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Summary of Project:
In May 2022, we attempted to improve the partner reports experience through a redesign that was initially rolled out to a small group of partners (5%). Shortly thereafter, we started receiving feedback on the redesign. Partners were not pleased with the new experience. Thus, in order to minimise the detrimental impact on report usage and partner productivity; we consciously decided to completely roll back the redesign.
This update provides an overview of the next steps and the future of reports.
- Author: 7 Feb 2023
- Publish: 9 Feb 2023
- Discuss: 24 Feb 2023
- Resolve: 10 March 2023
Let’s start with first understanding the rationale behind the redesign; its potential impact, and importance in the hindsight.
At Atlassian, we are upgrading our tech stack to build a reliable and robust foundation for the marketplace partner portal. This will help us enable,
- The implementation of the “Atlassian Design System” to ensure uniformity and consistency in all the marketplace touch points.
- Enhanced analytics and instrumentation capabilities to facilitate faster learning and the creation of tailored user experiences.
- Additionally, improvement in the overall performance and page loading speed.
What does this mean for partners ?
- Consistent partner experience
- Speedy experiential enhancements and delivery of newer capabilities.
- More insights and functionalities going forward (Search words/benchmarking insights)
Upon careful examination of the current experience (control), the feedback we received, and a comparison of control vs. the initial redesign (V1), it appears that in the first launch, we missed…
- Giving sufficient emphasis to the opt-in onboarding experience
- Retaining existing functionalities - Navigation hierarchy, filter multi-selection, contextual viewing & comparing more details of the transaction/licenses/feedback details reports.
- Retaining information parity, usage behaviour & experiential models.
- Accessibility concerns of the charts - Dates, color usage, etc.
along with other issues.
In response to the ongoing feedback and your concerns from the last rollout, we have redesigned reports with a fresh look. The new design updates the UI to be more consistent with other Atlassian products, while still maintaining the familiarity of the existing workflows and usage behaviours of partners.
Introducing the new reports experience:
Here are some of the key highlights of the new design:
We have designed an intuitive onboarding experience to help partners smoothly transition to the new experience. During the trial period, partners can switch back and forth between the two at any time.
Partners now have access to the entire screen to view the insights due to the end-to-end interface.
Hierarchy in navigation and page structure:
Retaining and enhancing the information hierarchy of the page layout.
Retaining & enhancing the filter usage & functionalities:
a. In the first launch, we missed the multi-selection functionality of filters. This time we are being thorough with the functionality and experiential behaviours.
b. We are bringing out “App & Hosting type” out of the more filters bucket. The rationale here is to make the most commonly used filters easier to find and use. We will update the popular filters in accordance with the partner usage data in future.
Progressive disclosure of information:
Partners can learn more about a specific license/transaction using an accordion(expand/collapse) interaction, similar to the current workflow. By clicking on “More details”, they can access all the relevant information about the lic
ense/transaction in a new tab.
More clarity & structure to charts:
Introduction of titles into the charts aids in boosting the clarity of the data and its readability. Including legends at the bottom of the charts for visual reference. Overall visual improvements to the charts.
Accessibility compliant colors for charts:
Ensuring that the colors used in charts follow accessibility standards and provide at least a 3:1 contrast ratio against light background.
Improved Overview section:
Addition of the “Total value” in the overview. (For example, All sales/Evaluations/Feedback)
Including a summary line at the top of the overview section, and making the tone of voice more conversational throughout the experience.
Addition of a persistent feedback loop:
We are including a feedback section at the bottom of every report page to get ongoing feedback.
By default, tables will have a maximum of 50 rows. If there are more than 50 rows, pagination will be enabled.
In addition to the above, you may observe visual improvements throughout the experience and could even uncover some hidden surprises. You never know!
Not part of this redesign:
- One of the feedback we received during the first launch was to enable sorting in Transactions/Licenses/Feedback Details tables. Unfortunately, we cannot accommodate this request in the upcoming rollout. We’ll try to consider this in the next round of improvements.
- For this release, the major emphasis is on optimising the desktop experience while keeping the mobile platform’s functionalities similar.
Release timelines & roll out plan
We are planning to roll out the new experience on an opt-in basis. Partners will have the choice to enable the new experience via two in-product touch-points. They can either do this through a dismissible “Messaging card” at the top of the reports page, or through a “Fixed CTA” located in the left navigation of the existing report.
For the first 3 months following the launch, the new experience will remain optional. This will give partners the opportunity to use, compare, become accustomed to, and offer feedback on the new experience. Following the trial period, it will become the default experience for all partners.
Timing: The estimated launch date for the new reports experience is tentatively mid March 2023
We are seeking input on
- Do you see any serious flaws in the new experience? We request partners to share their feedback on the new designs by responding to the comments on this post.We’re also attaching a " Figma Prototype" in this communication for partners to explore the new experience. Since it’s a prototype, not all features may be functioning as intended, but it should give a glimpse of our intentions. Partners can also submit their feedback directly on the prototype so that it is contextual to the experience.
Note: All the attached references above illustrate the new experience, though there may be slight variations when it is finally rolled out.
- We are happy to set up 1:1 conversations if you wish to provide detailed feedback. Please leave a comment on the post and we will follow up with you to block some time.
We would like to reiterate that this is the first significant step in enhancing the quality & usefulness of reports. We are striving to get the foundation right. From here on out, we will build upon this.