← Back

Product-Led Interface — Navigation as Onboarding

Product design — PLI system concept, IA, and wireframes for the SaaS Foundation team

Role: Senior Designer

product-designux-research

Problem

The SDA platform's global header held four disconnected affordances — search, notifications, help, and profile — each built independently with no shared language. New users had no in-product guidance and help lived outside the product, driving context switching and slowing onboarding.

Solution

Defined a Product-Led Interface initiative for the SaaS Foundation team: four header surfaces redesigned as a coordinated system using research-derived themes (search as navigation, contextual guidance, notification control). Each surface follows a consistent panel-plus-full-page pattern built on the same normalised list/detail template, with help becoming page-aware and capable of surfacing inline docs with feedback loops — all without leaving the current context.

Four header surfaces redesigned as a coordinated onboarding system

01 Product as Interface

As the SDA platform expanded across CI, CD, Feature Management, and Analytics, the global navigation layer had accumulated four disconnected affordances — search, notifications, help, and profile — each built independently with no shared design language. New users had no in-product guidance; help and docs lived outside the product entirely. Working with the IAM and SaaS Foundation team, I defined a Product-Led Interface initiative: treat the header as an active system that reduces context switching and guides users toward successful onboarding. Research across the organisation surfaced nine themes — search as navigation, contextual intelligence, notification control, guide the user — which became the design brief. The work scoped four surfaces, each with a quick-access panel and a full normalised page, all sharing the same list/detail template pattern established by the wider UI architecture work.
CloudBees PLI — annotated wireframe showing all four header affordances (tour point, in-context help, see docs, smart assistant) active simultaneously
001
CloudBees PLI — Dovetail research repository showing user testing sessions for the Product as Interface initiative
002

Typeahead, results panel, and full search page

02 Search as Navigation

Search opens as a lightweight typeahead — top results appear beneath the field as the user types, with a show more link to expand without navigating away. The full results drawer slides in from the right, keeping the current page visible while surfacing a filterable list. When the complete result set is needed, search promotes to its own dedicated page — using the same normalised list template shared across all PLI surfaces.
CloudBees PLI — search typeahead dropdown showing top results with highlighted search term and show more link
003
CloudBees PLI — search results right panel with filterable list of 12 results, non-disruptive to current page context
004
CloudBees PLI — full search results page with filter dropdown and 15 results using the normalised list template
005

Grouped panel and full notification centre

03 Notifications

Tapping the bell opens a grouped notification panel in the right drawer, categorised by section for quick scanning without leaving the current page. When users need to manage their full history, the same content expands into a dedicated Notifications page — searchable and filterable, using the same list template as search results. The pattern holds throughout: quick access in context, full page when needed.
CloudBees PLI — notifications right panel with grouped sections and arrow-link items
006
CloudBees PLI — full notifications page with searchable, filterable list of 15 notifications
007

Contextual guidance without leaving the product

04 Help & Docs

Help is always reachable from the header but becomes page-aware — the panel surfaces how-to links relevant to wherever the user currently is, before offering search, get support, and live chat as escalation paths. An optional Help Overlay toggle activates inline tour points and in-context prompts directly on the page. When a result is selected, the doc content renders inline in the panel — readable without opening a new tab — with Solved / Try again feedback to close the loop and route unsatisfied users to support.
CloudBees PLI — two help panel variants: basic dropdown vs contextual page-aware panel with help overlay toggle
008
CloudBees PLI — contextual help panel showing page-specific how-to links, help search, help overlay toggle, get support, and live chat
009
CloudBees PLI — help doc rendered inline in the panel with open in docs CTA, solved/try again feedback, and get support escalation
010

One panel to control all four surfaces

05 User Preferences

All four surfaces are configurable from a single User Preferences panel — notification routing (auto-read, Slack forwarding, mention filtering), search scope, and help behaviour (overlay on/off, contextual suggestions, restrict to recent work). Integrations and email preferences are accessible from the same panel without burying users in settings pages.
CloudBees PLI — user preferences panel unifying notification, search, and help settings with toggle controls and integrations link
011

Part of the CloudBees selected work