project
02
AI Design to Onboard
results
Produced a Product Vision and reduced onboard flow from 65+ min to 3min in less than 2 hours using AI
increase velocity thru generative refinement
streamlining UX process X my UX experience
In prep for Beta Test Planning, I have been diving deep into my SaaS client's onboarding flow. Knowing that Onboarding is the most critical piece of building confidence with new users and key developing trust & retention; I wanted to provide a best in class prototype while sharing my finding in an Audit Presentation.
This opportunity gave me an window to explore how AI Design tools can optimize my workflows and what tools are delivering the best in class solutions.
2 hrs
A KPI SaaS tool for small and medium sized business, the user flow requires many steps and data points - which means I need a streamlined ux to build trust efficiency and confidence.
My audit of the alpha-build Onboarding flow uncovered a complex multi-step, multi-entry workflow that struggled with numerous friction points and required a hugh time investment.
I wanted to see if I could dive right into a prototype, to see "what would happen" using Figma, Builder and Loveable's AI tools
I gathered some baseline requirements for myself and jumped into the mess.
The goals was craft a Best in Class Solution while reducing the amount of UX Processes and assets to communicate a Viable User Solution to my client that they would understand and see the value in.
What happened next surprised me.
Once I could imagine my users frame of mind and "act it out" ( I am in the theatre after all,) I launched Figma's Make Platform and applied one simple prompt to see what would happen.
With no PDD, Requirements or User flows - the result was a simple 5 step onboarding flow. It was also populated by universal data sets and information, relative to my clients business model.
Creating another version, I began to add Requirements and data set prompts, refining the overall user flow, personalization and UI into a holistic solution, tailored to the business model & mission.
Jumping over to Miro's AI tool I created a user flow and swimlane diagrams to support engineers understanding of the recommendations. I also double-checked the code being generated to ensure it's compatible with my clients code framework/platform.
And vetted Figma's results with Builder and Loveable; ultimately using the Figma solution.
Using Figma's Make took what might have taken me 2 weeks to down to 2 hours.
Once I had a solution to get conversations going, I then pulled a deck together with light research to validate my choices and conclusions. Highlighting a Vision, a Hypothesis, best practices and recommendation for UX & UI to consider before going into Beta Testing.
My client was thrilled.
The non-technical partner loved the protoype and my structured data-to-ui automation recommendations.
The engineering partner had buy in at the first slide and began envisioning multi-horizon strategies to implement and deploy. Moving from why it should be done to how it can be done.
