Designing a Safe & Seamless Sandbox → Production Promotion System

When I joined the Sandbox Promotion initiative, it became clear that the real challenge wasn’t moving configurations — it was rebuilding trust in the entire change-management lifecycle. Customers described promotions as unpredictable, risky, and confusing, with inconsistent terminology and hidden failure points.

My work focused on designing a predictable, transparent lifecycle that gave teams confidence when promoting changes from sandbox to production.

Role

Role

Principal Product Designer

Timeline

Timeline

July 2024- Dec 2024

Team

Team

PM, Engineering, Content

Platforms

Platforms

Web

Why This Problem Was Critical

Across interviews with Gore-Tex, ConocoPhillips, IKEA, John Deere, and Nvidia, customers repeatedly described the same pain: promotions felt fragile and unclear.

Quotes from research showed the depth of frustration:

“Push… that hurts my head.” – ConocoPhillips
“Promote is old days. Deploy feels like real production language.” – Gore-Tex
“Tell me what will break before I break it.” – Nvidia

Promotion failures created:

  • hours of rework

  • inconsistent production environments

  • missing dependencies

  • lost change tracking

  • governance teams blind to unapproved changes

This fear of breakage slowed adoption, slowed experimentation, and slowed delivery.

The Insight That Pivoted Our Direction

1. Terminology was confusing

Terms like push, pull, promote, deploy, outbound had different meanings for different users.
Customers needed a single, consistent mental model.

2. Validation needed to happen early

Every customer wanted to know what would break — before requesting approval.

3. Approvals were essential

Every customer asked for approvals, role clarity, and traceability of who changed what and why.

4. Versioning and diff were universally requested

Teams hacked their own versioning systems because the product didn’t offer one.

These insights shaped every part of the final lifecycle.

My Design Approach

I redesigned the entire experience around a clear lifecycle:

Sandbox → Change Request → Validation → Approval → Deployment → Audit

My contributions focused on:

Building a predictable mental model

  • Change Requests as units of work

  • Dependencies and validation as first-class concepts

  • Clear before/after diffing

  • Immutable version history

Making validation protective, not punitive

  • Early sandbox-level checks

  • Explicit warnings vs. blockers

  • Inline help and explanations

Designing approvals for real governance

  • Module-based reviewers

  • Clear role permissions

  • Comments and reasons for approval/rejection

Making promotion feel safe

  • Contextual “what will happen” summaries

  • Confirmation patterns

  • Clear language: “Deploy to Production,” not “Push”

Stack

Stack

Stack

The Experience We Built

The final workflow allows users to:

  • See all sandbox changes

  • Package them into a Change Request

  • Validate dependencies and conflicts

  • Request approvals

  • Deploy confidently to production

  • Track everything through audit history

Nothing is hidden.
Nothing is assumed.
Everything is explainable.

What Changed for Customers

Before

  • Hidden failures

  • GUID mismatches

  • Broken imports

  • No approvals

  • No visibility

  • High stress

After

  • Single structured workflow

  • Automatic dependency detection

  • Formal approvals

  • Early validation

  • Clean diffs and versioning

  • Trusted audit trails

  • Dramatic reduction in rework

  • A sense of control

Impact & Business Value

Measurable outcomes

Aligned with KPIs:

  • Targeting 80%+ successful deployments

  • Reduction in reliance on bulk import/export

  • Fewer production environment inconsistencies

  • Faster onboarding for complex modules

Long-term value

  • Strengthens the OneTrust governance ecosystem

  • Improves customer satisfaction and trust

  • Decreases support load

  • Makes implementations safer and more scalable

  • Brings OneTrust closer to a true “sandbox-first” philosophy

This wasn’t just solving a pain point —
it was correcting a foundational gap in how customers roll out changes.