CCO was the flagship application for the Cisco Observability Platform. Yet, CCO had a problem. It took customers and users months to realize the value of CCO. It was affecting our reputation and revenue. We lost a few deals due to this problem. One of the main issues was the setup process. I initiated and led a project to help solve this problem. I collaborated with content design and user research on the solution. I also partnered with product management and engineering to get it implemented.
I started with auditing the setup process to find areas of improvement. In parallel, user research interviewed internal teams to understand the full process. We combined our findings into a presentation to the product management team. In our organization, they decide projects based on business or customer needs. After the presentation, they decided that this would be a high-priority project. It was the first UX-led project.
Working with the content designer, I created a new onboarding experience. The goal was to reduce reliance on documentation or customer support for setting up CCO. To achieve this goal, we provided admins a questionnaire on first login. Based on their answers, they received recommended next steps. When we reviewed the solution with the engineering team, we had to scale back the first release. The questionnaire wasn't built due to limited resources. Instead, we provided recommended next steps after first login.
First-time users are shown a modal carousel that introduces the product since not all users will know what this product does
On the start page the user is shown a banner that gives them the option of answering questions to get a tailored onboarding experience
On the start page the user is shown a banner that gives them the option of answering questions to get a tailored onboarding experience
Users are explained the benefits of completing the 'Get started' form
Users are shown a summary of the answers to the 3 questions before saving
The users are returned to the start page and shown a list of suggested next steps
Empty state telling the user to add a data connection
User is guided through the steps of creating a data connection to AWS, the provider they selected in the 'Get started' form
Info toast informing user that a connection has been created and providing an estimated time before data is available
Confirming again to the user that step 1 is complete
Aside from delivering designs for the onboarding experience, I also came up with success metrics. The goal was to monitor the performance of the experience and see if anything needs to be improved. My plan was to use these metrics to see:
Leveraging my previous career experience, I came up with tracking requirements. The goal was to create a single source of truth for any audience, e.g. engineering, product management, design.
Unfortunately, the company decided to stop selling CCO shortly after the first release. Despite the decision, the project did have an impact: