Data experiences
at Atlassian

Organisation

Atlassian

Industry

IT Asset management / Analytics

Year

Aug 2024 - present

Role

represented design in a triad

Background

What are Assets?

JSM Assets is a data management platform integrated into Jira Service Management (JSM) that functions as a Configuration Management Database (CMDB). It supports various business use cases such as tracking inventory, warranties, replacements, software licenses and HR/Legal data.

It is a key offering for Atlassian's enterprise customers.

What was wrong?

  • Analytics for Assets were underwhelming, despite being a key enterprise requirement

  • Visualization platform was incomplete and couldn’t fully support analytics

  • Data wasn’t easily accessible — not stored in the hot tier

  • No dedicated team focused on Analytics

  • Temporary solution had poor UX, negatively impacting perception of Assets

impact on business

$1.5 million lost

Retention rates

~8%
retention

from a customer

"This is very disappointing. It is not of the quality we expect from Atlassian products, slow in performance - but most importantly - it is not what the user base has asked for.
In it's current form, Jira Assets is not a complete ITAM solution. Without dashboard widgets, there is no advantage to having an ITAM component for Jira - it's no more work to manage a separate platform, that is likely many times faster and more reliable."
Validating the problem

Methods used to validate the problem

50+

Customer tickets analysed

50+

Customer tickets analysed

Amplitude Data Points

Amplitude Data Points

4

Competitors analysed

4

Competitors analysed

5

Subject experts interviewed

5

Subject experts interviewed

Key findings

  • Customers started switching to third-party marketplace apps or exporting data to Tableau.

  • Lack of permission controls was a major issue — only admins could use Analytics.

  • Premium-plan users were hesitant to upgrade to Enterprise just to access Atlassian Analytics.

  • Sales teams stopped highlighting Assets’ in-product reporting due to its limited value.

  • Competitors offered advanced reporting, while Atlassian lacked even basic capabilities.

Illustration between competitors and us

tech & Logistical challenges

  • For performance to improve, there was a high-cost of moving data to the hot-tier.

  • The team had to abide by the platform and couldn't make any front-end changes.

How might we…

  1. … start offering basic reporting capabilities?

  2. … improve permissions?

  3. … ramp up to offer advanced reporting capabilities?

  4. … make the experience scalable and usable for all of Jira Service Management, and not just Assets?
Ideation

method used to ideate

2 day

ideation workshop with cross-functional stakeholders

2 day

ideation workshop with cross-functional stakeholders

2 day

ideation workshop with cross-functional stakeholders

Goals of the workshop

Goal 1:
Deep dive into the problems, get cross-functional stakeholders on the same page

Goal 2:
Generate ideas, group them and arrange them on a priority x feasibility matrix.

snapshots from the workshop

snapshots from the workshop

snapshots from the workshop

OUtcomes of the workshop

✔️ My PM and I grouped these ideas and crafted a 4-horizon strategy.

✔️ By the end of the workshop, there was a solid, shared understanding of customer & tech challenges.

✔️ Participants wore their design hats to brainstorm solutions. With engineers in the room, we deliberated on the technical feasibility and were able to reach workarounds.

Outcome: 4 - horizon strategy

Designing

Reframed design brief

Improve the in-product reporting experience in JSM Assets by designing intuitive, flexible, and scalable journeys that empower both admins and agents to make informed decisions, without being hindered by existing platform or architectural constraints.

target personas (replace)

Creator Persona: Admin

Creator Persona: Admin

Creator Persona: Admin

Consumer Persona: Executives

Consumer Persona: Executives

Consumer Persona: Executives

key design challenges

1
Design complex yet crisp experiences sans usability issues.

2
Create a content strategy that is free of jargons.
3
Collaborate with the platform team to fill the gap in the design system by creating components for reporting use-cases

visual design principles

  1. We grouped the chart builder into five logical parts:

    1. Metric / Chart viz

    2. Data source

    3. What you see on the chart

    4. Additional filters

    5. Name

  1. We used spacing and visual hierarchy to distinguish the sections.

  2. We also used progressive disclosure in the chart builder to reduce confusion.

IA decisions

Due to backend challenges, the user was expected to select 'Object types' twice. This experience led to two fields having the same name in the chart builder.

We addressed it by re-labeling the fields and adding helper text that helped differentiate the two fields.

Start from a blank canvas - build as you go

Move, delete, duplicate and resize charts on the dashboard

Low learning curve to create complex charts for non-tech users

Hover to drill into data

Have permissions control in your hands

Apply pattern fill to make your charts accessible

Evaluation

method used to evaluate

6 participants interviewed

SEQ test with 6 tasks

6 participants interviewed

SEQ test with 6 tasks

6 participants interviewed

SEQ test with 6 tasks

key findings

  • We received a rating of 5.6 on average.

  • Creating, editing, deleting and moving charts were rated 'very easy'.

  • There was a steep learning curve with the two object type fields on the chart builder. Once the participants got a knack of it, the tasks became easy for them. The first chart building task received a 2/7 and by the last one, it was 6/7.
Impact

impact

  • 5+ presentations to leadership including Heads of Product and Engineering in ITSM

  • Secured headcount of 7 new engineers,
    2 more designers

  • Became central team for JSM Analytics, three sub-streams were formed