Available for Hire

Available for Hire

Transforming Customer Feedback into Product Vision

UX Strategy

UX Strategy

Workshop Facilitation

Workshop Facilitation

Storyboarding

Storyboarding

Impact: Unified product teams around a shared vision driven by customer insights

Impact: Unified product teams around a shared vision driven by customer insights

At Signal Sciences, we needed to transform vague feedback from our customer advisory board into a clear, actionable product direction. The challenge wasn't just collecting insights—it was creating a coherent vision that could align our technical and business stakeholders around a shared path forward.

At Signal Sciences, we needed to transform vague feedback from our customer advisory board into a clear, actionable product direction. The challenge wasn't just collecting insights—it was creating a coherent vision that could align our technical and business stakeholders around a shared path forward.

At Signal Sciences, we needed to transform vague feedback from our customer advisory board into a clear, actionable product direction. The challenge wasn't just collecting insights—it was creating a coherent vision that could align our technical and business stakeholders around a shared path forward.

Making Customer Insights Actionable

Making Customer Insights Actionable

Making Customer Insights Actionable

Previous customer advisory board sessions produced scattered notes that weren't suitable for meaningful synthesis. I formalized our approach to capturing qualitative insights during the two-day event, ensuring we gathered structured feedback that could drive product decisions.

I stocked the room with workshop materials and guided participants to share concrete examples and specific challenges.

Previous customer advisory board sessions produced scattered notes that weren't suitable for meaningful synthesis. I formalized our approach to capturing qualitative insights during the two-day event, ensuring we gathered structured feedback that could drive product decisions.

I stocked the room with workshop materials and guided participants to share concrete examples and specific challenges.

Previous customer advisory board sessions produced scattered notes that weren't suitable for meaningful synthesis. I formalized our approach to capturing qualitative insights during the two-day event, ensuring we gathered structured feedback that could drive product decisions.

I stocked the room with workshop materials and guided participants to share concrete examples and specific challenges.

Some data organized by session.

Some data organized by session.

Some data organized by session.

Synthesizing Themes as a Team

Synthesizing Themes as a Team

Synthesizing Themes as a Team

Following the event, I led a collaborative synthesis session with the entire product organization. Through structured exercises and discussion, we transformed raw feedback into clear themes and opportunities.


A key insight emerged around leveraging shared, community intelligence to improve our customers' security workflows.

Following the event, I led a collaborative synthesis session with the entire product organization. Through structured exercises and discussion, we transformed raw feedback into clear themes and opportunities.


A key insight emerged around leveraging shared, community intelligence to improve our customers' security workflows.

Following the event, I led a collaborative synthesis session with the entire product organization. Through structured exercises and discussion, we transformed raw feedback into clear themes and opportunities.


A key insight emerged around leveraging shared, community intelligence to improve our customers' security workflows.

Group synthesis in flight!

Group synthesis in flight!

Group synthesis in flight!

Envisioning a New Path Together

Envisioning a New Path Together

Envisioning a New Path Together

To maintain momentum, I organized and facilitated a 1.5-day workshop to develop this community-centric security intelligence concept. I owned the full process—from creating the facilitation structure and materials to handling participant recruitment and logistics.


I brought together product managers, engineers, and designers to collaboratively explore how this vision could come to life.

To maintain momentum, I organized and facilitated a 1.5-day workshop to develop this community-centric security intelligence concept. I owned the full process—from creating the facilitation structure and materials to handling participant recruitment and logistics.


I brought together product managers, engineers, and designers to collaboratively explore how this vision could come to life.

To maintain momentum, I organized and facilitated a 1.5-day workshop to develop this community-centric security intelligence concept. I owned the full process—from creating the facilitation structure and materials to handling participant recruitment and logistics.


I brought together product managers, engineers, and designers to collaboratively explore how this vision could come to life.

A great cross-functional team and an interesting challenge.

A great cross-functional team and an interesting challenge.

A great cross-functional team and an interesting challenge.

Finding Key Moments in the Journey

Finding Key Moments in the Journey

Finding Key Moments in the Journey

The early workshop sessions focused on understanding our current customer journey and identifying specific moments where community intelligence could have the greatest impact.


We mapped out customer workflows and highlighted three key moments where we thought we could make the biggest difference.

The early workshop sessions focused on understanding our current customer journey and identifying specific moments where community intelligence could have the greatest impact.


We mapped out customer workflows and highlighted three key moments where we thought we could make the biggest difference.

The early workshop sessions focused on understanding our current customer journey and identifying specific moments where community intelligence could have the greatest impact.


We mapped out customer workflows and highlighted three key moments where we thought we could make the biggest difference.

Key moments highlighted.

Key moments highlighted.

Key moments highlighted.

From Concepts to Story

From Concepts to Story

From Concepts to Story

I guided the team through exercises to develop concepts addressing these key journey moments. We concluded by creating rough storyboards that showed how these ideas could work together as a cohesive experience.

I guided the team through exercises to develop concepts addressing these key journey moments. We concluded by creating rough storyboards that showed how these ideas could work together as a cohesive experience.

I guided the team through exercises to develop concepts addressing these key journey moments. We concluded by creating rough storyboards that showed how these ideas could work together as a cohesive experience.

Facilitating the concepting process.

Prototyping the Vision

Prototyping the Vision

Prototyping the Vision

After the workshop, I collaborated with product and design leadership to refine our concepts into two clear narrative storyboards:


1. A pre-sales discovery experience

2. An enhanced setup process with our sales team

After the workshop, I collaborated with product and design leadership to refine our concepts into two clear narrative storyboards:


1. A pre-sales discovery experience

2. An enhanced setup process with our sales team

After the workshop, I collaborated with product and design leadership to refine our concepts into two clear narrative storyboards:


1. A pre-sales discovery experience

2. An enhanced setup process with our sales team

The final two storyboard outputs of the workshop.

The pre-sales storyboard as slides.

Impact: A Clear Path Forward

Impact: A Clear Path Forward

Impact: A Clear Path Forward

This collaborative approach transformed scattered customer feedback into a unified product vision that:


  • Gave teams clear direction for improving customer experience

  • Created shared language for discussing product capabilities

  • Informed the product roadmap based on the most meaningful customer feedback


Through structured facilitation, careful synthesis, and clear storytelling, we replaced informal direction with an informed vision that teams could act on with confidence.

This collaborative approach transformed scattered customer feedback into a unified product vision that:


  • Gave teams clear direction for improving customer experience

  • Created shared language for discussing product capabilities

  • Informed the product roadmap based on the most meaningful customer feedback


Through structured facilitation, careful synthesis, and clear storytelling, we replaced informal direction with an informed vision that teams could act on with confidence.

This collaborative approach transformed scattered customer feedback into a unified product vision that:


  • Gave teams clear direction for improving customer experience

  • Created shared language for discussing product capabilities

  • Informed the product roadmap based on the most meaningful customer feedback


Through structured facilitation, careful synthesis, and clear storytelling, we replaced informal direction with an informed vision that teams could act on with confidence.

Creating intuitive software and content fostering the creativity in everyone.

Available for Hire

©2024 Patrick Morgan

Creating intuitive software and content fostering the creativity in everyone.

Available for Hire

©2024 Patrick Morgan

Creating intuitive software and content fostering the creativity in everyone.

Available for Hire

©2024 Patrick Morgan