INSIGHTS (Onboarding) - Links
An effective approach to onboarding.
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DREAMSTART LABS
DreamStart Labs is a Silicon Valley innovator bringing effective new technologies to the world of global poverty alleviation. They develop accessible apps and products for microfinance non-profit institutions that provide aid for aspiring entrepreneurs in developing countries.
INSIGHTS
Insights is an analytics platform that allows NGOs to view, report, and analyze data collected by DreamSave, a fintech app also by DreamStart Labs, which tracks the progress of savings groups within microfinance programs world wide.
Challenge
Design a user friendly onboarding experience for a product targeted towards a wide range of differing NGOs operating in the microfinance space.
Project Scope:
Project Type: Web App
Platform: Windows
Deliverables: High Fidelity Visual Comps
Tools: Whiteboard, FIGMA
TEAM MEMBERS:
Jennie Vader - Product Manager
Christina Chan - Senior Product Designer
Natalia Cebotari - Visual Designer
My Role:
UX / UI Designer
Case Study
Working on the onboarding experience for Insights was a true challenge with many twists and turns. There were many user problems that were solved along the way, some predetermined at the beginning, and others that surfaced while we were in the process.
See the coda document below for explanations on how / why our team arrived at the final design outcomes.
final design
This prototype is clickable. Please enable full screen mode and explore (if you are using Chrome and see blank spots on the page, try with incognito mode as cache issues may be interfering with the animations).
DesigN System
The main dashboard of Insights was created before our onboarding design, so a robust, thorough design system was already in place. Our added implementations followed the original design system closely and expanded upon it where needed. Examples of added features included:
Modals over main product
Progress Indicators
Animated Tool Tips
Toast Notifications
Error Notifications
Friendly Animations & Illustrations
Getting Started Guide
Set Up Group Data Guide (PDF)
Blank States