Cloud Security Simplified Onboarding
UX RESEARCH | UX DESIGN | UI DESIGN
To simplify the data source onboarding process for users, we aim to eliminate friction and promote seamless adoption across data sources.
Project Type
Increased usability during cloud security onboarding flow.
Role
UX Designer, UI Designer
Team
1 Designer (Me), 1 UX Researcher, 2 PMs, 3 Front End Engineers, 2 Backend engineers
Industry
Cloud Security, Cybersecurity
Tools
Figma, Adobe CC, FigJam, Napkins & Pens
Duration of Project
2 Months
Project Overview
In this project, we addressed the challenge of streamlining the user onboarding process. Our goal was to reduce any obstacles and ensure a smooth experience that encourages users to adopt and integrate various data sources efficiently.
My Design Challenge
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Enhanced User Experience: A streamlined onboarding experience makes it easier for users to get started, reducing frustration and lowering barriers to entry. This leads to a more intuitive and satisfying first interaction, increasing the likelihood that users will engage fully with the product.
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Improved Product Adoption and Retention: By minimizing obstacles, users can more easily integrate and connect data sources, driving faster time-to-value. This promotes broader adoption across user groups and helps build loyalty, as users are more likely to stay engaged with a product that supports them effectively from the start.
Specific Goals
Increase engagement, raise satisfaction and feature adoption increase.
Key Metrics
Increase NPS, increase in adoption rate.
Project Timelines
This was our chance to create clear timelines, align on design capacity, and set expectations collaboratively across all teams.
Discovering The Challenges & Use Cases
In the Discovery Phase, I focus on exploring and gathering insights to create a foundation for data-driven design decisions, specifically aimed at simplifying the onboarding process and minimizing user friction.
Key Activities:
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User Research: Conducting interviews, surveys, and observations to identify user needs, onboarding challenges, and expectations.
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Competitive Analysis: Analyzing competitor onboarding processes to pinpoint strengths, weaknesses, and areas where we can streamline or enhance our own experience.
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Contextual Inquiry: Observing users in real-world settings to understand the contexts in which they onboard and interact with data sources.
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Stakeholder Interviews: Engaging with stakeholders to clarify onboarding goals, business requirements, and potential constraints.
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Journey Mapping: Outlining the user onboarding journey to identify key touchpoints and areas where friction can be reduced, promoting a smooth and engaging first-time experience.
Defining Requirements and Use Cases
In the Define Phase, I synthesize insights from the Discovery phase into a clear problem statement, refining our design focus on the most critical aspects of the onboarding experience. This ensures that proposed solutions will directly address user needs, particularly in reducing friction and enhancing adoption.
Key Activities:
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Affinity Mapping: Organizing research findings into themes to identify common onboarding challenges and user expectations.
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Persona Creation: Developing personas that represent key user groups, highlighting onboarding needs and pain points.
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Problem Statement Definition: Crafting a concise problem statement that captures the core challenges within the onboarding process.
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User Scenarios: Creating scenarios to illustrate how users will navigate the onboarding process and interact with various data sources.
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Experience Mapping: Mapping out the onboarding journey to identify gaps, friction points, and opportunities for a smoother, more engaging experience.
The Personas
‘My task is to identify critical misconfigs and vulnerabilities, report them to the CISO and assign them to Ricardo for proper investigation.’
Vanessa
Security Admin
‘My task is secure the cloud, secure the pipeline and improve pipelines for developers to
ship code.’
Ricardo
DevOps Team
‘My task to ensure me and team are able to prevent code risks to be deployed into production environments’
Aaron
Application Security
Once the team identified the target personas, we needed to gain a deeper understanding of how each persona would interact with the app. This process was crucial in mapping out the customer journeys for each persona, allowing us to design optimal experiences and address areas of overlap effectively.
User Flows
This was our opportunity to assign personas to flows and understand their journey on days 1, days 7 and beyond.
Ideating The Experience
In the Ideation Phase, creativity is at the forefront as I explore a range of solutions to streamline the onboarding experience and minimize user friction. This phase involves ideation, prototyping, and iterative testing, allowing us to experiment with various approaches and refine them based on user feedback.
Key Activities:
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Ideation Workshops: Leading brainstorming sessions focused on generating innovative ideas to simplify and enhance the onboarding journey.
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Wireframing: Creating low-fidelity sketches that outline potential structures and layouts for the onboarding process.
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Prototyping: Developing interactive models to test onboarding concepts and gather early user feedback.
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Design Critiques: Collaborating with team members to review and improve onboarding design solutions.
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Usability Testing: Conducting tests with real users to identify usability challenges and find opportunities to improve the onboarding flow.
Day 0 - First Time Onboarding
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Day 7 - Onboarding New Provider
Day 30 - Onboarding & First Time to Value
Time To Deliver
In the Deliver Phase, the top solutions for the onboarding process are finalized and prepared for implementation. This stage centers on refining the design, completing final testing, and ensuring everything is ready for a smooth deployment that reduces user friction and encourages adoption.
Key Activities:
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High-Fidelity Design: Creating polished, detailed designs that are optimized for onboarding and ready for developer handoff.
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Usability Testing: Validating the final onboarding experience with users to confirm it effectively meets their needs and expectations.
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Design Handoff: Preparing comprehensive design specifications and assets for a seamless handoff to the development team.
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Iteration: Making final adjustments to the design based on feedback from usability testing.
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Launch Planning: Coordinating with stakeholders to ensure a successful and friction-free launch of the improved onboarding process.
End to End Flows
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The new onboarding flow will make my onboarding team’s life so much easier, allowing us to monitor our org quicker and get mature our security posture more efficiently.
SecOps Team
Reduction in Onboarding Friction
Streamlined a complex 5-6 step process requiring advanced configuration down to 2-3 simple steps, boosting task efficiency by 60% and significantly reducing user onboarding time.
Quick Time to Value Post-Onboarding
On day one of onboarding, users now receive immediate value with a personalized landing page displaying real-time risks and issues in their environment within minutes. Previously, users had to search and wait up to a day to access this information.
Increase in Onboarding and NPS Score
We achieved a 10% reduction in customer drop-off during onboarding and boosted our NPS score by 7 points within the first month.