Context
ERP tools are known for their depth, but also their complexity. When I joined the team, the onboarding process was a single long form with little context, personalization, or guidance. Most users skipped setup, dropped off, or felt overwhelmed.
ERP tools are known for their depth, but also their complexity. When I joined the team, the onboarding process was a single long form with little context, personalization, or guidance. Most users skipped setup, dropped off, or felt overwhelmed.
ERP tools are known for their depth, but also their complexity. When I joined the team, the onboarding process was a single long form with little context, personalization, or guidance. Most users skipped setup, dropped off, or felt overwhelmed.
The product team wanted to rethink how we introduced new users to the platform, especially as they expanded to new markets with diverse business needs.
The product team wanted to rethink how we introduced new users to the platform, especially as they expanded to new markets with diverse business needs.
The product team wanted to rethink how we introduced new users to the platform, especially as they expanded to new markets with diverse business needs.
Problem
Users had no way to tailor their setup based on their company size, industry, or role. This led to:
Users had no way to tailor their setup based on their company size, industry, or role. This led to:
Users had no way to tailor their setup based on their company size, industry, or role. This led to:
> High early drop-offs after account creation
> Poor feature adoption in the first 7 days
> Users feeling like they were "dropped into the deep end"
> High early drop-offs after account creation
> Poor feature adoption in the first 7 days
> Users feeling like they were "dropped into the deep end"
> High early drop-offs after account creation
> Poor feature adoption in the first 7 days
> Users feeling like they were "dropped into the deep end"
There was a clear gap: users needed a personal, intuitive, and socially engaging platform to help them set and actually stay on track with their fitness goals.
There was a clear gap: users needed a personal, intuitive, and socially engaging platform to help them set and actually stay on track with their fitness goals.
There was a clear gap: users needed a personal, intuitive, and socially engaging platform to help them set and actually stay on track with their fitness goals.
Goal
Design a flexible, guided onboarding flow that adapts to user type, clarifies value early, and increases completed signups and early engagement.
Design a flexible, guided onboarding flow that adapts to user type, clarifies value early, and increases completed signups and early engagement.
Design a flexible, guided onboarding flow that adapts to user type, clarifies value early, and increases completed signups and early engagement.
> Personalize onboarding based on business type and user role
> Introduce features gradually, not all at once
> Make setup feel approachable, not overwhelming
> Personalize onboarding based on business type and user role
> Introduce features gradually, not all at once
> Make setup feel approachable, not overwhelming
> Personalize onboarding based on business type and user role
> Introduce features gradually, not all at once
> Make setup feel approachable, not overwhelming
Success was measured by improved signup completion, product activation in the first 7 days, and reduced onboarding friction.
Success was measured by improved signup completion, product activation in the first 7 days, and reduced onboarding friction.
Success was measured by improved signup completion, product activation in the first 7 days, and reduced onboarding friction.
The current one page boarding
The current one page boarding
The current one page boarding
A static one-page form with no guidance or personalization
A static one-page form with no guidance or personalization
A static one-page form with no guidance or personalization
Discovery & UX Audit
I began by reviewing user analytics and support logs. I also ran quick interviews with sales and customer success team to understand onboarding friction.
I began by reviewing user analytics and support logs. I also ran quick interviews with sales and customer success team to understand onboarding friction.
I began by reviewing user analytics and support logs. I also ran quick interviews with sales and customer success team to understand onboarding friction.
> Only ~50% of signups completed onboarding
> Most common confusion: “What features are actually relevant to me?”
> Early users reported “setup fatigue” and lacked context on what came next
> Only ~50% of signups completed onboarding
> Most common confusion: “What features are actually relevant to me?”
> Early users reported “setup fatigue” and lacked context on what came next
> Only ~50% of signups completed onboarding
> Most common confusion: “What features are actually relevant to me?”
> Early users reported “setup fatigue” and lacked context on what came next
Competitor Analysis
Competitor Analysis
Competitor Analysis
Took a cue from other competitors inspiring clarity, guidance and personalization
Took a cue from other competitors inspiring clarity, guidance and personalization
Took a cue from other competitors inspiring clarity, guidance and personalization
Competitor Analysis
Competitor Analysis
Simple user friendly onboarding experience
Simple user friendly onboarding experience
Ideation & Design System Setup
After reviewing the onboarding flow for other similar ERP Softwares, I designed a new modular onboarding experience with:
After reviewing the onboarding flow for other similar ERP Softwares, I designed a new modular onboarding experience with:
After reviewing the onboarding flow for other similar ERP Softwares, I designed a new modular onboarding experience with:
> Role-based entry (e.g., Accountant, Operations Lead, Admin)
> Optional feature selection via a guided checklist (instead of all-in-one setup)
> Friendly progress bar + smart defaults to reduce decision fatigue
> Light educational tooltips introducing features post-onboarding
> Role-based entry (e.g., Accountant, Operations Lead, Admin)
> Optional feature selection via a guided checklist (instead of all-in-one setup)
> Friendly progress bar + smart defaults to reduce decision fatigue
> Light educational tooltips introducing features post-onboarding
> Role-based entry (e.g., Accountant, Operations Lead, Admin)
> Optional feature selection via a guided checklist (instead of all-in-one setup)
> Friendly progress bar + smart defaults to reduce decision fatigue
> Light educational tooltips introducing features post-onboarding
I also updated the visual language to feel more approachable using whitespace, soft color cues, and microcopy that felt conversational.
