Onboarding experience
Successfully launched an off-roadmap
dashboard that delivered impactful results.
Company: Ultimate Software
Role: Lead UX/UI Designer
Tools: Paper, Sketch, Axure
Situation:
We were delivering the same experience for Admins and Onboarding Managers:
For Onboarding Admins need to make sure the work is being done efficiently and on time (for compliance reasons)
For Onboarding Managers need to complete all paperwork before a New Hire the start date.
TASKS & Challenges
PM didn’t think there was a need for this project as customers were not complaining about it or asking for it.
So the main challenge we had was to validate if we had an opportunity or not, and then convince our PM that the team should dedicate time to build it
ACTIONS I TOOK
Started the project as an Onboarding Innovation
Interviewed Admins and Onboarding Onwers to identify needs for “data at a glance”
Created a “Week in Life” journey (using our internal Onboarding Owners)
Team collaboration (UX, DEV, BA, QA)
Sketched dashboard “widgets”
Validated / Prioritized widgets with 5 Customers
Refined Design (High Defs)
Got sign off from PM
A typical week of an Onboarding Owner
OUTCOME
The new feature was well received not only by customers, but also in the marketplace and industry analyst community.
It helped Ultimate Software achieve o leader position: receiving 5 out of 5 in the Forrester Wave.
“”Can’t say it enough: Congratulations on the work you’ve done with Onboarding. It was so well received by not only customers (boasts the highest attach rates outside the core product), but also the marketplace and industry analyst community in general. Onboarding plays an important role in Ultimate Software achieving our leader position - received 5 out of 5 in the Forrester Wave. I love to show off the work you’ve done, so thank you for making my job easier.”