Onboarding challenges in an ERP
Data-driven Success
Does Lack of Onboarding Hinder New Users?
The Challenge
During a Discovery session, we found that their ERP software lacked initial guidance, making it difficult for new users to navigate the system effectively.
The Analogy
Imagine arriving in a new city without any signs or welcome information. You'd have to rely solely on your instincts, which isn't an efficient way to orient newcomers.
The Impact
Each system integration required dedicated trainers to teach client personnel, resulting in excessive resources being reinvested in redundant support.
Defining the Problem
In addressing the challenge, our client focused on improving the onboarding problem by leveraging extensive platform documentation and lengthy tutorial video materials. This however isn't optimal as nowadays people look for a more intuitive way to get themselves quickly onboarded, so as a result, they often skim through such materials due to their time-consuming nature.
Text-heavy
Documentation
Lengthy, unengaging
Videos
Team of professional
Trainers
The Solution – Automated, Role-based Onboarding Experience
Gamified onboarding - an interactive path to engage users
We created a set of built-in educational features. Using gamification, these tools employed practical, self-guided learning methods that new users found interactive and engaging. Through effective UX writing practices, we also simplified the system’s language, making it easily understandable for everyone.
This approach not only streamlined the onboarding process but also accelerated the learning curve, enabling users to quickly become proficient in using the platform.
To further enhance user satisfaction upon completing tasks, a success message has been crafted. Following the completion of the onboarding journey, users can always access help via the Help Center, positioned on the right side of the screen.
