Designing a Unified Data Experience: Data Fabric

Category

SaaS (Web)

My Role

Product Designer

Client / Company

UiPath

What is Data Fabric?

Data Fabric lets users access & manage data from multiple external sources through a single, unified layer. This unified layer can be consumed across UiPath platforms for Automations, Process Orchestration, Low-code App development, AI Agents

Design Process

DISCOVER

DEFINE

IDEATE

DESIGN

TEST

Learn about users

through testing

Testing creates

new ideas

Learn from prototypes

to spark new ideas

Test reveals insights that

redefine the problem

Understanding the existing product - Data Service

Data Service was UiPath’s internal database for storing and managing structured data, limited to native app data without external integrations. Our goal was to revamp Data Service to Data Fabric.

Data Service
Core Features
  • No-code entity creation & relationship modeling

  • CRUD operations via UiPath Studio

  • Seamless integration with UiPath Apps & Automation

  • Secure, scalable cloud storage

Why the 'Revamp'? - Insights From Users

User Pain Points
  • No external data source connectivity

  • No unified view across systems (internal & external)

  • Flat relationships: Couldn’t model multi-level relationships (e.g., customer → orders → items).

  • No real-time sync → data often outdated

  • Navigation and workflows are not intuitive

We want a centralised layer for inventory management where customer data is coming from Salesforce, inventory data from SAP and shipment data - that can be stored locally

Creating fields and then adding data locally takes a lot of time. Importing data from excel is fine but it’s like copy-pasting

Goals
  • Avoid scattered data: Many used spreadsheets, assets, or local files - making data hard to manage and reuse.

  • Ensure data governance: Centralizing automation data was key for security, access control, and compliance.

  • Connect external systems: Seamless access to enterprise data like Salesforce or other databases.

  • Real-time previews: See the effect of mappings/queries instantly before publishing.

Understanding the end-to-end ecosystem

Local object

Physical Layer

Ex Object 1

Local object

Ex Object 2

Physical Layer

ENTITY A

Logical Layer

ENTITY B

TASK 1

ENTITY A

ENTITY B

TASK 2

AGENT

Blueprint of a business process

Conceptual Layer

Automations / BPMN

Entity view

Data Fabric

ENTITY 1

Employees

Shipment

Inventory

Employees

ENTITY 2

Inventory

Employees

Shipment

ENTITY 3

Inventory

Entity 1

Tickets

ENTITY 4

Types of Entities

Entity

External fields

Local fields

User Personas

Satya

Automation Solution Architect

Age: 35

Location: Bangalore

Work Experience: 6+ Years

Gender: Male

Personality

Detail-oriented, strategic thinker, collaborates with cross-functional teams

Pain Points

Switching between apps & data sources

No transformation logic

Unable to visualize data

Tech Skills

UiPath Studio

Orchestrator

Python

C#

Needs from Data Fabric

  • Ability to visualise entities



  • Easy integration with apps & automation workflow 



  • Secure and centralized data access

Goals

Design robust automation systems

Ensure scalable architecture

Reduce development time

Mitchelle

Automation Developer

Age: 26

Location: Bangalore

Work Experience: 3+ Years

Gender: Female

Personality

Fast-paced, focused on delivery, leans on visual tools to save time

Pain Points

Complex data modeling with limited visibility

Scattered Data Sources

Tech Skills

UiPath Studio

ReFramework

VB.NET

REST APIs

Goals

Build fast and efficient workflows

Reuse components

Deploy with fewer bugs

Needs from Data Fabric

  • Pre-modeled entities



  • Faster processing time

  • Low-code access to complex data

Defining the core workflows

Create entity

Add virtual

tables from

external source

Add table from

existing internal

sources. Eg:

Orch, Studio

Live data preview

of virtual tables

Create table

locally

Connect to

data source

Eg: Salesforce

Select tables

from Salesforce

Select columns

& map data

Display virtual

tables on the

canvas

Create data

models -

define joins

Test and

publish

Edit virtual tables:

Table properties,

column props +

add columns

User flow

End-to-end user journey

Identify the business

process to be improved

Business docs

Process owner /

business analyst

Identify resources needed

Solution design

Solution architect

Identify required data

Data inventory

Solution architect

Create entity / Add data

Data fabric

Solution architect

Consume data

Studio, AO, Agent Builder,

Apps, Process mining, DU

Developer

Manage data

and connections

Integration controls:

connection & permissions

Solution architect,
Developer

Measure usage / impact

Data quality insights:

missing data, duplicate

data, outliers

Governance

Compliance logs:

governance, audits

Developer /

CoE manager

ASSESSMENT

BUILD

MEASURE

ACTION

TOUCHPOINTS

PERSONA

CONSUME

MANAGE

AUDIT

DATA FABRIC

Approach #1 (private preview)

Users can add local fields in this section & configure field properties

Revamped 'create entity' experience

Users can add external fields in this section by adding the external object and corresponding fields

Basic entity details

A separate section for creating joins - this helps in combining the fields on the basis of a common field, hence forming a unified table

What worked out
  • Was quickly able to revamp Data Service to Data Fabric in 60 days - which now had the ability to pull in data from external sources

  • Utilised existing components and libraries, aimed to reduce engineering workload

