IBM CNO Onboarding flow – herahou.com

Welcome to Hera's site

Concert Network Observability onboarding flow

Customer Engagement

Influencer Marketing

Increase Your Reach

Video Marketing

Content Marketing

About this project

This onboarding flow is designed to help first time sign-up users to quickly see the values inside CNO and set up their environment by minimal actions.

Lengthy and overwhelming onboarding process...

CNO's onboarding experience required new trial users to complete multiple setup tasks before they could experience the platform's value.

Users were expected to configure both Metrics & Flow monitoring and Synthetic Testing, each involving several steps and technical decisions.

For first-time users, this created a lengthy and overwhelming onboarding process that increased cognitive load and delayed the moment when meaningful insights became visible.

Our objectives

What we expect our users to do at first time onboarding and learn CNO's value...

Set up metrics
and flow

Set up metrics will let you direct, manage, and monitor your thousands of devices in real time.
There are 2 steps to set up metrics:
1. Deploy network collector
2. Add devices to collector

Set up Synthetics
and create test

Create a synthetic test with either private or public hosts in order to see data about your network.
There are also 2 steps to complete a private synthetic test:
1. Add private location and host
2. Create synthetics test

Learning path
and get converted

Once metrics and synthetics are set up, we expect users to learn SevOne's AHA moments with our learning path and get converted to paid plan from trial asap.

As-is
Flows

Let's see
how other IBM products did it.

After knowing the task and objectives, I started mapping out onboarding flows from other IBM products. Here's what I got...

IBM Instana has a full page of onboarding tasks to help users first time onboarding. Tasks include walk-me tour and video tutorials.

IBM Cognos Analytics flow were experimenting 3 levels of onboarding journeys based on user profile. This approach provides variety of onboarding solutions but also at the same time could raise development cost.

Put together all the findings, I started to do some low-fi designs

During discovery, I realized that first-time trial users are not yet our customers. They're evaluators. Their goal isn't to learn every feature, but to quickly determine whether the product delivers value.

The onboarding experience was to help users reach that answer as quickly as possible.

Design principles

As soon as I realised designers not only design pretty interfaces, we also act as product sales. The end goal is always to sell the product we built.

Design principles

Guidance

Linear progression: Guide users through one onboarding path at a time.

Maximum value

Minimal actions, maximum value: Reduce setup effort before users see meaningful results.

Flexibility

Flexible entry points: Allow users to start with the workflow most relevant to their needs and continue onboarding later from the dashboard.

Onboarding

Flow map

I mapped out the user flow to visualize how this works based on the design principles above.

Design screens (ongoing)

A welcome modal that presents clear onboarding options

Flexible starting point: A choice-driven starting point, allowing users to begin with either Metrics & Flow or Synthetic Testing.

Sequential and guided steps: Guided setup wizards that focus on a single task at a time.

Create synthetic test with public/private location and agent

Create synthetic test using public data: SevOne offers free public hosts and test data before they set up private environment.

Private location and agent: This check box will be checked by default. Once proceed, add location and agent wizard will be populated.

Learning path...

Flexible starting point: A choice-driven starting point, allowing users to begin with either Metrics & Flow or Synthetic Testing.

Sequential and guided steps: Guided setup wizards that focus on a single task at a time.