Process Onboarding UX Prototype Iteration #1

Product Hub Epic

https://github.com/camunda/product-hub/issues/84

Problem Definition

User Story

As an Optimize team member
I want a technical proof of concept
So that I can quickly iterate on the user experience

User Stories

The primary persona is the Process Owner
The secondary persona is a generic superuser

• (MH) When a process's first instance is completed, the likely process owner is linked to a dashboard so that they can configure Optimize to help monitor and improve their process

PM Notes (Customer requests, context, assumptions)

• The first step is to get something working quickly that the FE can build on top of and we can use to identify issues.
• No GUI. Configuration and triggering should be done manually
• No considerations for non-happy path flow or testing. The rest comes later
• The email should be a plaintext with placeholder text
• The URL should take the user to a new dashboard (dashboardName= definitionName) in a new collection (collectionName = projectName) in either saved or draft status
• Camunda 7/ C8 Self-Managed compatibility is secondary
  • C7/C8SM don't have Projects
    • We would probably have to create 1 collection per process definition and tell users to consolidate them as necessary
    • We wouldn't know whom to assign as process owner. A configurable default could suffice, but it doesn't improve time to value
  • C7/C8SM don't have an email service
    • Email notifications require an admin to set up an email service.
  • Introducing Modeler to C8SM and introducing a native notification system would go a long way to improve the value delivered on C7/C8SM

• Deliverable:
  • Demo the following
    • Deploy new process
    • Complete first process instance
    • Receive email
    • Open a dashboard based on the new process

Solution Definition

Solution Ideas

• A magic link creates a collection and a dashboard

Design Notes (Videos, mockups, guidance)

User Scenario

GIVEN I am a C8 SaaS user
AND I have a project with write access
AND Developer and Analyst permissions
WHEN I deploy a new process to a cluster
AND I execute the process instance
AND the process instance completes
THEN I receive an email notification
AND the notification has a link to Optimize
WHEN I open the link
THEN I arrive at a new Optimize dashboard
AND the dashboard is in a new collection

Metrics (if applicable)

• Number of times email is sent
• Number of times link is followed