User Experience Enhancement
UX redesign that simplified flows and reduced friction across the site.
Client
A mid-sized European SaaS provider specializing in compliance management for financial institutions.
The Challenge
The client struggled with high abandonment rates during their self-serve trial setup. User feedback highlighted a convoluted onboarding flow that required excessive manual data entry and multiple screen transitions, leading to a drop-off rate of 58% at the initial configuration stage.
Our Approach
- Conducted high-fidelity heatmapping and session recording analysis to identify friction points
- Streamlined the account creation process from 12 fields down to 4 via progressive disclosure
- Implemented a visual progress indicator to provide clear milestones during the onboarding journey
- Redesigned the primary dashboard to prioritize high-frequency tasks over administrative settings
- Developed a mobile-responsive UI component library for consistent cross-device navigation
- Introduced contextual tooltips to explain complex compliance terminology to new users
Execution
The project was delivered over three two-week sprints using an Agile methodology. Our design team utilized Figma for collaborative prototyping, allowing the client's internal stakeholders to provide real-time feedback on wireframes and user flows.
Following the design phase, we collaborated with their front-end developers via Jira and Slack to oversee the implementation of the new CSS framework and React components, ensuring high-fidelity execution of the redesigned assets.
Results
The UX redesign significantly lowered the barrier to entry, resulting in a cleaner, faster onboarding experience that directly boosted revenue. By eliminating unnecessary friction, the platform moved from a support-heavy model to a true self-service ecosystem.
Duration: 90 days
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