How to encourage users to explore a comprehensive SAAS product suite within their work hours, and influence a purchase decision💰?
How to encourage users to explore a comprehensive SAAS product suite within their work hours, and influence a purchase decision💰?
How to encourage users to explore a comprehensive SAAS product suite within their work hours, and influence a purchase decision💰?
🚀 Launched
Stakeholder Management
Interaction Design
UX Rsearch
Product Strategy
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
🧾 Overview
What gaps in customer upsell potential does design fill that sales alone cannot? 👀
To elevate Rubrik's app sales, I collaborated with diverse teams to craft a trial experience that seamlessly integrates across Rubrik's app landscape. Following the beta launch, we witnessed a notable boost in user engagement. This adaptable template is now effectively implemented in two Rubrik apps, with more expansions planned. It's also been integrated into Rubrik's design guidelines, ensuring its broader and consistent use by designers in the future.
🧾 Overview
What gaps in customer upsell potential does design fill that sales alone cannot? 👀
To elevate Rubrik's app sales, I collaborated with diverse teams to craft a trial experience that seamlessly integrates across Rubrik's app landscape. Following the beta launch, we witnessed a notable boost in user engagement. This adaptable template is now effectively implemented in two Rubrik apps, with more expansions planned. It's also been integrated into Rubrik's design guidelines, ensuring its broader and consistent use by designers in the future.
🧾 Overview
What gaps in customer upsell potential does design fill that sales alone cannot? 👀
To elevate Rubrik's app sales, I collaborated with diverse teams to craft a trial experience that seamlessly integrates across Rubrik's app landscape. Following the beta launch, we witnessed a notable boost in user engagement. This adaptable template is now effectively implemented in two Rubrik apps, with more expansions planned. It's also been integrated into Rubrik's design guidelines, ensuring its broader and consistent use by designers in the future.
👩🏻💻 Collaborations
During this 8 months journey, I had the privilege to direct the design initiative in collaboration with UX research, product management, engineering, UX writing, support, marketing, and legal teams.
👩🏻💻 Collaborations
During this 8 months journey, I had the privilege to direct the design initiative in collaboration with UX research, product management, engineering, UX writing, support, marketing, and legal teams.
👩🏻💻 Collaborations
During this 8 months journey, I had the privilege to direct the design initiative in collaboration with UX research, product management, engineering, UX writing, support, marketing, and legal teams.
🔀 Process
A UX design process is more about dialogue than monologue. It's an engaging back and forth conversations with users and stakeholders. It went roughly as something like this 👇.
🔀 Process
A UX design process is more about dialogue than monologue. It's an engaging back and forth conversations with users and stakeholders. It went roughly as something like this 👇.
🔀 Process
A UX design process is more about dialogue than monologue. It's an engaging back and forth conversations with users and stakeholders. It went roughly as something like this 👇.
💼
Business Context
Rubrik's Security Cloud, a SAAS platform, empowers customer data monitoring and recovery across diverse business applications, each with distinct backup operations and features tailored to their specific needs, including widely recognized ones like Microsoft 365, AWS, and Google Cloud. As a burgeoning source of SAAS revenue for Rubrik, this platform presents significant opportunities for expanding customer engagement. Internal analyses suggest substantial upscaling potential, notably among these popular applications users who have yet to adopt Rubrik's advanced data protection services.
💼
Business Context
Rubrik's Security Cloud, a SAAS platform, empowers customer data monitoring and recovery across diverse business applications, each with distinct backup operations and features tailored to their specific needs, including widely recognized ones like Microsoft 365, AWS, and Google Cloud. As a burgeoning source of SAAS revenue for Rubrik, this platform presents significant opportunities for expanding customer engagement. Internal analyses suggest substantial upscaling potential, notably among these popular applications users who have yet to adopt Rubrik's advanced data protection services.
💼
Business Context
Rubrik's Security Cloud, a SAAS platform, empowers customer data monitoring and recovery across diverse business applications, each with distinct backup operations and features tailored to their specific needs, including widely recognized ones like Microsoft 365, AWS, and Google Cloud. As a burgeoning source of SAAS revenue for Rubrik, this platform presents significant opportunities for expanding customer engagement. Internal analyses suggest substantial upscaling potential, notably among these popular applications users who have yet to adopt Rubrik's advanced data protection services.
🤜🤛
Challenges
Despite its widely acknowledged user-centric design setting Rubrik apart from competitors, the challenge remains that end-users are not always the decision-makers in purchasing. Therefore, Rubrik's strategic shift towards "Product-led customer growth" aims to elevate adoption of these essential but underutilized application suites (We referred them as the 'low hanging fruits'), by engaging users directly rather than through traditional sales channels.
🤜🤛
Challenges
Despite its widely acknowledged user-centric design setting Rubrik apart from competitors, the challenge remains that end-users are not always the decision-makers in purchasing. Therefore, Rubrik's strategic shift towards "Product-led customer growth" aims to elevate adoption of these essential but underutilized application suites (We referred them as the 'low hanging fruits'), by engaging users directly rather than through traditional sales channels.
