Onboarding flow for the first security data source connection
Design the onboarding flow to support the first security data source connection - creating a streamlined and scalable design that can be generalized to all other data sources.
2024
Technical Workflow
Overview
Timeline: 11/2023-05/2024
Role: Design lead
Team: 2 designers, 4 engineers, 2 product managers, 2 security specialist
Company: Splunk
Contributions
Led the design effort from MVP to iterations, fostering successful rollouts
Mentored a junior designer on user research and design collaborations.
Business initiatives
Expand the data connection to security data source, helping organizations unlock their security insights with advanced analytics.
User problem
The existing onboarding flow is fragmented and takes a long time to complete, remaining as the biggest friction to user adoption.
Streamlined experience
A wizard design with modern look and feel - reducing cognitive load and providing a scalable design that can be generalized to other data sources.
Guided experience
A hand-holding process with different levels & types of instructions - balancing the content on the UI vs. keeping the documentation site as the single source of truth.
Built-in automation
Provide bulk creation and auto-population to expedite onboarding and ensure quality analytics results.
Final design
The end to end data connection experience.
Kick off onboarding
A starter page to learn about the value of data connection before onboarding.
Connect to data source
A guided flow to help users connect to the external data step-by-step, with clear explanations on what they need to do and why.
Configure data access
Enable both the search and analytics features by setting up two types of index with visual aids and built-in automation.
Complete onboarding
A comprehensive review for scrutiny and a feedback page to suggest next steps.
Validate
Test the data connection and configuration by directly opening search with pre-defined query.
Monitor
Seamlessly connect with the monitoring dashboard by directly checking the license usage for each provider.
Impact
reducing the steps from 15 to 9
with advanced analytics
measured by the EASE metrics
improving Splunk's scan-based data search
highlighted at the Splunk's annual conference
potential data lake market opportunity