How I Pendo Adoption

Building a better publication process

Learn how Elsevier used the Resource Center to speed up adoption of their new Elsa platform and create an always-on hub for contextual, in-app support

Problem

Als Elsevier seine neue Plattform zur Inhaltserstellung und Zusammenarbeit Elsa auf den Markt brachte, war dem Unternehmen klar, dass es einige Arbeit erfordern würde, die Benutzer an das neue Produkt zu gewöhnen und sie damit vertraut zu machen. Es erstellte eine große Sammlung von Ressourcen und Starthilfematerialien, stellte aber bald fest, dass die Benutzer Schwierigkeiten hatten, die gewünschte Hilfe zu finden, und das neue Tool daher nicht annahmen.

Pendo'ing it

Elsevier nutzte das Pendo Ressourcenzentrum, um ein stets verfügbares In-App-Repository mit Ressourcen für Benutzer zu entwickeln, darunter hilfreiche Onboarding-Anleitungen, FAQs, Ankündigungen und Feedback-Module. Es verwendete auch Pendo In-App-Anleitungen, um Benutzer über das Ressourcenzentrum zu informieren und gelegentlich daran zu erinnern, sowie Analytics, um die Leistung der darin bereitgestellten Inhalte zu bewerten und zu iterieren.

Payoff

Das Elsa-Team konnte nach der Einführung des Ressourcenzentrums unmittelbare Ergebnisse feststellen: darunter positives anekdotisches Feedback von Elsevier-Autoren und Content Managern, die zuvor Schwierigkeiten hatten, die benötigte Hilfe und Ressourcen zu finden, eine Steigerung der Elsa System Usability Scale (SUS) um 28,5 % und eine Verringerung der First-Line-Support-Anfragen um 42,8 %.

Lisa Gervais

Senior user engagement specialist

Elsevier

Elsevier is a publishing company specializing in scientific, technical, and medical content. Their content creation platform, Elsa, allows authors, editors, and contributors to easily collaborate and make their content more discoverable across Elsevier’s repository.

By the numbers

42.8%

reduction in first line support queries

28.5%

increase in their System Usability Scale

To me, “Pendo’ing it” means that I’m empowered to go in and make positive changes for our users on my own, without needing to involve the development team. Now we always say, “We’ll fix it with Pendo,” because it allows us to create value for our users on our own as product people.

Ein kleiner Dreh kann viel bewirken

Publishing in the digital age is about more than just getting information out into the world quickly. It’s about making it easily discoverable so the right people can find it, when they need it. The same is true for messaging and resources within your product—and Pendo can help.

Elsevier saw the opportunity to streamline their publication process—from manuscript to marketing—into a cohesive digital experience, and created the Elsa platform to make it a reality. “Elsa gives our external users—authors, contributors, and editors—a platform to help their content be more discoverable,” explained Lisa Gervais, former senior user engagement specialist at Elsevier. 

Trotz der vielen Vorteile von Elsa wussten Gervais und ihr Team, dass sie anfangs auf Widerstand bei ihren Nutzern stoßen würden. „Wir wussten, dass es einen großen Nutzen für sie darstellt, aber sie mussten trotzdem etwas Bekanntes aufgeben und etwas Neues lernen“, so Gervais. „Wir mussten ihnen helfen, von dem Verfassen in Word, Google Docs oder anderen Einreichungssystemen auf unsere Online-Plattform umzusteigen.“

Gervais and her team tried to get ahead of this learning curve by conducting user research and creating an array of self-service resources, including onboarding documents, FAQs, and videos. But soon after launching Elsa, Gervais noticed that users weren’t actually taking the steps to access these materials. “[They] were either not engaging with the product because they weren’t getting the answers they needed, or they were going to our support team and asking questions about things we had already developed resources for,” said Gervais. “It was an issue on our side, but we also knew we were really frustrating users. We needed to act fast and change the way we were doing things.”

Hilfe zur Selbsthilfe

Gervais and her team were already using Pendo to deliver in-app messaging and user onboarding. Now, they turned to the Pendo Resource Center to help guide users to the resources they had worked so hard to create—and ultimately improve adoption of the Elsa platform. “It was something we knew we could get up there quickly and implement without development resources, and it wouldn’t cost us anything to do,” said Gervais.

Gervais collaborated with Elsevier’s user experience (UX) design team to determine the right placement for the Resource Center, making sure it was aligned with the company’s brand and information architecture, as well as Elsa’s overall look and feel. She then populated the Resource Center with all the resources her team had already built—plus modules for upcoming webinars, important announcements, onboarding and style guides, FAQs, and feedback. Gervais also leveraged Pendo In-App Guides to inform users about the Resource Center, including an occasional pop-up to remind users where they could get help and an onboarding walkthrough for new users.

Elsevier | Screenshot Pendo-Produkt

Gervais und ihr Team sahen sofortige Ergebnisse nach dem Start des Ressourcenzentrums. „Unsere System Usability Scale (SUS) ist um 28,5 % gestiegen, was enorm war“. Seit der Lancierung hat das Ressourcenzentrum Elsevier auch dabei geholfen, Hunderte von Support-Tickets und Anrufen abzuwenden, indem es den Benutzern einen einfacheren Zugang zu hilfreichen Ressourcen direkt in der App bietet. „Unsere Benutzer können mit Elsa die richtige Lösung finden und haben das Gefühl, dass unser Produkt ihnen einen Mehrwert bietet. Unsere First-Line-Supportanfragen gingen um 42,8 % zurück – einfach unglaublich.“

The Elsa team plans to keep leveraging Pendo Analytics to further understand their users’ behaviors and iterate on the types of information delivered via the Resource Center. “It’s really encouraging for us to be able to see which questions coming in are really legitimate (for which there is no answer out there) vs. which questions dropped off, [indicating that] users were able to self-service through the Resource Center,” Gervais explained.

Implementing the Resource Center has had a positive effect on the overall product experience, too. It’s equipped the Elsevier team with a new channel to effectively deliver enablement to users. “Every user has a different way they want to learn, or different needs for how often they need support,” said Gervais. “Just being able to have the Resource Center there and for them to know they can go back to it any time they want is really important for the product.”

Pro tips

  • Lean into your mistakes—you’re not always going to be right about the decisions you make for your product, but it’s what you do with that information that really sets you up for failure or success
  • Look at the tools and resources you already have at your disposal and see if you can find interesting new ways to leverage them to solve the challenge
  • Handeln Sie schnell und folgen Sie den Daten – entwickeln Sie eine Gewohnheit der kontinuierlichen, datengestützten Iteration, um zu verstehen, was funktioniert (oder nicht), und um schnelle Produktentscheidungen zu treffen.