UX Design Strategy UCD approach

A seamless onboarding experience

Experience an intuitive onboarding process that reduces friction, increases user engagement, and improves retention rates for a web or mobile app.

One of my favourate quotes

"If we knew what we were doing,
it wouldn't be called research, would it?"

Within every brand is a product, but not every
product is a brand.

Albert Einstein

Service Image

Role
Product Design Lead
• User Research
• User Experience
• User Interface
• Prototyping + Testing

Role
Product Design Lead
• User Research
• User Experience
• User Interface
• Prototyping + Testing


Client
Old Mutual
Project
Digital Onboarding


Client
Old Mutual
Project
Digital Onboarding


Duration
2024
• 4 - 6 Months


Duration
2024
• 4 - 6 Months


Tools used
• Figma
• Glassbox
• Maze


Tools used
• Figma
• Glassbox
• Maze

CAUTION

Work in progress

Work in progress

Work in progress

Still to complete

UX Design Strategy

Creating a seamless
onboarding experience

Creating a seamless
onboarding experience

Creating a
seamless onboarding experience

Strategy steps

Research and Analysis

  • Conduct user interviews to understand the target audience's needs, goals, and pain points.

  • Analyze competitors’ onboarding processes to identify strengths and weaknesses.

  • Review analytics to uncover drop-off points during the existing onboarding process.

Define Key Goals

  • Business Goal: Increase activation rate by 20% within six months.

  • User Goal: Ensure users complete onboarding in less than 5 minutes with clear guidance.

User Personas

  • Create detailed personas representing your target audience.

  • Define specific user journeys focusing on their first interactions with the app.

Design Principles

  • Clarity: Use clear instructions and avoid cognitive overload.

  • Feedback: Provide instant feedback for user actions (e.g., "Welcome! You're halfway there").

  • Progress Indicators: Show users where they are in the process.

  • Personalization: Tailor the experience based on user input (e.g., industry or skill level).

Wireframing and Prototyping

  • Develop low-fidelity wireframes to map the onboarding flow.

  • Build a clickable prototype for usability testing.

Usability Testing

  • Test the prototype with real users.

  • Gather feedback on ease of use, clarity, and satisfaction.

  • Iterate on designs based on user insights.

Implementation

  • Work closely with developers to ensure smooth execution of the onboarding UI and micro-interactions.

  • Integrate analytics tools to track onboarding metrics.

Measure and Optimize

  • Track KPIs such as:

    • Completion Rate

    • Time Spent on Onboarding

    • Drop-off Points

  • Run A/B tests on design changes (e.g., button placement, copy variations).

Deliverables

UX Artifacts: Personas, user journey maps, wireframes, prototypes.

  • Key Metrics Report: Insights from analytics and user feedback.

  • Roadmap: A clear plan for ongoing improvements.

Outcomes

By using this UX design strategy:

  • Users will have a smooth introduction to the app.

  • The business will see measurable improvements in user retention and engagement.

Case Study

Designing a seamless
onboarding experience

Designing a seamless
onboarding experience

Designing a
seamless onboarding experience

Objective
Designing an intuitive onboarding process that reduces friction, increases user engagement, and improves retention rates for a web and mobile app.

Objective
To create an intuitive onboarding process that reduces friction, increases user engagement, and improves retention rates for a web/mobile app.

Problem Statement

Problem Statement

Problem Statement

New users often struggled to complete the onboarding process, resulting in a high drop-off rate of 75%. The goal was to redesign the onboarding experience to be more engaging, efficient, and aligned with user needs.

Research and Insights

Research and Insights

User Research

Methods: Conducted 15 user interviews and distributed surveys to 100 respondents.

  • Key Findings:

    • Users found the current onboarding too long and confusing.

    • A lack of clear progress indicators caused frustration.

    • Personalization was missing, leading to a one-size-fits-all approach.

Competitive Analysis

Analyzed the onboarding flows of three competitors to identify best practices such as progress bars, interactive tutorials, and personalized content.

Analytics Review

Identified the highest drop-off points: 30% of users abandoned the onboarding at Step 3 (data entry).

Design Goals

Design Goals

Business Goal: Increase activation rates by 20% within six months.

  • User Goal: Create a streamlined onboarding process that users can complete in under 5 minutes.

Design Process

Design Process

Personas and User Journeys

Developed 2 key personas:

  • "Newbie Nate": A first-time user needing extra guidance.

  • "Efficient Emma": An experienced user looking for quick setup.

  • Mapped user journeys to highlight pain points and opportunities.

Ideation and Prototyping

Wireframes: Created low-fidelity sketches to outline the flow.

  • Prototypes: Built interactive prototypes to test usability and interactions.

Usability Testing

Participants: 10 target users.

  • Findings:

    • Users appreciated clear progress indicators and micro-interactions.

    • A "skip" option for non-essential steps improved satisfaction.

    • A streamlined form reduced completion time by 40%.

Participants: 10 target users.

  • Findings:

    • Users appreciated clear progress indicators and micro-interactions.

    • A "skip" option for non-essential steps improved satisfaction.

    • A streamlined form reduced completion time by 40%.

Participants: 10 target users.

  • Findings:

    • Users appreciated clear progress indicators and micro-interactions.

    • A "skip" option for non-essential steps improved satisfaction.

    • A streamlined form reduced completion time by 40%.

Key Features of the Redesigned Onboarding Flow

Key Features of the Redesigned Onboarding Flow

Welcome Screen

  • Simple greeting with a value proposition.

  • Clear call-to-action ("Let’s Get Started").

  1. Step-by-Step Guidance

    • Each step featured concise instructions and visuals.

    • Added tooltips for additional support.

  2. Progress Indicator

    • Displayed users’ progress to provide a sense of accomplishment.

  3. Personalized Experience

    • Users selected preferences upfront to customize their experience.

  4. Feedback and Confirmation

    • Provided immediate feedback after each step (e.g., "You’re halfway there!").

    • Final confirmation screen summarized their setup.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.

Results

Results

Quantitative Metrics
• Activation Rate: Increased from 55% to 75%.
• Onboarding Completion Time: Reduced from 7 minutes to 4
minutes.
• User Satisfaction: Post-onboarding survey showed a 30%
increase in positive feedback.

Qualitative Feedback
Users described the new onboarding process as "intuitive,"
"clear," and "efficient."
Several participants highlighted the personalization as their
favourite feature.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.

Conclusion

Conclusion

The redesigned onboarding flow successfully addressed user pain points, leading to measurable improvements in engagement and retention. By focusing on user needs and aligning them with business goals, we created an onboarding experience that both delighted users and delivered tangible results.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.

Next Steps

Next Steps

• Monitor analytics and gather long-term feedback for ongoing
improvements.

• Conduct A/B testing on additional features like gamification.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.


The Anglo Mining Safety App is an internal online platform designed for staff—including safety managers, engineers, miners, and others—to report potential safety hazards before they result in accidents.

The ask:
The organisation had recently gone through a re-branding exercise and they wanted to also visually carry that across into the app's user interface.

The positives:
The internal team had been collecting valuable data since the app's inception, and this effort culminated in the app winning the company’s Internal Innovation Award.

The challenges:
I was responsible for leading the entire product design process—from research through to delivery—while collaborating with three developers, all within a tight two-month timeline.

Contact Me

Contact Me

Please do not hesitate to contact me

Zwai

©2024

Contact Me

Contact Me

Please do not hesitate to contact me

Zwai

©2024

Contact Me

Contact Me

Please do not hesitate to contact me

Zwai

©2024