From scorecard to coaching surface
An adoption-health framework that turned a wall of judgmental red metrics into next steps admins could act on.
The problem
Enterprise admins at Fortune 100 CPG companies, global tech firms, and healthcare systems all saw the same thing: a binary "low adoption" state on every feature with no benchmark and no narrative. They couldn't defend the numbers to their leadership, couldn't tell which resource to reach for first, and got zero acknowledgment when things were going well.
The reframe
I designed a two-state model, On Track and Building, with transparent expert-set targets for each feature. Features still climbing get two or three curated reasons adoption may be lagging, each linked to a specific playbook, delivered in a calm accordion-and-carousel pattern instead of an alarm.
The craft
The voice principles were as designed as the UI: plain English over jargon, "specific not precise" over fake math, every Building state routed to a next step, Cloverleaf as a credible human voice, not an algorithm. The details mattered too, down to 40px hit areas on 24px paginator controls.
I scoped the MVP deliberately small and documented a five-version trajectory (trend data → severity layers → peer benchmarks → auto-diagnostics → projections), each with explicit "revisit when" criteria, so engineering knew exactly what we weren't building yet, and why.
Adoption Health banner, On Track / Building states
Curated causes carousel, expanded state
Outcomes & signals
- Self-service data export, the first question in nearly every enterprise admin conversation, shipped and is live. The Adoption Health surface entered build as a research preview.
- The strategy doc became the working spec across product, engineering, CS, and content. Four teams, aligned in writing.
- Built for the user behind the user: outputs admins can hand to their leadership without interpretation.





