Table.ai

Designing an intuitive causal analysis platform experience

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Data Analytics
Platform
Causal AI
E-Commerce
Role
  • UX Research ( Competitive Analysis + User Interviews)
  • Feature Scoping + Roadmap
  • User Testing
  • Lo-fi + Hi-fi Prototyping
  • Design System
Team
  • CTO
  • 3 Data Scientists
  • 1 Frontend Engineer
  • 1 Backend Engineer
Timeline
  • 2021-2023 (1.5 years ongoing)

Context

Table.ai is a platform that empowers third party resellers on Amazon and Shopify with AI powered causal insights, allowing them to understand the root causes of their brand’s performance.

I led the end-to-end design process of the core experience, making it easy for brand managers to understand their brands’ health at a glance and intuitively deep dive their data to understand the drivers.

Problem

End user: Brand managers who manage multiple brands selling on Amazon and Shopify. Brand managers currently need to access at least 4 different platforms that track various metrics.

Oftentimes, the brand managers will manually input the data into a homebrew excel spreadsheet in order to piece together the full picture of how their brand or product is doing. Due to the significant time they dedicate to data aggregation, they often find themselves spending the remaining time addressing urgent issues rather than strategizing on improving their brands and products.

How might we empower users with easy to understand and trustworthy causal AI insights that help them expedite their workflow and challenge the status quo of complicated data analytics dashboards?

Solution

Our solution assists brands in consolidating data from multiple platforms, enabling brand managers to efficiently triage and prioritize their tasks.

Using machine learning and AI, Table.ai empowers brand managers with an understanding of the causal drivers for their brand or product performance.

In the UX/UI design, I surfaced the most relevant and urgent insights using cards at the top of the page and implemented a folder-like view that allows users to deep dive their data. This flexible display allowed the interface to be clean and minimal while retaining the ability to explore more.

Impact

Through user research and behavioral analytics using FullStory, we gained valuable insights into user workflows and pain points. By identifying key product opportunities, we implemented strategic design improvements that contributed to a 433% increase in client acquisition.

Additionally, we revamped the platform’s visual design and restructured its site architecture, enhancing usability and discoverability. These improvements led to a 1,500% increase in monthly traffic, significantly boosting user engagement and platform growth.

Stats I would track long term

Process

User Interviews

Conducted 5 thinking aloud shadowing user research sessions paired with an interview segment to understand existing workflows and pain points.

Competitive Analysis

Analyzed 5 platforms on 2 main dimensions, ease of use and analytics capabilities

Platform
Ease of Use
Analytics Capabilities
Helium 10
Easy for beginners, but feature-heavy
Advanced, with predictive and keyword tools
Jungle Scout
Extremely user-friendly
Strong in product and keyword research
Sellerboard
Simple, but UI feels a bit outdated
Strong profit tracking, lacks advanced analytics
Data Hawk
Moderate learning curve
Deep analytics, including competitor analysis
Sellerize
User-friendly, modern UI
Solid sales and profit tracking, basic analytics

Conclusion

The key insight from the research was that while these platforms provided brand managers with detailed information about various aspects of their business, the holistic picture is scattered across several different platforms. Inundated with data, brand managers found it hard to identify how to prioritize their time.

Challenges

How might we minimize the overwhelm of data while enabling brand managers to still deep dive their data?

Having call out cards of important metrics at the top enable our platform to be glanceable.

How might we establish trust in our AI insights?

Flexible and intuitive method to dive into their data and see how we derived our insights

How do we accommodate diverse user workflows on our platform?

Each brand manager prioritized different metrics, leading to some variation in their data needs and decision-making processes. Given the small sample size we worked with, identifying overarching patterns was challenging.

If I were to approach this again, I would aim for a larger sample size to improve the reliability of insights. Additionally, I would incorporate a card-sorting exercise to better understand how brand managers categorize and interact with their data. This method could reveal larger trends in their mental models and organizational strategies, ultimately informing more intuitive and scalable design solutions.

Reflection

Designing with Uncertainty

  • Empathy is crucial when working with limited data—user needs should always guide decision-making.
  • When qualitative research is minimal, supplement insights with quantitative analytics tools like FullStory.
  • Even with a small sample size, strategic research methods can help uncover valuable design insights.

Getting Scrappy

  • When traditional research methods aren’t feasible, explore alternative data sources (e.g., online forums, industry discussions).
  • Thinking like the end user helps anticipate challenges and bridge research gaps with intuition and empathy.
  • Resourcefulness and adaptability are key—great design solutions don’t always require extensive research budgets.

Designing for Now and the Future

  • Every design decision must align with the long-term product roadmap to ensure consistency and scalability.
  • Anticipating user needs early helps create a future-proof design system that evolves with the product.
  • Founding designers must balance short-term solutions with strategic thinking to build a foundation for growth.