New Feature for Seamless Duplicate Profile Management

To help admins easily identify and merge duplicate profiles, reducing redundancy and ensuring data accuracy with an intuitive and efficient workflow.

My Team
1 Product Designer
6 Developers

My Role
Product Designer
Project Lead

Tools
Miro
Adobe XD

Overview

Managing user profiles efficiently is crucial for maintaining a seamless user experience in today’s digital landscape. Duplicate profiles can lead to data inconsistencies, user frustration, and increased maintenance costs. I led the design of a feature that identifies duplicate profiles and simplifies merging, transforming a tedious process into an effortless task.

Problem

Duplicate profiles were causing significant issues for our users. The lack of tools to identify or address duplicates led to significant manual effort, leaving users frustrated and undermining data integrity. Admins needed a reliable solution that was accurate, fast, and easy to use, allowing them to confidently manage their data while saving time.

Goals

  • Identify Duplicate Profile: Develop an efficient algorithm to detect duplicate profiles based on specific criteria.

  • Simplify Profile Merging: Create an intuitive interface for users to merge duplicate profiles easily.

  • Maintain Data Integrity: Ensure the merging process preserves all relevant information and avoids data loss.

Impact

The impact of the feature was both immediate and measurable:

  • 60% reduction in time spent managing duplicates

  • 95% accuracy rate in duplicate detection based on matching rules

  • 75% adoption rate within the first month of release

  • 40% increase in user satisfaction scores for data management tasks

Admin

“Managing duplicates used to take hours. Now I can do it in minutes - this feature has been a game changer.”

Research

To design an impactful solution, I conducted a thorough competitive analysis, uncovering gaps in existing tools and identifying areas where we could excel. Building on these insights, I created a user story map to visualize workflows and ensure that the admin journey was seamless.

Design

To create an intuitive experience, I created wireframes and prototypes that emphasized simplicity and clarity. Usability testing played a vital role, with admin feedback leading to improvements in clarity, navigation, and functionality.

Matching rules were also implemented to identify duplicates effectively:

  • Same email address

  • Same phone number

  • Same first name and address

  • Same last name and date of birth

Exclusions, such as proactive detection during profile creation or editing, and duplicate management of organization profiles, were deferred to maintain a manageable MVP scope.

Feature 1: Flag Existing Profiles

The admin user navigates to the ‘Potential Duplicates’ tab to see all the potential duplicate profile groups and their matching criteria.

Feature 2: Admin Control

Admin selects a group and decides whether they want to ignore the selected potential duplicate profiles or merge them.

Feature 3: New Merge Modal

The enhanced. merge modal will only show information that differs between each profile. Admin can select the information they would like to keep and merge.

Solution

The Duplicate Profile Management feature streamlines the process of identifying and merging duplicate profiles, significantly reducing the time and effort needed for manual data cleanup. A dedicated “Potential Duplicates” tab and warning flags made identifying duplicates effortless, while the enhanced merge modal allowed for efficient decision-making by displaying only the differences between profiles. Admins could merge or dismiss duplicates with confidence, ensuring control over data management while reducing errors and redundancies.

Next Steps

To build on this success, future iterations will focus on:

  • Enhancing the accuracy of detection algorithms

  • Introducing bulk merging capabilities for greater efficiency

  • Adding proactive alerts to identify duplicates during profile creation or editing

  • Gathering user feedback to continuously refine functionality and meet evolving needs

These improvements will ensure the feature remains relevant, impactful, and aligned with user expectations.

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