A tool designed to simplify Kubernetes management by improving development practices, ensuring security compliance, and enhancing cost efficiency.
Fairwinds Insights: Onboarding
Overview
The goal was to design and implement a product onboarding experience for Insights that effectively introduces users to the platform and helps them learn its features.
Find out moreRole
Design Lead
Duration
August ‘22 — October '23
Tools
Figma, Miro, Appcues
User and Business Problems
User Problems
Users faced friction and confusion during the onboarding process.
Users found it challenging to set up the agent install.
Business Problems
Low conversion rates from signup to completed onboarding.
High drop-off rates at various steps of the onboarding process.
Onboarding Strategy
Overview
Best Practices
Design and implement a product onboarding experience that introduces users to the platform and helps them learn our features.
Reduce friction in the signup stage
Provide contextual help and support
Timely prompts
Map steps users need to get through onboarding
Keep it simple
Clearly define completed user steps
Optimize the path to completed onboarding
Use social signup buttons
Research
The onboarding experience was analyzed to identify friction points and user pain areas. User interviews and usability tests were conducted to gather insights.
Findings
Users faced challenges in signing up quickly.
The agent installation process needed to be simplified and more efficient.
Users needed help inviting team members and getting started.
"Signup took longer than expected."
"I want to see step-by-step guidance."
"I found the signup process a bit cumbersome. It took longer than I expected."
Onboarding Redesign
Overview
The goal was to design a user-friendly onboarding flow that guides users through the initial setup and helps them learn the product's value.
Reduce user drop-off rates at each onboarding step
Lower time to complete the entire onboarding process
Successful agent install
Resolve first action item
Improve user feedback scores on onboarding experience (new user surveys)
Measurement
User interviews and usability tests were conducted using the prototype from the design sprint to identify friction points and areas for improvement in the onboarding process.
Registration (above)Findings
Simplifying the agent installation process with clear instructions and advanced options was crucial for reducing user frustration.
Providing a snippet of data post-onboarding helped users understand the platform's value and functionality immediately.
The updated UI design with clear visualizations and actionable items improved user engagement and satisfaction.
Design Sprint
Testing and Validating
Running a design sprint for this project involved rapidly iterating and prototyping to refine the onboarding experience. The sprint focused on simplifying the signup process, providing step-by-step guidance, and improving the agent installation process. User interviews and usability tests were crucial in identifying pain points and optimizing the flow to ensure a seamless, user-friendly introduction to the platform.
Onboarding wireframe (above)
Outcomes
Overview
User and Business Results
The onboarding experience for Insights focused on creating a seamless, user-friendly introduction to the platform, reducing friction during signup, and ensuring timely prompts. Implemented a streamlined, user-friendly onboarding flow with clear, step-by-step guidance. Provided contextual help and support throughout the onboarding processes to reduce user frustration and drop-off rates.
User Improvements
Users experienced a seamless and user-friendly onboarding journey, with improved guidance significantly reducing friction and confusion.
Users found the agent installation process straightforward and hassle-free due to improved resources and prompt assistance.
Business Improvements
More users progress from signup to completing the onboarding process, driven by a smoother and more engaging experience.
A significant decrease in the number of users abandoning the process at various stages, leading to improved overall user retention and satisfaction.
Metrics
Final Thoughts
The redesigned onboarding experience has significantly improved user satisfaction and engagement. In the future, continuously gathering user feedback and iterating on these designs will be crucial to maintaining a high-quality user experience. Additionally, exploring AI-driven personalized onboarding could further streamline the process and more effectively cater to individual user needs.