AI-powered onboarding: Streamlining business plan creation efficiently.
Onboarding flow designed to efficiently assist business owners in creating personalized, accurate business plans.
Problem
Declining User Engagement and Satisfaction
Mike, co-founder of Univenture Studio, noticed that their app had low user engagement and decreasing customer satisfaction.
Solution
UX Redesign with AI-Powered Onboarding
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Revamp the landing page to make it more user-friendly and engaging.
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Add AI-driven onboarding to personalize the experience for new users, and make it easier to use.
User Research
Understanding User Interaction and Journey
We interviewed 10 business entrepreneurs to understand their experiences with our application, focusing on how they interact with it, key touchpoints in their user journey, and any challenges or pain points they faced.
User Journey Map
User journey revealed 2 main pain points
After interviews, I developed user journey where the users are interacting with existing product
Brainstorming
Gearing up to find solutions
The insights served as my foundation for understanding the path to finding solutions. Since we were incorporating AI into our product, I decided to explore various books to identify the most accurate design solution for the problem.
"More questions you ask, the more precise and effective the design outcome becomes."
Site Map
Designing a User-Friendly Onboarding Process for Accurate Business Plans
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Revamp the landing page to make it more user-friendly and engaging.
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Add AI-driven onboarding to personalize the experience for new users, and make it easier to use.
Landing Page
Enhancing Landing Page Engagement for an Exciting Business Plan Experience
Making the landing page interactive and engaging to keep users excited about the business plan generation process.
Before
Before
After
1
Engaging
Adding a Human Touch with a Typing Effect to Build Trust During First-Time Landing Page Visits.
2
Simple & Clean
Removing Extra Shadows and Adjusting Components and Colors for Consistent Look and Feel
3
Modern Look
Introducing Modern Banners to Attract Users and Enhance Signup Appeal
Before
Onboarding Flow
Onboarding Flow
Transforming the modal into an onboarding flow.
I redesigned the traditional pop-up modal into a more structured and engaging multi-step process to guide users through the product.
After
Enhancing User Engagement and Personalization
with AI-Generated Tiles.
Type-1
Streamlined Experience Through Fewer, More Relevant Options
By providing fewer, more relevant options, users are less likely to feel overwhelmed, leading to a more streamlined and focused experience.
Type-2
Interactive Tile Generation
The idea is to offer users dynamic tile options after clicking on button of generate ideas and and allowing them to select the most relevant answers, creating a personalized and intuitive decision-making experience.
Type-3
Dynamic autogenerated Tile and Regenerate System
The goal is to create a dynamic system that uses algorithms to generate tiles displaying relevant options or information. Users can refresh these tiles to receive updated, personalized choices.
Type-4
Multiselection with Auto-Tiles
Multiselection with auto-generated tiles lets users easily manage multiple items, simplifying the process and enhancing interaction. It improves efficiency and allows users to regenerate tiles for the most accurate results.
A/B Testing and User Journey
Tracking User Journeys Post-Design
After the initial rollout of new designs, we gathered user feedback and tracked their journey.
Insights
Customer Preferences
Among all the designs presented, the majority of customers preferred Type-3, where a limited number of tiles are auto-generated. This approach avoided overwhelming users and reduced the need for excessive clicks to generate new tiles.
Impact
Boost in Customer Satisfaction
The new designs have greatly improved customer satisfaction by simplifying the user experience. With intuitive interfaces and fewer auto-generated tiles, users can complete tasks more efficiently and with less frustration. This streamlined approach, reducing clicks and complexity, has made the system easier to use and more precise, resulting in a smoother overall journey for customers.
Design System
Components
I worked on maintaining design consistency by creating reusable components like buttons, input fields, and checkbox with a cohesive style. This design system ensured uniformity and easy updates as the project grew, preserving the brand's integrity.
Input fields | Checkbox | Progress bar
Buttons
Learnings
What I learned
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Iterative Improvement: Continuous refinement based on user feedback leads to better results and higher satisfaction.
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Simplicity Matters: Simplifying interfaces and reducing complexity can significantly enhance user satisfaction.
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User-Centric Design: Focusing on intuitive design and minimizing user overwhelm improves efficiency and user experience.
