Olaide

    No developer left to figure it out alone

    Macrometa’s platform was powerful, but new developers were left to work it out on their own, and many turned to support or left. With our Head of Design, I refreshed the platform’s interface, and I led a new onboarding built on templates, sample data and tutorials. Customer retention rose 54%, and support tickets fell 55%.

    Role
    Product designerUI refresh with the Head of Design. Onboarding and activation, led by me.
    Team
    Head of Design, Head of Product and engineers
    Timeline
    3 monthsThe first three months of 2022
    Status
    Shipped
    The new Macrometa welcome: Welcome to Macrometa, a short intro to the Global Data Network, an intro video, and three cards for the Quickstart Guide, Developer Tools and Tutorials.

    Click any image to see it full size.

    At a glance

    1. The problem
      Macrometa could do a lot, but new developers were left to figure it out alone. They dropped off or turned to support.
    2. What I found
      Three gaps: no real onboarding, nothing to help developers of every level get started, and an interface that wasn’t consistent.
    3. The ideaTurning point
      A clearer, consistent interface, and a guided start, so no developer has to figure it out alone.
    4. What shipped
      A refreshed interface across the platform, with our Head of Design. And a new onboarding I led: a clearer sign-up, a welcome with next steps, and empty states and sample datasets so nobody starts from nothing.
    5. Results
      +54%
      customer retention
      −55%
      support tickets
      73%
      faster sign-up completion
      $2M
      revenue that year

    Powerful, but on your own

    Macrometa is a cloud platform for building fast, global apps and APIs. It could do a lot, but it showed new users very little of it. There was no real onboarding, the interface wasn’t consistent, and support tickets were piling up on the customer success team. People dropped off, and customers left.

    Customers said it in their own words:

    “I have to say your user interface for this is very confusing and unhelpful.”

    Customer, setting up access for a teammate

    “I remain frustrated I’m not able to find some of these solutions for myself using your documentation.”

    Customer, choosing between search options

    “I would love to be in the loop on what MM is doing and changing.”

    Customer, after finding a change through a support ticket
    The messages, in fullReal emails from customers to our team. Switch between them with the tabs.
    A customer email: your user interface for this is very confusing and unhelpful. They wanted a non-technical third party to access only one collection, but top-level access didn’t carry down and the person could still see the rest of the system, such as queries and API keys.
    A customer email: I remain frustrated I’m not able to find some of these solutions for myself using your documentation. With so many ways of achieving things, they couldn’t tell the difference in cost or speed between a search index, a fulltext index and a search worker.
    A customer email: they found out through a support ticket that the result limit had changed from 500 to 1,000, and asked to be kept in the loop the way Cloudflare does.
    Access: a customer trying to give one person access to one collection

    And the first screen after logging in didn’t say what to do next:

    The old Macrometa dashboard: a dark sidebar of eleven all-caps links, a world map of regions, an empty throughput chart, and tenant metrics such as geo fabrics, query workers, storage and latency.
    The old dashboard: a map, empty charts and terms like “geo fabrics” and “query workers”, with no next step.

    What the research showed

    Four ways in

    I led the research myself:

    • Support feedback. With the customer success team, I went through what customers had sent to support and documented the common pain points.
    • A first-time walkthrough. I used the product as a brand-new user to see the gaps for myself.
    • Interviews and a survey with developers, including Macrometa’s own engineers. Developers made up 70% of the company, which made them a useful first group.
    • A competitive analysis of onboarding at Fauna, Hasura and Confluent.

    Where we stood

    Macrometa had a get-started guide, documentation and tutorials. It had no guided landing page, no walkthrough, no onboarding pointers, no templates, and copy that wasn’t clear. Each competitor had most of these.

    My competitive analysis spreadsheet. Twelve onboarding features compared across Macrometa, Fauna, Hasura and Confluent. Macrometa has no for directional landing page, product walkthrough, onboarding pointers, 24/7 support, clear copy, easy to navigate features, continuous onboarding, templates or blueprints, and inclusive copy, and yes for get started guide, helpful documentation and tutorials.
    My competitive analysis of onboarding. Every red cell in Macrometa’s column became something to design.

