BlackRock - Aladdin Product Group

Aladdin Studio | Consolidating the Data Ecosystem

Executive Summary

Context

This work took place during a moment of growing complexity across BlackRock’s data, analytics, and product ecosystem. As VP of Design Strategy & UX Research, my role was to create clarity early. I aligned cross-functional teams around shared assumptions, priorities, and constraints so that future product decisions could scale with confidence rather than accumulate risk.

Vision

A reimagining of the Data Tools Ecosystem for the modern age as what would become Aladdin Studio - combining Smart APIs (with proprietary modeling), Data Warehouse, and risk model engines with BI connectivity to accelerate revenue growth for existing Aladdin Clients and as a stand-alone offering.

Result

3-year projections to achieve between $27M and $47M in annual incremental run-rate revenue.

Consolidating the Data Discovery, Data Warehouse, Data Science, and API products for BlackRock users.

Context

After evaluating key market trends and shifting client expectations highlighting a gap in the offering, the Aladdin Business conducted a commercialization exercise to identify opportunities to bundle the data product offerings and bring together risk and return data into a single ecosystem to drive alpha.

Opportunity

Following the commercial offsite, I assembled a cross-org team including executive sponsors to define the strategic approach, understand and align on performance indicators and user needs, identify cross-functional goals, create a prioritized road map, and create the MVP —through decision stewardship and shared criteria.

Creating Shared Clarity

The goal of this phase was not to document everything, but to make uncertainty explicit—so teams could move forward with shared understanding and fewer hidden assumptions.

(8 weeks)

  • Jobs to be Done, White Paper

  • Closed-door planning session with the business, tech, and design heads

  • Current state review / heuristic analysis

  • SME demos and stakeholder interviews

  • Cross-org Segmentations built on JTBD analysis

  • User Needs Study Executed and Analyzed (Jobs to be Done)

  • Requirements Workshop including user story mapping, prioritization, tradeoffs, success definition, and kpi prioritization

Key Decisions & Tradeoffs

1.

Combining Services

While the product was net new, it was formed by combining existing services. The roadmap reflected a transition in the offering, extending the transition as a service to existing clients, stewarding relationships, and rewarding tenure.

2.

Moving at the Speed of Trust

With executive buy-in, I aligned data science, product, and API teams around a shared definition of success. Enhancements included thoughtful reuse rather than introducing new surface area.

3.

Minimizing Downstream Risk

Prior to initiating user research, risks and assumptions were explicitly tested at the product and project level to minimize downstream risk.

4.

Preserving Coherence

Release velocity was intentionally limited to preserve coherence with the existing user base and realize full commercial potential.

The initial release was set to a closed internal beta, then segmented releases with testing and improvement buffers built into the release cadence.

Build on top of Aladdin

Use Cases

Financial engineering and data science tools that let you customize data workflows from beginning to end. From data discovery, to combining with Aladdin compute and scenario engines, to warehousing and integration into BI tools and services.

Flexibility

Create custom algorithms; build, model and run scenarios

Transparency

Configure directly; self-service without the slowdown of a client-service team

Control

Integrate into the Aladdin Data Warehouse to connect to the BI tool ecosystem.

Use Case: Securities Cash Flow Scenarios for Income Projection

System-level UI Explorations

Dark and Light Mode Studies

Visual Systems led by Yael Alpert and Hannah Chung

This work reinforced my belief that early clarity is one of the most powerful forms of leverage in complex systems. When assumptions are surfaced and decisions are made deliberately, teams can move fast without sacrificing trust or coherence.

Results

  • A feasible roadmap to meet commercial targets

  • Enabled teams to make downstream product decisions with greater confidence

  • Reduced duplication and misalignment across data and product efforts

  • Established a shared language that persisted beyond the engagement

  • Created a foundation for scalable product direction without increasing complexity

Team

I had the pleasure of leading an incredible Design Strategy and UXR Team as a VP and collaborating with remarkable executive leadership and cross-functional partners.

Executive Sponsors


COO, Executive Team - Head of BlackRock Solutions — Anusha Sriram

Head of Aladdin Product Team — Sarah Schaffer

Lead Product Manager — Dawn Dyer

Head of Aladdin Implementations — David Schneid

MD Analytics and Product Marketing — Lindsey Pedrotty

Head of Aladdin UX Design — Scott Wilkinson

Head of Aladdin UI Design — Yael Alpert

Head of Data Ecosystems — Dave Woodhead

Aladdin Business — Executive Committee

Cross Functional Team


Customer Success

Product Marketing

Data Storage - Tech and Product

Data Discovery - Tech and Product

Data Science - Tech and Product

Behavioral Finance

UXR and Design Strategy

UX and UI Design