Case study context
Automating manual workflows: a 0-1 onboarding configuration platform design.
a 0-1 onboarding configuration platform design.
Case study context
Automating manual workflows:
a 0-1 onboarding configuration platform design.
Case study context
Automating manual workflows:
a 0-1 onboarding configuration platform design.
Company context
Ambient.ai analyzes camera footage to filter out irrelevant content, allowing security professionals to focus on critical incidents.
Enterprise SaaS, Physical Security, Computer Vision
Company context
Ambient.ai analyzes camera footage to filter out irrelevant content, allowing security professionals to focus on critical incidents.
Enterprise SaaS, Physical Security, Computer Vision
Company context
Ambient.ai analyzes camera footage to filter out irrelevant content, allowing security professionals to focus on critical incidents.
Enterprise SaaS, Physical Security, Computer Vision
Project overview
I designed a centralized admin hub platform for accelerated customer time to value.
RESULTS
Reduced onboarding time by 78%—from 2+ weeks to days.
RESULTS
Reduced onboarding time by 78%—from 2+ weeks to days.
RESULTS
Reduced onboarding time by 78%—from 2+ weeks to days.
TEAM SIZE
12-18
TEAM SIZE
12-18
TEAM SIZE
12-18
TIMELINE
12 months
TIMELINE
12 months
TIMELINE
12 months
Problem context
Customers must complete 7 key steps before receiving their first alert.
Customers need to complete 7 key steps before receiving their first alert.
Customers must complete 7 key steps before receiving their first alert.
1
Create an account
Create an account
2
2
Add
a site
Add
a site
Add a site
3
Add an appliance
Add an appliance
4
Discover cameras
Discover cameras
5
Paint
streams
Paint
streams
Paint streams
6
Select
alerts
Select
alerts
Select alerts
7
Receive first alert!
Receive first alert!
Design objective
Currently, onboarding is external, disparate, & time consuming.
Currently, onboarding is external, disparate, & time consuming.
Currently, onboarding is external, disparate, & time consuming.
Four key onboarding steps were scattered across three different platforms, leading to inefficiencies and user frustration.
Four key onboarding steps were scattered across three different platforms, leading to inefficiencies and user frustration.
Four key onboarding steps were scattered across three different platforms, leading to inefficiencies and user frustration.
Creating an account
Creating an account
Adding cameras
Adding cameras
Annotating streams
Annotating streams
Review & scheduling alerts
Review & scheduling alerts
OBJECTIVE
Unify onboarding steps into 1 product platform.
OBJECTIVE
Unify onboarding steps into 1 product platform.
OBJECTIVE
Unify onboarding steps into 1 product platform.
The design process
Iteration Highlights
Improving batch task usability
Improving batch task usability
Improving batch task usability
Before
Before
The current process is repetitive, time-consuming, and lacks considerations that make batch tasks manageable at scale.
The current process is repetitive, time-consuming, and lacks considerations that make batch tasks manageable at scale.
The current process is repetitive, time-consuming, and lacks considerations that make batch tasks manageable at scale.
—repetitive modal workflows led to fatigue after annotating ~10-15 streams.
—repetitive modal workflows led to fatigue after annotating ~10-15 streams.
—repetitive modal workflows led to fatigue after annotating ~10-15 streams.
After
After
impact
Alert accuracy improved by 24%.
Alert accuracy improved by 24%.
impact
78% task completion rate.
78% task completion rate.
solution HIGHLIGHTS
A visual progress indicator.
A visual progress indicator.
Dynamically updated configuration statuses.
Added configuration statuses.
Dynamically updated configuration statuses.
Adding an instructional video.
Adding an instructional video to preview the expected experience.
Navigation
Navigation
Navigation
Before
Before
While the menu is collapsible, it would be at the cost of users losing overall context, specifically around which step they were currently on and what steps remained.
While the menu is collapsible, it would be at the cost of users losing overall context, specifically around which step they were currently on and what steps remained.
While the menu is collapsible, it would be at the cost of users losing overall context, specifically around which step they were currently on and what steps remained.
After
After
A persistent navigation experience without losing context.
A persistent navigation experience without losing context.
A persistent navigation experience without losing context.
solution HIGHLIGHT
Updated navigation component
Updated navigation component
Design solution
A standardized data collection experience with step-by-step guidane that introduces real-time visibility into various steps of the onboarding process.
Design solution
A standardized data collection experience with step-by-step guidane that introduces real-time visibility into various steps of the onboarding process.
Design solution
A standardized data collection experience with step-by-step guidane that introduces real-time visibility into various steps of the onboarding process.
Impact
78% reduction in onboarding time.
78% reduction in onboarding time.
78% reduction in onboarding time.
Weeks-month long process.
Weeks-month long process.
1
Create an account
2
Add
a site
3
Add an appliance
4
Discover cameras
5
Paint
streams
6
Select
alerts
7
Receive first alert!
Days-week
Days-week
1
Create an account
2
Add
a site
3
Add an appliance
4
Discover cameras
5
Paint
streams
6
Select
alerts
7
Receive first alert!
Customers can start using the product in a matter of
days instead of weeks.
Customers can start using the product in a matter of days instead of weeks.
Learnings & takeaways
The importance of designing for scale and usage beyond first-time setup.
The importance of designing for scale and usage beyond first-time setup.
Breaking designs into crawl, walk, run paradigms.
Breaking designs into crawl, walk, run paradigms.
ie: manual → automatic & internal tool → self-service