Onboarding Checklist for Data Integrity Suite Private APIs Installation
Product
Data Integrity Suite
Company
Precisely
Role
Lead UX designer
Device type
Web application
Team
1 UX designer
1 PM
2 Engineers
1 QA
1 Content writers
Sales engineers
Supports
Time
4 months
Status
Shipped
Overview
Background
Customers purchase the Private APIs and install them to access to our data and systems.
Data Integrity Suite provides a set of capabilities to help the business catalog, integrate, and enhance the quality of their data. In order to access Precisely data and systems, customers would need to purchase and install our Private APIs to their local environment.
Challenge
Lack of installation onboarding supports
Currently, users need to navigate themselves to figure out the installation steps. However, the lack of onboarding support caused users to fail to complete the installation, and they oftenneededd to reach out to sales or support for additional guidance.
Solution
Provide onboarding installation checklist
An onboarding checklist is provided on the Product Downloads page, guiding users through the installation steps for different Private APIs, which helps them access information efficiently in one place and record their installation progress even when they drop off from the task.
Impact
Reduce training and support efforts for Sales Engineers and Supports
This self-service onboarding checklist has significantly reduced the additional training and support needed from our internal sales engineers and supports, allowing them to reallocate their resources to more important capabilities.
Project Context
Context
Standalone site for Private APIs and software products download
Precisely Data Experience is a standalone website that provides the resources and products for downloading Private APIs and software. However, the look and feel are extremely different from the Data Integrity Suite workspace, which the primary product that our customers are interacting with.
Vision
Provide an integrated Private APIs installation process under Data Integrity Suite
We want to integrate the Precisely Data Experience website with the Data Integrity Suite workspace, so users don't need to learn and access 2 different platforms, starting with providing a smooth and consistent installation process for the Private APIs.
Business Goals
Enable customers deployment
Enhance the Private APIs deployment's onboarding process and user experience.
Future expansion/migration
Easier to sell as a whole Data Integrity Suite product bundles.
Research
01 Understand Users
As a workspace administrator, I need to get onboard easily and complete the installation process of Private APIs.
02 Understand Our Product
Need to navigate across 3 platforms to complete all the steps or access account information
In the current installation process, users need to access GitHub documentation to view deployment guides, and then download products (3rd step) from the Precisely Data Experience website.
Besides, they can only view subscription and usage in Data Integrity Suite workspace.
GITHUB DOCUMENTATION
Need to go through static and lengthy installation documentation for different Private APIs
If users have more than one Private APIs to install, they need to navigate in the lengthy Github documentation in order to find the right content themselves, and all the content is stored in different places/files.
Design Challenge
How can we make installation documentation easily accessible without navigating across multiple platforms?
Final Design Prototypes
Design Solutions
01 Integrate links and content in one place
Add a new "Downloads" page under "Account" settings in Data Integrity Suite workspace in one single place, allowing users to easily find and navigate to related information.
02 Provide an onboarding installation checklist
A collapsable onboarding checklist is provided on the top of the page, so when users first come in, they would realize to follow the steps to complete the installation process.
Task content is simplified with the "learn more" links provided, directing users to the Github documentation if they need more advanced information.
The "Fing products" button is provided to filter down the products in the list to help users find the items in the list more efficiently.
03 Provide "Get Started" menu for different Private APIs
Users can easily see all the Private APIs they've subscribed in the menu and access the installation steps for each of them.
Iterations
01 Checkboxes vs. Text Button to mark task as completed
02 Indicate task progress and summary
03 Third-party widget vs. Build-in UI checklist
Outcome
This new self-onboarding checklist has shipped for 3 Private APIs already, which has helped our sales engineers reduce efforts on training and support customers on installing the Private APIs.
"
The checklist is intuitive and looks amazing. It helps guide our users through the installation process without any support from us.
By Sales Engineer
Future Enhancement
Personalize experience based on user roles and permissions
Currently, the checklist is per workspace and available for all users due to technical limitations. It would be great if we could personalize the experience to show the checklist only for the users who have roles and permissions to access it.
Reflection
Demonstrate first-time user experience impact
This was an unprecedented project in Precisely dedicated in enhancing the onboarding user experience, which demonstrates the value and impact on first-time user experience.
ADDITIONAL ACHIEVEMENTS
Build first-time user experience design team to enhance users sign-up onboarding journey
Due to the success of this project, we built our first-time user experience design team. I collaborated with the Cloud Services team and Content writer to enhance the new user's sign-up flow and the welcome emails they receive, creating a consistent, welcoming, and smooth onboarding journey for first-time users.
