I.

Project Brief

Timeline

Apr-Jul, 2021

Project Type

Web App
SaaS

Team

Ruilu Chen
FE Engineers
BE Engineers
XFN PM & Designers

Contribution

Product Audit
‍Wireframe
Workshop
Prototype
Interview
Usability Test

Intuitive Site Creation Flow Driving Adoption

Pantheon, a leading WebOps platform, has recently introduced the Front-end Site tool suite (also known as Decoupled site or Headless CMS). During the early access phase, it became apparent that the disjointed site creation workflow was hindering customers from adopting this new product. To address this issue, the site creation experience was optimized by consolidating the 25-step process across 3 separate dashboards into a streamlined 5-step process within a single wizard.
As a result of these enhancements, user tests indicated a 90% reduction in task completion time, enabling a seamless transition from early access to a fully operational, general access-ready product.


View result

I.

Project Brief

Business Opportunity

“White space” of the market

01-01
Issues

Frustrating site creation exp scared customers away


Creation process includes 26 screens across multiple dashboards with little instructions, result in 96% failure rate.

How to improve user adoption and satisfaction?

How might we create a smooth flow so that customers can effortlessly create their sites and quickly understand the value that Pantheon offers, ultimately driving user adoption and satisfaction?

Menu doesn’t match the mental model.

02-01
Issues

3/4 started with the wrong order, created the front-end first.

4/4 complained need to remember the way back to continue

A good menu that tells value should look like...

02-01
ideation

✅ Simple starting points
❌ Extra clicks to see templates and customize options

✅ Easy navigation between tabs

❌ Overwhelming & cluttered

02-01
iteration

Based on the test feedbacks, I updated option B with headers and dividers. The new design is easy to navigate and scalable for more templates.

Non-linear process leads to multiple drop points.



While expecting a one-stop shop for the site creation, customers are actually facing a chaotic process. There are 26 steps across 3 dashboards, which result in multiple drop points.

View drop points map


The ideal solution seems obvious.

However the challenges are....

02-02
challenge
02-02
design
02-03
Issues

UX improvements don’t have to be code-heavy


Update the instruction messages to speak customers’ language, empower customers with the external documentation links....Small efforts can bring great value.

02-03
Design

Tweak the UX writing
add helper links
are fast wins

III.

Results

Data-Driven Delight

Test metrics reflecting the success of site creation enhancements.

From Vision to Execution

With the iterations on hi-fi prototypes and testing results, I successfully got buy-in from cross-functional team PM & tech lead, and broke down the  roadmap for developers to create tickets.

Interested in more details of my work?

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