Strategic Design + Product Vision
Designing the future: a blue sky product vision
By leading future-focused product vision exercises, I helped define an ideal user experience for the next 3–5 years—grounded in research, shaped by stakeholder alignment, and designed for scalability. This blue sky initiative reimagined navigation, streamlined workflows, and delivered a clear vision that aligns product strategy with evolving business goals.
The tl;dr
Role + Timeline
UX Designer
August 2024 - December 2024
Situation
Our current product vision lacks alignment with future growth and market trends, causing challenges in adoption, competitive positioning, clear understanding of where the product could or should go in the next 3–5 years. Leadership recognized the need for a high-level, aspirational concept that could inspire, align, and guide cross-functional teams toward a shared future.
Task
Create a conceptual north star unconstrained by current technological or resource limitations that would define the product’s ideal future state, improve strategic clarity, and provide design direction for scaling experiences to realign the overall product vision with future business goals.
Action
Result
Discovery + Team Alignment
To begin, we needed to align the team around a future-focused, user-centered vision for the x360 platform and secure stakeholder buy-in. Our workshop aimed to bridge knowledge gaps, analyze workflows, and envision a cohesive, aspirational experience. We focused on defining the platform’s ultimate potential and exploring future possibilities without being limited by current constraints such as technology, resources, or market conditions.
Workshop Activities + Outcomes
Goal Setting Workshop
Defined clear goals for the session, such as identifying pain points, aligning on product value, and setting the stage for a cohesive redesign that serves user needs and business objectives.
Review Research
Conducted a thorough review of existing user research, surfacing past insights and identifying areas where previous research could guide our new approach, such as "Jobs to Be Done".
Interview Team
Held in-depth discussions with the Sales team, Product team, and senior leadership to identify pain points, capture feedback on current workflows, and gather insights on frequently requested features.
Mapping the Problem Space
To ground our vision in real user needs, we began by consulting our user focus group to surface common pain points, uncover gaps in current workflows, and collect feedback on frequently requested features. Using those insights, we mapped existing user journeys to identify friction points and opportunities to better surface value throughout the experience. This synthesis directly informed the creation of a new, holistic navigation system—designed to unify the product ecosystem and simplify access for a more intuitive, scalable experience.
Synthesizing + Applying Insights
User Feedback
We reviewed direct user feedback to uncover key pain points and clarify Jobs to Be Done, helping us prioritize improvements that would deliver meaningful value across workflows.
Journey Mapping
Mapped current user journeys to highlight areas for improvement, specifically around simplifying access and emphasizing value throughout the user experience.
Holistic Navigation
Designed a streamlined, intuitive navigation structure that would unify the experience across all products.
Vision Exploration + Design
To bring the product vision to life, we first aligned on the appropriate visiontype using Marty Cagan’s framework, ensuring a shared understanding of the long-term strategic goals. From there, we used “How might we” prompts to stretch beyond current limitations and reframe user pain points into opportunities for innovation. These insights guided the creation of future-state user flows, illustrating a more cohesive, streamlined experience designed to scale with the product and deliver greater value to users.
Drafting Our Vision
Establishing a Product Vision Type
Influenced by Marty Cagan’s The Power of Visiontypes framework, we outlined a long-term product vision that prioritized future scalability, cross-product cohesion, and user impact.
Framing th Future
Using “How might we” prompts, the team reframed pain points into possibilities and imagined solutions unconstrained by current limitations.
Conceptualizing
Visualized a reimagined, streamlined experience—highlighting opportunities to simplify navigation, reduce friction, and better communicate product value across touchpoints.
Our Blue Sky Vision
We presented a future-focused product vision centered on three simplified strategy themes: Protect Everything, Recovery First, and User Experience. This unified direction guided our proposed navigation and architecture redesign, streamlining workflows that would result in a more intuitive, scalable experience with the potential to deliver faster outcomes and a true single pane of glass.
Protect Everything
With Chain-Free backups at the core, we ensure MSPs can safeguard clients' data seamlessly and provide lasting peace of mind that their critical systems are always protected.
Recovery First
Through rapid recovery technology, we enable MSPs to deliver the fastest RTOs in the industry, helping their clients thrive without the fear of data loss in even the most critical situations.
