Lead to account process, expressed as a workflow diagram Flow charts are straightforward. To define a business process, draw a box for the next thing that needs to happen, create a specialized shape when there is a decision, and annotate…
Attribution – the process to understand the source of a conversion – is complicated. In a lead process (or any other process), everyone wants to know what contributed most to a successful conversion. The problem is that there are often…
Raw data doesn’t tell you much. It’s a bunch of rows and columns. You start getting into interesting information when you need aggregates (like COUNT, SUM, MEDIAN, MIN, MAX, or AVERAGE) from a table of data. Roll-up fields count specialized…
Photo by Nathan Dumlao on Unsplash Photo by Robert Penaloza on Unsplash How do you know if a restaurant is popular? One sign is the number of people in line. In the last couple of years, that has looked like…
Photo by Pavan Trikutam on Unsplash Photo by erica steeves on Unsplash When you use an application, it’s easy to forget how work gets done behind the scenes. Clever UX designers focus your attention on Jobs To Be Done, and…
Photo by Michal Mrozek on Unsplash “Any sufficiently advanced technology is indistinguishable from magic”– Arthur C. Clark When you use well-designed software, each click and flow feels like it follows the other in an almost seamless progression. This means that…
Photo by Ryunosuke Kikuno on Unsplash Perhaps this is your mental image of the perfect in-context help within a product. When you virtually walk into the product for the first time, a helpful librarian welcomes you to the library and…
Figma: @beyondpxls An example of an effective email digest from MileIQ, via ReallyGoodEmails Cutting through the noise of email is challenging. You need to create a call to action that gets attention, summarize information in a few screens or scrolls,…
Hi, I’m Greg 👋! I’ve written more than 100 essays on product, data, and process where I noodle on an idea or a future product direction, often data that exists between systems. @Shopify that uses @Apple’s new #RoomPlan API. Here’s…
