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Bill Saltmarsh joins me to discuss where a modern CDO gets the inspiration to “operate in the producty way” in his domain, which is healthcare. Now Vice President of Enterprise Data and Transformation and the Chief Data Officer at Children’s Mercy Kansas City, his early days as an analyst revealed a gap between what stakeholders asked for vs. the outcomes they sought. This convinced him that data teams need to pause, ask better questions, and prioritize meaningful outcomes over quickly churning out dashboards and reports.
Bill and I discuss how a producty mindset can be embedded across an organization. He also talks about why data leaders must set firm expectations. We explore the personal and cultural shifts needed for analysts and data scientists to embrace design, facilitation, and deeper discovery, even when it initially seems to slow things down. We also examine how to define value and ROI in healthcare, where a data team's impact is often indirect.
By tying data efforts to organizational OKRs and investing in governance, strong data foundations, and data literacy, he argues that analytics, data, and AI can drive better decisions, enhance patient care, and create durable organizational value.
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In this final part of my three-episode series on accelerating sales and adoption in B2B analytics and AI products, I unpack a growing challenge in the age of generative AI: what to do when your product automates a major chunk of a user’s workflow only to reveal an entirely new problem right behind it.
Building on Part I and Part II, I look at how AI often collapses the “front half” of a process, pushing the more complex, value-heavy work directly to users. This raises critical questions about product scope, market readiness, competitive risks, and whether you should expand your solution to tackle these newly surfaced problems or stay focused and validate what buyers will actually pay for.
I also discuss why achieving customer delight—not mere satisfaction—is essential for earning trust, reducing churn, and creating the conditions where customers become engaged design partners. Finally, I highlight the common pitfalls of DIY product design and why intentional, validated UX work is so important, especially when AI is changing how work gets done faster than ever.
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In this second part of my three-part series (catch Part I via episode 182), I dig deeper into the key idea that sales in commercial data products can be accelerated by designing for actual user workflows—vs. going wide with a “many-purpose” AI and analytics solution that “does more,” but is misaligned with how users’ most important work actually gets done.
To explain this, I will explain the concept of user experience (UX) outcomes, and how building your solution to enable these outcomes may be a dependency for you to get sales traction, and for your customer to see the value of your solution. I also share practical steps to improve UX outcomes in commercial data products, from establishing a baseline definition of UX quality to mapping out users’ current workflows (and future ones, when agentic AI changes their job). Finally, I talk about how approaching product development as small “bets” helps you build small, and learn fast so you can accelerate value creation.
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One of the hardest parts of building anything meaningful, especially in B2B or data-heavy spaces, is pausing long enough to ask what the actual ‘it’ is that we’re trying to solve.
People rush into building the fix, pitching the feature, or drafting the roadmap before they’ve taken even a moment to define what the user keeps tripping over in their day-to-day environment.
And until you slow down and articulate that shared, observable frustration, you’re basically operating on vibes and assumptions instead of behavior and reality.
What you want is not a generic problem statement but an agreed-upon description of the two or three most painful frictions that are obvious to everyone involved, frictions the user experiences visibly and repeatedly in the flow of work.
Once you have that grounding, everything else prioritization, design decisions, sequencing, even organizational alignment suddenly becomes much easier because you’re no longer debating abstractions, you’re working against the same measurable anchor.
And the irony is, the faster you try to skip this step, the longer the project drags on, because every downstream conversation becomes a debate about interpretive language rather than a conversation about a shared, observable experience.
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Want people to pay for your product? Solve an *observable* problem—not a vague information or data problem. What do I mean?
“When you’re trying to solve a problem for users, especially in analytical or AI-driven products, one of the biggest traps is relying on interpretive statements instead of observable ones.
Interpretive phrasing like ‘they’re overwhelmed’ or ‘they don’t trust the data’ feels descriptive, but it hides the important question of what, exactly, we can see them doing that signals the problem.
If you can’t film it happening, if you can’t watch the behavior occur in real time, then you don’t actually have a problem definition you can design around.
Observable frustration might be the user jumping between four screens, copying and pasting the same value into different systems, or re-running a query five times because something feels off even though they can’t articulate why.
Those concrete behaviors are what allow teams to converge and say, ‘Yes, that’s the thing, that is the friction we agree must change,’ and that shift from interpretation to observation becomes the foundation for better design, better decision-making, and far less wasted effort.
And once you anchor the conversation in visible behavior, you eliminate so many circular debates and give everyone, from engineering to leadership, a shared starting point that’s grounded in reality instead of theory."
