Enterprise Search

Global Analytics Federated Search

Re-architected the search experience across a fragmented analytics ecosystem—connecting 40+ unique data sets into one workflow so analysts can discover, validate, and act without tool-hopping.

Enterprise SearchAnalytics PlatformsWorkflow AutomationRegulated Environments

Project Overview

Analysts needed to search across multiple disconnected tools and data sources. The experience was slow, inconsistent, and relied heavily on manual work—often requiring people to leave their workflow, reformat identifiers, and repeat searches tool-by-tool.

I led the product and UX direction for a federated search experience that unified discovery across 40+ unique data sets, standardized results and filtering patterns, and reduced workflow friction with normalization and automation patterns built into the UI.

The outcome was a single, enterprise-ready search workflow that established patterns other teams could reuse—improving findability, consistency, and user trust in results.

Goals & Constraints

Primary Goals

  • Provide a single discovery workflow across many sources (federated search)
  • Establish consistent filters, results, and detail views that match how users investigate
  • Reduce manual normalization / formatting steps inside the workflow
  • Create reusable patterns that scale across teams and future data sources

Constraints

  • High-security / air-gapped environment impacts tooling and rollout
  • Multiple downstream systems with different data shapes and constraints
  • Must support fast iteration and frequent releases (Agile cadence)
  • Enterprise stakeholders require clear alignment and approvals

Project Details

Role

Product Manager + UX Director (Portfolio Lead)

Timeline

Multi-phase delivery (shipped on schedule)

Team

Cross-functional delivery with product + engineering (small core team, multi-team ecosystem)

Deliverables

Personas · Journey maps · IA + taxonomy patterns · Lo/Hi-fi prototypes · User testing · Design specs · Backlog/user stories

Tools

Figma / Adobe XD · Jira / Confluence · Heuristic evaluation · Prototyping + usability testing

What I Led

Director-level ownership across product, UX, and delivery operations

Product Strategy

Product strategy, roadmap framing, and stakeholder approvals

Research Planning

Research planning + user engagements (interviews, shadowing, testing)

Search IA

Search IA (filters, facets, result hierarchy, detail patterns)

Prototyping

Prototyping (low → high fidelity) and iterative validation

Delivery Operations

Delivery operations: prioritization, sprint planning support, acceptance criteria, QA

Reusable Patterns

Establishing reusable patterns so other teams could adopt the model

Research & Discovery

Understanding user workflows and mental models to inform the federated search design

Shadowing & Workflow Mapping

Captured how users discover, confirm, compare, and export information across their daily workflows

Heuristic Evaluation

Evaluated current search workflows and identified key pain points and friction areas

Card Sorting & Labeling

Exercises to align filters and categories to user mental models and terminology

Prototype Testing

Validated findability, confidence, and speed-to-action through iterative testing cycles

Mental Models → Workflow Redesign

Users think in loops—the federated search design preserves this natural workflow

User Workflow Loop

Search
Filter
Triage
Validate
Compare
Act

Federated Search Must Preserve

Source Transparency

Users need to know where results come from to trust them

Confidence Cues

Visual indicators help users assess result quality and relevance

Consistent Patterns

Standardized result formats reduce cognitive load across sources

In-Workflow Normalization

Normalize identifiers inside the workflow so users don't context-switch to spreadsheets/tools

Outcomes

Measurable impact without exposing proprietary metrics

40+ Data Sets Connected

Connected discovery across 40+ unique data sets into one federated workflow

~30 min → ~2 min

Reduced manual normalization effort inside key workflows (example improvement for a repeated normalization task)

Reusable Enterprise Patterns

Established reusable enterprise patterns that other product teams could adopt for consistency

Artifacts

Deliverables available upon request for qualified discussions

Personas (PDF)
Search IA / Taxonomy
Wireframes + Hi-Fi Designs
Prototype
Backlog / User Stories
Testing Summary