Nearpod Teacher Onboarding Experience

Role

As UI/UX Design Lead at Nearpod, I worked closely with the Director of Product, product managers, and an overseas team of designers and developers to align on and execute new features that would meet the business goals of the 5-year old educational web and mobile platform.


Opportunity

The onboarding experience for Nearpod had not been examined in several years. We wanted to see if we could retain more users between sign up and executing their first lesson.

Business Goal

Grow the user base at the B2C level in order to generate interest in B2B sales.


Research & Data

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From interviewing existing Nearpod teachers, I learned about their first time experiences, how they came to discover Nearpod, and shortcomings in the existing onboarding flow that led to them missing key features and missing the full value that Nearpod provides. I also analyzed responses from previous user research to see what features users found most valuable in Nearpod. Data from Tableau showed me what features in Nearpod were most used and which were not as heavily used.

Analyzing the onboarding experiences of dozens of competitors, similar products, and mainstream products allowed me to identify the good, the bad, and the ugly of onboarding experiences.


Ideation & Iteration

I wireframed and mocked up ideas to align on internally. We considered 3 different flows, but narrowed it down to one. Each round of iteration helped to define the scope of the project as we reviewed with the CEO, developers, and members of other teams like content and marketing.


Prototyping & User Testing

I created an Invision prototype of the onboarding flow redesign and tested the agreed up on flow with non-Nearpod users to gather feedback from teachers seeing Nearpod for the first time.

The user tests validated many of our design decisions, but also revealed user behaviors that were unexpected. We made design fixes for some of the issues that came up, and prioritized others for future iterations of onboarding after we gather data from the first release.


Development & Documentation

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As the design is passed to offshore developers for implementation, I create documentation and spreadsheets to communicate with the execution product manager and developers to track issues that come up in design QA such as: edge case definitions, metrics definitions, alpha testing feedback, content logic, and animation specs for onboarding.


Launch, Analytics, & Learnings

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We launched the new onboarding flow and I worked with the marketing lead and product managers to set up A/B tests, watch engagement metrics via Tableau and Google Analytics, watch heatmaps and recordings of user behavior on Hotjar, and ran user tests to verify the outcomes of the new onboarding flow and make iterations.

More about my work at Nearpod: Designing Design Standards for a Growing Startup