    What developers told us

    Survey results from 12 developers: how they find out about new technology, whether they want onboarding after the first visit, what they’ll share at sign-up, where they want documentation, and examples of onboarding they liked or disliked.
    Hover a decision to see it in the designTap a decision to see it in the design
    My survey of 12 developers.

    Three insights

    Insight 1
    No real first experience

    There was no onboarding flow, so a new user’s first visit didn’t lead anywhere productive.

    Insight 2
    Nothing for every level

    No tutorials, templates or guides that worked for developers of all experience levels.

    Insight 3
    An inconsistent interface

    The product lacked visual consistency, and there was plenty of room to improve the experience.

    Who it was for

    Tom, junior software engineer at a new startup

    “I am just starting out my software development career. I need a tool that provides as much support as possible.”

    Alex, engineering manager at a mid-sized company

    “I am constantly looking for the best developer tooling solutions to help my team produce quality work in minimal time.”

    Show the way

    The product didn’t need more features. It needed to show developers what it could do, and give them something to start from.

    A clearer, consistent interface, and a guided start, so no developer has to figure it out alone.

    Four principles followed from that:

    Find your way

    Group the product the way people think about their work.

    One calm system

    The same patterns on every screen, from the simplest to the most technical.

    Show the way

    Every first visit ends with a clear next step.

    Start from something

    Templates, samples and tutorials instead of a blank page.

    Part 1 · A clearer product

    With our Head of Design, I redesigned the whole platform’s interface. It was the bigger share of the project, and everything in Part 2 is built on it.

    1. A layout that groups the work

    PrincipleFind your way

    The sidebar went from one flat list to a few groups, and the dashboard became something you can read at a glance.

    Before

    Eleven all-caps links in one flat list, in a dark, dense interface.

    The old collections screen: a dark sidebar of eleven all-caps links next to a plain table of collections with filters for Key-Value, Document, Dynamo and Edge.
    The old product.
    Now

    A few groups that open when you need them, with the fabric and region you’re working in at the top.

    1The new dashboard
    The new Macrometa dashboard: a light sidebar grouped into Activity, Data, Compute, Access and Network, a Locations map with active locations listed by name, a Pulse chart of the last ten minutes, and Global Metrics with a date range.
    Hover a decision to see it in the designTap a decision to see it in the design

    2. One system, every screen

    PrincipleOne calm system

    The same patterns run from the simplest list to the most technical tools: clear headings, plain labels, and actions where you expect them.

    Before

    Plain tables with small type, and each area looking a little different.

    The old graphs screen: the dark sidebar and a plain list of graph names, each with an Edit link.
    The old product.
    Now

    Breadcrumbs, tabs, badges and menus that work the same way everywhere.

    1The system at workClick a tab to see each screen and the decisions behind it
    A collection called test_doc1: a breadcrumb, tabs for Data, Indexes, Stream and Settings, a connector banner, document and storage counts, a document search, New Document with Import and Export, and a menu on each row to move or delete.
    Hover a decision to see it in the designTap a decision to see it in the design
    A query editor: code with line numbers and syntax colours, a switch between C8QL and SQL, parameters as JSON or a table, a batch size, and Update, Run Query and Clear Results buttons.
    Hover a decision to see it in the designTap a decision to see it in the design
    The Managed Keys table: an Access group in the sidebar, search with service, tenant and fabric filters, coloured badges for service and status, and a menu on each row.
    Hover a decision to see it in the designTap a decision to see it in the design
    The Function Detail window: name, description, resource URL with copy buttons, type and dates, then Test Execution and Versions tabs, with active and inactive badges and a menu to activate, download or delete a version.
    Hover a decision to see it in the designTap a decision to see it in the design
    Your data: a collection, its numbers and its actions

    Part 2 · A guided start

    I led onboarding and activation: how developers arrive, what they see first, and how they get to something working.

    3. A clear way in

    PrincipleShow the way

    Sign-up became the first place the product explains itself, for people who arrive on their own and for teammates who are invited.

    Before

    A small login card, with sign-up as a link underneath.

    The old login: a small white card with email, password, Remember me and a Log in button, and a Sign up link underneath.
    The old product.
    Now

    A free account that leads with what you can build, asks for little, and lets you sign up with GitHub or Google.

