Mobile Is A Touchy Subject

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Customer Onboarding Experience For Mobile

FULL LIFECYCLE DESIGN PROCESS - TEAM MANAGEMENT AND MENTORING - MOBILE DESIGN

Challenge

Customer on boarding is always a challenge. If you make a bad impression you may lose the customer. There are so many tasks to accomplish at once, that it can be almost impossible to get it right.

Not to mention mobile!

The ask was to design a card activation strategy that introduces customers to the product and service offerings. First impressions matter, so getting them off to a good start was key.

Design Process

I created a plan and led the agile iterative design process, managing client relations, and managing on / off shore teams to quickly iterate the design and clarify the requirements. We used a combination of consulting and startup techniques to rapidly innovate and button down the screen designs.

Result

The design solution seamlessly accomplishes several objectives at once. The customer gets a product tour, the company learns about the customer’s interest, the customer sets up a customized experience, and the customer is encouraged to use the card right away.

It is lightning fast, doesn't require much thought, and is responsive across desktop, mobile, and tablet.