canvas capital

Project: onboarding

Role: Experience Owner - UX design, Writing, Research, and Project Management.

Note: "Canvas Capital" represents this project pseudonymously due to confidentialy agreements. Core details (challenges, solutions, outcomes) remain accurate.

Challenge: The fragmented and disconnected onboarding process at Canvas Capital hinders new hire integration by causing delays in tasks like background checks and equipment provisioning, while also limiting visibility and communication for hiring managers.

Objectives:

  • Simplify the onboarding process for everyone involved, providing a smooth experience for managers, new employees, contractors, mentors, and administrators.

  • Offer a flexible solution that works well on desktops, mobiles, iPads, and other devices, ensuring a uniform user experience.

  • Enhance visibility and completion times by centralizing tasks and information.

Design process

Initial research, drawing on stakeholder interviews, existing wireframes, and user personas, laid the foundation for design concepts tailored to specific user needs and challenges.

Journey: a guided EXPERIENCE

New hires receive a welcome email with an onboarding link from their manager, leading them to a central platform where they verify their identity, set a password, and view tasks. The platform, available for both mobile and desktop, automatically fills in data across devices for simplicity.

Activities list:

Login unlocks a complete task list within the platform, eliminating system hopping. Clear status updates (pending, in progress, completed) simplify progress tracking.

Manager experience : salewa Ojo

The Onboarding platform provides hiring managers with a central hub to manage new hire onboarding - featuring detailed progress tracking, unified task management with options for delegation, and quick access to personal information

CANDIDATE DETAILS:

Clicking on a new hire's profile shows key details like start date, location, and a visual progress bar indicating their onboarding phase. Managers can view specific activities and their completion status for detailed insights.

JOURNEY: MOBILE EXPERIENCE

The Onboarding project offers new hires a mobile platform for immediate progress updates, task management, and access to personal info. Managers get detailed oversight and delegation tools on the desktop version.

RESULTS:

The Onboarding project successfully delivered significant improvements through user-centered design, extensive testing, and a focus on key business goals. Here's a closer look at the project's impact:

Enhanced Design and Broad Testing: Over 500 screens (user journeys) were designed, with extensive testing across various personas to tailor the platform for the organization's 200,000+ employees, ensuring a wide-ranging applicability and inclusivity.

Positive Feedback and High Usability: Received high praise for its ease of use, clean design, and supportive features, achieving an exceptional usability score above 80.

Significant Business Impact: Expected to cut employee turnover by 30%, save over 100,000 manager hours, and reduce support costs by $3 million annually, enhancing new hire integration and supporting organizational goals.