A better onboarding experience and the establishment of proper tracking analytics.
Digital.ai Agility Application
Project Manager, Lead Developer, Project Lead, Designer
Released (gathering metrics)
High-Fidelity Mocks, Baseline Metrics, Metric Analysis
Section #1: Planning & Design
For this refresh of the Getting Started, we want to focus on some target roles and help them by suggesting ways to get started.
Team Members / Product Teams – The key missing piece in today’s view of the page is showing users how to get to their TeamRooms. While there are a couple of other options for them to choose the key is to show them the TeamRoom panel and a list of rooms they are a member of. Once this behavior is learned and teams have a URL open they will not need further onboarding for the majority of their work.
Scrummaster / Product Owners – These users have more options on how to begin working so we want to present them with suggested first steps.
As digital.ai moves closer to a unified visual experience we begin to introduce some of the new concepts, iconography, and visuals into the Application. In addition, I have moved the tabs along the left side down from the top since we are increasing the standard four tabs to six. This will also provide us with the ability to add more in the future if we choose to do so and can be more explanatory with the tab naming.
Section #2: Pendo Tracking
Introducing new content and links means we can now track users through funnels (click paths) within Pendo. This will tell us if users are successfully flowing through the paths we established for them.
To understand if our changes are successfully increasing user traffic to the desired locations we first need to gauge how often users are actually going to the destinations we intend given the current Getting Started view.
For example how many first-time users are clicking on the Teamrooms panel icon as their next step once they arrive on the Getting Started page?
From the baseline funnel 8% are finding the Rooms icon in the side panel
While Pendo cannot tell us why someone is clicking on a link we can at least compare the number of the baseline (today’s value) with the future value (our newly created funnel) to see if the number increases. If it does in fact increase, we can say that our changes and therefore effort in introducing these changes have improved from before the changes. So that would mark the effort as successful. While it can be assumed (without Pendo) that mentioning roles and links to paths that did not previously exist would improve the chances of users finding these intended destinations without Pendo tracking we would not have an actual real number to back this up.
Section #3: Results & Follow up
Since the release of the updated Getting Started page, Pendo has been set up with funnels to the intended destinations of the links mentioned previously.
Once 30 to 60 days have passed since the change was added we will be able to compare the stats and see if, in fact, the increase happened.
Initial baseline stats showed:
With this new funnel and the changes to the metrics, we will be able to tell the story and back it up with data of how the Getting Started changes have improved the experience for our end-users thus fulfilling the goals set by upper management.