Personalized Onboarding Design for Colledge Platform
Maharsh Soni
Colledge -a case study by
What are you looking for today?
Soni Maharsh
Colledge
What are you looking for today?Colledge Problem overview and in-depth analysisColledge
CollEdge is a platform that connects students with colleges and financial aid. Students use it to find schools or loans, while college admins and financial lenders list offers and manage applications. The goal is to design a personalized onboarding experience for each group, focusing on easy signup, login, and registration.
88.2%
11.8%
Redefined Problem Statement
Surveys by College Board and Niche suggest that of students have trouble with the college search and application process.
40-50%
of students do not attend college due to financial reasons, including challenges in securing loans.20%
Source is a survey by the National Center for Education Statistics (NCES).
Source is a survey by the Institute for College Access and Success (TICAS).
students are unsure about their college.30% Is college finding a real problem?
Is student financial condition a real issue?
Is college finding a real problem?
Problem breakdown Let’s analyze how the 3 key stakeholders are interlinked with each other.
Market researchColledge Va
lu e
Career36 Comprehensive career guidance tool Extensive college reviews and ratings
Shiksh Detailed course information and comparison In-depth student testimonials and experiences
Buddy4Stud Extensive scholarship database and resource Tailored scholarship matching services
Vidhyalakshm Government-backed student loan porta Direct access to multiple financial institutions
Unique selling propositions of competitors
M on
th ly
A ct
iv e
Us er
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Market share of competitors
Shiskha - 40%
Career 360 - 35%
Buddy4Study- 8%
Vidyalakshmi - 5%
Others - 12% source
source Competitor's value curve Monthly active users of competitors
Pa in
po in
ts
Student gets overwhelmed with too much questions asked during the sign up process.
Lack of effective filtering options and enhanced search bar hindering students from narrowing down their choices.
Tough to compare different colleges because the information is scattered inconsistently across website, students need to search multiple sites to gather relevant comparison data.
Students remain confused while filling out applications or applying for financial aid due to poorly written or ambiguous instructions.
D O
IN G
Sign Up Search Compare Apply
EM O
T IO
N S
Excited, Overwhelmed
Disappointed
Sad Sad
Colledge Current Onboarding for students
Student completes the sign up process by filling basic details.
Student searches or filters to narrow down his preferences.
Student searches or filters to narrow down his preferences.
Students compare a set of colleges that they find suitable.
Student applies to college or any financial aid.
Admin enters qualifications specific to their college.
Admins solve queries of students.
Pa in
po in
ts Admin gets overwhelmed with too much questions asked during the sign up process with zero to little guidance.
Admins face restrictions on the types or format of qualifications that could be entered which may not accommodate all necessary details about the college.
Admins often face difficulty in keeping track and solving huge number of student queries manually.
Evaluating students and making acceptance or rejection decisions can often become a cumbersome task.
D O
IN G
Sign Up Edit Solving queries Reviewing Applications
EM O
T IO
N S
Neutral
Disappointed
Sad Sad
Colledge Current Onboarding for college admins
College admins completes the sign up process by filling required details.
Admins review applications of students who applied.
Lender completes the sign up process by filling required details.
Pa in
po in
ts
Lender gets overwhelmed with lengthy sign up process.
Lenders often face lack of flexibility in entering their specific criteria in a platform.
Handling a high volume of applications can overwhelm the system, leading to huge delays.
Ensuring that every application meets all regulatory requirements is difficult.
D O
IN G
Sign Up Edit Handling Applications
Accept/Reject applications
EM O
T IO
N S
Excited, Overwhelmed
Neutral
Sad Sad
Colledge Current Onboarding for financial lenders
Lender enters their specific qualifications or criteria.
Lender reviews student applications.
Lender accepts or rejects applications.
User PersonaColledge
88.2%
11.8%
Priyank
Age: 19
Occupation: To- be College student
Background - Lives in Pune for past 10 years and has
completed his Higher Secondary Education
Needs - Needs to find most suitable engineering
college according to his rank for higher education
Needs to get education loan for completing his studies.
Painpoints-
Finds it difficult to choose a college among the various options available
Finds it confusing to choose the best financial lender organizations.
88.2%
11.8%
Harsh
Age: 30
Occupation: College Admin
Background - Has been working as college admin in a
private Engineering College for past 1 year
Needs -
Needs to stay updated with new admission processes
Needs to increase the conversion of applicants into enrolled students.