🤜🤛
Challenges
Despite its widely acknowledged user-centric design setting Rubrik apart from competitors, the challenge remains that end-users are not always the decision-makers in purchasing. Therefore, Rubrik's strategic shift towards "Product-led customer growth" aims to elevate adoption of these essential but underutilized application suites (We referred them as the 'low hanging fruits'), by engaging users directly rather than through traditional sales channels.
These challenges lead to our problem statement: "How can we effectively encourage data administrators to explore and embrace Rubrik's specialized data protection suites, thereby persuading their decision-making stakeholders to invest in Rubrik?"
These challenges lead to our problem statement: "How can we effectively encourage data administrators to explore and embrace Rubrik's specialized data protection suites, thereby persuading their decision-making stakeholders to invest in Rubrik?"
These challenges lead to our problem statement: "How can we effectively encourage data administrators to explore and embrace Rubrik's specialized data protection suites, thereby persuading their decision-making stakeholders to invest in Rubrik?"
User ≠ Buyer
->
User/ Influencer: Data Admin
Buyer: Head of Operation
We need to convince data admins to influence a purchase decision from their internal stakeholders
User ≠ Buyer
->
User/ Influencer: Data Admin
Buyer: Head of Operation
We need to convince data admins to influence a purchase decision from their internal stakeholders
User ≠ Buyer
->
User/ Influencer: Data Admin
Buyer: Head of Operation
We need to convince data admins to influence a purchase decision from their internal stakeholders
Transient Attention
We are borrowing time from users during their weekday 9-5. They can be occupied and have fleeting attention
Transient Attention
We are borrowing time from users during their weekday 9-5. They can be occupied and have fleeting attention
Transient Attention
We are borrowing time from users during their weekday 9-5. They can be occupied and have fleeting attention
Universally Integrable
We need a reusable trial experience framework implementation that works for numerous applications in Rubrik ecosystem
Universally Integrable
We need a reusable trial experience framework implementation that works for numerous applications in Rubrik ecosystem
Universally Integrable
We need a reusable trial experience framework implementation that works for numerous applications in Rubrik ecosystem
And that's where the power of experience design comes into play. 👋
And that's where the power of experience design comes into play. 👋
And that's where the power of experience design comes into play. 👋
🔀
Our Process
🔀
Our Process
🔀
Our Process
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
*Due to NDA constraints, project details are limited.
For an in-depth project process and user data insights, please contact me directly.
Teaming up with UX research crew (huge shoutout 🎉), we organized Zoom calls with chosen customers. Each session, lasting about an hour, combined a 30-40 minute semi-structured chat and a 20-30 minute usability test for specific apps, aiming to uncover the following questions:
Teaming up with UX research crew (huge shoutout 🎉), we organized Zoom calls with chosen customers. Each session, lasting about an hour, combined a 30-40 minute semi-structured chat and a 20-30 minute usability test for specific apps, aiming to uncover the following questions:
Teaming up with UX research crew (huge shoutout 🎉), we organized Zoom calls with chosen customers. Each session, lasting about an hour, combined a 30-40 minute semi-structured chat and a 20-30 minute usability test for specific apps, aiming to uncover the following questions:
👀 Identify value proposition, user needs and pain points:
-> What motivates them to sign-up for a trial?
-> Which stakeholders are involved?
-> What tasks do they conduct during a trial period?
-> What are they assessing the product for during a trial?
-> What does a successful trial mean to them?
-> What motivates them to convert from trial to paying user?
👀 Identify value proposition, user needs and pain points:
-> What motivates them to sign-up for a trial?
-> Which stakeholders are involved?
-> What tasks do they conduct during a trial period?
-> What are they assessing the product for during a trial?
-> What does a successful trial mean to them?
-> What motivates them to convert from trial to paying user?
👀 Identify value proposition, user needs and pain points:
-> What motivates them to sign-up for a trial?
-> Which stakeholders are involved?
-> What tasks do they conduct during a trial period?
-> What are they assessing the product for during a trial?
-> What does a successful trial mean to them?
-> What motivates them to convert from trial to paying user?
👌 Measure ease of use and satisfaction with proposed UX
-> How do they want to be notified?
-> How do they want to manage the trial period?
-> What challenges do they face during the trial period?
-> What assistance do they need during the process?
👌 Measure ease of use and satisfaction with proposed UX
-> How do they want to be notified?
-> How do they want to manage the trial period?
-> What challenges do they face during the trial period?
-> What assistance do they need during the process?
👌 Measure ease of use and satisfaction with proposed UX
-> How do they want to be notified?
-> How do they want to manage the trial period?
-> What challenges do they face during the trial period?
-> What assistance do they need during the process?
Customer Journey & Behavioral Archetypes
Customer Journey & Behavioral Archetypes
Customer Journey & Behavioral Archetypes
Key Pain Points and Opportunity Analysis
Key Pain Points and Opportunity Analysis
Key Pain Points and Opportunity Analysis
Solidifying IA with Research & Internal Feedbacks
Solidifying IA with Research & Internal Feedbacks
Solidifying IA with Research & Internal Feedbacks
To deliver a feature integrable across the whole ecosystem with consumer facing design considerations, I worked with external stakeholders and internal stakeholders including PMs specializing in multiple applications, marketing team, legal team, etc. Parallel to user research, we created user journey that's universally adoptable across the whole product.
