Putting new features on the main stage
MineralTree en bref
Responsable produit senior
chez MineralTree
MineralTree est une solution d'automatisation des comptes fournisseurs qui gère l'ensemble des opérations, de la facturation au paiement. MineralTree aide les équipes financières à automatiser et à optimiser leurs processus de comptes fournisseurs, à minimiser les coûts et à obtenir des remises.
Défi
Après le lancement d'une nouvelle fonctionnalité prometteuse, l'équipe de MineralTree s'est rendu compte que l'emplacement de cette fonctionnalité restait difficile à trouver pour les utilisateurs. Les ressources d'ingénierie étant limitées et les taux d'adoption à la traîne, l'équipe avait besoin d'une solution rapide pour diriger les utilisateurs vers le bon endroit au sein de l'application.
Solution mise en œuvre par Pendo
MineralTree found a creative way to use a Pendo in-app guide to “reposition” the feature on their dashboard page—helping users easily locate the new functionality from the page they visit most often, through a quick fix that was deployed literally overnight.
Résultats
Since launching the in-app guide, MineralTree has seen a 75% to 100% increase in traffic to the new feature within their product. They’ve also received rave reviews from their own internal users and members of their executive leadership team who are now able to seamlessly access the new feature.
Contents
Mettre en œuvre la solution Pendo, c'est libérer tout le potentiel de notre expérience utilisateur pour avoir un impact sur chacun de nos utilisateurs, tous les jours… L'investissement que nous avons réalisé en utilisant Pendo a porté ses fruits à de nombreuses reprises.
Jose Garcia, responsable produit senior, MineralTree
Hide and seek
Oftentimes, the success of a new feature comes down to the little things. Where the feature lives within your product, the workflow your users take to get to it, how easy it is to find. It’s generally best practice to give your new feature a little bit of extra love and time in the spotlight—Pendo makes that easy.
When MineralTree launched a new feature in their app, they knew they had a winner on their hands. “It’s a pretty powerful feature in the accounts payable space, all around analytics and tracking financial metrics,” said Jose Garcia, senior product manager at MineralTree.
Garcia and his team initially placed the new feature in a spot within their app that categorically made sense—alongside MineralTree’s other reporting tools. “In theory, where we put the button initially made sense. If people were already on the reports tab, they could click on it and jump to an analytics page,” said Garcia. But in reality, MineralTree’s users weren’t following that same workflow.
Follow your gut—and your UI
Garcia noticed that the placement of the feature was also negatively impacting feature adoption rates. “We didn’t give [the feature] the visibility it deserved,” Garcia explained. But he didn’t have time to wait for development and engineering resources to become available to change the positioning or functionality of the feature. “We needed to make it more visible to our customers, fast. So we kind of just took a stab with Pendo and said, ‘we have this tool, we should try using it.’”
He consulted with MineralTree’s design and UX research teams to determine a better home for the button. Ultimately, the decision was part art, part science. The team evaluated the feature’s traffic metrics and compared their vision to the physical user interface (UI) of the page. “We looked at the dashboard and knew exactly where the feature should go because we already had an analytics visual there,” said Garcia. “It just felt like it belonged.”
Garcia launched a Pendo in-app guide disguised as a button to reposition the feature within the product—giving users access to it directly from the dashboard page where they first land after logging in. He also styled the button to look like it was part of MineralTree’s product. “This wasn’t the first thing that came to mind—only because we’d only used Pendo guides to make announcements or do one-time campaigns,” said Garcia. “But using an in-app guide in a way where it’s always going to display, with a persistent button hiding the container, is kind of the way we ‘Pendo it’ into our application.”
Garcia and his team have seen incredible results from their efforts so far. “The shift gave us about anywhere from a 75% to 100% increase in the amount of traffic we saw coming to this area,” said Garcia. The MineralTree team is now putting resources towards finding a more permanent solution—but Pendo allowed them to find a fix easily and quickly, while putting their feature on firm footing for success.
Pour l'anecdote, MineralTree a reçu d'excellents retours de la part de ses clients à propos de cette modification, qui sont désormais en mesure de localiser facilement cette fonctionnalité. Le fait d'utiliser Pendo de la sorte a également eu un impact important sur l'équipe de MineralTree en interne. « Nous utilisons notre propre produit dans nos processus financiers internes », explique M. Garcia. « Lorsque notre PDG a vu [le bouton], il était vraiment ravi. Il s'est exclamé : "Avant, je devais cliquer trois fois pour y accéder, mais maintenant, j'y ai accès dès que je me connecte". Entendre cela de la part de notre propre équipe était formidable, car nous savions que nous avions atteint notre objectif. »
Pro tips
- N'hésitez pas à prendre des risques et à contourner les règles : il existe des moyens de tirer parti de Pendo pour réaliser des tâches pour lesquelles vous ne pensiez pas qu'il était conçu.
- Get creative and build iteratively; don’t shy away from trying things out!
- If you’re launching something new in your product, consider testing things out with a smaller subset of users first
