The onboarding project was a holistic experience that examined how our company assisted our customers in creating accounts and learning our software-as-a-service product. Our goal was to provide insights and recommendations. Our first step was to understand what worked and where we could improve, and we did this by conducting various research methods.
|
Research methods |
|---|
|
Three things we learned
1
There were long dead periods and a lack of timely communication.
2
The customer’s lack of a central contact person confused their employees about who to contact and slowed the setup processes.
3
People are confused about what the next step is.
|
Our Solution |
|---|
|
