The goal of this project was to create an intuitive, automated onboarding experience for users whether they are business owners, employees, or clients that simplifies account setup, personalizes their experience, and streamlines the reporting process.
User research
Product designer
Design Systems
User-testing
UX | UI workflows
Product Managers
Engineers
Front-End Dev
Back-End Dev
Database Engineer
Systems Admin
C-Suite Stakeholders
Adobe XD
Whimsical
Adobe creative cloud
Jan 2022 - Aug 2023
The main issue with Atrilyx was the absence of an automated onboarding process, which left users whether owners, employees, or clients unable to onboard themselves. The onboarding process was manual and inefficient, especially when it came to setting up key aspects of the platform, such as goal creation, configuring networks, and installing tracking codes. As a result, users struggled to get started, particularly clients, who lacked clear guidance on how to manage their goals, integrate networks, and implement the necessary tracking. With only the administrator handling these tasks, there were delays and errors, which led to frustration and disengagement. As the user base expanded, the manual onboarding approach became unsustainable, further complicating the process and hindering the user experience.
Atrilyx’s onboarding relied entirely on administrators for tasks like goal creation and tracking code installation. As the user base grew, this manual process became inefficient, causing delays and errors, particularly for clients who lacked self-service options.
The manual onboarding process couldn’t scale with Atrilyx’s growing user base and evolving features. It became increasingly difficult for administrators to manage, leading to inefficiencies and delays in account setup.
The design needed to ensure a smooth transition from onboarding to using the dashboard. A cohesive experience was essential for users to quickly adapt and fully engage with the platform.
The onboarding process needed to be designed with support in mind, ensuring that users who required assistance could easily navigate through the setup. The UI had to be intuitive and provide clear guidance, making the experience as helpful as possible for all users, regardless of their expertise
The design of the Atrilyx onboarding process aims to create a seamless, efficient experience that scales with user growth and accommodates varying levels of technical expertise.
The onboarding process should be intuitive, allowing users to quickly set up and start using the platform with minimal effort. Automated onboarding for SaaS.
The design must be scalable to handle an increasing number of users and new features, ensuring efficiency as the platform grows.
The onboarding experience should cater to different user knowledge levels, offering clear instructions and support for both beginners and advanced users.
Although Atrilyx serves different personas, such as C-suite executives, employees, and clients, the onboarding process was designed with a single, unified user flow. By standardizing the flow, the process becomes easier to navigate, reduces confusion, and ensures consistency across user types, regardless of their technical expertise or role.
A strong, cohesive branding was essential for the onboarding process UI to ensure a consistent and engaging user experience. By aligning the visual design with Atrilyx’s brand identity, the interface conveyed trust and professionalism while making the onboarding flow visually appealing and intuitive. Consistent use of colors, typography, and iconography helped create a polished and recognizable experience, ensuring users felt confident and connected to the platform from the start.
Building scalable UI components was vital to accommodate the platform’s growth and evolving user needs. Modular, reusable design elements allowed for easy updates and the seamless addition of new features without disrupting the user experience. This approach ensured that the interface remained consistent and adaptable, enabling the onboarding process to scale efficiently as Atrilyx expanded its functionality and user base.
Here is how the onboarding process was finalized and prototyped: the flow was designed to be intuitive and seamless, guiding users through essential steps like goal creation, network configuration, and tracking code installation. The UI incorporated cohesive branding for a polished and professional look while ensuring accessibility for all user levels. Prototypes were built to visualize the user journey and test interactions, ensuring a smooth experience from onboarding to dashboard exploration. This final solution balanced functionality and user-friendliness, addressing the needs of all personas effectively.
The onboarding process for Atrilyx was a pivotal step in enhancing the user experience and platform scalability. By designing a unified and intuitive flow, we ensured that users of all levels could easily set up and start using the platform. Key insights included the importance of a cohesive brand identity to build trust, scalable UI components to support future growth, and clear guidance to accommodate diverse user needs. This process highlighted the value of user-centric design, early wireframing, and iterative prototyping in creating a seamless and efficient onboarding journey.
After implementing the automated onboarding system, Atrilyx saw a 40% reduction in setup time.
User satisfaction increased by 60%, streamlining the process.
Manual set-up decreased by 72%, leveraging admin to focus on more important tasks.