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One of the reasons that measuring the usability/utility/satisfaction of your product’s UX might seem hard is that you don’t have a baseline definition of how satisfactory (or not) the product is right now. As such, it’s very hard to tell if you’re just making product *changes*—or you’re making *improvements* that might make the product worth paying for at all, worth paying more for, or easier to buy.
"It’s surprisingly common for teams to claim they’re improving something when they’ve never taken the time to document what the current state even looks like.
That act of grounding yourself in the current state allows every subsequent decision, prioritizing fixes, determining scope, measuring progress, to be aligned with reality rather than assumptions.
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Prototypes are a great way to learn—if you’re actually treating them as a means to learn, and not a product you intend to deliver regardless of the feedback customers give you.
"People often think prototyping is about validating whether their solution works, but the deeper purpose is to refine the problem itself.
Once you put even a rough prototype in front of someone and watch what they do with it, you discover the edges of the problem more accurately than any conversation or meeting can reveal.
Prototyping becomes a kind of externalization of assumptions, forcing you to confront whether you’re solving the friction that actually holds back the flow of work or a friction you merely predicted.
And every iteration becomes less about perfecting the interface and more about sharpening the clarity of the underlying problem, which is why the teams that prototype early tend to build faster, with better alignment, and far fewer detours."
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Most founders and data people tend to measure UX quality by “counting usage” of their solution. Tracking usage stats, analytics on sessions, etc. The problem with this is that it tells you nothing useful about whether people are satisfied (“meets spec”) or delighted (“a product they can’t live without”). These are product metrics—but they don’t reflect how people feel.
There are better measurements to use for evaluating users’ experience that go beyond “willingness to pay.”
Payment is great, but in B2B products, buyers aren’t always users—and we’ve all bought something based on the promise of what it would do for us, but the promise fell short.
"In B2B analytics and AI products, the biggest challenge isn’t complexity, it’s ambiguity around what outcome the product is actually responsible for changing.
Teams often define success in terms of internal goals like ‘adoption,’ ‘usage,’ or ‘efficiency,’ but those metrics don’t tell you what the user’s experience is supposed to look like once the product is working well.
A product tied to vague business outcomes tends to drift because no one agrees on what the improvement should feel like in the user’s real workflow.
What you want are visible, measurable, user-centric outcomes, outcomes that describe how the user’s behavior or experience will change once the solution is in place, down to the concrete actions they’ll no longer need to take.
When you articulate outcomes at that level, it forces the entire organization to align around a shared target, reduces the scope bloat that normally plagues enterprise products, and gives you a way to evaluate whether you’re actually removing friction rather than just adding more layers of tooling.
And ironically, the clearer the user outcome is, the easier it becomes to achieve the business outcome, because the product is no longer floating in abstraction, it’s anchored in the lived reality of the people who use it."
Building B2B analytics and AI tools that people will actually pay for and use is hard. The reality is, your product won’t deliver ROI if no one’s using it. That’s why first principles thinking says you have to solve the usage problem first.
In this episode, I’ll explain why the key to user adoption is designing with the flow of work—building your solution around the natural workflows of your users to minimize the behavior changes you’re asking them to make. When users clearly see the value in your product, it becomes easier to sell and removes many product-related blockers along the way.
We’ll explore how product design impacts sales, the difference between buyers and users in enterprise contexts, and why challenging the “data/AI-first” mindset is essential. I’ll also share practical ways to align features with user needs, reduce friction, and drive long-term adoption and impact.
If you’re ready to move beyond the dashboard and start building products that truly fit the way people work, this episode is for you.
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“Customers’ tolerance for poorly designed B2B software has decreased significantly over the last decade. People now expect enterprise tools to function as smoothly and intuitively as the consumer apps they use every day.
Clunky software that slows down workflows is no longer acceptable, regardless of the data it provides. If your product frustrates users or requires extra effort to achieve results, adoption will suffer.
Even the most powerful AI or analytics engine cannot compensate for a confusing or poorly structured interface. Enterprises now demand experiences that are seamless, efficient, and aligned with real workflows.
This shift means that product design is no longer a secondary consideration; it is critical to commercial success. Founders and product leaders must prioritize usability, clarity, and delight in every interaction. Software that is difficult to use increases the risk of churn, lengthens sales cycles, and diminishes perceived value. Products must anticipate user needs and deliver solutions that integrate naturally into existing workflows.
The companies that succeed are the ones that treat user experience as a strategic differentiator. Ignoring this trend creates friction, frustration, and missed opportunities for adoption and revenue growth. Design quality is now inseparable from product value and market competitiveness. The message is clear: if you want your product to be adopted, retain customers, and win in the market, UX must be central to your strategy.”
