Administration for any-sized team
A hub for administrators to access essential security, control, and visibility features for effective enterprise team management.
I initiated a redesign of SurveyMonkey's admin area, working with Product Management to prioritize it and leading the integration of our emerging design system into production. The goal was to enhance secure team management for teams, ranging from 25 to 7,000+ and across various departments within an organization.
Lead Product Designer
Information Architecture, prototyping, system design, visual design, strategy, people management, product design (full lifecycle)
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5 Designers
3 PM's
7+ Eng
Duration, 2016 - 2020
I introduced user-centric methods to the newly established Enterprise team by incorporating the customer's perspective.
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There are a few types of Administrators on a team.
Primary Administrators wield full control over their organization's SurveyMonkey instance, overseeing teams ranging from 3 to 7,000+ members, with a primary focus on data security and team success.
System Admins provide support to Primary Administrators and often oversee the team's libraries organization-wide.
Division administrators have permission to manage only the specific divisions or departments granted to them by other administrators.
Recognizing the need for a more robust and scalable Administrative area, I led the redesign of SurveyMonkey's Admin console and collaborated with Product to integrate it into the product roadmap.
Admins require control over collaboration and security for diverse global teams. The redesign emphasizes crucial information, provides clear calls to action, and improves navigation. Usage charts empower Admins to gain insights into team activities and delve into specific behaviors for further understanding.
We sought a method for Administrators to manage single or multiple users across their organizations. The table had to accommodate extensive user data, and Admins could drill down for additional insights, such as workgroups or created surveys.
Admins can stay informed about team activity through the Activity tab. This helps them track the status of individual users, assess overall usage for global renewals, and more.
Divisions provide large organizations with multi-tenancy, allowing meaningful subdivisions. For example, HR can isolate sensitive surveys for their team, while a Research team can make surveys available company-wide.
Collaborating with other designers, I spearheaded the creation and evolution of the Divisions feature, introducing new patterns and enhancing the resource library to better meet teams' resource and templating requirements.
Team credits provide a way for members of the team to buy credits. Admins require a system to oversee credit management across their teams, involving transfers, additions, and removals from individual accounts. I led the design of the credits management feature. We applied Product Design processes to unite our product areas, define the project's vision, address existing gaps, and propose innovative solutions. Given the introduction of new interaction patterns, usability validation was integral throughout the process. We also maintained close coordination with the design systems team to integrate new elements of this feature into our evolving system.
Global Settings allow Administrators to control important security features, customization, and survey parameters—such as how responses are collected—to confidently protect their company's data security and brand perception.
I designed our global settings with scalability and ease-of-use in mind, prototyped it in our design system code, and worked with dev to implement it along with our new Admin console.
In 2015, SurveyMonkey grew its sales org to sell to Enterprises. Unfortunately, they had to scale it back significantly over the course of the year, because they were unable to successfully sell the Enterprise product to customers.
About 6 months later, leadership created a new Enterprise team consisting of myself, a Director of PM, and 7 engineers. We listened to customers, applied what we learned back in to the product, offering them the features they need.
The results are clear as the sales team started scaling up again and selling successfully to more organizations with higher customer satisfaction.
Enterprises customers
NPS Scores
