StrategyBlocks: Customer onboarding user flows

A UX case study for StrategyBlocks, an online strategic planning platform. Covering information architecture, wireframes, form validation, user onboarding and the registration flow from welcome screen through to launch.

strategyblocks-online-registration-add-users

Information architecture

The information architecture goes hand in hand with the wireframing process to map out exactly which screens are required and all the necessary user interface elements that make up the structure of the user flows. By having everything in the one place it makes it easier to identify areas of improvements or gaps in the overall user experience.

Information architecture diagram for StrategyBlocks customer onboarding flow

Sketching: Quantity vs. quality

With the information architecture and necessary screens mapped out I normally produce rapid sketches to experiment with potential layouts, concepts, and hierarchy. The process is to produce quantity over quality during the early stages of exploration.

Hand-drawn sketches for the StrategyBlocks registration user flow

Rapid wireframes

Wireframes were created and shared with the wider team to get feedback and deepen our collective understanding of the user journey. The low-fidelity approach means you can collaborate with developers and work in an agile way without getting caught up in the smaller details too early. While the developers build the basic structure and framework, you can start delivering final visuals screen by screen. A continuous design and development loop.

StrategyBlocks onboarding welcome screen showing estimated completion time

Welcome and information screen

The welcome screen to tells users it’s going to take approximately 10 minutes to complete the registration process. This helps get people in the right mindset before starting the process so they can allocate the time required to get up and running.

StrategyBlocks online registration welcome

Inline form validation

The simple task of creating a new user account comes with built-in form validation to assist with the onboarding process along the way. The registration process is broken down into logical steps to help break the content and to help keep the user focused on the task at hand.

StrategyBlocks strategic plan duration date picker showing start and end date selection

Strategic plan duration

Custom form elements for quickly selecting the start and end date of a strategic plan. Really happy with how the date picker came out on this one.

StrategyBlocks online registration strategic plan duration

Strategic hierarchy levels

Throughout the whole process, we wanted to describe exactly what was happening and why. By introducing headings, sub-headings and intro text in plain English it made it easier for people to understand why they were being asked to do a particular task at the same time providing clarity on how the product works.

StrategyBlocks strategic hierarchy levels diagram pop-up explaining complex concepts

Strategic hierarchy levels (with diagram)

In some cases, good copywriting wasn’t enough, we had to back it up with a diagram to further explain a more complex concept. A picture is worth a thousand words.

StrategyBlocks online registration strategic hierarchy levels (with pop-up)

Strategy is a team activity

Many hands make light work when it comes to implementing a company’s strategy. On this screen, you can start adding the people who will help bring your vision and mission to life.

StrategyBlocks add team members screen during onboarding

Build out your team

Add people and apply role-based permissions such as administrator, content editor and reviewer. They’ll receive an email to confirm their account and can choose a pre-defined avatar or upload a photo to personalise their profile.

strategyblocks-online-registration-add-users-pop-up

Social media connections

At the end of the process, people have the option to connect and stay up to date with new features and improvements. It’s also a great way to encourage customer feedback, announce upcoming features and build a connection with your user base.

StrategyBlocks onboarding social media connections screen

Celebrate the small things

On the surface, completing a 15-minute setup of a mission and vision statement might not feel like something worth celebrating. But for some people, starting a new company is both exciting and nerve-wracking — and that deserves to be acknowledged.

StrategyBlocks onboarding completion congratulations screen

Final design

Before launch I created a series of mockups for the marketing team to use across email, Facebook and Twitter to help promote the new app and drive early adoption.

StrategyBlocks online registration final design mockup on iPad

Let's collaborate

If this sounds like the way you like to work, get in contact to tell me a little about yourself and your project and I'd be happy to help. Send me an email at hello@richmcnabb.com.