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“No user really wants to ‘check a dashboard’ or use a feature for its own sake. Dashboards, charts, and tables are outputs, not solutions. What users care about is completing their tasks, solving their problems, and achieving meaningful results.
Designing around workflows rather than features ensures your product is indispensable. A workflow-first approach maps your solution to the actual tasks users perform in the real world.
When we understand the jobs users need to accomplish, we can build products that deliver real value and remove friction. Focusing solely on features or data can create bloated products that users ignore or struggle to use.
Outputs are meaningless if they do not fit into the context of a user’s work. The key is to translate user needs into actionable workflows and design every element to support those flows.
This approach reduces cognitive load, improves adoption, and ensures the product's ROI is realized. It also allows you to anticipate challenges and design solutions that make workflows smoother, faster, and more efficient.
By centering design on actual tasks rather than arbitrary metrics, your product becomes a tool users can’t imagine living without. Workflow-focused design directly ties to measurable outcomes for both end users and buyers. It shifts the conversation from features to value, making adoption, satisfaction, and revenue more predictable.”
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“Just because a product is built with AI or powerful data capabilities doesn’t mean anyone will adopt it. Long-term value comes from designing solutions that users cannot live without. It’s about creating experiences that take people from frustration to satisfaction to delight.
Products must fit into users’ natural workflows and improve their performance, efficiency, and outcomes. Buyers' perceived ROI is closely tied to meaningful adoption by end users. If users struggle, churn rises, and financial impact is diminished, regardless of technical sophistication.
Designing for delight ensures that the product becomes a positive force in the user’s daily work. It strengthens engagement, reduces friction, and builds customer loyalty.
High-quality UX allows the product to demonstrate value automatically, without constant explanations or hand-holding. Delightful experiences encourage advocacy, referrals, and easier future sales.
The real power of design lies in aligning technical capabilities with human behavior and workflow.
When done correctly, this approach transforms a tool into an indispensable part of the user’s job and a demonstrable asset for the business.
Focusing on usability, satisfaction, and delight creates long-term adoption and retention, which is the ultimate measure of product success.”
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“Your product should enter the user’s work stream like a raft on a river, moving in the same direction as their workflow. Users should not have to fight the current or stop their flow to use your tool.
Introducing friction or requiring users to change their behavior increases risk, even if the product delivers ROI. The more naturally your product aligns with existing workflows, the easier it is to adopt and the more likely it is to be retained.
Products that feel intuitive and effortless become indispensable, reducing conversations about usability during demos. By matching the flow of work, your solution improves satisfaction, accelerates adoption, and enhances perceived value.
Disrupting workflows without careful observation can create new problems, frustrate users, and slow down sales. The goal is to move users from frustration to satisfaction to delight, all while achieving the intended outcomes.
Designing with the flow of work ensures that every feature, interface element, and interaction fits seamlessly into the tasks users already perform. It allows users to focus on value instead of figuring out how to use the product.
This alignment is key to unlocking adoption, retaining customers, and building long-term loyalty.
Products that resist the natural workflow may demonstrate ROI on paper but fail in practice due to friction and low engagement.
Success requires designing a product that supports the user’s journey downstream without interruption or extra effort.
When you achieve this, adoption becomes easier, sales conversations smoother, and long-term retention higher.”
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On today's Promoted Episode of Experiencing Data, I’m talking with Lucas Thelosen, CEO of Gravity and creator of Orion, an AI analyst transforming how data teams work. Lucas was head of PS for Looker, and eventually became Head of Product for Google’s Data and AI Cloud prior to starting his own data product company. We dig into how his team built Orion, the challenge of keeping AI accurate and trustworthy when doing analytical work, and how they’re thinking about the balance of human control with automation when their product acts as a force multiplier for human analysts.
In addition to talking about the product, we also talk about how Gravity arrived at specific enough use cases for this technology that a market would be willing to pay for, and how they’re thinking about pricing in today’s more “outcomes-based” environment.
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Are you a member of the Data Product Leadership Community? After our chat, I invited Lucas to come give a talk about his journey of moving from “data” to “product” and adopting a producty mindset for analytics and AI work. He was more than happy to oblige. Watch for this in late 2025/early 2026 on our monthly webinar and group discussion calendar.
Note: today’s episode is one of my rare Promoted Episodes. Please help support the show by visiting Gravity’s links below:
“The whole point of data and analytics is to help the business evolve. When your reports make people ask new questions, that’s a win. If the conversations today sound different than they did three months ago, it means you’ve done your job, you’ve helped move the business forward.”
“Accuracy is everything. The moment you lose trust, the business, the use case, it's all over. Earning that trust back takes a long time, so we made accuracy our number one design pillar from day one.”
