project
02
B2B KPI Tool for CRM and COOs
results
Produced a Product Vision and reduced onboard flow from 65+ min to 10min in less than 2 hours using AI
increase velocity thru generative refinement
streamlinging onboarding with AI workflows
My client approached me with a unique challenge : take a KPI SaaS prototype and turn it into a Beta Test ready platform. Supporting various user permissions and the ability to calculate personalized and complex data sets, this new start-up needed to address the most critical piece of building confidence with new users and key developing trust & retention; ONBOARDING.
Using AI Design tools like Figma Make, Miro & ChatGPT I optimized my workflows for best in class solutions.
2 hrs
Audit, UXR, UX, Prototype
the challenge
My client, a COO in healthcare wanted a new way to track and analyze performance KPIs. Imagining a application, that moved from the spreadsheet to a tool the whole practice could use. They and their father (an enginner) began building out 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 uncovered a complex multi-step, multi-entry workflow that struggled with numerous friction points and required a massive time investment of over an hour.
the job
Workshop - Meet with client to define product, scope and OKRs
Audit - Document and audit the onboarding ux/ui developed by the engineer. Map and assess emotions, behaviors and frictions. Collecting user requirements.
Redesign UX - Using Figma, Miro and ChatGPT craft the best in class on-boarding flow, iterating AI outcomes with requirements and adjustments, aligning code frameworks
Vett results - Conducted a gap analysis and risk/reward assessment Figma's results vs Builder and Loveable; ultimately using the Figma solution. (below is best in class prototype)
the solution (for beta testing)
By using referencing the ideal flow I created, I optimized the MVP onboarding. (6hrs)
Changes from initial UX to Beta include :
Clustering tasks based on content and outcomes to smooth out cognition across ux
Numbered steps for navigation
New personalized account/settings bar at top
Revamped side toolbar for quick reference
UX writing across all screens and modules
New UI that allows full view of previous tasks, allowing users to reference past work
These wireframes will be converted into a rapid prototype to review with the client and engineering for discussion and feedback.
the tools
Using Figma's Make took what might have taken me 2 weeks to down to 2 hours.
Once I had a "best in class" solution, I quickly 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 prototype 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.
