Taqreri is a comprehensive ERP solution designed to streamline and automate various business processes, such as financial management, supply chain management, human resource management, and many others. By integrating all these functions into a single system, an ERP software helps organizations to achieve greater efficiency, better decision making, and increased visibility across their operations.

The Ask

“How can we make new users successful faster & stay?”

Showing a complex screen (Dashboard) at first glance to a new user directly is a guaranteed method to make them close their browser tab and never return. When people are exploring a new product, it is crucial to provide them with guidance right from the beginning.

When executed effectively, user onboarding facilitates a seamless experience for new users, allowing them to achieve success with the product more rapidly. This, in turn, increases the likelihood of them becoming engaged and ultimately converting into paying customers.

Need for Onboarding

“The onboarding could be thought of as guiding the user to the ‘happy moment’ of the product.”

Many people ask “why we need the onboarding, why not direct users to main features instead?”

So let’s dig in before creating the ‘what’, we need to know the ‘why’. Hence, I started by learning the need for onboarding, which is very much clear and let me show you how.

The user always tries to seek a simple and understandable solution. They loose interest because they fail to recognize the value of your product or may struggle to grasp its purpose. In such cases, these users are likely to become lost and seek alternative solutions. This situation is highly unfavorable as there is a minimal likelihood that they will return after exploring other products.

Thus, it is important to gain users, make them understand your product, and ensure that they are retained and make the most out of the product.

Connecting with potential users

I employed a strategic and inclusive approach to gather insights from multiple users.Here’s a breakdown of how I conducted these user interviews

1. I begun by identifying a diverse group of users who were currently using or had recently onboarded to the ERP solution. I reached out to them via email, phone, or in-person, explaining the purpose of the interview and the value of their feedback.
2. To ensure consistency and gather specific information, I prepared a structured interview guide. This guide contained a series of open-ended questions related to their onboarding experience, pain points, challenges, and suggestions for improvement. I made sure the questions were clear, concise, and focused on uncovering their unique perspectives.
3. Depending on the availability and preferences of the users, I conducted both in-person and remote interviews, mostly in-person. In-person interviews allowed for more in-depth discussions.

Findings from Interviews

During the user interview phase for the onboarding process of Taqreri, I employed a strategic and inclusive approach to gather insights from multiple users. These insights provided valuable input for enhancing the onboarding process of Taqreri.

Quantitative research

I followed a systematic approach to gather data from multiple users through Google Forms, quantify their experiences, and derive meaningful insights to inform the design and optimization of Taqreri’s onboarding process.

Strategy

1. Simplify the registration form: Streamline the registration form by removing unnecessary fields and making it more user-friendly. Use clear and concise instructions to guide users through the process, ensuring they understand the required information and reducing the complexity.
2. Provide an onboarding tutorial: Upon account creation, implement an interactive onboarding tutorial or guide that helps users understand the platform’s features and functionalities. This tutorial can provide step-by-step instructions, highlight key elements on the dashboard, and offer guidance on how to navigate through the system effectively.
3. Provide a data import template: Create a user-friendly data import template that simplifies the process of transferring and incorporating existing data into the system, allow users to map data fields easily, provide validation checks to identify and resolve potential issues, and offer assistance or suggestions for data formatting.
4. Group data import items: Provide accessibility to all the related items like, product category, groups, unit of measure, tax & discounts & brands, etc. This way user will be able to access and manage altogether.
5. Conduct user testing and feedback: Continuously gather user feedback and conduct usability testing during the onboarding process to identify and address any potential issues or pain points.

Analyzing and building IA

Rough sketches

Here translated the insights gathered from users into rough sketching. These sketches were quick and low-fidelity representations of various design ideas and solutions to address the pain points and enhance the user experience. I allowed myself the freedom to brainstorm and each sketch was a stepping stone towards refining the onboarding process.

Outcome/the experience

Based on the brand guidelines and design principles, I crafted a visually appealing and cohesive UI that aligned with the product’s overall aesthetic. UI design is an iterative process, so I frequently sought feedback from the design team, stakeholders, and sometimes even users

Some Learnings

1. To increase conversion, understand a user’s active intent.
2. Baby steps always baby steps, it’s the best approach ever.
3. Avoiding overwhelming users with too much information upfront.
4. Don’t skip research at any cost, it’s the most crucial for the success.
5. Getting creative with research methods can help challenge assumptions.
6. Building new features shouldn’t always be the priority.
7. Continuous feedback is the key to a usable and memorable experience.
8. Ability to skip some steps when that can be handled later on
9. Listen to the user and empathize.
10. Iterate as much as possible