Reinventing Onboarding for Engineers
Case Study
Role
Product Design
Team
3x Product Managers
1x VP of Sales
1x Head of Marketing
Duration
6 months
Impact
Up to 42% reduction in onboarding time across Educative teams
1.5x increase in ARR
Hundreds of minutes saved in sales calls through an interactive demo
Intro
Towards the end of 2021, we set out to disrupt engineer onboarding. This case study encompasses my journey with my team as we built, failed, learned, and improved the product for our customers.
Research
I partnered with one of our Product Managers and the Sales team to figure out the pain points of Engineering Managers and newly hired Engineers. We referred to secondary research and sales calls with existing customers.
The EM's Problem
It takes 9-12 months to fully onboard an engineer to the team. The average tenure of an engineer in a company is around 18 months. That's around 6 months of productivity. The goal was to decrease time to productivity, which would automatically increase the productivity period for engineers.
The Engineer's Problem
Engineers consider learning a huge part of their jobs and want to continuously learn new technologies and stacks to stay ahead of the curve.
Competitive Research
We started looking at existing onboarding products to see how they attempt to solve the problem and figure out gaps where we can have a competitive edge.
Onboarding Plans: Learner View
Structurally, onboarding plans are classified into weeks, containing the Tasks, Modules, and Connects that users must complete for their onboarding.
Onboarding Plans: Editor View
I designed a fully featured editor to help Engineering Managers and Mentors easily create and Publish their Plans. The editor took several iterations to perfect, and even more work is being done today to optimize performance and user journeys. Users can add anything from a single sentence to a fully coded application to their onboarding plans.
Onboarding Dashboard
With the help of the product manager, I created a fully featured dashboard for our onboarding managers based on insights that will help them make clear decisions about their onboarding plans.
Onboarding Landing Page
In collaboration with Sales, I worked on designing our onboarding landing page. The purpose of this page is to invite users to our interactive demo and lead them to a discussion with Sales.
Feature that failed
We went on to design several features throughout the year. As we scaled the product, we made some mistakes and are transferring the learnings to our ongoing work.
Ask for Help
We built a feature for our users to ask their mentors for help whenever they are stuck in an onboarding plan. However, we found the following:
People are hesitant to accept the fact that they are stuck.
They would rather talk to their mentor in person or via Slack.
People are more likely to talk to their peers in-person and solve problems together.