Onboarding experience
Launching a non-roadmap “dashboard” feature
Company: Ultimate Software
Role: Lead UX/UI Designer
Tools: Paper, Sketch, Axure
Situation
Onboarding Admins needed to ensure tasks were completed efficiently and on time for compliance purposes, while Onboarding Managers were focused on completing all paperwork before a new hire’s start date. However, we were delivering the same experience to both, despite their distinct goals and responsibilities.
Tasks & Challenges
Stakeholders didn’t see the need for a Dashboard project, as customers weren’t actively complaining or requesting it. Our main challenge was to validate whether there was a real opportunity and then persuade our PM that it was worth the team’s time and resources to build it.
Actions I took
Started the project as an Onboarding Innovation
Interviewed Admins and Onboarding Onwers to identify needs for “data at a glance”
Created a “Week in Life” journey (using our internal Onboarding Owners)
Team collaboration (UX, DEV, BA, QA)
Sketched dashboard “widgets”
Validated / Prioritized widgets with 5 Customers
Refined Design (High Defs)
Got sign off from PM
A typical week of an Onboarding Owner
OUTCOME
The new feature was well received not only by customers, but also in the marketplace and industry analyst community.
It helped Ultimate Software achieve o leader position: receiving 5 out of 5 in the Forrester Wave.
“”Can’t say it enough: Congratulations on the work you’ve done with Onboarding. It was so well received by not only customers (boasts the highest attach rates outside the core product), but also the marketplace and industry analyst community in general. Onboarding plays an important role in Ultimate Software achieving our leader position - received 5 out of 5 in the Forrester Wave. I love to show off the work you’ve done, so thank you for making my job easier.”