  • 17 customers signed up for private preview post design demo

  • No drastic UI change during entity creation and post creation - less learning curve for existing users

What did not work out
  • Scalability issues - Handling complex entities consisting of hundreds of external fields would difficult with this UI

  • Inability to visualize the how objects are stitched together through joins

  • Lack of visualization might result in a lot of errors at the join level

  • UI looks cluttered specially when dealing with large no. of local & external fields

Deep diving into feedback

UiPath Devcon - Customer feedback

Making sense out of chaos

LIKES

NEEDS

INTEGRATIONS

CONSUMPTION

The Canvas Approach

Competitor analysis

Exploring layouts

Action bar

Properties

Canvas

Data view

PROS

  • Autopilot can exist as right panel

  • Less no. of panels. Better focus

  • In most cases data view might be collapsed resulting in better focus

    on canvas and left panel

CONS

  • Mental model of users is to expect properties on the right and not left

  • Scanning of the page from left > centre > left, is not ideal

  • Slightly inconsistent with rest of our products

Action bar

Explorer?

Canvas

Properties

+

Data view

PROS

  • Less no. of panels. Better focus

  • Autopilot can exist as right panel

CONS

  • Inability to view data and properties simultaneously

  • Users are more accustomed to right / left panels instead of bottom panels

Action bar

Explorer?

Canvas

Data view

Properties

PROS

  • Follows a similar pattern as UiPath Studio

  • Ability to view properties & data simultaneously

CONS

  • Too many panels, users might lose focus

  • Issues adjusting all the field properties in the right panel

  • Autopilot will add a second panel adjacent to the right panel

Option 1

Option 2

Option 3

Wireframes

Public Preview Launch

An infinite canvas where

users can add local object (local fields) or external objects (external fields)

For adding an external object, users need to select the source and the connection / account linked to that source

Clicks on ‘Add external fields'

Configure basic entity details

like name, description, etc

Destination type &

destination field

Connection / Account linked

to the external source. Users

can re-authorize or even switch their account by clicking on the settings icon

Users can select fields

available for this object,

add them in the entity &

configure field properties

Users can drag an arrow through these nodes & connect it to the node of the other object in order to create a join

Alternatively, they can also click on manage join on top nav to open the ‘Manage join’ section - here they can select the fields for which they want to define a join

The overview tab consists of

a summary of the entity.

While, the data tab is used to

read data and write data

A read only view of all the objects present in the entity

Taken users back to the canvas view to edit the entity

Feedback - Post Public Preview

60% customers

Do not configure additional properties. They would just want to update the destination name and destinationtype

30% customers

Have an Agentic AI usecase. They are also curious to leverage UiPath Autopilot for entity modeling

40% customers

Have usecases where they would need transformation pipelines for their entities

70% customers

Would prefer interactions through ERD. They do not want to use the bottom panel for managing fields and field properties

Canvas Approach 2.0

A floating action bar - Saves space at the top resulting in more working area

A minimal top nav - Saves

space at the top resulting

in more working area

Reducing the usage of panels by using contextual pop-overs. This helps in reducing scattered touchpoints for users when their focus should be on the canvas

Clicking on advanced options

will open up the bottom panel

where users can see all the

additional field properties

As most users only configure destination field name and destination type, I intended to only show these important properties upfront

Additional properties

Clicks on ‘Advance options'

Impact

Strong Early Adoption

20+ automation developers adopted Data Fabric for production use within the first quarter - post public preview.

Increased Internal Utilization

2x increase in internal adoption rate - internal stakeholders have been using Data Fabric for their day to day tasks

Customer Enablement Success

Successfully onboarded 17 customer tenants during private preview - 11 out of these 17 customers have been actively consuming Data Fabric in their workflows post public preview

Design Process

DISCOVER

DEFINE

IDEATE

DESIGN

TEST

Learn about users

through testing

Testing creates

new ideas

Learn from prototypes

to spark new ideas

Test reveals insights that

redefine the problem

Available for work

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Let's create
something
extraordinary
together.

Let’s make an impact

Avatar of the website author

Ishan Bhatnagar

Product Designer

Bengaluru

Contact me

ishan.uxd@gmail.com

Hit me up if you’re looking for a fast, reliable Product Designer who can bring your vision to life

Copyright © Ishan Bhatnagar, 2025

Created by

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Ishan Bhatnagar

Available for work

Back to top

Back to top

Let's create
something
extraordinary
together.

Let’s make an impact

Avatar of the website author

Ishan Bhatnagar

Product Designer

Bengaluru

Contact me

ishan.uxd@gmail.com

Hit me up if you’re looking for a fast, reliable Product Designer who can bring your vision to life

Copyright © Ishan Bhatnagar, 2025

Created by

Profile portrait of a man in a grey shirt

Ishan Bhatnagar

Available for work

Back to top

Back to top

Let's create
something
extraordinary
together.

Let’s make an impact

Avatar of the website author

Ishan Bhatnagar

Product Designer

Bengaluru

Contact me

ishan.uxd@gmail.com

Hit me up if you’re looking for a fast, reliable Product Designer who can bring your vision to life

Copyright © Ishan Bhatnagar, 2025

Created by

Profile portrait of a man in a grey shirt

Ishan Bhatnagar