What Caused This.
SERVICES
UX Design, Web Design, Research, Onboarding, Prototyping, Wireframing
The goal of this project was to design the onboarding experience for the lite version of the RCA platform, What Caused This.
Overview
Design recommendations to digitally onboard for a free trial.
This brief was given to my team by What Caused This, an RCA platform. We were asked to make design recommendations to allow users to digitally onboard for a Free Trial of their software product without the need for in-person touchpoints. Within our team of 5, I collaborated with another UX designer to create the product tour, contributing to the overall design of the full onboarding flow.
Research
Creating a streamlined digital onboarding process.
We began by exploring and testing the product firsthand to gain a clear understanding of its function and user experience. As first-time users, we noted down any issues or points of confusion we encountered on the platform to identify key areas that needed to be addressed in the onboarding experience and product tour. We then researched onboarding practices from leading companies and analysed key features that contributed to their success. I also drew insight from the book Product-Led Onboarding to inform our approach. Using these findings, I collaborated with my team to design an intuitive, frictionless onboarding flow that prioritised user ease and clarity.
Design
Making design recommendations for the onboarding.
For the onboarding, our team divided the workflow, and I co-led the development of the product tour.
Product tour creation process:
Defined key terms, clarifying some of the most confusing areas we encountered during our initial platform exploration.
Designed a guided product tour using tooltips, completed by a progress checklist to help users track their journey and return where they left off.
Proposed a tutorials page to support users seeking additional guidance. The serves as a scalable alternative to the live, sales-led onboarding previously offered to pro users.
After finalising and prototyping the onboarding flow, our team presented our design recommendations to the CEO of What Caused This and two members of their team.
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What Caused This…….
The goal of this project was to design the onboarding experience for the lite version of the RCA platform, What Caused This.
Overview
Design recommendations to digitally onboard for a free trial.
This brief was given to my team by What Caused This, an RCA platform. We were asked to make design recommendations to allow users to digitally onboard for a Free Trial of their software product without the need for in-person touchpoints. Within our team of 5, I collaborated with another UX designer to create the product tour, contributing to the overall design of the full onboarding flow.
Research
Creating a streamlined digital onboarding process.
We began by exploring and testing the product firsthand to gain a clear understanding of its function and user experience. As first-time users, we noted down any issues or points of confusion we encountered on the platform to identify key areas that needed to be addressed in the onboarding experience and product tour. We then researched onboarding practices from leading companies and analysed key features that contributed to their success. I also drew insight from the book Product-Led Onboarding to inform our approach. Using these findings, I collaborated with my team to design an intuitive, frictionless onboarding flow that prioritised user ease and clarity.
Design
Making design recommendations for the onboarding.
For the onboarding, our team divided the workflow, and I co-led the development of the product tour.
Product tour creation process:
Defined key terms, clarifying some of the most confusing areas we encountered during our initial platform exploration.
Designed a guided product tour using tooltips, completed by a progress checklist to help users track their journey and return where they left off.
Proposed a tutorials page to support users seeking additional guidance. The serves as a scalable alternative to the live, sales-led onboarding previously offered to pro users.
After finalising and prototyping the onboarding flow, our team presented our design recommendations to the CEO of What Caused This and two members of their team.
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