Having a clear plan of what you are doing and structuring your content before actually creating content will save you and your team a lot of extra work and time, besides making sure that you get the most value out of Userlane.
1. Define your goals: what do you want to achieve?
Your starting point should be to have a clear understanding and goal defined what you want to achieve through Userlane.
- Who are the stakeholders?
What are their goals?
What are the activities of the stakeholders?
What are the tasks?
Based on their status: What do they need to do first? What are their most frequent questions?
2. Set priorities
Once you have a clear priority, define a baseline and assign metrics to measure the progress.
What is the biggest pain?
Which goal affects the biggest user group?
Which goal has the biggest impact/saves the most resources?
3. Define content structure
Now you know where you want to get to so you can focus on what content do you want to deliver to your users.
Which tasks have to be fulfilled to complete the goal with the highest priority?
Concept for Guides, Announcements and Tooltips is based on the user’s tasks
Structure the Userlane content
Where and to whom should the Userlane content be visible?
Should specific Guides be highlighted more, e.g. via promotion, announcement?
- What other existing resources can you link to Userlane, e.g. integration, link to your applications' help documentation and the other way around?
Recollect these ideas, organize them into topics, define what Userlane content type works best for it.
Define one Guide per goal/process and group them into chapters (per topic or expertise level). You can use a table like this:
4. Change your perspective and ask for feedback
Once you finished filling this table out, take some time to change your perspective.
Is a new user aware of Userlane and how to utilize it e.g. information in Welcome Slide, internal communication?
Is the structure easy to understand for a new user?
Are the tasks shown in the Guides really relevant for the user?
Are tooltips enabling the user to better understand your application?
Do the announcements provide value?
Utilize our Analytics to continuously improve your Userlane content and make your software simple to understand.
ℹ️ Regardless of your goal, remember you should always make sure that your users:
- truly understand what your software is capable of,
- achieve quick wins along the way,
- interact with all the key features they need to test to fully appreciate your solution,
- are successful and achieve their results as soon as possible.