“Language models have changed the game in terms of scale. Suddenly, we’re facing all these new kinds of problems, not just in AI, but in the old-school software sense too. Things like privacy, scalability, and figuring out who’s responsible.”
“Most people building analytics products have never been analysts, and that’s a huge disadvantage. If data doesn’t drive action, you’ve missed the mark. That’s why so many dashboards die quickly.”
“Re: collecting feedback so you know if your UX is good: I generally agree that qualitative feedback is the best place to start, not analytics [on your analytics!] Especially in UX, analytics measure usage aspects of the product, not the subject human experience. Experience is a collection of feelings and perceptions about how something went.”
In this episode, I’m exploring the mindset shift data professionals need to make when moving into analytics and AI data product management. From how to ask the right questions to designing for meaningful adoption, I share four key ways to think more like a product manager, and less like a deliverables machine, so your data products earn applause instead of a shoulder shrug.
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“Too many analytics teams are rewarded for accuracy instead of impact. Analysts give answers, and product people ask questions.The shift from analytics to product thinking isn’t about tools or frameworks, it’s about curiosity.It’s moving from ‘here’s what the data says’ to ‘what problem are we actually trying to solve, and for whom?’That’s where the real leverage is, in asking better questions, not just delivering faster answers.”
“We often mistake usage for success.Adoption only matters if it’s meaningful adoption. A dashboard getting opened a hundred times doesn’t mean it’s valuable... it might just mean people can’t find what they need.Real success is when your users say, ‘I can’t imagine doing my job without this.’That’s the level of usefulness we should be designing for.”
“The most valuable insights aren’t always the ones people ask for.
“Here’s a simple but powerful shift for data teams: know who your real customer is.
In this episode, I sat down with tech humanist Kate O’Neill to explore how organizations can balance human-centered design in a time when everyone is racing to find ways to leverage AI in their businesses. Kate introduced her “Now–Next Continuum,” a framework that distinguishes digital transformation (catching up) from true innovation (looking ahead). We dug into real-world challenges and tensions of moving fast vs. creating impact with AI, how ethics fits into decision making, and the role of data in making informed decisions.
Kate stressed the importance of organizations having clear purpose statements and values from the outset, proxy metrics she uses to gauge human-friendliness, and applying a “harms of action vs. harms of inaction” lens for ethical decisions. Her key point: human-centered approaches to AI and technology creation aren’t slow; they create intentional structures that speed up smart choices while avoiding costly missteps.
"I think the ethics and the governance and all those kinds of discussions [about the implications of digital transformation] are all very big word - kind of jargon-y kinds of discussions - that are easy to think aren't important, but what they all tend to come down to is that alignment between what the business is trying to do and what the person on the other side of the business is trying to do."
" I've often heard the term digital transformation used almost interchangeably with the term innovation. And I think that that's a grave disservice that we do to those two concepts because they're very different. Digital transformation, to me, seems as if it sits much more comfortably on the earlier side of the Now-Next Continuum. So, it's about moving the past to the present… Innovation is about standing in the present and looking to the future and thinking about the art of the possible, like you said. What could we do? What could we extract from this unstructured data (this mess of stuff that’s something new and different) that could actually move us into green space, into territory that no one’s doing yet? And those are two very different sets of questions. And in most organizations, they need to be happening simultaneously."
"The reason I chose human-friendly [as a term] over human-centered partly because I wanted to be very honest about the goal and not fall back into, you know, jargony kinds of language that, you know, you and I and the folks listening probably all understand in a certain way, but the CEOs and the folks that I'm necessarily trying to get reading this book and make their decisions in a different way based on it."
“We love coming up with new names for different things. Like whether something is “cloud,” or whether it’s like, you know, “SaaS,” or all these different terms that we’ve come up with over the years… After spending so long working in tech, it is kind of fun to laugh at it. But it’s nice that there’s a real earnestness [to it]. That’s sort of evergreen [laugh]. People are always trying to genuinely solve human problems, which is what I try to tap into these days, with the work that I do, is really trying to help businesses—business leaders, mostly, but a lot of those are non-tech leaders, and I think that’s where this really sticks is that you get a lot of people who have ascended into CEO or other C-suite roles who don’t come from a technology background.”
–Kate O’Neill
"My feeling is that if you're not regularly doing ethnographic research and having a lot of exposure time directly to customers, you’re doomed. The people—the makers—have to be exposed to the users and stakeholders. There has to be ongoing work in this space; it can't just be about defining project requirements and then disappearing. However, I don't see a lot of data teams and AI teams that have non-technical research going on where they're regularly spending time with end users or customers such that they could even imagine what the art of the possible could be.”
