Okta securely scales customer insights across 30+ teams
200+
users conducting research
30+
teams connected
1,000s
customer insights created
01
Okta leverages insights at scale to build a world-class authentication tool—all with security and functionality front of mind
From seamlessly accessing applications in day-to-day work, to buying a ticket for a baseball game or booking a flight, Okta exists to enable anyone to use any technology securely.
With over two hundred Dovetail users, Okta champions a mixed-method approach leaning heavily on qualitative research. The nature of their product is built on trust, so customer insights are their lifeblood.
02
Right access, right time, security first
Okta’s research team collaborates with legal and data privacy operations to manage sensitive information under strict GDPR and CCPA compliance. Dovetail’s custom data retention has streamlined their process by automating data removal and tracking expiration dates, improving efficiency and compliance. Additionally, Dovetail’s user group functionality simplifies permission management, saving time and ensuring that access is provisioned effectively based on roles and groups.
Manage Dovetail access across teams at once.
Securely scale customer insights across 30+ teams like Okta
Leverage insights to build world-class tools without comprimising security with Dovetail.
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03
A powerful home for an insightful roadmap
In Dovetail, Okta has centralized their research materials into an accessible repository, making it easier for stakeholders to generate, share, and utilize insights throughout the organization. The custom home in Dovetail serves as a dynamic guide, providing context on its use, and directing users to insights reports and relevant projects.
Search and feed features keep the team updated on new developments, promoting a proactive culture where insights are regularly accessed rather than waiting for quarterly summaries. Product teams use these insights to collaboratively build roadmaps, share findings through Slack, and convert them into searchable PDFs uploaded back into Dovetail.
Surface the insights that matter most to your stakeholders with custom home and feeds.
The home page gives people a sense of, "What can I do here? What can I expect to learn and how do I use it?" The second thing that it offers is a reason for people to come back on a recurring basis.
Jared Forney
Research Operations Principal
04
Opening Dovetail up at scale
With over 30 teams using Dovetail, Okta has embraced democratization, allowing full-time researchers, product managers, designers, and others to contribute to and lead projects. Dovetail’s accessible help docs, tutorials, and templates have made project management straightforward and repeatable. The platform's user-friendly interface and custom home have facilitated broad participation, and Okta's future vision includes increasing stakeholder involvement in collaborative research and learning.
Share Dovetail insights with your team and drive influence on roadmap items.
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