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

  • Conducted stakeholder interviews and workshops to surface business goals and product ambitions
  • Compiled existing research and journey maps to identify key themes and opportunities for innovation
  • Mapped current pain points and problem areas across workflows and personas, reframing these into actionable problem statements and drafted future-state user journeys to explore ideal workflows
  • Designed and delivered a product vision readout

Result

  • A new product vision statement encapsulating the desired 3–5 year outcome that captured both user and business needs
  • Proposed future-state navigation and information architecture to reflect a scalable and intuitive experience that would streamline existing workflows to reduce complexity and support potential feature growth
  • Stronger alignment across product, design, and engineering leadership on long-term goals

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:

  • Monitor: a single dashboard that would display statuses from all products​
  • Protect: be guided through backing up data and setting up for success quickly​
  • Recover: launch the wizard or run a DR test​
  • Manage: access all clients, users, orgs, and reports more holistically​

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

“This is a great start for unifying our products and definitely the direction we want to be going in!”

Product Manager

“Finally, a single pane of glasss!”

VP of Product

“This gives us a clearer path forward and solves a lot of user pain points.”

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

Connect with me!

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

  • Conducted stakeholder interviews and workshops to surface business goals and product ambitions
  • Compiled existing research and journey maps to identify key themes and opportunities for innovation
  • Mapped current pain points and problem areas across workflows and personas, reframing these into actionable problem statements and drafted future-state user journeys to explore ideal workflows
  • Designed and delivered a product vision readout

Result

  • A new product vision statement encapsulating the desired 3–5 year outcome that captured both user and business needs
  • Proposed future-state navigation and information architecture to reflect a scalable and intuitive experience that would streamline existing workflows to reduce complexity and support potential feature growth
  • Stronger alignment across product, design, and engineering leadership on long-term goals

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:

  • Monitor: a single dashboard that would display statuses from all products​
  • Protect: be guided through backing up data and setting up for success quickly​
  • Recover: launch the wizard or run a DR test​
  • Manage: access all clients, users, orgs, and reports more holistically​

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

“This is a great start for unifying our products and definitely the direction we want to be going in!”

Product Manager

“Finally, a single pane of glasss!”

VP of Product

“This gives us a clearer path forward and solves a lot of user pain points.”

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

Connect with me!

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

  • Conducted stakeholder interviews and workshops to surface business goals and product ambitions
  • Compiled existing research and journey maps to identify key themes and opportunities for innovation
  • Mapped current pain points and problem areas across workflows and personas, reframing these into actionable problem statements and drafted future-state user journeys to explore ideal workflows
  • Designed and delivered a product vision readout

Result

  • A new product vision statement encapsulating the desired 3–5 year outcome that captured both user and business needs
  • Proposed future-state navigation and information architecture to reflect a scalable and intuitive experience that would streamline existing workflows to reduce complexity and support potential feature growth
  • Stronger alignment across product, design, and engineering leadership on long-term goals

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:

  • Monitor: a single dashboard that would display statuses from all products​
  • Protect: be guided through backing up data and setting up for success quickly​
  • Recover: launch the wizard or run a DR test​
  • Manage: access all clients, users, orgs, and reports more holistically​

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

“This is a great start for unifying our products and definitely the direction we want to be going in!”

Product Manager

“Finally, a single pane of glasss!”

VP of Product

“This gives us a clearer path forward and solves a lot of user pain points.”

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