OCTOBER 2022 | PRODUCTFY
New user dashboard
Role
Visual redesign
Interaction design
UX Design
Timeline
3 weeks to prototype
Creating a new user dashboard to increase company profile submissions
Collaborators
Engineering, Product, Marketing, Compliance
Designing a user dashboard that increases the number of company profile submissions.
SUCCESS MEANS
Product Goal
Convert user sign ups into successful company profile submissions
Business Goal
Increase revenue by turning sign ups into signed clients via the company profile
Show off Productfy product offerings via the Developer Docs
User Goal
When a prospective client signs up to Productfy, how do we get them to complete their company profile?
Increase customer satisfaction and trust by simplifying onboarding experience and making dashboard more elegant
The Problem
01.
Based on customer interviews, we were able to identify pain points in our existing dashboard design that were contributing to low company profile submission rates
Existing Issues
- Old dashboard lacked a clear CTA section prompting new users to fill out their company profile
-Productfy dashboard users are not always company owners - some are developers and employees (i.e. not all users should be allowed to fill out company profile)
-Users are not aware of what the company profile entails and get stuck halfway through because they lack EIN number, beneficial owner info, etc.
Old
Design
Competition Analysis
02.
Looking at how other platforms designed their first time user dashboards
Takeaways
-Dashboard immediately after sign up included prominent CTA section at the top that prompted user to complete next step in onboarding process
-Secondary spaces on the dashboard encourage user to explore product offerings and docs
-Clean, light designs evoke elegance and trust
Final Design
CTA card prompts users to complete their company profile after sign up
Plus, the blue "test-mode banner at the top of the dashboard subtly reinforces the CTA by prompting the user to complete their company profile to exit test mode and start building
Bottom section encourages user to explore Productfy's technical docs
For users who are developers or just browsing Productfy's platform, the Developer Docs section of the dashboard allows them to explore Implementation guides, API docs, and Release Notes
Designing for user success
Adding a welcome screen before starting the company profile flow prepares the user for what's coming up and informs them they need key company information (EIN number, beneficial ownership form, etc.)
Results
Overall design was a success and increased company profile submission rates by 45%
Success Metrics (after 2 months post-launch)
Company Profiles Started
14
Profiles Submitted
11
Signed Clients
4
75% conversion rate
45% increase!
Woohoo!