For five months,I led the automated onboarding project. We wanted to help our customers connect their devices quickly while introducing the platform's capabilities in a timely manner.
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My role: workshops, user research, UX/UI design, project management
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Timeframe: May 2020 - September 2020
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Partners: 1oTeam
Background
The initial situation for this project was twofold:
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Users were struggling to connect their devices because the instructions were scattered in emails (both between 1oT and the client and within the client team)
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Customers hadn't subscribed to our value-added services and account managers had to sell it to them (but once they did, customers were delighted)
Goals
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To help customers get their SIMs up and running without complications.
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Demonstrate the functions and possibilities of the platform to new customers.
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Promote the use of value-added services.
Process
The first step of the project was to map out the onboarding journey from the customer's perspective. But also from the perspective of our sales team and account managers. I started by working backwards from the implementation plans that the account managers have for key accounts.
With a better understanding of the journey, I organized a few workshops with the support and technical teams to learn what questions/problems customers typically have. Then we tried to place those questions and answers into the timeline of getting started with 1oT.
Then I planned and facilitated workshops to create content for the entire journey. The workshops helped us to live through the process and write down ideas for the content as a team.
Finally, the aim of the live tests was to make sure the right people were getting the right information at the right time.
Solutions
Action-based triggers ensure that instructions and information reach the user at the right time:
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Personalised emails to build the relationship between the account manager and the customer team.
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Pop-ups on the platform.
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Introduction of an inviting 90-day trial period for 1oT Terminal's value-added services. The 90-day counter starts when SIM cards have a first data session, meaning customers are actively using the devices.
Results
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Before the first data session with the SIM cards, there were fewer support tickets, which means that customers were successfully using the SIM cards.
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After we introduced onboarding, almost all new customers use the credit card payment method. Before, they had to search for it in the company's settings.
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The account managers receive enthusiastic emails thanking them for the 90-day trial period of the value-added services.