Reducing churn through workflow clarity

Lowering early drop off by restructuring how users reach first value.

Work Delivered:

UX Strategy
Onboarding Redesign
Workflow Simplification
Product Analytics Mapping
Interaction Design
Usability Testing

Reducing churn through workflow clarity

Lowering early drop off by restructuring how users reach first value.

Work Delivered:

UX Strategy
Onboarding Redesign
Workflow Simplification
Product Analytics Mapping
Interaction Design
Usability Testing

Reducing churn through workflow clarity

Lowering early drop off by restructuring how users reach first value.

Work Delivered:

UX Strategy
Onboarding Redesign
Workflow Simplification
Product Analytics Mapping
Interaction Design
Usability Testing

Industry

Project Management SaaS

(SaaS) Project Management

Headquarters

Baltimore, MD

Founded

2010

Company Size

1-25 employees

Small (1-25) employees

Key Markets

1M+ users globally

Growth Stage

ARR $8M by 2023

Overview

TeamGantt had strong top-of-funnel interest. Users were signing up — curious and ready to use the product — but many did not stay.

Churn after signup was around 12%, which was high for a product with clear intent and demand. The problem was not acquisition. It was what happened immediately after.

Highlights

  • Churn reduced from 12% to 4%

  • Faster time to first working plan

  • Improved activation into core workflow

  • Clearer understanding of the planning model

Understanding the Problem

Users were not reaching value. They signed up, entered the product, and stalled before building their first plan.

  • Onboarding introduced too much too early

  • Task workflows required too many steps

  • Users did not understand the planning model

  • Friction between signup and first meaningful action

The issue was not missing features. It was a lack of clarity in how the system worked.

Strategic approach

The approach was to treat churn as a product problem — not a marketing problem, not a messaging problem.

Simplifying the path to first value

The focus shifted to the moment that mattered most: from signup to first working plan.

Onboarding was redesigned around a single outcome: build a basic timeline. Unnecessary steps were removed. Task creation and scheduling were simplified. Advanced features were delayed until users understood the core model.

The product guided users through doing, not learning.

Principle: Retention improves when users reach value before they encounter complexity.

Key Initiatives

Onboarding redesign around first plan

Users were entering the product without a clear starting point.

What I did

  • Mapped the journey from signup to first usable plan

  • Removed non-essential steps from onboarding

  • Focused the flow on building a basic timeline

What changed

  • Users reached a working plan faster

  • Drop off during onboarding decreased

  • The product felt more immediate and usable

Task workflow simplification

Creating and editing tasks introduced unnecessary friction.

What I did

  • Reduced the number of steps required to create and schedule tasks

  • Simplified interaction patterns within the timeline

  • Aligned workflows with how users naturally plan work

What changed

  • Users could move faster inside the product

  • Cognitive load dropped

  • Planning felt more intuitive

Progressive feature introduction

Advanced features were overwhelming users early.

What I did

  • Sequenced feature exposure based on user progress

  • Introduced complexity only after the core workflow was understood

  • Used interaction to teach the system

What changed

  • Users adopted features in the right order

  • Understanding improved

  • The system felt approachable

Additional improvements

  • Mapped friction using usage data and customer feedback

  • Aligned onboarding with real user behavior

  • Reduced unnecessary decisions early in the experience

  • Improved feedback during key actions

Cross-Functional Collaboration

Worked closely with product and engineering to tie UX changes to measurable outcomes.

Data informed where friction existed. Design addressed how to remove it. Engineering enabled rapid iteration and validation.

The focus was not redesign — it was impact.

Financial Impact & Business Enablement

This work changed how users experienced the product in the first minutes.

Instead of encountering friction, they experienced progress. Instead of confusion, they built something real.

  • Churn reduced from 12% to 4%

  • Increased activation into core workflow

  • Improved early retention and product adoption

  • Stronger conversion from signup to active usage

Takeaway

Churn is often a clarity problem. When users understand how a product works, they stay.

Role

Head of Product Design and Design Systems

Led UX strategy and onboarding redesign. Identified workflow friction, simplified core interactions, and partnered with product and engineering to reduce churn and improve activation.

“Brandon is open to ideas from the dev team that influence design, and also responds well to the needs of the development team regarding design. I know that if I have a design need, Brandon will be able to respond even if it requires extra work from him. He has a willingness to help.”

TeamGantt Teammate

Development Team

“Brandon is open to ideas from the dev team that influence design, and also responds well to the needs of the development team regarding design. I know that if I have a design need, Brandon will be able to respond even if it requires extra work from him. He has a willingness to help.”

TeamGantt Teammate

Development Team

“Brandon is open to ideas from the dev team that influence design, and also responds well to the needs of the development team regarding design. I know that if I have a design need, Brandon will be able to respond even if it requires extra work from him. He has a willingness to help.”

TeamGantt Teammate

Development Team

Related Case Studies

Reducing onboarding friction by restructuring how users reach first value.

Workflow Architecture
Workflow Architecture
Usability Validation
Usability Validation
Onboarding
Onboarding

Making dependency behavior predictable in a visual planning system.

Workflow Clarity
Workflow Clarity
Research & Validation
Research & Validation
Dependencies
Dependencies

Scaling a product with limited design resources by building systems, not screens.

Design Systems
Design Systems
Workflow Architecture
Workflow Architecture

Lowering early drop off by restructuring how users reach first value.

Onboarding Redesign
Onboarding Redesign
Workflow Simplification
Workflow Simplification

Keep the product focused on the planning model, not expanding features.

Roadmap Prioritization
Roadmap Prioritization
Product Strategy
Product Strategy

Making product decisions that preserve control and predictability.

Product Judgment
Product Judgment
Roadmap Influence
Roadmap Influence

Designing scheduling behavior that feels powerful without becoming unpredictable.

UX Tradeoff Decisions
UX Tradeoff Decisions
Visual Feedback Design
Visual Feedback Design

Using direct observation to guide product decisions when analytics are incomplete.

Workflow Analysis
Workflow Analysis
Customer Insight Synthesis
Customer Insight Synthesis

Turning design from a service into a system tied to delivery outcomes.

Metrics Architecture
Metrics Architecture
DesignOps
DesignOps
System Design
System Design

Driving adoption and executive buy-in through phased, measurable impact.

Design System Strategy
Design System Strategy
DesignOps
DesignOps
Cross-functional Alignment
Cross-functional Alignment
a computer screen with a bar chart on it

Turning design into a decision driver by making its impact visible.

Product Alignment
Product Alignment
Metrics Strategy
Metrics Strategy
Executive Communication
Executive Communication
black flat screen computer monitor
black flat screen computer monitor

Turning fragmented research into a system that guides product decisions.

Persona System Design
Persona System Design
Research Synthesis
Research Synthesis
UX Strategy
UX Strategy

A better system makes everyone’s day less stupid. Clarity pays for itself.