Onboarding and dashboard redesign

Overview

Today, onboarding flow has seven steps with over 30 screens before users can see the dashboard. Users have to go through pharmacy flow. 

By increasing second session engagement, there is an opportunity to reduce subscription cost. And, the most effective way to increase second session engagement is by getting users to take an action that will set a reminder in session one.

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About the project

  • Redesigned onboarding and dashboard flow

  • May — July 2018

  • Shipped the first version on August, 2018 and also continued iteration on the engagement flow

Engagement Team

  • Team of one, I was the only designer

  • 3 iOS engineers

  • 2 Android engineers

  • 2 product managers

My Contributions

  • I led an onboarding iteration workshop with ten people that included design managers, head of product, head of engineering, both iOS and Android engineers to gain ideas. I analyzed the ideas, prioritized the feature list and presented back to the team to drive the product roadmap.

  • I designed and presented work to the product lead, product managers and engineers on a weekly basis.

  • I used research methods to gain insight and shared it with the team to drive the design decision.

  • I created wireframes, prototypes, journey and design specs.  

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Challenge

  • People did not scan their medication or add reminders

  • People scanned their medication and did not come back to track their medication

  • People added their medication and did not use the trackers

Goals

  • Reduce cost of subscription

  • Improve app retention

  • Obtain higher engagement rate

Metrics to measure

  • Expect higher conversion to revenue generating services

  • Expect higher second session engagement

  • Expect increase in average sessions per user

  • Expect increase in add med

  • Expect increase in add tracker

  • Expect increase in add reminder 

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Led ideation Workshop and turned big ideas into features

I led an onboarding and dashboard iteration workshop with ten people that included design managers, head of product, head of engineering, both iOS and Android engineers to gain ideas. I analyzed the ideas, prioritized the feature list, presented back to the team to drive the product roadmap.

Workshop Steps

  1. Shared three examples of good onboarding and dashboard, and highlighted the features with the big team.

  2. Used post-it to write down the top three features for each category that you think CareZone should have.

  3. Cluster and grouped the similar ideas into themes.

  4. Each team member got two votes per category. Voted based on the perceived impact to our objectives.

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Define Onboarding & Dashboard Pattern

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Onboarding flow ideas

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