Neha Singh - Portfolio
 
Onboarding
concept, product design, visual design
research — 2020
onboard
Juniper Networks
mobile version
Onboard

A web tool to quickly learn how to set up complicated hardware and software products.

 
timeline

2019-20

 
aim

To create a way for customers to get onboarded before they have begun with the product.

For complicated technical products, user queries can be very frequent. Instead of forcing users to search for and open extensive technical documentation, my proposal was to create a simple tool that provides relevant information easily.
full web view
role

I was the lead product designer and strategist.

I conceptualized this tool, evangelized the need, designed its flow and visuals, and was involved throughout the implementation phase. I worked closely with the content startegist, writers, editors, engineers and marketing teams as I conducted research and designed the flow.

Wireframes and process
research

My research with users and multiple conversations with stakeholders indicated that most users avoid reading for help.

We had extensive documentation in a web library, but users had a hard time picking the immediate steps to perform on a new product. They would have to go through detailed descriptions to get answers that were relevant to Day 1 of their product.

How could we ensure that users got these answers quickly?

How could we present these steps in a form that was easy-to-follow and engaging?

How could we stand out in a sea of content?

web version
process

When the project began, the initial proposal from the product team had been that we add links to existing documents. These links would lead to onboarding documents.

In talking to users and considering the additional complications that come up with even more links in long documennts, I came up with the idea of creating a new tool that would allow users to onboard efficiently.

A tool dedicated to the specific task of onboarding was more user-friendly. It would allow new users to know exactly where to go to learn about installs and deployments.

My proposal was to keep the tasks limited to 3 to 5 steps and present these steps as goals to be completed.

Why not make the task of reading more engaging and relatable?

The old way of creating tons of documentation and forcing users to read through all would be replaced by this tool that would make following along simpler.

Responsive design

Here are a few key pieces I worked on as part of the design:

Information Design
Decided on where and how the documents could be presented for optimal usability for users. Worked with Content Startegist to use modern, simple language throughout the website.

Visual Design
I created the branding, illustrations and visual assets for the tool. Since this tool would be living within our main .net website, I co-ordinated with our branding team to make sure I was in sync with marketing requirements. My aim was to let the content shine and keep the colors and design airy, soft and subtle.

UX Design
Apart from designing the flow of how users would use this tool once on the page, I also created the flow of how they would reach this tool from within the .net site. I collaborated with marketing team and management to determine the best placement for this tool inside the main website and with engineering to ensure least disruptive and most user-friendly way of leading users to the onboarding tool.

Usability Tests
I worked with a user researcher to run tests for the designs in the form of 1:1 sessions with prospective users.

Constraints
Mid-way through the project we found out that we would be able to start with only upto 5 products for this tool and so I tweaked the design to ensure users learn about why this is so. I also iterated on the landing page of the design to show all the products at once instead of long-drawn selections.

web version
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