Painpoints -
Finds it challenging to keep the data of various applicants secured
Has to put so much effort to attract students to take admission in his college.
88.2%
11.8%
Chinmay
Age: 35
Occupation: Branch manager at ABC Bank
Background - Has 5 years of experience as a manager
and is responsible for overall branch performance
Needs -
Needs to get maximum no of borrowers Needs to keep all the loan related
informations up to date
Painpoints -
Finds it difficult to reach out to customers with their scheme
Finds it challenging to manage a large no. of loan applications.
Onboarding and user flow for students Colledge
Let’s find the perfect college for you!
Colledge
Which City do u want?
Which degree?
Which major / minor ?
Which State do you want a college in?
What is your fees range?
Do you need financial help for your fees?
Select
Colledge
Top University and college picks for you!
University/College
IIT Dhanbad
SJ University
Del TEch
IIT Indore
NIT Calicut
NIT Warangal
IIT Indore
WG University
Bits Pilani
Library Field WiFi
Download full comparison table
Sign Up/Login QnA to find college Clg. Comparison College profile Call students
Colledge
Indian Institute of Tech. Dhanbad
NIRF - 15 College website
Courses
Placements
Fee structure
Scholarships
FAQs about IIT Dhanbad
Read reviews about IIT Dhanbad
Call students from IIT Dhanbad
Apply for admission
Seek financial help/loan assistance
Colledge
Buy Colledge Plus
Connect with Students from colleges1000+
Certified students
Access to all colleges
Zero frauds
Call recording
Call scheduling
All the relevant and important are asked to the user
After the qna is done, colleges are recommended to the user with the most matches to his answers
Clean and simple UI.
The student can click on any parameter such as library to prioritize it and get even better results
The student can use the search bar
Downloadable Comparison.
All the relevant data about the college is clearly visible
FaQs are listed Reviews are listed as well Users can apply from loans
and admissions from a single page.
Users can call students from the listed colleges for advice
This feature however will be paid to prevent spam calls
The college admin will list down the student when he registers the college.
Search
12th class marksheet and other exams results are uploaded by the user which we will scan and fetch data, improving ux
The user ticks our T&C, allowing us to scan his/her results.
Read T&C.Read T&C.
Get Started
Get Started
Password*
Conf irm Password*
Create an Account Sign up now to get started with an account.
Already have an account? Log in
Colledge Business License*
Competitive exam result sheet (optional)
E-mail account*
Agree to our terms of sevice and data privacy
Onboarding and User flow for College AdminsColledge
Colledge Create an Account
Sign up now to get started with an account.
Full Name *
Last Name *
Professional Email Address *
Phone Number *
University / College Name *
Your Role in the University/College *
Permission Letter (Signed by the Director) *
Enter your first name
Enter your last name
Enter your official email address
Enter your phone number
Enter the name of your university or college
Enter your role (e.g., Dean, Registrar, etc.)
Upload the signed permission letter
Download Sample Template
Read T&C. Agree to our terms of sevice and data privacy
SUBMIT
Colledge
University or College Full Name
NEXT
Enter the full name of the university or college
Full Address
Enter the complete address
University Logo
Upload the university or college logo
City
Enter the city name
State
Enter the state name
Pin Code
Enter the pin code
Let’s fill the college information !
Colledge
Total Fees
Enter the total fees
Fee Structure
Upload the fee structure (in .pdf form)
Average Salary of Graduates
Enter the average salary of graduates
Overall Placement Brochure (with a minimum of 3 years of data)
Upload the overall placement brochure (min. 3 years of data)
College Brochure
Upload the college brochure
NIRF Ranking
Enter the NIRF ranking
NEXT
Colledge
Degrees Offered
1 . Computer Science and Engineering (CSE)
2 . Electrical Engineering (EE)
3 . Mechanical Engineering (ME)
4 . Civil Engineering (CE)
5 . Chemical Engineering (ChE)
6 . Aerospace Engineering (AE)
7 . Metallurgical and Materials Engineering ...
8 . Biotechnology (BT)
9 . Electronics and Communication Engine...
