portfolio
Platform Analytics Adoption Guide
overview
Created a user-friendly guide to help stakeholders and ServiceNow users transition from the legacy reporting tool to Platform Analytics.
Role: Content Designer / Documentation Lead
Goal: To support self-service learning and reduce dependece on the ServiceNow team during an upcoming platform change
problem
ServiceNow’s legacy reporting tool was being retired and replaced with Platform Analytics, a new reporting experience unfamiliar to many users. Stakeholders needed clear guidance on how to create visualizations and dashboards in the new interface without disrupting their existing workflows.
process
– Researched Platform Analytics through training courses, release documentation, knowledge articles, and community resources
– Evaluated the new user interface and identified common user tasks and learning needs
– Designed and wrote a step-by-step guide focused on creating visualizations and dashboards
– Organized content around user goals rather than system features
– Added tips, best practices, and contextual guidance to help users succeed beyond basic task completion
solution
Rather than creating documentation that simply listed clicks and screenshots, I focused on helping users understand:
– When to use Platform Analytics
– How dashboards and visualizations support reporting goals
– Common pitfalls and troubleshooting considerations
– Best practices for creating effective reports
outcome
– Provided users with a centralized learning resource during a major platform transition
– Increased self-service capabilities for reporting and dashboard creation
– Reduced the need for one-on-one support from the ServiceNow team
– Helped prepare stakeholders for adoption of the new Platform Analytics experience
reflection
This project reinforced the importance of validating documentation with users. Even when a workflow seems intuitive to the person creating it, observing others follow the instructions can reveal gaps, assumptions, and opportunities to improve clarity.





