Client

1-click migrations for fast and easy onboarding

Monarch Data is a data migration platform that helps businesses streamline the transition of customer data between over 300+ SaaS applications. Monarch Data solves the problem of getting data from one system into another while handling all the messy parts of file parsing, validation, and transformation. They provide tools that allow customers to easily create export links, facilitating secure and efficient data migration workflows. Monarch also empowers organizations to offer 1-click data migration, allowing seamless onboarding experiences that are fast and secure.

Problem & current state

A complex and manual process made schema mapping tedious

Monarch’s MVP provided core migration functionality but lacked an intuitive user experience and modern, competitive design. Customers faced challenges due to:

Customer pain points

• Desire for a self-service migration flow for improved efficiency.

• Frustration with non-intuitive UI leading to longer setup times.

• Lack of visual clarity in schema mapping, making it difficult to review and configure data fields.

Business requirements

Redesigning for speed, simplicity, and scalability

I collaborated closely with the founder, engineering, and product teams to gain a deep understanding of the platform's workflows, user pain points, and redesign goals. I led discussions to identify friction areas, ensuring alignment with both user needs and technical constraints.

To address customer feedback and improve the product’s market competitiveness, I set the goals of the redesign to focus on:

• Intuitive self-service flows for both public and private link creation.

• Faster, simplified workflows that reduce friction for users setting up data migrations.

• Modern, visually competitive UI aligned with leading SaaS products.

• Enhanced buildout flow to streamline schema extraction, AI-generated descriptions, and column mapping.

• Optimized schema mapping UX with clearer field associations, validation options, and easier navigation.

Challenges

During this project, we faced challenges of:

• Tight timeline for completing the redesign while ensuring major usability improvements.

• Balancing the addition of self-service functionality with simplified user flows without overwhelming users with complexity.

Results

3 streamlined flows for public/private exports and mapping source with destination data

1) Self-service & customizable Public export links

Before

The interface was cluttered with competing navigation panels, lacked visual hierarchy, and offered limited customization for businesses.

After

A top progress indicator enhanced clarity, while customizable data fields and export forms, including logo uploads, enabled businesses to engage customers and create a branded experience.

2) Optimized navigation for faster schema review

Before

The progressive disclosure design was vertically heavy, causing excessive scrolling and lack of clarity, especially for tables with large column sets.

After

The two-column layout improved space usage and flow, enabling users to quickly navigate tables and scan column descriptions for faster verification.

3) Validate and configure schema mappings with ease

Before

Mapping data was confusing, lacking context, AI suggestions, and validation rules, with no automation for bulk actions.

After

• Automated field suggestions and descriptions provided context, allowing users to map data faster with confidence.

• Configurable validation rules and input constraints reduced errors and improved data integrity.

• Strategic use of color reduced visual noise and created a clear hierarchy, making it easy to see relationships between source and destination mappings.

Impact

After the redesign was completed, Monarch Data utilized the design system, guidelines, and new user flows we created to internally evolve the platform. The response from Monarch's customers were very positive.

78% faster column mapping process with AI-assisted field suggestions

35% reduction in average time to complete data migration

4x increase in positive feedback from customers

✦✦ The process ✦✦

Want to learn more? Let's chat!

I'm happy to walk through details of my design process through a discovery call. You can reach me at renali.2938@gmail.com or schedule a time on my Calendly.