Tableau Pulse

Goal

Design a new Tableau experience — Tableau Pulse — that delivers personalized, AI-powered insights in the daily flow of work, helping every employee stay ahead of the data-to-insight journey.

Process

Pitch → Vision → Buy-in

  • Partnered with PM and engineering to define the vision for Pulse as an AI-powered, contextual insights layer within Tableau.

  • Created design prototypes and narratives that secured funding for pilot and full GA.

  • Aligned execs and cross-functional partners on the vision for Flow of Work and Mobile

Design Key Experiences

• Tableau for Slack
Designed how personalized metrics and proactive insights are delivered directly in Slack. Explored notification systems, digest formats, and quick actions so users can go from alert to insight to decision without leaving their workflow. Featured in the Tableau Conference 2023 keynote.

• Pulse Mobile App
Designed a consumer-grade mobile experience for Pulse, using generative AI to deliver automated, personalized insights. Focused on surfacing the right insights at the right time with minimal friction. Stepped in as PM to guide roadmap and execution for mobile and Flow of Work in the GA push.

• Enhanced Q&A (Discover)
Shaping a new natural language Q&A experience that uses AI to surface trends, correlations, outliers, and drivers across metrics — all in one conversational flow.

• Hybrid Search for Metrics
Designed a smarter, hybrid search experience that helps users find and follow relevant metrics more easily, boosting engagement and adoption.

I led design in key areas and also stepped in as PM for Tableau Pulse — a reimagined data experience that delivers personalized, AI-powered insights where people work. From pitch to GA, I helped launch key experiences that keep data in the flow of work.

Role: Lead Designer & Interim Product Manager
Timeline: Pitch → Pilot → General Availability
Key Skills: UX Strategy, Vision Pitching, Generative AI, Mobile UX, Collaboration, PM Leadership

Platform: Web, Slack, Mobile (iOS & Android)

Problem

Modern knowledge workers are overloaded with dashboards they rarely open. Business-critical data often sits siloed in BI tools, while decisions happen in tools like Slack, email, or on mobile.

How might we bring intelligent, actionable insights to people where they already work — not just when they go looking for them?