The current onboarding process is confusing for clients. Managers often have to step in and manually assist users with completing the more complex steps.
Why now? A surge in clients overloaded the CS team, slowing down project launches and reducing revenue. Hiring more managers would have been costly, so we focused on solving it through the interface — improving self-service and collecting higher-quality client data.
About feature
A multi-step onboarding flow inside the Projects Portal. The data collected is highly specific to each project type — zone coordinates, technical requirements, equipment specs
About feature
A multi-step onboarding flow inside the Projects Portal. The data collected is highly specific to each project type — zone coordinates, technical requirements, equipment specs
User audience
Typically non-technical — office managers or project coordinators who go through onboarding once per new project. They're unfamiliar with drone survey terminology
User audience
Typically non-technical — office managers or project coordinators who go through onboarding once per new project. They're unfamiliar with drone survey terminology
What I did?
Current process audit
Initiation of process redesign
Research: analysis of CS team tickets
Concept
UX/UI Design
Components for design system
What I did?
Current process audit
Initiation of process redesign
Research: analysis of CS team tickets
Concept
UX/UI Design
Components for design system
Team
Product Manager
Frontend
Head of Design
Stakeholders (CS managers)
Team
Product Manager
Frontend
Head of Design
Stakeholders (CS managers)
