Onboarding and dashboard redesign
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.
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
Team of one, I was the only designer
3 iOS engineers
2 Android engineers
2 product managers
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.
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
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
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.
Shared three examples of good onboarding and dashboard, and highlighted the features with the big team.
Used post-it to write down the top three features for each category that you think CareZone should have.
Cluster and grouped the similar ideas into themes.
Each team member got two votes per category. Voted based on the perceived impact to our objectives.