Hailer
Along with two colleagues, I designed an onboarding process for a process management tool called Hailer. Prior to this we conducted user testing and suggested improvements. The end product was a 41 page long concept paper that included all our findings, preliminary research and guidelines for future improvements as well as onboarding carousel, tour and suggested tools.
My role
- UI/UX design
- User testing
- Preliminary research
- Concept
Tools
- Figma
How'd I do?
“Working with Minna and the team was straightforward and effective. We got concrete examples on how to improve our product and user experience, of which many we were able to implement directly.”
– Jonas Lemberg, Hailer
Along with two colleagues, I designed an onboarding process for a process management tool called Hailer. Prior to this we conducted user testing and suggested improvements. The end product was a 41 page long concept paper that included all our findings, preliminary research and guidelines for future improvements as well as onboarding carousel, tour and suggested tools.
My role
- UI/UX design
- User testing
- Preliminary research
- Concept
Tools
- Figma
How'd I do?
“Working with Minna and the team was straightforward and effective. We got concrete examples on how to improve our product and user experience, of which many we were able to implement directly.”
– Jonas Lemberg, Hailer
The longer story
We began the project by familiarising ourselves with the process management tool Hailer and figuring out its challenges. Our focus was on desktop as according to data only a small part of users used the tool on mobile. We spoke of our findings and improvement suggestions with the client in our weekly meetings over Zoom. The challenges were tackled as a group and we all took an active part in meetings.
After usability testing we moved onto onboarding. The client had a problem with users leaving the tool after registering and the onboarding process in place took resources as it was done face to face. After thorough research and benchmarking we designed an onboarding carousel that tells the user right away what they can expect and what value the tool gives them. Afterwards there was a simple tour of the prior features of the tool. These solutions were planned so that once they are in place, the client doesn’t need to put more resources into onboarding and the user knows how to use the tool.
One of the challenges was the usability issues and our resources. We would have wanted to dive deeper into the usability of the tool, but due to our schedule we weren’t able to. However we gave the client some further suggestions that included unifying the elements with a design system and more user testing.
In our weekly meetings, I improved in justifying my design choices to a client. I really enjoyed when our client sometimes challenged us because it forced us to become better designers and really ask the question “why” throughout the process.
I also learned a great deal about the best practices of onboarding and I was able to better my user interface design skills and design thinking.