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Improving customer education through onboarding

Improving customer education through onboarding

Company

Role

GitPrime (acquired by Pluralsight)

Lead Designer

As GitPrime expanded its market presence, we needed it to evolve from a tool for Engineering Managers into a more mature product suite that appealed to executives as well. This involved refining our brand, business model, and product offerings. However, supporting a broader user base required addressing several challenges, such as aligning the product experience with the matured brand, streamlining onboarding, and serving relevant content based on user roles (e.g. executives, managers, engineers). When diving deeper, we realized that inconsistent onboarding processes led to inefficiencies in the Customer Success function, which we sought to address by creating a role-based onboarding wizard and a personalized homepage for users. This approach aimed to deliver a more targeted experience, enhance platform usability, and free up Customer Success Managers to handle more accounts.

Customer journey



Onboarding wizard brainstorm


Proposed onboarding flow (in wizard)


Email invite – onboarding mockups


Sign up from web – onboarding mockups


Dashboard home – onboarding mockups

Have questions?

There's a lot more here than meets the eye. If you'd like to learn more about how we worked on this project—cross-functionally, the design process, etc.—feel free to get in touch, I'd be happy to dive deeper together!

©

2024

Jesse Litton

©

2024

Jesse Litton

©

2024

Jesse Litton