Tamir Schwartz

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Duration: Apr-Jul 2022 (3 months)

Predefined Charts

My Role
  • Research
  • User Experience
  • UI Design
  • Prototype
Before After

OVERVIEW

Reducing Onboarding Time by 80% - First-time users of the dashboard often struggle with query-building, delaying their ability to gain insights. This friction significantly impacted time-to-value and user adoption. To address this, we introduced pre-defined chart templates—allowing users to generate meaningful insights with just one click.

TEAM & TIMELINE

I collaborated with:

  • Customer Success
  • Developers
  • Product Manager
  • Data Analyst

    • Scratch to Development: 3 months.

    PROBLEM STATEMENT

    First-time users were expected to build queries manually without any guidance or shortcuts. This led to:

  • Confusion about which filters and fields to select.
  • Steep learning curve due to unfamiliar query logic.
  • Reliance on documentation or customer success support.
  • A 20-minute average onboarding time just to create a single meaningful chart.

    • The result: users were stuck before ever experiencing the value of the platform.

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    PROCESS

    🔍 Research & Discovery

    I held meetings with customer success reps and product managers to expand my understanding of our users. After a few sessions, I mapped out a common organizational structure, which helped us define key personas for designing targeted solutions.

    SOLUTION

    💡 Key Feature Introduced​

    Recommended tailor-made chart templates

    Quick chart view switching, show and hide values

    Favorites & Bulk Add

    The Favorite Templates section is also a way to engage users when empty, encouraging them to get started and add more templates…

    Similar Chart: Seamless Discovery

    Keep users engaged by suggesting relevant charts, right from the details page, without breaking their flow

    PROTOTYPE

    After high-fidelity mockups were approved and validated with design partners, it was time to create a prototype to showcase the end-to-end experience, ensuring all edges were covered for developers.

    IMPACT

    Key Metrics Highlighting Efficiency Gains and User Engagement

    🚀 Results as follows:

    ⏱ 80% reduction in onboarding

    From 20 minutes to 5

    💖 40% use the "favorites"

    Speed up the flow and tailor it to each user

    📨 0 support tickets

    for query setup

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     +972-54-799-5440   |     [email protected]   |     Tamir Schwartz   |   Hope to hear soon 😋