WCT: Smarter Onboarding for RCA Creators
An onboarding redesign for an existing client, focused on simplifying the process for beginner and intermediate users.
Project Focus & Key Features
This project aimed to streamline onboarding for a Root Cause Analysis (RCA) software. In a team of five, we worked closely with stakeholders to understand their existing product and pain points. The current onboarding relied heavily on sales calls, and new users were dropped into a blank, jargon-heavy dashboard with little guidance.
Our solution introduced an AI-led tooltip assistant that responded to user behaviour, offering tailored support throughout onboarding. We also implemented an AI-powered brand importer that auto-filled reports with a company’s logo, colours, and fonts based on their website. Experienced users could upload files like Excel to populate their dashboard instantly, while new users were guided through a “create new” flow with real-time previews and support videos.
A transparent pricing tool replaced the need for phone quotes, making the 14-day trial setup clearer and more self-sufficient.
Results & Tools Used
The client was highly receptive, and many of our ideas are moving into development. Our team used Figma, FigJam, and Notion to collaborate and prototype. The project sharpened my skills in UX design, client communication, and building inclusive onboarding experiences.
