Design thinking meets Tableau with 23% more signups

A fragmented training platform was transformed into a smoother learning journey through co-creation workshops, agile prototyping and inventive Tableau fixes

The result: a seamless experience, 23% more signups, and automated onboarding that kept learners engaged

NDA-Compliant
Co-Creation & Design Thinking
End-to-End UX Execution
Conversion-Driven Redesign

Led design across UX, art direction, co-creation and project management, from user flows and visual identity to workshop facilitation

Pushed both platform and stakeholders to achieve results greater than the sum of their parts

Brief
  • UX review + redesign of B2C Tableau training platform
  • Goal: make learning coherent + usable across fragmented ecosystem
  • Deliver practical, Tableau-ready recommendations
Problem
  • Training sat inside multiple platforms with clashing brands
  • Needed a unified experience, stretching Tableau’s limits
  • Challenge: improve UX without breaking technical constraints
Process
  • Co-creation workshops + rapid prototyping
  • Miro, Figma + GenAI for ideation
  • Debugged Tableau limits live with devs + stakeholders
  • Iterative research → sketch → feedback → refine
Deliverables
Prototype

Feature-rich prototype + dev-ready assets

Journeys

Suite of automated email journeys (signup → onboarding → events)

Design system

Scalable design system balancing creativity with feasibility

Automation

Automated workflows driving consistency + saving time

+23% signups

Increased learner engagement year‑on‑year

“Feels like a new platform”

Stakeholder feedback on the redesigned Tableau experience

+35% faster registration

Quicker, smoother signup flow

Learnings
Constraints

Limits became launchpads for creativity

Persistence

Experimentation (and a little mischief) unlocked solutions

Collaboration

Co-creation with devs and stakeholders stretched tools further than expected

Selectivity

Next time, focus energy where experiments truly earn their keep

Tools used
Figma
Miro
Photoshop
VS Code
Tableau
Case study deeper dive
Mission
  • Sole Design Lead: UX, art direction, co-creation and project management
  • Owned everything from user flows to visual identity to workshop facilitation
Brief

Review the user experience for a B2C Tableau training platform used by a Learning & Development team. Make practical recommendations to improve usability, coherence and user journeys across a fragmented learning ecosystem

Problem

This training product sat within a much larger suite of learning tools, each on different platforms and with competing brand identities. The challenge was to create a smooth, on-brand experience that felt unified, while working within the technical limitations of Tableau

Process

Time for some design thinking. I ran co-creation workshops and prototyping sessions with stakeholders, developers and learners. We used Miro and Figma for ideation, ran real-time debugging labs, and tested early and often. Our Agile cycle of research, sketching, prototyping and feedback helped steer the work towards a higher-fidelity, usable solution

Deliverables

Pushing beyond just recommendations, I delivered a feature-rich prototype that balanced creativity with feasibility, and dev-ready assets. I collaborated closely with developers and stakeholders to refine and polish interactions, making sure we could stretch Tableau as far as possible without breaking it

On top of the platform redesign, I designed and built a full suite of automated email journeys, handling everything from signup to onboarding to event logistics. I also found clever ways to embed SVGs into Tableau bypassing image downsampling, which delighted stakeholders and helped the design punch above its weight

Learnings/ outcomes

Sometimes limits are actually launchpads. This project taught me that creative thinking doesn’t need perfect tools, it just needs persistence, experimentation, and a little mischief

We saw a 23% increase in user registrations year‑on‑year, out of a potential total of up to 6,000 signups. Feedback from internal stakeholders and learners was hugely positive

If I were to do it again, I’d be more ruthless about where I spent my time, as some of the more experimental ideas didn’t quite earn their keep. But trying them got me closer to the ones that did

Tools: Figma, Miro, Photoshop, Visual Studio Code, Tableau, Excel, PowerPoint and a lot of Slack

Team: Cross-functional team including me (UX), three Tableau developers, an information architect and multiple client stakeholders

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