Project Overview

In the realm of remote work, establishing an effective onboarding process is crucial for ensuring that remote workers seamlessly integrate into the operations of a payroll platform. This process, commonly referred to as onboarding, encompasses the essential steps taken to familiarize new remote workers with the platform's functionalities, policies, and procedures.

Client

Ontop

Role

Lead Product Designer

Year

2023

Problem

Users are experiencing prolonged onboarding times and encountering numerous uncertainties, often resorting to contacting support. The Know Your Customer (KYC) process lacks clarity in its responses, contributing to the confusion.

Goal

Reduce 90% Onboarding median and average time of Onboarding

Process

Delivery

We achieved a significant 95% increase in the average onboarding time.

Our strategy involved developing comprehensive documentation for desktop, iPad, and mobile platforms, collaborating closely with developers to ensure they had all the necessary assets for each sprint's implementation.

By deeply understanding our customers' values and desires, we crafted an onboarding experience that resonated with them on a personal level.

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