Overview

🏢 CLIENT INTRODUCTION

Vention Inc. stands at the forefront of transforming factory automation, offering cutting-edge equipment tailored for innovative enterprises poised for the future.

🌍 IN AN IDEAL WORLD

Businesses strive to ensure that users can effortlessly recognize the value of their products and utilize them to address their daily challenges. This is the aspiration of most companies, and I fully support this vision.

However, when this 'ideal world' seems unattainable, the solution is to innovate—bridging the gap between the value offered and the target users who may be unaware of or unfamiliar with the product or service. This innovation culminates in the creation of an 'Onboarding Experience.'

CHALLENGE

Vention, positioned as a leader in industrial automation, is dedicated to providing innovative automation solutions to a diverse array of forward-thinking clients. However, there remains considerable potential for growth, as many factories worldwide have yet to adopt automation in their production lines, resulting in significant inefficiencies.

This initiative aims to assist these businesses by offering a seamless introduction to automation, empowering them to transform their operations, increase productivity, and drive overall growth.

🎯 PROJECT GOAL

Deliver the value that Vention offers to users throughout the onboarding process, culminating in what I refer to as the 'Aha! moment.'

You can deliver the 'Aha! moment' to your users within the onboarding flow. — Felix Osiobor.

⚡️ QUICK PROJECT FACTS

Before presenting the strategy employed to execute this project, I would like to highlight a few key facts to provide context on the project's approach, its target audience, and the collaborators involved.

Target Users

New factories seeking automation

Seasoned factories who are interested in growing their business

Role

Product Designer

Cross functional review facilitator

Timeline

January 2024 - February 2024

Product platforms

Desktop

Mobile

SOLUTION

Upon comprehending the project's objective, my subsequent step was to gain insights into the perspectives of typical users and prospects. To achieve this, I formulated and posed several interrogative questions:

Questions like:

What motivates a business to be interested in Vention's offerings?

Why would a business choose to trial our solution?

How can we effectively connect their problems to our solution?

How can we quickly convey the value of our assistance to them?

🏃🏽‍♂️ THE APPROACH

Answering these questions is a significant challenge, as Vention addresses a wide range of niche and general business needs. However, the first step was to assemble the right team to collaboratively explore these questions.

🔷 SITTING WITH THE PRODUCT OWNER

To succeed in this project, strong collaboration between the Product Owner (PO) and myself, the Product Designer, was essential. We frequently met to brainstorm and evaluate various aspects of the project, which ultimately led to answering the aforementioned questions.

🟣 ON MY PART

Independently, I conducted extensive benchmarking to understand how other companies convey their value to new prospects. We aimed to align the 'reason for demand' with the 'reason to trust us.' Additionally, I considered the psychological tools necessary to keep users engaged.

→ SKETCHING OUT THE FLOW

The entire flow comprises three main components. Each part was designed with simplicity in mind to minimize cognitive load for the user, ensuring a smooth progression toward their desired outcome.

Below, I have included a flow diagram that details the process from the sign-in/up stage to the final stage of onboarding.

🟢 SOLVING EACH PART OF THE FLOW

#1 The sign in flow

In any onboarding process, the 'Sign In/Sign Up' phase is critical, as every second counts. It's essential to deliver the "Aha!" moment to users at just the right time—neither too early nor too late.

To achieve a swift and effective Sign In/Sign Up experience, it is best to use a familiar flow. If this stage is not the primary value you aim to communicate, it is advisable not to reinvent the wheel.

Below, I have included the low-fidelity screen for the sign-in page layout we chose, with annotations at the bottom of the image to highlight our design decisions.

#2 The sign up flow

Aligned with the emphasis on familiarity and efficiency, the sign-up process adopts a straightforward approach. We prioritize simplicity by ensuring users can sign up easily, accounting for common human errors in typing. Helper texts are provided to guide users in rectifying any mistakes.

Furthermore, to expedite the sign-up procedure, we have implemented 'OAuth authentication' and 'Single Sign-On (SSO) support.' This includes support for widely used SSO providers such as Google and Microsoft.

🖥 Designed screens for onboarding project

Following collaborative sessions with stakeholders and the presentation of a low-fidelity mockup for review and assessment, I meticulously incorporated their feedback to refine and enhance the proposed solution.

The sign in screen

The sign in screen

The sign up screen

The email verification screen

Selecting the way you want to work

Selecting a project of interest

TEMPLATE SELECTION SCREEN

This screen serves as a precursor to accessing Vention's software, where users can engage with a template featuring designs tailored to their automation requirements. Subsequently, users are empowered to customize the automation equipment or workstation design to precisely align with their specific needs.

🌠 Key Takeaways

The delivery of this onboarding experience was equally vital for both the business and my team. We successfully navigated challenges related to user psychology and cognitive load, ultimately excelling in facilitating users' rapid discovery of the value inherent in Vention's products.