In this episode, I talk with Ilya Preston, co-founder and CEO of PAXAFE, a logistics orchestration and decision intelligence platform for temperature-controlled supply chains (aka “cold chain”). Ilya explains how PAXAFE helps companies shipping sensitive products, like pharmaceuticals, vaccines, food, and produce, by delivering end-to-end visibility and actionable insights powered by analytics and AI that reduce product loss, improve efficiency, and support smarter real-time decisions.
Ilya shares the challenges of building a configurable system that works for transportation, planning, and quality teams across industries. We also discuss their product development philosophy, team structure, and use of AI for document processing, diagnostics, and workflow automation.
"Our initial vision for what PAXAFE would become was 99.9% spot on. The only thing we misjudged was market readiness—we built a product that was a few years ahead of its time."
"As an industry, pharma is losing $40 billion worth of product every year because decisions are still based on warehouse intuition about what works and what doesn’t. In production, the problem is even more extreme, with roughly $800 billion lost annually due to temperature issues and excursions."
"With our own design, our initial hypothesis and vision for what Pacaf could be really shaped where we are today. Early on, we had a strong perspective on what our customers needed—and along the way, we fell in love with our own product and design.."
"We spent months perfecting risk scores… only to hear from customers, ‘I don’t care about a 71 versus a 62—just tell me what to do.’ That single insight changed everything."
"If you’re not talking to customers or building a product that supports those conversations, you’re literally wasting time. In the zero-to-product-market-fit phase, nothing else matters, you need to focus entirely on understanding your customers and iterating your product around their needs..”
"Don’t build anything on day one, probably not on day two, three, or four either. Go out and talk to customers. Focus not on what they think they need, but on their real pain points. Understand their existing workflows and the constraints they face while trying to solve those problems."
This is part two of the framework; if you missed part one, head to episode 175 and start there so you're all caught up.
In this episode of Experiencing Data, I continue my deep dive into the MIRRR UX Framework for designing trustworthy agentic AI applications. Building on Part 1’s “Monitor” and “Interrupt,” I unpack the three R’s: Redirect, Rerun, and Rollback—and share practical strategies for data product managers and leaders tasked with creating AI systems people will actually trust and use. I explain human-centered approaches to thinking about automation and how to handle unexpected outcomes in agentic AI applications without losing user confidence. I am hoping this control framework will help you get more value out of your data while simultaneously creating value for the human stakeholders, users, and customers.
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Quotes from Today’s Episode
The value of AI isn’t just about technical capability, it’s based in large part on whether the end-users will actually trust and adopt it. If we don’t design for trust from the start, even the most advanced AI can fail to deliver value."
"In agentic AI, knowing when to automate is just as important as knowing what to automate. Smart product and design decisions mean sometimes holding back on full automation until the people, processes, and culture are ready for it."
"Sometimes the most valuable thing you can do is slow down, create checkpoints, and give people a chance to course-correct before the work goes too far in the wrong direction."
"Reruns and rollbacks shouldn’t be seen as failures, they’re essential safety mechanisms that protect both the integrity of the work and the trust of the humans in the loop. They give people the confidence to keep using the system, even when mistakes happen."
"You can’t measure trust in an AI system by counting logins or tracking clicks. True adoption comes from understanding the people using it, listening to them, observing their workflows, and learning what really builds or breaks their confidence."
"You’ll never learn the real reasons behind a team’s choices by only looking at analytics, you have to actually talk to them and watch them work."
"Labels matter, what you call a button or an action can shape how people interpret and trust what will happen when they click it."
From the publisher's feed
Your B2B analytics product does the hard technical work. So why aren't sales and adoption keeping up?
I'm Brian T. O'Neill, and my podcast, Experiencing Data, is a Listen Notes top 2% global podcast for founders, CEOs, and product leaders at B2B analytics companies: the ones whose product should be winning deals on technical sophistication alone, but isn't.
Maybe competitors have caught up on features and prospects say you all look the same, so you end up competing on price. Maybe customers never discover your best features and use you "like Excel." Maybe your value is algorithmic, and buyers can't see what they'd be paying for—something I call the Invisible Intelligence Gap.
Through solo episodes and interviews with CEOs, founders, and the enterprise data leaders who buy these products, I draw on my work as a product designer and strategy consultant to help you translate technical complexity into commercial clarity: connecting what your data product does to the outcomes, value, and human factors that still matter, even in the age of AI.
Experiencing Data is the only non-technical show about why technically impressive products don't sell or get used, and what to do about it.
Subscribe today on all major platforms or browse the episode archive.
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