User Experience
Empowering our partners with scalable, secure BCDR solutions and AI-driven automation, we streamline operations to help MSPs manage their businesses more efficiently and grow confidently.
Our vision is to equip MSPs with scalable, secure business continuity and disaster recovery solutions that protect client data and deliver lasting peace of mind.
Outcomes + Impact
Our work aligned cross-functional stakeholders around a unified product vision, establishing a clear foundation for the long-term roadmap. The proposed streamlined workflows and information architecture improved clarity and usability, while also laying the groundwork for a scalable design system. Leadership responded with enthusiasm, validating the vision and opening the door for future implementation.
New navigation + architecture proposal
Rooted in our users’ Jobs to be Done, this new format would surface all major tasks into a single platform where they can:
Faster Workflows
Optimized around key Jobs to Be Done, reducing friction and helping users complete critical tasks with fewer steps.
More Intuitive
A simplified structure and clearer paths make the product easier to navigate.
Single Pane of Glass
Surfaced essential information across products to reduce context switching and eliminate the need to toggle between portals.
Stakeholder Feedback
Product Manager
VP of Product
UX Manager
Reflection
This project reinforced the value of forward-thinking design as a strategic tool—not just a reactive one. I learned how to balance blue-sky thinking with grounded user insights, and how to bring multiple stakeholders into alignment around a shared vision. In the future, I’d advocate for even earlier integration of engineering and marketing teams to ensure holistic buy-in from day one.
Next Case Study
Strategic Design + Product Vision
Designing the future: a blue sky product vision
By leading future-focused product vision exercises, I helped define an ideal user experience for the next 3–5 years—grounded in research, shaped by stakeholder alignment, and designed for scalability. This blue sky initiative reimagined navigation, streamlined workflows, and delivered a clear vision that aligns product strategy with evolving business goals.
The tl;dr
Role + Timeline
UX Designer
August 2024 - December 2024
Situation
Our current product vision lacks alignment with future growth and market trends, causing challenges in adoption, competitive positioning, clear understanding of where the product could or should go in the next 3–5 years. Leadership recognized the need for a high-level, aspirational concept that could inspire, align, and guide cross-functional teams toward a shared future.
Task
Create a conceptual north star unconstrained by current technological or resource limitations that would define the product’s ideal future state, improve strategic clarity, and provide design direction for scaling experiences to realign the overall product vision with future business goals.
Action
Result
Discovery + Team Alignment
To begin, we needed to align the team around a future-focused, user-centered vision for the x360 platform and secure stakeholder buy-in. Our workshop aimed to bridge knowledge gaps, analyze workflows, and envision a cohesive, aspirational experience. We focused on defining the platform’s ultimate potential and exploring future possibilities without being limited by current constraints such as technology, resources, or market conditions.
Workshop Activities + Outcomes
Goal Setting Workshop
Defined clear goals for the session, such as identifying pain points, aligning on product value, and setting the stage for a cohesive redesign that serves user needs and business objectives.
Review Research
Conducted a thorough review of existing user research, surfacing past insights and identifying areas where previous research could guide our new approach, such as "Jobs to Be Done".
Interview Team
Held in-depth discussions with the Sales team, Product team, and senior leadership to identify pain points, capture feedback on current workflows, and gather insights on frequently requested features.
Mapping the Problem Space
To ground our vision in real user needs, we began by consulting our user focus group to surface common pain points, uncover gaps in current workflows, and collect feedback on frequently requested features. Using those insights, we mapped existing user journeys to identify friction points and opportunities to better surface value throughout the experience. This synthesis directly informed the creation of a new, holistic navigation system—designed to unify the product ecosystem and simplify access for a more intuitive, scalable experience.
Synthesizing + Applying Insights
User Feedback
We reviewed direct user feedback to uncover key pain points and clarify Jobs to Be Done, helping us prioritize improvements that would deliver meaningful value across workflows.
Journey Mapping
Mapped current user journeys to highlight areas for improvement, specifically around simplifying access and emphasizing value throughout the user experience.
Holistic Navigation
Designed a streamlined, intuitive navigation structure that would unify the experience across all products.