    1Getting inClick a tab to see each way in, and the decisions behind it
    Create a free developer account: on the left, the developer platform for the edge, build apps and APIs in minutes not months, no credit card required, apps everywhere, and SOC 2 security. On the right, domain, email and password, and sign-up with GitHub or Google.
    Hover a decision to see it in the designTap a decision to see it in the design
    You have been invited to Macrometa: the inviting account, a Create an account button, a fallback link, and a Need help line pointing to support. A Learn More button sits at the top for people new to Macrometa.
    Hover a decision to see it in the designTap a decision to see it in the design
    Sign up: a free developer account

    4. A first visit with a next step

    PrincipleShow the way

    New users now land on a welcome with a short intro, a video, and three places to start. A survey answer asked for “a brief video of key capabilities”, and the welcome has one. We went through two iterations, each testing the quickest way to a developer’s first win. The first offered three paths: build a collection, start from a blueprint, or talk to us. The second, which we landed on, points to a quickstart guide, developer tools and tutorials.

    Before

    Straight into a dashboard of maps and metrics, with nothing to do.

    Now

    A welcome that explains the platform in one line and offers three clear ways to begin.

    1The welcome, in two iterationsClick a tab to compare the first and second iteration
    Welcome to Macrometa: a short intro to the Global Data Network, a 3:32 intro video, and three cards: Create your first collection, Start with a blueprint, and Get in touch.
    Hover a decision to see it in the designTap a decision to see it in the design
    The same welcome with three different cards: Quickstart Guide, Developer Tools, and Tutorials.
    Hover a decision to see it in the designTap a decision to see it in the design
    First iteration: build, use a blueprint, or talk to us

    5. Never a blank page

    PrincipleStart from something

    Creating a collection became a guided path: an empty state that teaches, plain-language choices, and sample datasets to start from. 85% of users adopted templates, because one click added a working sample to whatever they were creating.

    Before

    A form of required fields in database terms, with only small info icons for help.

    The old New Graph form: required fields for name, edge definitions, from collections, to collections and vertex collections, each with a small info icon, and an Examples tab tucked in the corner.
    The old product.
    Now

    Choose a type in plain words, start from a sample dataset in one click, and find the docs right where the question comes up.

    1Creating a collectionClick a tab to follow the flow, and see the decisions behind each step
    Get Started with Collections: a one-line explanation, a Create a Collection button, and three cards below: Intro to Collections, Developer Tools and Sample Apps.
    Hover a decision to see it in the designTap a decision to see it in the design
    New Collection: five cards, Key-Value, Document, Redis Mode, Dynamo Mode and Graph Edge, each with a one-line description, and a link to learn about collection types.
    Hover a decision to see it in the designTap a decision to see it in the design
    New Document Collection, Sample Datasets: Transactions and Users, each with a Create button, and a link to learn about document collections.
    Hover a decision to see it in the designTap a decision to see it in the design
    New Key-Value Collection, Sample Datasets: Recommendations, Sensors, Users and User Preferences, each with a Create button.
    Hover a decision to see it in the designTap a decision to see it in the design
    New Key-Value Collection: a required name field with its naming rules underneath, four options as checkboxes with info icons, and a link to learn about key-value collections.
    Hover a decision to see it in the designTap a decision to see it in the design
    Empty state: what you see before your first collection

    Developers who stay

    I tested key interactions with 15 developers across experience levels before launch. After six months of use, product analytics and the customer success team showed the change:

    How we measured: product analytics and customer success, after six months of use.

    User satisfaction rose 50%, and sales leads rose 57%. Macrometa made $2M in revenue that year, and better onboarding was part of that story: marketing promoted the new flow to bring people in.

    What this project shows about how I work

    I start where people get stuck.

    Support feedback, and using the product as a brand-new user, showed exactly where developers dropped off.

    The research
    I turn gaps into a plan.

    The competitive analysis listed what we lacked. The onboarding work answered most of it.

    Where we stood
    I design for every level.

    Samples and tutorials for Tom, starting out. CLI and SDK links for Alex’s team.

    A guided start
    I share the work and own my part.

    The UI refresh was shared with our Head of Design. Onboarding and activation were mine.

    A clearer product

    No developer should have to figure it out alone.