A 3-week design sprint to
uncover solutions for Partner Fleet’s
lengthy onboarding process.

THE PRODUCT

Partner Fleet’s is a no-code marketplace platform which makes it easy to go to market with partners and drive partner adoption.

THE PROJECT

This was our client project for the UX Design intensive at General Assembly. Our team of 4 had 3 weeks to:

  • Dive into the world of Business Partnerships
  • Discover the company’s needs
  • Hear customer frustrations and
  • Design our solutions

WHO IS PARTNER FLEET?

Relatively new to the industry but making big waves. They are set up to revolutionize the Partnership industry by moving partner relations from an art to a science.

OUR APPROACH

This being a new industry for me, I wanted to learn all I could from the current partnership customers. I wanted to know what people look for in a partnership platform and specifically how an onboarding process could make them feel welcome and prepared.
In our design I wanted to combine efficiency with some of the feeling of personal care that users currently got in the current longer process.

THE CHALLENGE

The current onboarding process takes alot of time from the team and the backend leaves users confused. We were to discover how to automate more, reduce phone calls and improve the new user experience.

OUR TEAM

Jeffrey Bean | LEAD DESIGNER

Alyson Mar | LEAD RESEARCHER

Laura Olivas | PROJECT MANAGER

Joanna Kowalska | ASSET MANAGER/RESEARCHER

Our Design Process

  • USER INTERVIEWS
  • COMPETITIVE & COMPARATIVE ANALYSIS

HOW WE (PLANNED TO) DO RESEARCH

Our research plan was: Surveys, Customer Interviews, Heuristic Evaluation, and User Testing – But there was a snag…

Stumped from the start

Though the client promised us customer access to gain data from actual product users, none were available to interview during the first week. This being only a three week process with much work to do, we started to panic

We reached out to our network and found marketing professionals, and power users of marketplace platforms who had experience with onboarding. I scrambled to change the interview questions from Partner Fleet specific to more generally about onboarding and learning new features. We were able to gather enough data to move forward with our research.

Calling in the Super Users!

As we gathered the data from our surveys and the few but helpful interviews we were able to get, we started getting a clearer picture of pain points, preferences and good/bad experiences with onboarding. We learned about how people like to learn new things in general, for example like videos, others like text, and some like many options available.

Competitive & Comparative Analysis

Borrowing from the best

Some top companies in their respective industry’s had great features we could borrow for inspiration. Here I looked at Growbots, Hubspot and Morphed to see what they were doing right.

  • Affinity map
  • Persona
  • Problem statement
  • HMW statements
  • User journey map

Who is the User?

Our target user began to become clearer as we sythesized pain points and various user’s experiences. Plus we were able to acquire one actual Partner Fleet customer to interview. Their data was a valuable addition to what we had already learned.

Just call them PDM

Yes for Partnership Development Manager, one of roles we learned about in our discovery mode for this industry.
Out target user is a busy professsional with alot on their plate. Needing to be securely set up so they can keep charging forward building alliances and growing partner relationships.

Problem Statement

PDM needs an onboarding process that is frictionless and efficient so they can expand their network and have more time to cultivate partnerships.

How Might We

  • Reduce friction in the onboarding process?
  • Continue to build confidence through experiences?
  • Give clients more control over their marketplace?

Dialing it in

Late nights crunching and analyzing our data helped us narrow the focus and get clearer on the problem we were trying to solve. Here are the Problem Statement and How Might We Statements which really set us on the course for effective design solutions.

How is the current experience?

Here, our user journey map expresses how our Persona feels going through the current site. I was really getting a sense of how frustrating the site would continue to be for new customers so I set my sights on seeking solutions that offered a smoother flow and smarter navigation.

The largest areas of opportunity

  • Show the user how their data will be displayed on the frontend

  • Add guidance throughout the onboarding process

  • Proposed Site map
  • Proposed User flow
  • Heuristic Evaluation

A Cleaner Flow

The initial layout of the menu took alot of navigating just getting through the set up process. I always got confused just trying to move through it.

In our proposed Site Map we grouped more similar items together, removing extra navigation for the user.

  • Mood board
  • Style Guide
  • Sketches

Getting set up for success

Inspired by some of the current site’s colors I added saturation and put together a pallete with a friendlier feel and looked more inviting. I chose a spectrum of colors that were warm, friendly, and energized. This mood board helped us to stay aligned as we moved into the design phase and yet still connected to feeling of the Partner Fleet branding.

Getting on the same page

Building off of the mood board, I assembled this style guide to maintain consistency and uniformity throughout the design process. There was a major focus on giving visual guides for users such as a progress bars and clear indicators like pop-ups. 

What is a Crazy 8, you ask??

Doing 8 sketches within 8 minutes is actually really fun, challenging and really works your brain muscles. Doing these as a group helped us get in the right space to design effective and clear solutions.

I went through several more sketching sessions before building out the first prototype. My focus was a simplified flow and making sure are new proposed features worked well with the current site.

Here is the final design with accordians for each section.

Each section has its own active progress bar/timeline to to let you know where you are at all times. 

Final design of the dash after adding a background overlay
to spotlight the main event: setting up your Marketplace!