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03 / CIVIC DATA

Socrata

Five years researching the technical and human systems behind civic data—from data ingress and open-data workflows through platform strategy, delivery, and acquisition.

MY SCOPEPRODUCT DESIGN MANAGER → DIRECTOR, PRODUCT RESEARCH + DESIGNTEAMDESIGN, RESEARCH, PRODUCT, ENGINEERING, CUSTOMER TEAMS + GOVERNMENT PARTNERSTIMEFRAME2017—2022
TECHNICAL RESEARCH / DATA INGRESS

Research the pipeline,
not only the interface.

Open-data work is a chain of technical and human decisions. I studied the full journey closely enough to help the team reason about the system: where data originated, how it entered the platform, what failed, how people recovered, and what trustworthy publication required downstream.

01 / GROUNDED MODEL

Interpretation stayed close to context.

Contextual inquiry, workflow reconstruction, scenario replay, iterative synthesis, and constant comparison helped move from individual observations toward an explanatory model—without stripping away the organizational conditions that gave each behavior meaning.

02 / TRIANGULATION

Every signal had a different job.

Interviews and advisory programs revealed intent. Usability work exposed interaction breakdowns. Analytics, coded NPS, and support patterns tested prevalence. System models and engineering evidence identified the constraints underneath the visible experience.

03 / ENGINEERING TRANSLATION

Findings became executable boundaries.

I worked directly with product management and engineering to turn the model into flows, error states, architecture questions, design spikes, prototypes, and an MBI. The research did not end at recommendation; it stayed active while the team determined what the platform could reliably ship.

RESEARCH → SOFTWARE

The resulting error-correction workflow let people repair problems during ingress and helped establish the path toward the backend that powered Socrata’s open-data platform for the following five years.

01 / THE PROBLEM

Socrata had a valuable family of products for publishing, exploring, analyzing, and communicating public data. But customers experienced the seams between those products, while the organization needed stronger shared ways to learn, plan, and deliver across them. The challenge was larger than improving individual screens: make the portfolio more coherent while building a research and design practice capable of guiding it.

02 / THE EVIDENCE

I worked across data publishing, shaping and modeling, administration, mobile navigation, tenancy, visualization, and big-data initiatives. My grounded-theory practice treated interpretation as situated and iterative: contextual research and scenario replays built the model, while customer advisory work, Socrata Connect sessions, usability studies, product analytics, coded NPS, and product user groups tested its reach and exposed contradictions.

Connected Communities
Organism

Platform

  • Data
  • Operations
  • People
  • Partners
Molecule

Program

  • Datasets
  • Models
  • Reports
  • Actions
Atoms

Data collection

  • Data shaping
  • Metadata
  • Visualization
Read the original element analogy

Land Use (Lu) was an example atom. Its “atomic number” represented departments; groups represented verticals and periods represented segments. The original cost-per-1,000-citizens field was posed as a question, not an established measure.

03 / THE DECISION

Treat product coherence and organizational capability as the same design problem. I helped establish a portfolio-wide Product User Group (PUG), Voice of Customer (VoC) program, Customer Advisory Board (CAB), recurring usability and research studies, NPS and analytics review, and shared planning rituals. Together, those programs carried evidence across teams and kept planning centered on what government teams needed to accomplish—not the boundaries between Socrata applications.

UX program strategy

Annual cadence · proposed reconstruction for review

Q1

JanFebMar

Monthly: research touchpoint → synthesis → share with product teams.

Quarterly: review evidence → align priorities → plan the next cycle.

Q2

AprMayJun

Monthly: research touchpoint → synthesis → share with product teams.

Quarterly: review evidence → align priorities → plan the next cycle.

Q3

JulAugSep

Monthly: research touchpoint → synthesis → share with product teams.

Quarterly: review evidence → align priorities → plan the next cycle.

Q4

OctNovDec

Monthly: research touchpoint → synthesis → share with product teams.

Quarterly: review evidence → align priorities → plan the next cycle.

Documented programs

Product User Group · Voice of Customer · Customer Advisory Board · Usability and contextual research · Analytics and NPS

Exact program-to-month assignments, participants, and quarterly actions are open for Mat’s readout. This is a planning scaffold, not a record of completed sessions.

04 / THE COLLABORATION

I operated as a player-coach: leading designers and researchers while staying close to consequential product work. For the 2018 MVP launch, I embedded with the Ingress product and engineering team, researching the path from source data through import, validation, error correction, shaping, and publication. Architecture maps, scenario tests, design spikes, and working prototypes let us examine system boundaries and failure modes together—then translate evidence into an intentional minimum business increment.

05 / THE OUTCOME

The work helped bring Connected Government Cloud to market and created a more connected story for the Socrata portfolio. After Tyler Technologies acquired Socrata, integrating workflows became a major UX undertaking: we modeled the work already happening across Tyler products, translated Socrata’s product logic for new colleagues, and used those models to shape shared product, research, and design capabilities. That foundation carried into Tyler Forge, cross-division product vision, and the emerging Tyler Data & Insights suite.

Data & Insights architecture
Data & Insights
Connected Government Cloud

Citizen engagement

Socrata
  • Citizen Connect
  • Open Data
  • Open Finance
  • Open Performance

Financial insights

Socrata
  • Budget
  • Capital Projects
  • Expenditures
  • Payroll
  • Insights Dashboard

Performance optimization

Socrata
  • Performance Cloud

Operational intelligence

Socrata
  • Data Lens
  • X-Connect
  • Incident Alerts
06 / THE REFLECTION

Many of the disciplines I still carry as a designer and manager were formed here—working in person, making ideas physical, and using rooms, walls, cards, and conversation to build shared understanding. I also learned how strongly context shapes a role inside a startup. My work changed as Socrata moved from Series C growth, through acquisition, and out the other side: from designing products, to building a practice, to helping an integrated portfolio move together.

Physical whiteboard used to model a municipal workflow
WORKING PHYSICALLY / CONTEXT, LANGUAGE + SHARED UNDERSTANDING
PROJECT EVIDENCE