Lucy Carpenter

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Lucy Carpenter

Lucy CarpenterLucy CarpenterLucy Carpenter
TABLEAU

TaBLEAU GEOMAPPING

I led this 7-month project from discovery through V1 launch—owning the full UX strategy and end-to-end design. I collaborated closely with research, engineering, and product management to shape the product vision, and drove alignment through stakeholder feedback, cross-functional reviews, and executive presentations.

project goalS

Business goals

Make spatial analysis accessible to a wide range of users, enabling them to visualize and explore location-based data without needing GIS expertise. By integrating intuitive mapping tools directly into Tableau, the platform aimed to unlock new analytical capabilities to increase user adoption, help users spot geographic patterns, and support better, place-based decisions—driving deeper engagement and broader product use across industries like retail, logistics, public health, and more.

Design goal

Simplify a multi-step, often error-prone workflow—from connecting geographic data to configuring map layers and customizing visual encodings—into a seamless, intuitive experience that guides users through each decision point with clarity and confidence. The challenge: make powerful spatial analysis feel approachable, even for users without mapping or GIS expertise.

solutions

The final experience is a unified geomapping workflow that replaces fragmented, manual steps—geocoding, data pipelines, and map building—with a single guided interface in Tableau. Users can import location data, apply automatic geocoding, and select from map types (choropleth, flow, density) using contextual tools tailored to each. This reduces errors, cuts the need for GIS expertise, and speeds map creation with clear, step-by-step guidance and real-time feedback.

Layered map visualization 

This lets users combine multiple geographic data layers—such as points, polygons, heatmaps, and flow lines—within a single map. This enables richer, multi-dimensional storytelling by revealing relationships and patterns that aren’t visible with a single layer. Customizable layers give users control over visibility, styling, and interactivity, making complex spatial data e

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Data lassoing and similar interactive selection tools 

These tools empower users to intuitively explore and analyze spatial data by directly selecting points or regions on a map. These tools simplify complex data filtering and segmentation tasks, allowing users to quickly isolate and investigate relevant subsets without writing queries or navigating complex menus.

Design-Led Approach & Collaboration

Design Leadership & Strategy

  • Led quarterly planning sessions to align design goals with business priorities
  • Facilitated key workshops for cross-functional collaboration and strategic decision-making
  • Hosted bi-weekly stakeholder design reviews to gather feedback and maintain executive alignment
  • Defined UX metrics to define customer success

Cross-Functional Collaboration & Communication

  • Scheduled regular 1:1s with PMs and tech leads to prioritize work and plan design deliverables
  • Coordinated meetings with cross-functional partners to ensure cohesive product development

Agile Execution & Team Engagement

  • Participated in weekly standups to stay aligned on project progress and blockers
  • Established quick feedback channels on Slack for real-time design input and iteration
  • Organized weekly brainstorming sessions with engineering teams to foster innovation and solve complex challenges

discovery

Before the geomapping toolset, building map visualizations in Tableau was manual and error-prone. I interviewed and observed power users and internal architects to uncover pain points, studied the geocoding API to find UX opportunities, and co-led weekly brainstorms with engineers. I worked closely with PMs to define personas and led stakeholder workshops and exec interviews to align on product vi

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flow diagramming

Creating detailed flow maps was crucial to understanding user workflows for geomapping because, while the initial steps were similar across all map types, the process quickly diverged depending on the specific map users wanted to create. For example, users building a flow map needed specialized tools for defining origin and destination points and visualizing movement patterns, which differed signi

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TECHNICAL DEPENDENCIES

To support consistent mapping across the business, I mapped the Admin’s process for unifying geographic data in the enterprise lakehouse. This diagram shows how I traced and connected key dependencies—location, customer, and territory—into a certified spatial file, streamlining the steps to create a single source of truth.

cross vertical collaboration

Building maps in Tableau required close coordination across three teams: Catalog (geocode data), Server (location data pipelines), and Desktop (user-facing visualizations). For example, when a user created a map in Desktop, the system had to reliably pull geocodes from Catalog and process them through Server—any disconnect risked delays or broken maps. These interdependencies made close design–engineering alignment essential for a seamless mapping experience.

design iteration

I was embedded across three dev teams building Tableau’s mapping features, aligning work through daily standups, weekly cross-team syncs, and design reviews. I prioritized with PMs and engineers, ran post-standup brainstorms to tap developer ideas, and gave monthly executive updates to align on vision and progress.

validation

User Studies

To ensure our designs met user needs, I partnered with our UX researcher to run moderated, in-person usability studies at both the midpoint and near the end of the project. These sessions helped us catch usability issues early and refine the experience before launch.

Clickstream Gantt Charts

Once the MVP shipped, I tracked the clickstream data to understand drop off points and edge cases I hadn't captured in the initial flows. This was one source of data to propose roadmap features and improvements.

RESULTS

High Ratings for Mapping Features

From in-product surveys, Tableau's mapping capabilities, including map design, vector mapping, and spatial analysis, have received high ratings from users. For instance, 94% of users reported satisfaction with the ability to create maps from different perspectives and with varying geographic features. Similarly, 94% expressed satisfaction with vector mapping and spatial analysis features.

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