Onboarding Concept
Would it be possible to simplify onboarding clients to the platform? I spent time with our setup team to find out how we could create a process for this. We identified the core setup items needed to get a customer up and running. I created a simple setup taskflow that could easily get users up and running in minutes. Check out the prototype for a deeper look.
Onboarding taskflow
Invoices Redesign
I put together a cross-functional team so UX could get a peek into what areas of the product could be identified as low-hanging fruit. This team included support, product and training. We were able to compile a list of the top 10 areas where new design could make an impact. The #2 driver of all support tickets is tied to a interaction design issue within the Invoice area. I created various design concepts, conducted usability studies with internal and external participants, and created a design solution I am confident will reduce support ticket volume.
Check out the prototype.
