Refactoring Quimby

Overview

When I returned from my sabbatical, I was approached by a colleague from a previous company. She needed some product design help with her product, Quimby, particularly around reimagining the onboarding experience. Learn more about what Quimby does.

Quimby is a small startup building a tool that aims to empower employees with emotional resilience tools and create psychologically safe teams. This felt like a perfect fit. The team is small and consists of a Founder, a Chief of Operations, and one other part-time Product Designer. I needed to jump in and work on the onboarding flow and move on quickly to another area of the product.

 

Role

Product Designer: I was responsible for product thinking, information architecture, interaction design, and UI design.

August 2023

 
 

Understanding the problem

A good product onboarding process should help customers experience the value of your products right away. The existing onboarding process was tricky and disjointed and many users were unable to get through it without hands-on assistance from the Quimby team. The update to the design needed to accommodate both managers of small teams at startups and administrators from large companies who add whole org charts of teams to Quimby. The existing onboarding flow UX was deterring them from adding team members. The sooner they can add team members, the sooner they can start gaining insights, which is one of Quimby’s main value props.

I consulted the team, reviewed the existing user research and Looker dashboard, and conducted an audit of the onboarding flow and admin page. The following issues were identified:

  • Users were stumbling through the onboarding flow, specifically when signing up

  • The onboarding flow for this web-based app still contained vestiges from when it was a desktop app, which wasn’t responsive

  • Users could not figure out how to add their team members in both the onboarding flow and the admin page

 
 

Wireframing the solution

Based on the above problems identified, I worked towards addressing these pains by coming up with potential solutions. I quickly mocked up some low-fidelity wireframes to gather feedback from Product and Engineering.

Consolidated stepper

 

“That’s it!… Just kidding!” The previous onboarding flow featured back-to-back wizards punctuated by a false confirmation. This was a holdover from when Quimby was a desktop app. I consolidated both wizards into one with a clear six-part stepper.

 
 
 

Log In/Sign Up

 

It was not apparent that new users could sign up with their email. Many (including myself) stumbled through this part believing that they needed a code. I updated the design to make it more apparent that they could use an email address and also made it mobile-friendly, as the product is moving in that direction.

 
 
 
 

Verify email

According to usability test sessions that were conducted before I joined, users were confused by the confirmation code that was sent to their email so I updated it to be more clear.

 
 
 

An easier way to add members

In both the onboarding flow and the admin page, I gave users a clear way to add teams and teammates

 
 
 
 

Working in higher fidelity in Figma

Once the quick ideas were validated by the team, I started working in high fidelity so that our developer could begin implementation using Material Design components. There is not currently a design system for Quimby I also used visuals that would be in line with one of Quimby’s new features that has a more modern design.

 
 
 

Validating the Designs - In Progress

Tracking Results

We will have to evaluate the impact more qualitatively than quantitatively for now. We will likely see it over time but not immediately. User interviews are a continuous part of growing this product and we will continue to measure impact as time goes on.

Lessons Learned

This was a short-term project with a quick turnaround because I needed to immediately move over to working on Quimby’s learning module. I learned to get acquainted with a new team and product quickly and begin rapidly delivering value by understanding how best to communicate my ideas in a lean way. I am excited about Quimby’s future and grateful for the opportunity to work on a product that genuinely improves the lives of its users.