All work

Vanta · Compliance Roadmap · 2025

I turned an overwhelming compliance checklist into a guided roadmap, nearly doubling 7-day onboarding completion.

RoleLead designer, sole designer on Self-Serve
TeamPM, engineering manager, full-stack engineer
TimelineAbout 2 months, iterative
Funnel stageActivation, first-time users

Results

26% → 50%Onboarding completed within 7 days
55% → 75%30-day onboarding pass rate
54.2% → 58.8%Onboarding on-track rate

The roadmap became Vanta's Starter Guide, which also brought in the Policy Start Page and Letter of Engagement below. Together they lifted audit readiness on track from 26.9% to 34%+.

The redesigned Compliance Roadmap: a personalized, step-by-step setup with owners, time estimates and short intro videos

The problem

New customers stalled before the work even started. They called the roadmap overwhelming, and what it showed didn't match their real progress, so they stopped trusting it.

Most were first-time founders and engineers with no compliance background, paying for Vanta to unlock revenue. Every week they stayed stuck was a week closer to churning.

What I shipped

A guided, personalized roadmap that shows real progress, assigns owners, and lets admins invite teammates and connect tools without leaving the flow. Overwhelming compliance became a short list of achievable next steps.

After launch

“I got more done in days than I did in weeks before.”

Vanta customer, post-launch research

The full story is password-protected

Research, hypothesis, iterations, the trade-offs I'd make differently, and how this fed Vanta's AI-native self-serve work.

Need the password? Email me.

Also shipped on Vanta's Self-Serve team

Policy Start Page before and after: a bare template picker became a guided start with a clear reason to begin

Policy Start Page

Made policy creation, one of the biggest onboarding blockers, approachable and guided.

Policy creation in 30 days: 36.6% → ~60% (+64%)
A branded engagement letter shown alongside a customer's live Trust Center

Letter of Engagement

A branded, pre-audit letter linked to live control data that turned a static step into a trust-building moment.

+60% initial Trust Center activations · weekly publishes up 50–67%