← Back to Case Studies

Meta · Shopify Meta App · 2024

Streamlining Shops onboarding and global stakeholder alignment

As Lead Product Designer for the Shopify Meta App, I led the strategy and design for Shops onboarding in Ads Manager, aligning cross-functional teams across global offices to deliver a unified seller experience.

Overview

As the Lead Product Designer for the Shopify Meta App (SMA), I spearheaded the strategy and design for the Shops Onboarding experience within Ads Manager. This initiative was critical for expanding our Total Addressable Market (TAM) by enabling merchants to seamlessly adopt onsite checkout. My role focused on navigating complex technical constraints and aligning disparate cross-functional (XFN) teams across global offices to deliver a unified seller experience.

Ads Manager campaigns view with the ad credit banner
Ads Manager campaigns view with the ad credit banner

The Challenge

Following major organisational shifts, the project faced significant risks due to team misalignment and “blurred lines” regarding project ownership.

Recommended card offering ad credit to set up Shops ads
Recommended card offering ad credit to set up Shops ads

Strategic Approach: The London Design Sprint

To resolve the mounting misalignment, I proactively planned and facilitated a 2-day in-person design workshop in London. This was a Staff-level intervention designed to bring stakeholders from across the globe into one room to finalise the product experience.

The team mid-workshop in London, with onboarding flows and fail states sketched across the whiteboard wall
The London design sprint, with the onboarding flow and fail states mapped across the whiteboard wall

1. Facilitating stakeholder alignment

Whiteboard notes from day two, mapping entry points, fail states and publish
Whiteboard notes from day two, mapping entry points, fail states and publish

2. Design excellence and execution

Optimised Shopify onboarding flow in Ads Manager: the overview, then close-ups of each stage

Results & Impact

The London workshop and subsequent design execution directly contributed to the team exceeding its H1 onsite adoption targets by a significant margin.

Create a shop on Facebook or Instagram, connected to Shopify
Create a shop on Facebook or Instagram, connected to Shopify
Shopify overview while the shop is being created
Shopify overview while the shop is being created
Shopify overview once the shop is live and selling
Shopify overview once the shop is live and selling

Reflection

This project reinforced my belief that design leadership is about more than pixels; it’s about people. By recognising the human friction causing the technical delays and stepping up to lead the London workshop, I was able to transform a period of organisational chaos into a high-performing, aligned engine.