Go back home

|
Improving the onboarding experience for Vegeel users, a web app 0→1

Q1 2023

Q1 2023

User Onboarding 👋🏾

User Onboarding 👋🏾

User Onboarding 👋🏾

⚠️ Hi there! This is a minimised version of this case study. Please, grab a bigger screen for full the experience.

Product vision: Vegeel aims to help businesses across Africa automate their compliance and cybersecurity solutions.

Contributions: As the founding designer, I led the design process 0→1, overseeing everything from problem identification, user/market research, branding, interaction design, visual design and QA. I collaborated very closely with Leadership and XFN teams: Eng, Ops, and Sales.

Product vision: Vegeel aims to help businesses across Africa automate their compliance and cybersecurity solutions.

Contributions: As the founding designer, I led the design process 0→1, overseeing everything from problem identification, user/market research, branding, interaction design, visual design and QA. I collaborated very closely with Leadership and XFN teams: Eng, Ops, and Sales.

Role

Role

Role

Lead Product Designer
Lead Product Designer
Lead Product Designer
Industry

Industry

Industry

Security and compliance services

Security and compliance services

Security and compliance services

Team

Team

Team

Dami/Product Designer

Dami/Product Designer

Dami/Product Designer

KB/Product Manager

KB/Product Manager

KB/Product Manager

and other Stakeholders

and other Stakeholders

🙁 Challenge

🙁 Challenge

🙁 Challenge

Through a series of internal demos and conversations, we saw firsthand how complex the onboarding process was. Testing showed users were facing issues, which was affecting adoption rates. The design also lacked cohesiveness, making it less engaging and user-friendly.

😊 Results

😊 Results

😊 Results

The redesigned concept has a clean, simplified, and clutter-free interface making it easier for users to navigate and access essential features.


It resulted in a significant increase in user adoption rates during testing. The addition of a progress meter, onboarding checklist and dedicated step-by-step product tour, enhanced possible user retention rates.

GIF showing the updated onboarding process
GIF showing the updated onboarding process
GIF showing the updated onboarding process

Problem discovery

Problem discovery

Problem Category / Onboarding, Efficiency, Drop-off


Onboarding is an important step in fostering product adoption and user engagement. It is all about helping users quickly find value in the product. Speed and ease of use are equally important because users might lose interest if going through an onboarding takes more time or is more complicated than what they expected.


We recognised the complexity of the onboarding process. Feedback during demos and testing were clear indicators of the need to streamline the user flow. How might we bring Vegeel users to their ‘Aha’ moment as soon as possible

Problem Category / Onboarding, Efficiency, Drop-off


Onboarding is an important step in fostering product adoption and user engagement. It is all about helping users quickly find value in the product. Speed and ease of use are equally important because users might lose interest if going through an onboarding takes more time or is more complicated than what they expected.


We recognised the complexity of the onboarding process. Feedback during demos and testing were clear indicators of the need to streamline the user flow. How might we bring Vegeel users to their ‘Aha’ moment as soon as possible

The process

The process

As with most of my projects, the design process wasn't linear. However, One thing I made sure of was to keep best design practices as the starting point. Every product is unique and the ideal UX depends heavily on specific product/feature and its goals. I go deeper into sharing the process in the full version of this case study.


As the design lead on this project, my primary duties included fine-tuning the design process, problem identification, auditing user flows, and defining entry points. After defining the direction, we validated with user testing and demos during which, I was able to identify technical feasibility and many more.

The Solution

The Solution

By identifying all the ways how not to onboard users, We were able to get a better understanding of the shortcomings in the existing flows and use these key takeaways to make the onboarding process work efficiently moving forward


To make the onboarding process simpler, we cut it down to four key steps and modified the checklist. The checklist gives users a sense of progress, keeping them from losing interest halfway through the initial onboarding phase.

Design Concepts

Initial Version

This was the earliest version. At this stage there was no design system or a defined product requirement

Refined Concept

This idea came after a better understanding of the brief and introducing a design system. This concept had options for integration, team management and a progress meter

Final* Concept

There is often never a final version, is there? 😂 This concept took us closer to what we intended to achieve with the MVP & a better defined design system

PROGRESS METER

Initial Version

This is the earliest for the progress meter. Due to tech. feasibility, this version was scraped and refined

Refined Version

We took out the % calculator and relied on colours to give users feedback on stages as they're complete. Users are also able to shuffle through using this as well

*While specific quantitative metrics are not available for this project, anecdotal evidence and feedback provided by the team indicated positive impact on user satisfaction and engagement.

*While specific quantitative metrics are not available for this project, anecdotal evidence and feedback provided by the team indicated positive impact on user satisfaction and engagement.

“ I worked with Dami for almost a year on a complex automation product, and I can boldly say she is a fantastic product designer. She is very intelligent and professional, focused on even the smallest details in creating great user experience. Any organization would be lucky to have her. ”

“ I worked with Dami for almost a year on a complex automation product, and I can boldly say she is a fantastic product designer. She is very intelligent and professional, focused on even the smallest details in creating great user experience. Any organization would be lucky to have her. ”

Kabiru Awulu

Product manager

new Concepts

Additions

Within the dashboard, I introduced a 'landing screen' with quick action and onboarding cards that continued from the earlier process and other tasks to help them begin automations

Additions

After a welcome modal, they're presented with a dedicated step-by-step product tour as part of their onboarding. I made use of patterns like tooltips and modals to highlight specific elements, buttons, or features users might encounter

This is one of my most rewarding projects as a designer

This is one of my most rewarding projects as a designer

I noticed some insights about myself as a designer and things I would do differently if I were to do this project all over again.


✧ This project a great opportunity to grow my communication and collaboration skills. Collaborating with the team including Leadership, Engineering, Sales, Compliance and many more, made this project reach both business and user goals.


✧ If I could go back, I would have suggested a longer timeline so we could gather tangible insights via user testing, using qualitative methods to categorise and prioritise the insights.

*We an auditor/compliance officer involved in the design process which was a nice way to supplement the ideal process as a trade-off for time to launch


✧ Looking back I realised how much joy I get out of collaborating with my cross functional peers. During the project I had a blast jamming with the engineers on my team while designing the UX. I loved digging in to come up with different possibilities based on the technical constraints.

*I've also always found that they have great ideas but need to understand you're open to those ideas

I noticed some insights about myself as a designer and things I would do differently if I were to do this project all over again.


✧ This project a great opportunity to grow my communication and collaboration skills. Collaborating with the team including Leadership, Engineering, Sales, Compliance and many more, made this project reach both business and user goals.


✧ If I could go back, I would have suggested a longer timeline so we could gather tangible insights via user testing, using qualitative methods to categorise and prioritise the insights.

*We an auditor/compliance officer involved in the design process which was a nice way to supplement the ideal process as a trade-off for time to launch


✧ Looking back I realised how much joy I get out of collaborating with my cross functional peers. During the project I had a blast jamming with the engineers on my team while designing the UX. I loved digging in to come up with different possibilities based on the technical constraints.

*I've also always found that they have great ideas but need to understand you're open to those ideas

10:39:39 AM GMT+1

© Copyrights n' all that jazz, 2024 — built with ☕️ + ❤️

Last update Oct 7th, 2024, 10:10 AM

10:39:39 AM GMT+1

© Copyrights n' all that jazz, 2024 — built with ☕️ + ❤️

Last update Oct 7th, 2024, 10:10 AM

10:39:39 AM GMT+1

© Copyrights n' all that jazz, 2024 — built with ☕️ + ❤️

Last update Oct 7th, 2024, 10:10 AM