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DESIGN CHALLENGE 

Design for Everyone


1. Balance trial users VS long-term users




For trial users, it's crucial to streamline the entire user journey. While in the long term, each user role focuses only on their own tasks.
👀 Observation - Trial users drop outWhen evaluating a data app for the enterprise, users aim to use their own data to navigate through the entire user journey. However, many of them drop out, especially during the step of creating a data model.

🤔 Problem - Why drop out?
  • Too many steps
  • Creating data models is overwhelming
In the long run, each user role has responsibilities within different product modules. Typically, with data engineers taking care of data models, the others don’t need to access the Data module. We designed it in a professional way to support different data processing needs. However, a trial user conducts the trial independently, and the data module can be discouraging.

💡 Solution - How to keep themTo achieve product-led growth, it's crucial to streamline the journey, particularly by simplifying and smoothing out the data-related steps.
  1. Provide a more prominent entry point
  2. Provide a simplified version of creating data model
  3. Provide a shortcut to create metric from data model

✌️ Outcome - Completion rate +23%






2. Balance business users VS experts



This is particularly crucial in designing metric creation, as it includes the core concepts of the product. We solve the challenge by:

  1. Different modes
  2. Progressive help content
  3. Shortcuts







However, for derived metrics, progressive disclosure is no longer effective, due to the many complex concepts that need explanation.
Derived metrics are calculations based on existing metrics, offering valuable business insights. For data professionals, we provides an inclusive set of derived metrics. But this comes with too many concepts and discourages business users.





When exploring the user data of derived metrics, I find out that only 8 most frequently used derived metrics account for a notable 74% of total usage. These 8 can be sufficient for business users.

Providing shortcuts results in a 49% increase in Derived Metric Creation Completion Rate.


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