GUIDEcx
2021 - 2023
PRODUCT DESIGN
Led and designed a 0-to-1 customer portal that had 2x higher customer engagement then before and reduced onboarding time by 49%.
B2B customers churn due to slow, confusing and poorly coordinated onboarding experiences. GUIDEcx aimed to create a single source of truth for companies to track tasks and timelines.
Part 1 — Overwhelmed Customers = No Customers
1.0.01
Customers onboarding to complicated B2B SAAS need to be able to answer 3 questions:
What do I need to be doing?
What should I do next?
Where are we?
1.0.02
Ours couldn't… "We have so many customers that don't take advantage of the portal because they fill it is too much."
BEFORE — Customers were stuck with a confusing and hard to follow 'map' of their onboarding process.
Part 2 — Burn it Down. Start from Scratch.
2.0.01
Simply 're-skinning' the current experience wasn't going to work. Broken and slow code along with the need of a complete design overhaul allowed our team a fresh start.
2.0.02
Extensive research, prototypes, testing, and strategic cuts, we walked away with a truly user centered onboarding portal that quickly answered the 3 main questions.
LEFT — What do I need to be doing?
RIGHT — What should I do next?
QUESTION 3 — Where are we?
"The customer-facing dashboard is simple and easy to understand in the most positive way. Our customers love it."
- Patrick Laney, CEO/COO of Grubbrr
DIRECT TO YOU
24 HOURS A DAY / 7 DAYS A WEEK
E-MAIL ADDRESS
STEVEN@PRKRSTUDIO.COM
*Ask for Steven
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
No
5402
No
5388
Customer
Name
GUIDEcx
Date
Jan 2021 - Jul 2022
Duration
6 months
TEAM Role
Sr. Product Designer
Project Type
TYPE:
Web (Desktop & Mobile Responsive)
CATEGORY:
Project Management. Automation.
SKILLS:
E2E Product Design
OUTCOMES
Summary
Led and designed a 0-to-1 customer focused portal.
Built and defined a new design system
Conducted product market fit and usability interviews
CUSTOMER ENGAGEMENT
2x
PROJECT MNGR. CAPACITY
4x
TIME SPENT ONBOARDING
-49%
CLIENT ENGAGEMENT
+45%
Business Goals
BUSINESS GOAL #1
Customer's ability to answer core 3 ?'s
BUSINESS GOAL #2
Increase app visit frequency
BUSINESS GOAL #3
Reduce time in app
Design Principles
PRINCIPLE
Exclude ANY unnecessary information
PRINCIPLE
Secure sign-in should be FAST
PRINCIPLE
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
MERCHANT COPY
It has been our pleasure to serve you.
steven@
prkrstudio.com
Want to hear more?
Reach out and let's chat.
GUIDEcx
2021 - 2023
PRODUCT DESIGN
Led and designed a 0-to-1 customer portal that had 2x higher customer engagement then before and reduced onboarding time by 49%.
B2B customers churn due to slow, confusing and poorly coordinated onboarding experiences. GUIDEcx aimed to create a single source of truth for companies to track tasks and timelines.
Part 1 — Overwhelmed Customers = No Customers
1.0.01
Customers onboarding to complicated B2B SAAS need to be able to answer 3 questions:
What do I need to be doing?
What should I do next?
Where are we?
1.0.02
Ours couldn't… "We have so many customers that don't take advantage of the portal because they fill it is too much."
BEFORE — Customers were stuck with a confusing and hard to follow 'map' of their onboarding process.
Part 2 — Burn it Down. Start from Scratch.
2.0.01
Simply 're-skinning' the current experience wasn't going to work. Broken and slow code along with the need of a complete design overhaul allowed our team a fresh start.
2.0.02
Extensive research, prototypes, testing, and strategic cuts, we walked away with a truly user centered onboarding portal that quickly answered the 3 main questions.
LEFT — What do I need to be doing?
RIGHT — What should I do next?
QUESTION 3 — Where are we?
"The customer-facing dashboard is simple and easy to understand in the most positive way. Our customers love it."
