Shopping for resources

Designing an intuitive, repeatable bulk edit experience


Lead Designer



Apr – Jul 2023

Project overview


Editing resources in bulk is confusing and users are frequently hitting system limits.


Searchable, filterable resources with a persistent “shopping cart” of selected items.


A churn-risk customer renewed and expanded their contract with us.

What is is a cloud-native data catalog built on a knowledge graph. It gives companies a complete picture of their data, however siloed it may be. With it, users can discover what data is available, fresh, and trustworthy faster.

The problem

At first, our issue was that users could only make changes to 250 resources (data assets) at a time, and this wasn’t communicated to them. Customers complained that the limit was unclear and too low.

But, the story was just beginning.

Performing actions to resources in bulk, such as moving or editing was complicated and frustrating. When selecting resources to change, users only saw a table of assets with minimal details. The interface to perform actions also did not utilize the space well and had confusing copy around the actions themselves. The entry points to the actions were also inconsistent.

The ask was to solve these disparate problems.

Who needs this?

Catalog curator

The catalog curator organizes and maintains data in the catalog, making sure it’s accurate, well-documented, and understandable. They work closely with the metadata and do not usually build the catalog.

Focus areas

Design goals

Having understood the catalog curator’s needs and the problems they currently face, I set design goals:

But wait, there's more!

I started by working with the existing flows but quickly realized they were missing crucial functionality.

Without a way to narrow down the list of resources, users were forced to start with all resources of a type in their organization. Then, they had to look through the list one-by-one for the resources they actually wanted to change. This played into why users were hitting the resource selection limit.

What they needed was a way to select exactly the resources they wanted, then make changes in bulk.

With that in mind, I added one more design goal: give users more control when selecting resources to change.

How many entry points???

The solution

Find what you're looking for

The “shopping cart”

Moving resources

Moving resources in bulk was significantly improved. Previously, it lived under Quick edit, terminology in the copy was confusing, and it did not convey a clear sense of to and from.

Now, users select the action upfront at the entry point and can clearly see where their resources are going.

A win for
Shortly after this project began, we found out a customer was at risk of churning, and the existing bulk actions experience was a reason why.

After we released this feature, the technical lead and executive sponsor of that very customer gave us strong complements about its intuitiveness, and the initiative was seen as a signal of how is working on areas that will help the customer be successful. They chose to renew and expand their contract with us, largely thanks to this feature.

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