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Product design · 2025

Unified Data Collection

Taking apart a security platform's data collection experiences and recreating them to deliver a more streamlined, user-friendly experience.

This case study focuses on the systems-level thinking behind the redesign — content modeling, data modeling, and untangling how the pieces connect — rather than a full end-to-end delivery walkthrough.

User Problem

With many ways to import assets and ingest log data into the platform, users are often left overwhelmed. There are unclear guidelines on exactly what they need to set up, when, and how — resulting in many users never receiving the true capability of the platform.

Goal

Design a consistent, streamlined experience for setting up, monitoring, and managing integrations, scan engines, and other data collection methods.

The solution should cater for users of all maturity levels, ensuring they have the guidance, resources, and visibility they need to correctly set up and monitor their environment.

My Role

I worked on understanding the system as it is today, dissecting it entirely to understand how data flows, connects, and contributes to findings, alongside the pain points that current onboarding, monitoring, and management of data connectors have today.

I then put it all back together into a unified, expected experience designed to improve speed and learnability for users onboarding to the cybersecurity platform.

Identifying all moving parts

My first step in tackling this mammoth task was to audit the platform and identify all log and asset ingestion methods. This task came with some challenges.

Each product in the platform had various different methods of collecting data — some predominant connectors, but also some small, insignificant methods that I missed initially, as my definition of what a data connector was, was quite vague.

AppSec Scan Engines Import Feeds Network Sensors
Threat Intel Integrations AppSec Integrations ChatOps
Orchestrators Event Sources Discovery Seeds Engine Pools
Plugins Automation Connections Cloud Accounts VM Scan Engines Collectors
Cloud Integrations Agents Discovery Connections Attack Surface Connectors
Targets Digital Risk Protection Sources Intelligence Feeds

Understanding the jobs to be done by users

I defined four stages that a user navigates with data collection:

  1. Setup data collection sources.
  2. Identify all assets and data.
  3. Monitor the health of data sources.
  4. Validate that tools are working.

I then created user stories for each stage of the jobs that a user would do for each type of data connector.

This enabled me to get a better idea of how I could streamline the experience.

Jobs-to-be-done map showing four job stages branching from the goal of monitoring all data, each with supporting user stories.

Content modeling setup and monitoring experiences

To properly unify the data collection experience, I needed to content model the "add" and "view" experience. This gave me a clear view of all the attributes common and unique to each data connector.

With this, I could map out a consistent experience for each type, so the user knows what to expect.

This was my first time content modelling, which was a huge learning curve, but enabled me to view data and UI in a completely different light. I now use this in every piece of work I do.

Content model listing every attribute, common and unique, across each data collection method, grouped by category.

Data Modelling

I then moved on to data model the journey of a log and asset throughout the platform ecosystem. Tracking them from when they were collected/ingested, the whole way to what they become in a security incident/case.

By mapping out the data stream, I uncovered similarities between the data and assets, what types of rules they flow through, what findings they become, and most importantly, what type of alert they transform into.

This was my first time data modelling. The scale of this task gave me a great insight into systems design and how data transforms into tangible insights.

Data model tracing the journey of assets and log data across connectors, inventory, log data, and controls/rules.

Auditing the data collection setup experiences

Once I had understood each of the objects well enough, I then delved into the current experience of setting up each of the data connectors/integrations.

I spent quite some time studying documentation and going through each of the flows myself to get a feel for it, documenting pain points and opportunities along the way.

Audit of existing setup flows for Collector, Event Source, and Plugin connectors, mapped step by step.

User Insights

Whilst going through the setup flows, I had gathered quite a few questions on how and why things worked a certain way.

I interviewed teams of security solutions engineers, devops engineers, and CAs to get their input, as these folks all work as part of the managed services and use the documentation and UI more than enterprise customers.

The findings from this included a lot of frustration, confusion, and want for a better experience.

Pain points and opportunities gathered from the MVM team, VM TAMs, and D&R CAs during user interviews.

Who I designed for

Security Solutions Engineer

Needs a consistent, predictable structure across connector types to set up and troubleshoot environments faster for multiple customers.

DevOps Engineer

Needs clear, consistent status and health information to quickly tell whether a data connector is working as expected.

Customer Advisor

Needs a shared mental model of how data flows through the system, to explain setup and issues to customers with less back-and-forth.

Mapping out the 'view' experience

Using a similar artifact to the 'add' experience, I modeled the listing pages using common attributes. This allowed me to apply consistency to the monitoring of data connectors.

  1. Identifying information (vendor logo, name, ID)
  2. Status (connection, health, activity)
  3. Parent/child objects (number of associated items)
  4. Timestamp (date added, last updated)
  5. Version (if applicable)
  6. Recent activity (if applicable)
  7. Capacity (if applicable)
Listing page content model organized into eight attribute buckets, applied across every data collection method.

Unifying and streamlining the flows

Now that I understood the frustrations from users and my own experience, I began to map out the system for setting connectors up.

I used a grid and 'buckets' to define stages of setup based on current flows. I then slotted each of the data connector setups into this modular system.

I was surprised it worked so well — I now had a dynamic, consistent framework.

Modular setup framework organizing every connector type into consistent stages: about, vendor selection, hosting, prerequisites, installation, configuration, and activation.

Transferring the framework into wireframes

Working through the experience in wireframes to bring the modular framework to life.

Wireframes translating the modular setup framework into a full lo-fi flow across every connector type.

What I Learned

This was my first time working at a systems design level — looking across multiple products, working out how each one actually functioned under the hood, and identifying the similarities between them to map out a single, unified approach. It fundamentally changed how I think about data and interfaces, and it's a way of thinking I now bring into every piece of work I do.

It was also a great lesson in artifact-based communication. When I shared these models and diagrams with internal stakeholders, they didn't just validate the direction of the design — they actually helped people understand our own system better than they had before. Watching a sprawling, complex platform get distilled into a handful of clear diagrams, and seeing the effect that had on how the team talked about the system, was a huge win, and one of the most rewarding parts of this project.

As of July 2025, this project was parked due to a lack of resourcing. However, it has been picked back up again in Feb 2026 and scoped down to focus primarily on integrations.
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