The onboarding experience for the lite version of the RCA platform, What Caused This, is designed to help users quickly understand and engage with root cause analysis tools.
Overview
Design recommendations for a digital onboarding experience.
This project responded to a brief set by What Caused This to design a digital onboarding experience that allows users to start a free trial of the lite version of their platform without needing any in-person interaction. I worked in a team of 5, collaborating with another UX designer to develop the product tour section.
Current onboarding
Understanding the current onboarding.
We began by exploring and testing the product firsthand to gain a clear understanding of its function and user experience. As a first-time user, I noted down any issues or points of confusion I encountered on the platform to identify key areas that needed to be addressed in the onboarding experience and product tour.
Research
Design
Designing the product tour.
For the onboarding, my group 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. This 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.