To deliver a feature integrable across the whole ecosystem with consumer facing design considerations, I worked with external stakeholders and internal stakeholders including PMs specializing in multiple applications, marketing team, legal team, etc. Parallel to user research, we created user journey that's universally adoptable across the whole product.
To deliver a feature integrable across the whole ecosystem with consumer facing design considerations, I worked with external stakeholders and internal stakeholders including PMs specializing in multiple applications, marketing team, legal team, etc. Parallel to user research, we created user journey that's universally adoptable across the whole product.
🚀
Outcome
As the project's exclusive product designer and owner, I led a dynamic collaboration with visual teams, UX researchers, product managers, engineers, copywriters, marketing, and legal departments to develop a universal trial experience template for Rubrik applications. This initiative, marked by its successful beta launch, significantly enhanced customer engagement. To date, this robust framework has been adeptly implemented in two Rubrik applications, setting the stage for more widespread application in the future.
Below are some of my key design considerations embedded in the final experience
Friendly, Bite-Sized Learning Journeys
Our goal is to capture users' fleeting attention during work by highlighting key features in a friendly, bite-sized manner. We've designed an end-to-end journey from enticing trial sign-ups to empowering users with concrete tools for stakeholder persuasion. Our approach involves a conversational, step-by-step guide that values users' time and seamlessly re-engages them after potential drop-offs, ensuring a smooth and engaging learning experience.
Gamification
Gamification plays a pivotal role in maintaining user engagement. By integrating incremental achievements and a sense of progress, the "trial control panel" I designed enriches the user journey with a clear, rewarding pathway from beginning to end. This approach not only guides users through each step but also celebrates their accomplishments, fostering a satisfying and immersive experience.
Integrable "Temlpatified" Experience
This trial experience, codified into a versatile template, seamlessly integrates with all Rubrik apps and features. We've streamlined the entire process, making it easy to adopt for any Rubrik application or suite. Plus, it's set the stage for future design practices, serving as a guideline for other designers to consistently leverage this framework.
🚀
Outcome
As the project's exclusive product designer and owner, I led a dynamic collaboration with visual teams, UX researchers, product managers, engineers, copywriters, marketing, and legal departments to develop a universal trial experience template for Rubrik applications. This initiative, marked by its successful beta launch, significantly enhanced customer engagement. To date, this robust framework has been adeptly implemented in two Rubrik applications, setting the stage for more widespread application in the future.
Below are some of my key design considerations embedded in the final experience
Friendly, Bite-Sized Learning Journeys
Our goal is to capture users' fleeting attention during work by highlighting key features in a friendly, bite-sized manner. We've designed an end-to-end journey from enticing trial sign-ups to empowering users with concrete tools for stakeholder persuasion. Our approach involves a conversational, step-by-step guide that values users' time and seamlessly re-engages them after potential drop-offs, ensuring a smooth and engaging learning experience.
Gamification
Gamification plays a pivotal role in maintaining user engagement. By integrating incremental achievements and a sense of progress, the "trial control panel" I designed enriches the user journey with a clear, rewarding pathway from beginning to end. This approach not only guides users through each step but also celebrates their accomplishments, fostering a satisfying and immersive experience.
Integrable "Temlpatified" Experience
This trial experience, codified into a versatile template, seamlessly integrates with all Rubrik apps and features. We've streamlined the entire process, making it easy to adopt for any Rubrik application or suite. Plus, it's set the stage for future design practices, serving as a guideline for other designers to consistently leverage this framework.
🚀
Outcome
As the project's exclusive product designer and owner, I led a dynamic collaboration with visual teams, UX researchers, product managers, engineers, copywriters, marketing, and legal departments to develop a universal trial experience template for Rubrik applications. This initiative, marked by its successful beta launch, significantly enhanced customer engagement. To date, this robust framework has been adeptly implemented in two Rubrik applications, setting the stage for more widespread application in the future.
Below are some of my key design considerations embedded in the final experience
Friendly, Bite-Sized Learning Journeys
Our goal is to capture users' fleeting attention during work by highlighting key features in a friendly, bite-sized manner. We've designed an end-to-end journey from enticing trial sign-ups to empowering users with concrete tools for stakeholder persuasion. Our approach involves a conversational, step-by-step guide that values users' time and seamlessly re-engages them after potential drop-offs, ensuring a smooth and engaging learning experience.
Gamification
Gamification plays a pivotal role in maintaining user engagement. By integrating incremental achievements and a sense of progress, the "trial control panel" I designed enriches the user journey with a clear, rewarding pathway from beginning to end. This approach not only guides users through each step but also celebrates their accomplishments, fostering a satisfying and immersive experience.
Integrable "Temlpatified" Experience
This trial experience, codified into a versatile template, seamlessly integrates with all Rubrik apps and features. We've streamlined the entire process, making it easy to adopt for any Rubrik application or suite. Plus, it's set the stage for future design practices, serving as a guideline for other designers to consistently leverage this framework.