All work
04Overgrad · Postsecondary counseling

Bringing each school's spreadsheet into the product as typed, governed fields.

Role
PM & Designer
Team
+1 developer
Focus
Data modeling
Impact
3.8 fields / student
The problem

Every school's reality lived in a spreadsheet.

Each charter network tracked the things that mattered to them, and those things lived in organization-specific spreadsheets that sat completely outside the product. Counselors worked in two places at once: our software for the standard data, and their own sheets for everything that made their program theirs.

What I designed

A guided flow that turns a column into a typed, governed field.

I owned the design and the product thinking here, working directly with one developer, which meant owning the data model as much as the interface: deciding how a free-form column becomes a typed, governed field the rest of the product can trust and report on. I shaped it into a short, guided flow, so adding a field felt as easy as adding a spreadsheet column, without the chaos.

  • Define field types (text, number, select, date) so data stays clean and queryable.
  • Give admins governance: where a field shows, who can see or edit it, what options are allowed.
  • Keep creation low-friction, one decision per step.
Step 1 · Where it lives
Step 1 of the custom field builder: Student or Application
Student profile or college application, so the field lands in the right place.
Step 2 · Pick a type
Step 2: selecting a field type
Single- or multi-select, text, or number, each typed, validated, and queryable.
Step 3 · Configure & govern
Step 3: configuring a multi-select dropdown field
Label, grade levels, student view/edit permissions, and the exact options.
The goal wasn't "more fields." It was bringing each school's real model into the product, typed and trustworthy.
The outcome

Adoption that proved the model fit.

Schools moved their spreadsheets into the product quickly, a sign the data model matched how they actually work. And because every field was now typed and governed, schools could report on, filter, and segment by their own data right inside the product, the one thing a spreadsheet sitting outside it could never do.

The Custom Fields library in Overgrad settings
The library. Each school's own fields, now managed inside Overgrad, every one typed, permissioned, and owned, instead of a column in a spreadsheet no one governed.
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Custom fields per student, first 60 days
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Place counselors had to work, not two
Reportable & filterable, not free-form
Next project Custom Lists & Dashboards