Vision Exploration + Design
To bring the product vision to life, we first aligned on the appropriate visiontype using Marty Cagan’s framework, ensuring a shared understanding of the long-term strategic goals. From there, we used “How might we” prompts to stretch beyond current limitations and reframe user pain points into opportunities for innovation. These insights guided the creation of future-state user flows, illustrating a more cohesive, streamlined experience designed to scale with the product and deliver greater value to users.
Drafting Our Vision
Establishing a Product Vision Type
Influenced by Marty Cagan’s The Power of Visiontypes framework, we outlined a long-term product vision that prioritized future scalability, cross-product cohesion, and user impact.
Framing th Future
Using “How might we” prompts, the team reframed pain points into possibilities and imagined solutions unconstrained by current limitations.
Conceptualizing
Visualized a reimagined, streamlined experience—highlighting opportunities to simplify navigation, reduce friction, and better communicate product value across touchpoints.
Our Blue Sky Vision
We presented a future-focused product vision centered on three simplified strategy themes: Protect Everything, Recovery First, and User Experience. This unified direction guided our proposed navigation and architecture redesign, streamlining workflows that would result in a more intuitive, scalable experience with the potential to deliver faster outcomes and a true single pane of glass.
Protect Everything
With Chain-Free backups at the core, we ensure MSPs can safeguard clients' data seamlessly and provide lasting peace of mind that their critical systems are always protected.
Recovery First
Through rapid recovery technology, we enable MSPs to deliver the fastest RTOs in the industry, helping their clients thrive without the fear of data loss in even the most critical situations.
User Experience
Empowering our partners with scalable, secure BCDR solutions and AI-driven automation, we streamline operations to help MSPs manage their businesses more efficiently and grow confidently.
Our vision is to equip MSPs with scalable, secure business continuity and disaster recovery solutions that protect client data and deliver lasting peace of mind.
Outcomes + Impact
Our work aligned cross-functional stakeholders around a unified product vision, establishing a clear foundation for the long-term roadmap. The proposed streamlined workflows and information architecture improved clarity and usability, while also laying the groundwork for a scalable design system. Leadership responded with enthusiasm, validating the vision and opening the door for future implementation.
New navigation + architecture proposal
Rooted in our users’ Jobs to be Done, this new format would surface all major tasks into a single platform where they can:
Faster Workflows
Optimized around key Jobs to Be Done, reducing friction and helping users complete critical tasks with fewer steps.
More Intuitive
A simplified structure and clearer paths make the product easier to navigate.
Single Pane of Glass
Surfaced essential information across products to reduce context switching and eliminate the need to toggle between portals.
Stakeholder Feedback
Product Manager
VP of Product
UX Manager
Reflection
This project reinforced the value of forward-thinking design as a strategic tool—not just a reactive one. I learned how to balance blue-sky thinking with grounded user insights, and how to bring multiple stakeholders into alignment around a shared vision. In the future, I’d advocate for even earlier integration of engineering and marketing teams to ensure holistic buy-in from day one.
Next Case Study
Strategic Design + Product Vision
Designing the future: a blue sky product vision
By leading future-focused product vision exercises, I helped define an ideal user experience for the next 3–5 years—grounded in research, shaped by stakeholder alignment, and designed for scalability. This blue sky initiative reimagined navigation, streamlined workflows, and delivered a clear vision that aligns product strategy with evolving business goals.
The tl;dr
Role + Timeline
UX Designer
August 2024 - December 2024
Situation
Our current product vision lacks alignment with future growth and market trends, causing challenges in adoption, competitive positioning, clear understanding of where the product could or should go in the next 3–5 years. Leadership recognized the need for a high-level, aspirational concept that could inspire, align, and guide cross-functional teams toward a shared future.
Task
Create a conceptual north star unconstrained by current technological or resource limitations that would define the product’s ideal future state, improve strategic clarity, and provide design direction for scaling experiences to realign the overall product vision with future business goals.
Action
Result
Discovery + Team Alignment
To begin, we needed to align the team around a future-focused, user-centered vision for the x360 platform and secure stakeholder buy-in. Our workshop aimed to bridge knowledge gaps, analyze workflows, and envision a cohesive, aspirational experience. We focused on defining the platform’s ultimate potential and exploring future possibilities without being limited by current constraints such as technology, resources, or market conditions.
Workshop Activities + Outcomes
Goal Setting Workshop
Defined clear goals for the session, such as identifying pain points, aligning on product value, and setting the stage for a cohesive redesign that serves user needs and business objectives.