I also updated the visual language to feel more approachable using whitespace, soft color cues, and microcopy that felt conversational.
I also updated the visual language to feel more approachable using whitespace, soft color cues, and microcopy that felt conversational.
Onboarding
Onboarding
Onboarding
Simplified the onboarding flow to help users set up faster, understand key features, and get started with less confusion.
Simplified the onboarding flow to help users set up faster, understand key features, and get started with less confusion.
Simplified the onboarding flow to help users set up faster, understand key features, and get started with less confusion.
Testing & Feedback
We tested the flow internally and with a closed beta group of 12 users across various business sizes. The goal was simple: validate whether users could complete onboarding faster and with less confusion and if they felt more confident about getting started. The following insights were gotten
We tested the flow internally and with a closed beta group of 12 users across various business sizes. The goal was simple: validate whether users could complete onboarding faster and with less confusion and if they felt more confident about getting started. The following insights were gotten
We tested the flow internally and with a closed beta group of 12 users across various business sizes. The goal was simple: validate whether users could complete onboarding faster and with less confusion and if they felt more confident about getting started. The following insights were gotten
> 9/12 said the new flow “felt easier and more tailored”
> Time to complete onboarding dropped from ~6 min → ~3.5 min
> Users activated key features 2x faster in week one
> 9/12 said the new flow “felt easier and more tailored”
> Time to complete onboarding dropped from ~6 min → ~3.5 min
> Users activated key features 2x faster in week one
> 9/12 said the new flow “felt easier and more tailored”
> Time to complete onboarding dropped from ~6 min → ~3.5 min
> Users activated key features 2x faster in week one
Overall, the feedback confirmed that the new flow was easier to understand, faster to complete, and more aligned with how users wanted to get started. It gave the team the confidence to move forward with full rollout.
Overall, the feedback confirmed that the new flow was easier to understand, faster to complete, and more aligned with how users wanted to get started. It gave the team the confidence to move forward with full rollout.
Overall, the feedback confirmed that the new flow was easier to understand, faster to complete, and more aligned with how users wanted to get started. It gave the team the confidence to move forward with full rollout.
Impact & Results
The onboarding redesign proved that early user momentum directly impacts product adoption. By guiding users through setup based on their role and intent, we increased the odds that they’d not only complete onboarding but actually use the product meaningfully in their first week.
The onboarding redesign proved that early user momentum directly impacts product adoption. By guiding users through setup based on their role and intent, we increased the odds that they’d not only complete onboarding but actually use the product meaningfully in their first week.
The onboarding redesign proved that early user momentum directly impacts product adoption. By guiding users through setup based on their role and intent, we increased the odds that they’d not only complete onboarding but actually use the product meaningfully in their first week.
> +35% increase in completed onboarding flows
> +40% improvement in feature activation within the first 7 days
> ~25% drop in support tickets related to "how to get started"
> Users rated onboarding 4.6/5 (up from 3.2/5 in pre-survey)
> +35% increase in completed onboarding flows
> +40% improvement in feature activation within the first 7 days
> ~25% drop in support tickets related to "how to get started"
> Users rated onboarding 4.6/5 (up from 3.2/5 in pre-survey)
> +35% increase in completed onboarding flows
> +40% improvement in feature activation within the first 7 days
> ~25% drop in support tickets related to "how to get started"
> Users rated onboarding 4.6/5 (up from 3.2/5 in pre-survey)
These results showed that even small, thoughtful improvements in onboarding can lead to measurable gains in activation, support load, and overall user satisfaction.
These results showed that even small, thoughtful improvements in onboarding can lead to measurable gains in activation, support load, and overall user satisfaction.
These results showed that even small, thoughtful improvements in onboarding can lead to measurable gains in activation, support load, and overall user satisfaction.
Reflection
This project reminded me that onboarding is more than just data entry, it’s a chance to build trust and momentum.
This project reminded me that onboarding is more than just data entry, it’s a chance to build trust and momentum.
This project reminded me that onboarding is more than just data entry, it’s a chance to build trust and momentum.
By breaking complexity into small, relevant steps, we helped users feel more confident and in control. Designing with empathy for overwhelmed users turned into real growth wins for the business.
By breaking complexity into small, relevant steps, we helped users feel more confident and in control. Designing with empathy for overwhelmed users turned into real growth wins for the business.
By breaking complexity into small, relevant steps, we helped users feel more confident and in control. Designing with empathy for overwhelmed users turned into real growth wins for the business.
Monday, Aug 11, 2025
6:13:52 PM
© 2025
Made with Love ❤️
Monday, Aug 11, 2025
6:13:52 PM
© 2025
Made with Love ❤️
Monday, Aug 11, 2025
6:13:52 PM
© 2025
Made with Love ❤️