Cloud Data Governance
A UX analysis paired with a series of optimization designs. The solutions presented are for a SaaS B2B cloud data governance platform.
- UX AUDIT
- HEURISTIC EVALUATION
- OPTIMIZATION DESIGN
- B2B SAAS
UX analysis
When optimizing a product flow, several benchmarks can be used for assessment; alignment with business goals and an experience's usability are two such values. A usability assessment was selected because the goal was to improve clarity within one segment of the onboarding flow: creating a connection.
Friction points were surfaced through a usability assessment of the create-a-connection flow, conducted with UX heuristics, then translated into a series of optimization designs.
- ISSUE 01 · ONBOARDINGThe welcome page focuses on the product's purpose, not its tools, so users get no modeled path for their first run through the product.
- ISSUE 02 · NAVIGATIONNo clear way back to change a past choice; each selection in the connection setup feels rigid and precious.
- ISSUE 03 · CONTEXTPlugins are presented without descriptions, so users lack the context to pick the right one for their objective.
- ISSUE 04 · FLOWNaming a connection and associating it to a workspace are two separate stages that could be one.
Optimization designs
Each friction point below is paired with a proposed optimization.
Welcome page
Mention the user's objective and provide a discrete set of steps to achieve it. Inform users that they'll be asked to establish a connection and select a plugin during setup, and reduce perceived complexity with a visual aid that communicates the steps.
Plugin selection
Provide a back button incorporated into the create-a-workspace progress element. Describe each plugin on the selection page, or let users open additional detail, similar to Steampipe Hub.
Name connection
Combine the connection-naming stage with the stage that associates a connection to a workspace, so users reach product value sooner and are less likely to abandon setup.