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Improve Phacility Onboarding/NUX
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Description

We've been live for a while and how have a better sense of what isn't working well for new users.

Error Messages and Handling: Users have hit these needlessly confusing error messages:

  • (T7173) Perplexing error when trying to log into an instance you aren't invited to.
  • (T9080) Mishandled error state.
  • (T9304) Bad/missing cueing on invite workflow from instances. Should just work.
  • (T9304) Excessively technical/general policy language when trying to do things you don't have permission to do from the instance console.
  • (T9319) Service-configuration related error with files containing binary data.
  • (T9330) Point to admin for config which is editable there.

Billing and Invoicing

  • (T7607) Invoices are ugly and unprofessional looking.
  • (T8389) Some installs need to CC their accounting department on invoices.
  • (T9306) Trial period should have more clear behavior and communication

Invites

  • (T9304) Expand who can send invites, at least by default.
  • (T9299) Build a workflow for accommodating organic growth in a larger organization.
  • (T9321) Support "lazy" invites.

Test / Demo / NUX / Conversions

Generally, we have a low conversion rate from launched instances to paying instances, and many instances never invite a second user. This isn't necessarily bad or unexpected, but it's not clear how much of this is testing vs legitimate-not-what-they-wanted vs abandonment-from-confusion, and conceivably these users are near the end of the adoption funnel and highly interested in Phabriator/Phacility. We should try to understand this better, reduce noise, and improve conversions if there are conversion issues.

  • (T9307) Users launch a lot of instances which are very clearly temporary tests.
  • (T5317) If you've never used Phabricator before, the NUX isn't very helpful.
  • (T9309) Minor UX / flow stuff.

Import / Export

  • (T9324) Make the import pipeline easier and make it feel more purpose-built.
  • (T7148) Build a repeatable, automated export pipeline.

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Event Timeline

epriestley raised the priority of this task from to Normal.
epriestley updated the task description. (Show Details)
epriestley added a project: Phacility.
epriestley moved this task to Onboarding/NUX on the Phacility board.
epriestley added a subscriber: epriestley.
epriestley updated the task description. (Show Details)Sep 1 2015, 3:23 PM
epriestley updated the task description. (Show Details)
epriestley updated the task description. (Show Details)Sep 1 2015, 3:44 PM
epriestley updated the task description. (Show Details)Sep 1 2015, 4:11 PM
epriestley updated the task description. (Show Details)Sep 1 2015, 4:47 PM
This comment was removed by epriestley.
epriestley updated the task description. (Show Details)Sep 2 2015, 7:35 PM
epriestley updated the task description. (Show Details)Sep 3 2015, 11:15 AM
epriestley moved this task from Backlog to The Queue on the Prioritized board.
epriestley moved this task from The Queue to Paused on the Prioritized board.Oct 10 2015, 1:30 PM

I'm going to kick this out of the queue for now and we can re-evaluate our internal priorities once the queue clears -- we got a decent iteration out and it looks like the next steps on NUX are probably a fair chunk of work.

This comment was removed by epriestley.