A Data Tool for Everyone in SMBs
The 0-1 launch of an end-to-end data analytics tool for SMB
TYPE
Web, 0-1, SaaS, Data Service
DURATION
01/2022 - 12/2023
TEAMProduct Manager 3
UX Designer 4
Graphic Designer 1
Product Marketing 2
Engineer 15
Lead UX Designer
KEY CONTRIBUTIONDesign principles
0-1 design framework
Main feature design
Usability test
UX measurement
Design pattern library
OUTCOME40+ new customer subscriptions within 6 months, 70%+ attracted through the self-serve trial
The company seeks to scale quickly by offering a Metric Store to SMBs
OPPORTUNITYWe’ve assisted many large-scale enterprises in building their metric stores. However, small to medium-sized businesses (SMBs) typically can't afford this luxury. As data-driven decision-making becomes increasingly crucial, and with our expertise in this area, we can offer SMBs an affordable standardized metric store product.
BUSINESS GOAL
The 0–1 process consists of 3 stages
PROCESS
THE PROBLEM SPACEThrough interviews with target audiences and industry experts, I collaborate with the product managers to clarify the problems and solutions.
USER ROLES
USER JOURNEY MAP
Create Metric
Challenge: Balance business users VS experts Learn more
Retrieve Metric
Analyze Metric - Root Cause Analysis
Challenge: Make it easier for business users to understand Learn more
Dashboard
Challenge: Balance trial users VS long-term users
*I have omitted and obfuscated the data due to confidentiality reasons.
As mentioned, we use a self-serve trial as the primary way for potential customers—attracted through marketing campaigns—to explore and evaluate the product. In this process, the users aim to use their own data to navigate through the entire user journey.
However…
👀 Data Observation - Trial users drop outMany of them drop out early, making the evaluation process incomplete or invalid.
🤔 Problem - Why drop out?
- Too many steps
- Creating data models is overwhelming
💡 Solution - How to keep them Streamline the journey:
- Provide a more prominent entry point
- Provide a simplified version of creating data model
- Provide a shortcut to create metric from data model
✌️ Outcome - Completion rate +73%
Meanwhile, the completion rate of “Create Data Model” rises by 60% with the simplified design.
WHAT PEOPLE SAY
LESSONS LEARNT
Ensure UX issues get fixed within an aggressive timeline
Measure user experience consistently