Developer Onboarding

SingleStore is a real-time distributed database used by major companies for high-throughput data ingestion and real-time analytics. Traditionally sales-led and enterprise-focused, its growth relied on long sales cycles and large deals. To create a more predictable and scalable model, the company aimed to expand into product-led growth (PLG), making it easier for developers and small teams to adopt the platform independently.


Role

Timeline

Led research, strategy, and stakeholder alignment.
Designed prototypes and components.

3 months
From May to July 2023


Problem

The complex onboarding experience for our cloud database was not optimized for self-serve developers, resulting in high drop-off rates and lost opportunities to convert users into paying customers. Simplifying this process was critical to improving user activation and driving product-led growth.

Analysis & Research

Beyond the initial analytics research that I found in Mixpanel and google analytics, I also wanted to explore the problem space more thoroughly.


Personas


Persona worksheet based on prior user research.
Persona worksheet based on prior user research


Several personas signed up for SingleStore, but the core persona was the application developer. They had the ideal use case, making it easier to build a tailored solution, and could quickly recognize the value of paying for the service.


Goal of Application Developers

  1. Test with sample data that match their industry and use case.

  2. Load their own data and see how SingleStore performed against key queries.



User Flow Analysis


Analytics pulled from custom Mixpanel Dashboards
Analytics pulled from custom Mixpanel Dashboards


Detailed user flow of the onboarding process.
Detailed user flow of the onboarding process


Percent

Stage

Description

~72%

Authentication

Inconsistent tracking meant this number was unreliable

83%

Use Case Qualification

Although only 45% matched our ideal use cases.

23%

Engagement

Write at least one query

1%

Conversion

Enter a credit card, meaning very few made it to a paid tier.



Competitive Research


Analysis of 9 competitors, including Snowflake, Databricks, and MongoDB
Analysis of 9 competitors, including Snowflake, Databricks, and MongoDB


Stage

Findings

Authentication

5 competitors offered GitHub authentication.


Most flows had ~4 form fields on a single page.

Qualification

Plan options were shown multiple times, helping users understand pricing and future costs.

Engagement

Product tours were shown before instance spin-up giving the system time to initialize.

Conversion

Most competitors had a clear CTA to upgrade, often with free credits as an incentive.


Many platforms featured data import GUIs to streamline the onboarding process.

Design

Beyond the initial analytics research that I found in Mixpanel and google analytics, I also wanted to explore the problem space more thoroughly.


Simplified flow

Updated flow with numerous steps removed
Updated flow with numerous steps removed


Several personas signed up for SingleStore, but the core persona was the application developer. They had the ideal use case, making it easier to build a tailored solution, and could quickly recognize the value of paying for the service.Condensed FlowFewer steps with integrated password & termsUnified tracking all in one system as opposed to 3



Rebranded Signup with Github Authentication


Updated sign up page
Updated sign up page


Github auth: aligned with developers' preferences and made it easier to integrate data loading in the later stages of onboarding.

Updated Branding: The forms were updated to be consistent with new marketing and product branding.



Qualifying use case


Simplified use case questions.
Simplified use case questions.


Condensed flow for faster progression.As most of the questions we asked here were pretty simple, it didn't make sense to break them into single tasks. We also randomized the possible answers to ensure that users were actually answering them and not just clicking through. Collected dev stack & coding language preferences to personalize onboarding in the next stages of the flow



Engaging users through tailored guides


Easy Setup


Easy setup. No configuration necessary.
Easy setup. No configuration necessary.


Simplified configuration that eliminated the necessity to configure a workspace. Something the user didn't know about initially. Upfront pricing that highlighted how much the service could cost later. Spin up workspaces after this first step.


Animated educational tour


Simple tour that masked the cluster spin up time.
Simple tour that masked the cluster spin up time.


While the workspace was being spun out, we could walk them through a short tour about how the service was different from the databases they had used in the past.


Tour highlights:

  1. Compute and storage were separate

  2. AI can be used to optimize queries and configurations



Customized guides based on qualification questions


Customized notebook guide based on use case questions.
Customized notebook guide based on use case questions.


Using our python-based notebook application, we built out numerous guides so the user could try out the product and get set up in a couple of steps. These were very specific and much more likely to align with what they wanted to do. We also included a quick prompt to our AI tool where they could ask custom questions.



Conversion to paid


Simplified checklists and in app messaging.
Simplified checklists and in app messaging.


Incentivized onboarding checklists
Add in checklists that take there first onboarding guide further into the product ecosystem. They can also get additional credits for doing these steps.


Better in app upgrade messaging
Add in key triggers that launch intercom automated messages that get the user in contact with a sales rep to walk them through pricing. As it can be somewhat complex.

Impact

This complex project took coordination across multiple teams. I had to meet with different eng managers and pms to figure out how we could seamlessly and easily fit these changes into their roadmap without affecting their velocity. Here are some of the key stats.

+10% increase in authenticated users.

+8% increase in qualified users.

+20% increase in users running their first query.


Future Improvements
  • Enhanced "Load Data" GUI to simplify data ingestion.

  • Integrations GUI to help users connect external tools.

  • Persistent upgrade options to increase conversion.

  • More refined sales messaging in chat & Intercom.


Key Take Aways
  • Big-picture strategy drives impact.
    Taking a holistic approach to onboarding rather than solving individual UX issues in isolation led to significant improvements in engagement.

  • Cross-functional alignment is crucial.
    By involving engineering, PMs, and marketing from the start, we were able to execute faster and tackle systemic issues rather than just UI problems.