Metricworks

How a marketing measurement platform went from engineer-led onboarding to self-serve.

MetricWorks, B2B marketing measurement platform

THE PROBLEM

The main Issue with the platform was that every new customer waited on a MetricWorks engineer to run onboarding and configure the platform before anyone saw value. The business goal was set from the start: full self-serve. That meant sales couldn't scale past engineering capacity, every deal added internal cost instead of margin, and enterprise buyers evaluating the platform saw software that behaved like a service. The product worked, as long as someone from the company was in the room.

Structure of how it use to work manually

What we found

The audit surfaced issues at every level, from cosmetic inconsistencies to structural confusion about where core settings lived.

• Interface spoke engineer, not user
• Setup demanded hidden knowledge
• Mistakes cost too much to explore
• Software behaving like a service
• No design system existed
• Dependency was self-protection

What Changed

Every screen and state was documented into a working system. Engineers now ship consistent UI at speed.

Create a guided 5-step flow

Rebuilt so hierarchy, spacing, and data visualization signal the same rigor as the measurement engine behind them

Data / Default

Redesign Synthetic control setup

Each critical choice made visible, confirmable, and safe to get right, so a marketer can configure an experiment a data scientist used to babysit.

Synthetic Control / Default

Create a Monitor view for real time Data

Live performance across channels, countries, and experiments, density without noise, operable alone.

Monitor / Default

The numbers

One system across every surface a buyer touches:

"Incredible design team. They effortlessly transform our vision into award-winning designs"

Currently Active

Chris Hoyt

CEO Co-Founder