Atlas Onboarding

Atlas faced significant challenges with user adoption due to a fragmented onboarding process.

The platform's System Usability Scale (SUS) score was 42.6, below industry benchmarks, indicating poor user experience. Business analysts struggled to articulate the platform's value to clients, hindering sales conversions.

Struggles

Collaboration with Cross-Functional Teams: Worked closely with product managers and engineers to implement a modular design system, reducing UI debates by 40% and ensuring consistency across the platform.

Process Optimization: Organized workshops to align the development team on new processes, enhancing clarity and shortening the development cycle.

Insights

Importance of User-Centric Design: Emphasized the need for tailored onboarding experiences that match user roles and goals.

Cross-Functional Collaboration: Highlighted the value of aligning teams to streamline development and improve product outcomes.

Clear Value Communication: Demonstrated how effective onboarding can significantly enhance sales by clearly articulating platform value.

Deliverables

User-Centric Discovery Phase

Conducted 16 user interviews across various skill levels to identify critical gaps in the onboarding process. Key findings included:

Lack of role-based training paths.
Inadequate documentation.
Absence of visual form-building tools.

Redesigned Onboarding Flows

Developed dynamic role-based onboarding tracks and integrated a WYSIWYG form editor to enhance user engagement and simplify the learning process.

Outcomes

Boost Enterprise Client Sales

Achieved a 53% increase in low-friction sales post-launch, driven by clearer value communication.

Improved SUS Score

Increased by 10.2 points, exceeding the 2023 goal.

Paul Oostindie

Sales Manager

Before I lost deals I should have won. Prospects couldn’t see Atlas’ value through our clunky process. I struggled to show how Atlas fit their workflows, and demos felt like uphill battles.

With the dynamic role-based onboarding paths prospects can see the value immediately and it had direct impact on sales conversions with enterprise clients.