Venture Building Platform
Redesign Onboarding Experience and
Role - switching Ux Flow
Background
PROJECT BACKGROUND
Rescale Lab is a platform for startup building and provides program managers the essential tools to design, manage and scale venture creation programs. The platform lets users manage everything related to startup (including team analytics, AI-recommended resources, network expansion, and program management, etc. ) in one place but was lacking an effortless user experience.
As a product designer, it was my role to work alongside the team to significantly improve the user experience of the product within six weeks.
Background
THE CHALLENGE
There are four different roles (including Startup, Investor, Mentor, and Venture Lab) in this system and each user might have more than one role regarding various programs they attend. The platform provides many tools, but the exhaustive onboarding experience makes users confusing and has no idea where and how to start. The community manager told us that they usually have to teach them in person how to use it for the first time.
Background
THE PREVIOUS DESIGN:
We were asked to redesign the whole onboarding experience and the flow of guiding each role to use each feature. In the original design, the landing page after signup is the community page where all users can share ideas. Users have difficulties reaching their own page or feature they want after signup and have to go to the profile page to create roles, but the role switching is on the navigation bar. The whole process is confusing and the actions are not coherent.
Research
INTERACTION MAP
We went through the process of creating roles and analyze them step by step through an interaction map, trying to figure out the difficulties that users face during the process.
Research
PROBLEM
Signup flow is too complicated and takes too much effort
Exhausting Onboarding experience
Complicated functionality
Users don’t understand how to use the platform and reach the feature which they want
No guidance
Unintuitive UI
Users feel confused about how to create and switch the different roles
Inconsistent actions
Ideation
IDEA EXPLORATION
There is no similar platform like Rescale Lab. We collect some different functions and websites as references, including account-changing, workplace platforms and dashboards.
Ideation
HOW TO SOLVE IT?
Problems
Solutions
Exhausting Onboarding Experience
Less Required Actions
Complicated functionality
Prioritize Options
No guidance
Stepper For Introduction
Unintuitive UI
Simplify Concepts
Inconsistent Actions
Side Panel
Design
WIREFRAME
Flow :
Login&Invited Code - Create the roles - Switch the roles - Account - Notification - Community
Desgin
FINAL DESIGN
Since the platform contains lots of functionalities and contents, we try to make the style remain clean and simple to reduce destruction.
Simple Onboarding Experience
We make the required form less and use steppers to have simple instructions before users enter the landing page.
Intuitive UI & Consistant Actions
We make all the functions and widgets stay in sidebar.
The functionalities change while users change the role.
Fixed Navigation
Role-switching dropdown and community button are always on the navigation which can be easily accessed
Create A Role
Before
Users have to go to the profile page, click toggle and add the new entity
After
Users can click the "create new" button on the side bar
Switch The Role
Before
After adding a new entity, users use the button on the navigation to switch the role.
After
Users use the dropdown to switch the role
Role Page
Before
There are no widgets when users first enter the role page and users have no idea how to start.
After
The functionalities on the sidebar will change as the role change. A set of the fundamental widgets is the default and users can add new ones.
Community
Before
The original landing page is the community page and users have difficulties adding roles.
After
We use the profile page as landing page where users can easily edit their information first. The "Community" page can still be easily accessed.
Team
Apr. 2021
(6 weeks)
Client
Rescale Lab
#ux design
#interaction map
#wireframe
#prototype
#ui design