Avg. Salary : Enter a Avg. salary Branch Brochure
NEXT
Manage Applications
Suggested Applicants:
ViewTotal no. of Applications: 200
Contact
Maharsh
Contact
Sneha
Contact
Suditi
ViewPending Applications: 3
+4 More
View Status
View Status
View Status
No. of approved applications: 57
Sheetal Sharma
Priyanshu Pavan
Shriharsh Singh
Colledge Colledge
Photos of College (Upload minimum 5 PNG images)
Photos of College (Upload minimum 5 PNG images)
Upload at least 5 photos of the college (PNG format). Max - 5mb
Student 1
Full Name (for student)
Enter the full name of the student
Mobile Number
Enter the mobile number of the student
Email ID
Enter the email ID of the student
Student ID/Roll Number
Enter the student ID or roll number
SUBMIT
Admins sign up with their details, including name, email, and phone number
They upload a permission letter signed by the Director
The process is designed to be simple and secure.
Create Account
Enter detailed college information, including the university name, logo, and full address
Upload relevant documents like the fee structure and placement brochures.
College Information
Enter total fees and the average salary of graduates
Upload the fee structure in PDF format
Upload the overall placement brochure (with at least 3 years of data)
Upload the college brochure.
Financial Info. It shows all the students and
their status who are willing to take admission
From all the reviews on the college page, an AI Bot will fetch the FAQs and answer them or ask the college admin to answer them.
Your Applications
Upload photos of the college campus (minimum 5 images)
Add student verification details, including names, mobile numbers, and email IDs.
Extra Uploads
Onboarding and user flow for Financial LendersColledge
Get Started
ABC Bank
Organizations Name*
Organization’s Email Address*
Agree to our terms of sevice and data privacy
Your data will be shared with third partie You can only provide Education Loan using our platform
Is your Organization legally registered as a corporation ?*
Yes
Business License*
Terms and Conditions*
Create an Account Sign up now to get started with an account.
Already have an account? Log in
Colledge
No
Your profile will be visible to borrowers*
Set up your Profile
Enter your interest rates
Eligibility for loan
Maximum loan amount
Special Features (if any)
Select regions your organization is operating
Please enter region’s name and select
Colledge
Manage Applications
Suggested Applicants:
ViewTotal no. of Applications: 15
Contact
Maharsh
Contact
Sneha
Contact
Suditi
ViewPending Applications: 3
+4 More
View Status
View Status
View Status
No. of approved applications: 7
Colledge
Tools
Export data
Custom Reports
To get your organization as the most recommended to students
Help Desk
Feedback
Edit your profile
Generate custom reports
Buy Colledge Plus
Colledge
Click Here
Sheetal Sharma
Priyanshu Pavan
Shriharsh Singh
Applicants
Sheetal Sharma
Student’s Details
Age:1 Qualification:Intermediate studen Purpose of loan:Engineerin Percentage obtained in 12th:89%
Priyanshu Pavan
Shriharsh Singh
Maharsh
Guardian’s Details
Colledge
Message Applicant
Sign Up/Login
Simple and clean signup/login process
Few questions asked for authentication and are asked for terms agreement
Upon signup the user will be asked to set up their profile.
Profile Set up Important questions required
for a loan are asked from the organization
The user is required to fill every field
Simple UI which clearly shows that profile will be visible.
Applicants on App
It shows all the students who are willing to take education loan
The user can see the details of the applicant and for further details or to convince them to apply to their organization,can message them
Your Applications
The user can manage the applications
Can view the status of the approved applications
Get suggested students whose profile matches with the organization’s needs.
Helping Tools
Some tools suggested to make them easier to work
Can give feedback for further improvement
Suggested to buy Colledge Plus for extra benefits.
Metrics to track and Onboarding StrategyColledge
Approaching students by collaborating with coaching institutes and schools
Reaching out to students through Youtube ads
Collaboration with online educators to reach out to students
Sending sms to parents(collecting their phone no. from schools)
Strategy for Students
Reaching out to colleges by visiting them
Crafting mails to get connected with colleges
Connecting with colleges through existing students
Connecting with college admins through LinkedIn.
Strategy for Colleges
Making connections on LinkedIn with key- decision makers of the organization
Visiting banks with a detailed presentation on how the collaboration would benifit the
Visiting their camps during peak admission time and explaining about the product.
Strategy for Financial lenders
North star metric - Number of students getting admitted through Colledge.
Metrics for students Metric for college admins
Metrics for fin. lenders
Application Completion Rate Number of Colleges added per city
Search Queries Per User
Students who bought premium
Percentage of Complete Listings Loan Approval Rate
No. of students admitted / college Percentage of premium conversion
Number of Loan Applications per bank mgr.
What are you looking for today?Colledge
Thank you!
Soni Maharsh
Like this project
Posted May 20, 2026
Designed a personalized onboarding experience for Colledge's platform users.
