What Caused This
Redesigning the onboarding experience for a Root Cause Analysis platform to help new users get started without overwhelming them.
What Caused This
Redesigning the onboarding experience for a Root Cause Analysis platform to help new users get started without overwhelming them.
The Project
What Caused This Ltd, a software company providing Root Cause Analysis tools, came to our university with an industry brief. They wanted to grow their customer base by offering a free trial and lite version of their RCA software.
My team formed around this challenge. Getting users to the platform dashboard seamlessly without overwhelming them during initial onboarding.
The Project
What Caused This Ltd, a software company providing Root Cause Analysis tools, came to our university with an industry brief. They wanted to grow their customer base by offering a free trial and lite version of their RCA software.
My team formed around this challenge. Getting users to the platform dashboard seamlessly without overwhelming them during initial onboarding.
The Project
What Caused This Ltd, a software company providing Root Cause Analysis tools, came to our university with an industry brief. They wanted to grow their customer base by offering a free trial and lite version of their RCA software.
My team formed around this challenge. Getting users to the platform dashboard seamlessly without overwhelming them during initial onboarding.
Research & Insights
We analyzed the current onboarding process and looked at how competitors handled similar problems.
The main obstacle became clear fast. New users had to contact the WCT team directly just to start onboarding. Once in, the software's complexity left them struggling without guidance.
One insight stood out. Reducing the initial onboarding load and giving users independent learning tutorials persuades more people to continue toward a purchase. It also lets the WCT team avoid expensive training sessions for new customers.
Research & Insights
We analyzed the current onboarding process and looked at how competitors handled similar problems.
The main obstacle became clear fast. New users had to contact the WCT team directly just to start onboarding. Once in, the software's complexity left them struggling without guidance.
One insight stood out. Reducing the initial onboarding load and giving users independent learning tutorials persuades more people to continue toward a purchase. It also lets the WCT team avoid expensive training sessions for new customers.
Research & Insights
We analyzed the current onboarding process and looked at how competitors handled similar problems.
The main obstacle became clear fast. New users had to contact the WCT team directly just to start onboarding. Once in, the software's complexity left them struggling without guidance.
One insight stood out. Reducing the initial onboarding load and giving users independent learning tutorials persuades more people to continue toward a purchase. It also lets the WCT team avoid expensive training sessions for new customers.
Design Process
We focused on two key areas. Simplifying the onboarding flow and building product tutorials that let users learn independently.
My approach centered on removing friction points while giving users the support they needed to feel confident using the software.
Design Process
We focused on two key areas. Simplifying the onboarding flow and building product tutorials that let users learn independently.
My approach centered on removing friction points while giving users the support they needed to feel confident using the software.
Design Process
We focused on two key areas. Simplifying the onboarding flow and building product tutorials that let users learn independently.
My approach centered on removing friction points while giving users the support they needed to feel confident using the software.
Final Designs
We delivered a presentation covering our findings and a prototype demo of the features we considered most important to implement. The prototype showed a simplified onboarding process paired with built-in product tutorials.
Final Designs
We delivered a presentation covering our findings and a prototype demo of the features we considered most important to implement. The prototype showed a simplified onboarding process paired with built-in product tutorials.
Final Designs
We delivered a presentation covering our findings and a prototype demo of the features we considered most important to implement. The prototype showed a simplified onboarding process paired with built-in product tutorials.
Reflection
Working on a project this size taught me the value of strong teamwork and learning from peers. Tackling complex design flows together showed me that collaboration isn't just helpful, it's essential.
Reflection
Working on a project this size taught me the value of strong teamwork and learning from peers. Tackling complex design flows together showed me that collaboration isn't just helpful, it's essential.
Reflection
Working on a project this size taught me the value of strong teamwork and learning from peers. Tackling complex design flows together showed me that collaboration isn't just helpful, it's essential.