Onboarding

Before

Problem: Rewrite UI text to introduce new features for in-product integration display. The features allow users to seamlessly manage and pay for native and integrated fees and quickly manage accounts in a single visit. The company gains revenue from transaction fees so easy, quick payments are important to company success.

Insight: Transparency and convenience are top factors that reassure users.

After

Approach: Clearly explain the benefit each new feature to encourage in-product use rather than third-party integration platforms.

Solution: Use a casual, informative tone paired with obvious navigation on each screen. Create a breathable, simple UI with visual samples. Relocate all navigation to bottom of screens so there’s more room for feature details. Remove navigation arrows that lead nowhere (first screen’s left arrow, last screen’s right arrow).

Result

Outcome: The team passed on the design. The experience helped me appreciate the importance of using teaching opportunities for users. I identified issues in the project brief, like identifying and solving user problems, and how content mapping is valuable for engagement. If given the chance, I’d like to participate in the integration UI (seen in screenshots). Some content is cluttered or confusing.