Pendo Sidebar

Pioneering in the digital adoption sphere

Role

Design, content, research, design system

Timeline

H2 2023

Category

B2B SaaS

A mockup of a mobile for cashless home screen
A mockup of a mobile for cashless home screen
A mockup of a mobile for cashless home screen
A mockup of a mobile for cashless home screen

User Problem

Guide builders are wasting valuable time constantly context switching and going into browser tab purgatory, and often struggle with the lack of context of Pendo in relation to their app. This causes a disjointed Pendo experience and can even lead to attrition.

Solution

An experience that allows significant access to Pendo, side by side, while working in an app like Salesforce. This reduces the frustrating back and forth between tabs of Pendo and tabs of apps. The solution brings Pendo to the user, much like Outreach's similar sidebar concept.

Impact

The concept of a sidebar will be the first its kind in the Digital Adoption sphere. This endeavor will require close cross-functional collaboration across the entire company, and this project is the catalyst to get those conversations started and help shift the customer mindset.

A screenshot of a variety of sketch/mocked up ideas from a brainstorm
A screenshot of a variety of sketch/mocked up ideas from a brainstorm
A screenshot of a variety of sketch/mocked up ideas from a brainstorm
A screenshot of a variety of sketch/mocked up ideas from a brainstorm
Two screenshots of the main menu and sidebar concepts
Two screenshots of the main menu and sidebar concepts
Two screenshots of the main menu and sidebar concepts
Two screenshots of the main menu and sidebar concepts
Three mockups of sidebar content
Three mockups of sidebar content
Three mockups of sidebar content
Three mockups of sidebar content