Reinventing Onboarding for Engineers
3x Product Managers
1x VP of Sales
1x Head of Marketing
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
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.
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 increase the productivity time of engineers.
The Engineer's Problem
Engineers consider learning as a huge part of their job and want to continuously learn new technologies and stacks in order to stay ahead of the curve
We started looking at existing onboarding products to see how they attempt to solve the problem and figure out any gaps where we can have a competitive edge
Onboarding Plans: Learner View
Structurally, onboarding plans are classified into weeks, which contain the Tasks, Modules, and Connects that users need to complete for their onboarding.
Onboarding Plans: Editor View
A fully featured editor was designed to help our users easily create and Publish their plans. This took several iterations to perfect, and even more work is being done to this day. Users can add anything from a single piece of text to a fully coded application to their onboarding plans.
A fully purposed dashboard was created for our onboarding managers based on insights which 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 we 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.