- Patrick Laney, CEO/COO of Grubbrr
DIRECT TO YOU
24 HOURS A DAY / 7 DAYS A WEEK
E-MAIL ADDRESS
STEVEN@PRKRSTUDIO.COM
*Ask for Steven
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
No
5402
No
5388
Customer
Name
GUIDEcx
Date
Jan 2021 - Jul 2022
Duration
6 months
TEAM Role
Sr. Product Designer
Project Type
TYPE:
Web (Desktop & Mobile Responsive)
CATEGORY:
Project Management. Automation.
SKILLS:
E2E Product Design
OUTCOMES
Summary
Led and designed a 0-to-1 customer focused portal.
Built and defined a new design system
Conducted product market fit and usability interviews
CUSTOMER ENGAGEMENT
2x
PROJECT MNGR. CAPACITY
4x
TIME SPENT ONBOARDING
-49%
CLIENT ENGAGEMENT
+45%
Business Goals
BUSINESS GOAL #1
Customer's ability to answer core 3 ?'s
BUSINESS GOAL #2
Increase app visit frequency
BUSINESS GOAL #3
Reduce time in app
Design Principles
PRINCIPLE
Exclude ANY unnecessary information
PRINCIPLE
Secure sign-in should be FAST
PRINCIPLE
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
MERCHANT COPY
It has been our pleasure to serve you.
steven@
prkrstudio.com
Want to hear more?
Reach out and let's chat.
GUIDEcx
2021 - 2023
PRODUCT DESIGN
Led and designed a 0-to-1 customer portal that had 2x higher customer engagement then before and reduced onboarding time by 49%.
B2B customers churn due to slow, confusing and poorly coordinated onboarding experiences. GUIDEcx aimed to create a single source of truth for companies to track tasks and timelines.
Part 1 — Overwhelmed Customers = No Customers
1.0.01
Customers onboarding to complicated B2B SAAS need to be able to answer 3 questions:
What do I need to be doing?
What should I do next?
Where are we?
1.0.02
Ours couldn't… "We have so many customers that don't take advantage of the portal because they fill it is too much."
BEFORE — Customers were stuck with a confusing and hard to follow 'map' of their onboarding process.
Part 2 — Burn it Down. Start from Scratch.
2.0.01
Simply 're-skinning' the current experience wasn't going to work. Broken and slow code along with the need of a complete design overhaul allowed our team a fresh start.
2.0.02
Extensive research, prototypes, testing, and strategic cuts, we walked away with a truly user centered onboarding portal that quickly answered the 3 main questions.
TOP — What do I need to be doing?
BOTTOM — What should I do next?
QUESTION 3 — Where are we?
"The customer-facing dashboard is simple and easy to understand in the most positive way. Our customers love it."
- Patrick Laney, CEO/COO of Grubbrr
DIRECT TO YOU
24 HOURS A DAY / 7 DAYS A WEEK
E-MAIL ADDRESS
STEVEN@PRKRSTUDIO.COM
*Ask for Steven
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
No
5402
No
5388
Customer
Name
GUIDEcx
Date
Jan 2021 - Jul 2022
Duration
6 months
TEAM Role
Sr. Product Designer
Project Type
TYPE:
Web (Desktop & Mobile Responsive)
CATEGORY:
Project Management. Automation.
SKILLS:
E2E Product Design
OUTCOMES
Summary
Led and designed a 0-to-1 customer focused portal.
Built and defined a new design system
Conducted product market fit and usability interviews
CUSTOMER ENGAGEMENT
2x
PROJECT MNGR. CAPACITY
4x
TIME SPENT ONBOARDING
-49%
CLIENT ENGAGEMENT
+45%
Business Goals
BUSINESS GOAL #1
Customer's ability to answer core 3 ?'s
BUSINESS GOAL #2
Increase app visit frequency
BUSINESS GOAL #3
Reduce time in app
Design Principles
PRINCIPLE
Exclude ANY unnecessary information
PRINCIPLE
Secure sign-in should be FAST
PRINCIPLE
PRINTED IN U.S.A.
PRKR STUDIO, LLC.
MERCHANT COPY
It has been our pleasure to serve you.
steven@
prkrstudio.com
Want to hear more?
Reach out and let's chat.
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