Onboarding process redesign.

≈ 6-min read

A screenshot of QR Menu onboarding
A downward arrow
(Internship)
Onboarding process redesign.
A screenshot of QR Menu onboarding
≈ 6-MIN READ

CONTEXT

|Timeline

November 2021 (2 weeks)

|My Role

User Experience Design Intern

|Team

Myself (UX/UI)
Product manager
2 developers

|Overview

QR Menu is an online menu-design platform that allows restaurant owners to design a scannable QR-powered digital menu. However, despite its high SEO ranking, the platform was not attracting enough new clients, as most would leave during the onboarding process, without publishing their first menu.​

This is a story of how I redesigned QR Menu's onboarding experience and increased the percentage of new clients who publish their menu by 30%.

|Challenges

  • Aggressive timeline
  • Limited time for user research

|Impact

  • Went live in December 2021
  • 30% increase in the percentage of new users who publish a menu

|What are QR Menus?

QR code menus are digital menus that are accessible for restaurant-goers through their devices after scanning a QR code. QR-code menus are easily sharable and modifiable and are known to reduce menu-printing costs while modernizing the dining experience.

Besides allowing clients to design responsive QR code menus, QR Menu's menu-building platform also allows menu customization, access to valuable analytics, and ordering QR code stickers.

PROBLEM

|Users were not publishing their menus.

According to the company metrics, on average 10% of new users who start the onboarding process publish their QR menu.

Project goals

|We wanted to increase the number of people who publish a menu by 20%.

We aimed for 20% of new users to publish a menu, and for 90% of them to do it without contacting QR Menu. This project's scope was to identify the issues surrounding the user experience portion of the onboarding process, build a new prototype based on that research, and implement the new design.

Heuristic evaluation

|I wanted to see what was wrong with the current onboarding.

I started by analyzing the current onboarding process, loosely following Nielsen's ten design principles to identify any usability issues.

|I found a lot of issues.

Usability issues found

Interview

|I interviewed the head of marketing.

Since no clients were available for interviews, I interviewed the head of marketing, who brought most customers through direct advertising, and helped them with creating accounts/onboarding. The interview was semi-structured, as I wanted him to share as much as he could about users' reactions to the onboarding process

Main Takeaways

|Users were mostly middle-aged men, who were not experienced with technology.

Some of the main takeaways included:

  • Users were hesitant to sign up before beginning the onboarding process
  • There were bugs that interrupted the onboarding process
  • Users were confused since they could not see the menu
  • Most users are males 45+, with little to no experience with web design platforms
  • Users had difficulties navigating the platform after onboarding process

Competitive analysis

|What were other platforms doing?

I decided to perform a competitive analysis of the onboarding processes in 2 different design platforms; Wix, one of the world's leading web design services, targeting users with little to no web design experience, and Online Menus. This online QR menu design platform targets business owners. I looked at their strengths and weaknesses to identify any pain points.

Opportunity

|How can we improve the onboarding experience to increase the percentage of new users who publish a menu?

Pain Points & Proposed Solutions

|I ideated solutions for each pain point.

After completing the research and using the 2 services I chose to analyze, I proposed solutions to the pain points I found.

No business type consideration
Provide more business types
No progress visibility
Progress bar
UI inconsistencies
Consistent buttons and screens
No menu visible/no customization
Add a menu visual, with basic customization options
Insufficient guidance/misleading  CTAs
Clear directions with accurateCTAs

pain points vs. solutions

Business goals consideration

|How can I drastically increase publishing rates?

I realized that we could increase menu publishing rates by letting new users publish a menu as a step at the end of the onboarding process and moving the signup to the end. Thus, we identified two more opportunity areas:

Move sign-up to the end
Publish automatically with sign--up

Additional opportunity areas

user flow

|I mapped out the user flow.

Users can now select their business type, menu language, theme (dark/light), logo, and banner. In addition, users can select a font combination, menu categories, and corresponding menu items and provide their social media links. The signup button appears in the end, as users are urged to create an account, which automatically publishes their menu.

FInal Solutions

|6 big improvements!

4

I added a menu visual, and basic customization options.

I added a real-time menu visual, which will be clickable. I also added basic customization options, which allow users to pick themes for their menus and add a limited amount of categories/menu items. This turned the onboarding process into more of a demo that introduces users to the platform.

5

I added clear directions and accurate CTAs.

I added clear CTAs, which made the onboarding process intuitive and easy to complete and made sure to consider error handling and make actions reversible. I changed the terminology from "products" to "menu items."

6

I made menus publish automatically upon sign up.

I made the sign-up process the last step. This allowed users to get a taste of the platform without creating an account and made onboarding more transparent and less time-consuming. Once users reach the sign-up, they already have an initial draft of their menu, which goes live automatically once they create an account/log in.

high fidelity prototype

|I created an interactive Adobe XD prototype.

View Prototype

Impact (1 month later)

30%↑
% of new users who published at least one menu
98%
Users complete onboarding without help
100%
Rollout rate

Live product

|The first time my design was published :)

Below are screenshots of the live product.

Live product screens

Challenges & lessons

|The process is imperfect, and that's ok.

The main challenge I encountered was the aggressive timeline, which compelled me to prioritize the most vital tasks needed to complete the project by the desired deadline. Due to the lack of active users available for interview on such short notice, I interviewed the head of marketing, which provided me with just enough insight to understand what challenges QR Menu's clients might face.

Another challenge was determining the level of detail I should include in my directions for developers and taking their restrictions into account. While I had creative freedom during this project, I also did my best to comply with the company's branding guidelines and focused on increasing the rate of new users who publish a menu using the platform.

next steps

|So what's next?

The project's initial version has been implemented and increased the rate of new users who published a menu by 30%, passing our initial goal by 10%. The next step will be conducting remote usability testing and changing the onboarding process accordingly. I also believe that more could be done to ensure that users keep editing/using their menus after publishing - however this will require redesigning QR Menu's dashboard and editing tools.

If I were to keep working on this project, I would collect more qualitative data by interviewing users and observing them interact with the implemented onboarding. Once the onboarding process is complete, I would move on to redesigning QR Menu's dashboard.

Thanks for reading :)

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