Architecting Developer Experience: Fintech and Banking Devportal Case Studies
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This document discusses best practices for architecting developer experience (DX) through developer portals. It outlines the developer journey in 6 stages: discover/research, evaluate, get started, develop & troubleshoot, celebrate, and maintain. For each stage, it provides examples of how banking and fintech portals can support developers through features like API catalogs, documentation, tutorials, support options, feedback mechanisms, and release notes. The goal is to reduce API friction and engage developers at each stage of use to improve overall experience.
Architecting Developer Experience: Fintech and Banking Devportal Case Studies
- 1. Architecting Developer eXperience Banking and FinTech Devportals Case Studies Kathleen De Roo @kat_deroo Technical Content Writer & Information Architect
- 4. Developer eXperience (DX) Reduce API friction & engage users along the developer journey Case studies How do banking and fintech portals build great DX? OVERVIEW Developer portals Characteristics & stakeholders
- 5. Inspire all of your developers
- 6. OVERVIEW Developer portals Characteristics & stakeholders
- 8. Devportals are a communication nexus for all API stakeholders 8
- 12. Legal documentation is a trust signal 12
- 13. Information on security is a trust signal
- 14. Pricing information is a trust signal 14
- 16. OVERVIEW Developer eXperience Reduce API friction & engage users along the developer journey
- 18. The developer portal as a place to acquire, convert & retain users
- 20. Dev er Xpe ce = 1 AP f i t
- 21. API friction destroys API value
- 22. How can you reduce API friction and engage & motivate users?
- 23. Developers can have different skills & background knowledge 23
- 24. Developers can have different needs & goals 24
- 25. The developer portal enables user journeys
- 26. DOWNSTREAM DEVELOPER JOURNEY The journey of the developer that uses the API 1. Discover/Research 2. Evaluate 3. Get started 4. Develop & Troubleshoot 5. Celebrate 6. Maintain
- 27. Addressing user needs along journey stages results in a better overall experience 27
- 28. OVERVIEW Case studies How do banking and fintech portals build great DX?
- 30. DOWNSTREAM DEVELOPER JOURNEY The journey of the developer that uses the API 1. Discover/Research 2. Evaluate 3. Get started 4. Develop & Troubleshoot 5. Celebrate 6. Maintain
- 31. 31 1. Discover and research How can this portal help me solve my specific task?
- 32. Overview page: questions to answer MENU / IN-LINKS Where can I find resources? SEARCH FUNCTION Where can I find resources? REFERENCES How can I start integrating? TRUST SIGNALS Can I trust this API? HELP AND SUPPORT SAMPLE CODE How can I start integrating? GETTING STARTED How can I start integrating? OVERVIEW What is the API about? How does the API work?
- 33. How does the API work? Visuals on API architecture 33
- 34. Direct users on landing page: entry points
- 35. Direct users on landing page: entry points 35
- 36. Direct users on landing page: entry points 36
- 37. Landing page scope on use cases 37
- 38. API catalogue 38
- 39. API catalogue 39
- 40. 1. Discover and research How can this portal help me solve my specific task? ● LANDING PAGES ● API CATALOGUE
- 41. 41 2. Evaluate Can I trust this organization’s commitment to its APIs?
- 42. Use cases
- 43. Blog
- 47. Is this API even for me? 47
- 48. 48 2. Evaluate Can I trust this organization’s commitment to its APIs? ● BLOG, USE CASES ● TRY-OUT/TEST OPTIONS ● TRUST SIGNALS
- 49. 49 3. Get started Where do I begin?
- 53. Self-service Explaining how to obtain API keys, tokens
- 56. 56 3. Get started Where do I begin? ● ONBOARDING PROCESS ● ONBOARDING DOCS ● SELF-SERVICE SUPPORT ELEMENTS
- 57. 57 4. Develop and troubleshoot Do I know everything to make this work?
- 66. 66 4. Develop and troubleshoot Do I know everything to make this work? ● REFERENCES ● FAQ PAGES ● SUPPORT OPTIONS IN 1 PLACE ● COMMUNITY PAGE ● (DISCUSSION) FORUM
- 67. 67 5. Celebrate Will they care about my work?
- 71. 5. Celebrate Will they care about my work? ● DEVELOPER DOCS ● BLOG ● ASK FOR FEEDBACK ● ORGANIZE EVENTS
- 72. 72 6. Maintain How hard will it be to keep this running?
- 75. 75 6. Maintain How hard will it be to keep this running? ● RELEASE NOTES ● STATUS PAGE ● VERSIONING INFO ● LEGAL DOCS ● FUTURE PLANS
- 76. Takeaways
- 77. Inspire all of your developers
- 78. Benefits when you take care of Developer eXperience Higher perceived API value Higher API usage Less friction Engaged API advocates Developer eXperience
- 79. Developer eXperience best practices STAGE THINK ABOUT... Discover Landing page Information on security Visuals on the working of the APIs API catalogue Evaluate Information on versioning & changes Testing options Blog Use cases, case studies Get started Quick and clear onboarding process Visuals Terminology Implement and troubleshoot Reference docs FAQ section, contact form Peer-to-peer support Tools to make implementing easier Celebrate News & Events Blog Asking for feedback Maintain Changelog Future plans Legal docs
- 81. Image, screenshot and other attributions Unsplash.com Developer portals ABN Amro, Adyen, Braintree, Capital One, Chargify, Citi, CyberSource, Deutsche Bank, Dwolla, Erste, MasterCard, Nordea, Paymentwall, PayPal, Saxo Bank, Shopify, Starling Bank, Stripe, Square, Veem, Visa, Worldpay, Yodlee. Research results of Meng et al. (Merseburg University of Applied Sciences) Research results of Pronovix