible. What works today may need to be adjusted tomorrow as user preferences and behaviors shift.

Improving user experience isn't a one-time deal. With technology and user needs always changing, Patterns' platform, built on LLMs, needs to stay flexible. What works today may need to be adjusted tomorrow as user preferences and behaviors shift.

Customers don’t want to wait. Specifically, they don’t want you to waste their time by rewriting prompts dozens of times. If you do make them wait, you risk losing them.

Next project

B2B AI Meeting Assistant: Records & Summarizes

Next project

B2B AI Meeting Assistant: Records & Summarizes

Next project

B2B AI Meeting Assistant: Records & Summarizes

Next project

B2B AI Meeting Assistant: Records & Summarizes