Review Research
Conducted a thorough review of existing user research, surfacing past insights and identifying areas where previous research could guide our new approach, such as "Jobs to Be Done".
Interview Team
Held in-depth discussions with the Sales team, Product team, and senior leadership to identify pain points, capture feedback on current workflows, and gather insights on frequently requested features.
Mapping the Problem Space
To ground our vision in real user needs, we began by consulting our user focus group to surface common pain points, uncover gaps in current workflows, and collect feedback on frequently requested features. Using those insights, we mapped existing user journeys to identify friction points and opportunities to better surface value throughout the experience. This synthesis directly informed the creation of a new, holistic navigation system—designed to unify the product ecosystem and simplify access for a more intuitive, scalable experience.
Synthesizing + Applying Insights
User Feedback
We reviewed direct user feedback to uncover key pain points and clarify Jobs to Be Done, helping us prioritize improvements that would deliver meaningful value across workflows.
Journey Mapping
Mapped current user journeys to highlight areas for improvement, specifically around simplifying access and emphasizing value throughout the user experience.
Holistic Navigation
Designed a streamlined, intuitive navigation structure that would unify the experience across all products.
Vision Exploration + Design
To bring the product vision to life, we first aligned on the appropriate visiontype using Marty Cagan’s framework, ensuring a shared understanding of the long-term strategic goals. From there, we used “How might we” prompts to stretch beyond current limitations and reframe user pain points into opportunities for innovation. These insights guided the creation of future-state user flows, illustrating a more cohesive, streamlined experience designed to scale with the product and deliver greater value to users.
Drafting Our Vision
Establishing a Product Vision Type
Influenced by Marty Cagan’s The Power of Visiontypes framework, we outlined a long-term product vision that prioritized future scalability, cross-product cohesion, and user impact.
Framing th Future
Using “How might we” prompts, the team reframed pain points into possibilities and imagined solutions unconstrained by current limitations.
Conceptualizing
Visualized a reimagined, streamlined experience—highlighting opportunities to simplify navigation, reduce friction, and better communicate product value across touchpoints.
Our Blue Sky Vision
We presented a future-focused product vision centered on three simplified strategy themes: Protect Everything, Recovery First, and User Experience. This unified direction guided our proposed navigation and architecture redesign, streamlining workflows that would result in a more intuitive, scalable experience with the potential to deliver faster outcomes and a true single pane of glass.
Protect Everything
With Chain-Free backups at the core, we ensure MSPs can safeguard clients' data seamlessly and provide lasting peace of mind that their critical systems are always protected.
Recovery First
Through rapid recovery technology, we enable MSPs to deliver the fastest RTOs in the industry, helping their clients thrive without the fear of data loss in even the most critical situations.
User Experience
Empowering our partners with scalable, secure BCDR solutions and AI-driven automation, we streamline operations to help MSPs manage their businesses more efficiently and grow confidently.
Our vision is to equip MSPs with scalable, secure business continuity and disaster recovery solutions that protect client data and deliver lasting peace of mind.
Outcomes + Impact
Our work aligned cross-functional stakeholders around a unified product vision, establishing a clear foundation for the long-term roadmap. The proposed streamlined workflows and information architecture improved clarity and usability, while also laying the groundwork for a scalable design system. Leadership responded with enthusiasm, validating the vision and opening the door for future implementation.
New navigation + architecture proposal
Rooted in our users’ Jobs to be Done, this new format would surface all major tasks into a single platform where they can:
Faster Workflows
Optimized around key Jobs to Be Done, reducing friction and helping users complete critical tasks with fewer steps.
More Intuitive
A simplified structure and clearer paths make the product easier to navigate.
Single Pane of Glass
Surfaced essential information across products to reduce context switching and eliminate the need to toggle between portals.
Stakeholder Feedback
Product Manager
VP of Product
UX Manager
Reflection
This project reinforced the value of forward-thinking design as a strategic tool—not just a reactive one. I learned how to balance blue-sky thinking with grounded user insights, and how to bring multiple stakeholders into alignment around a shared vision. In the future, I’d advocate for even earlier integration of engineering and marketing teams to ensure holistic buy-in from day one.
Next Case Study