Link4 provides e-Invoicing delivery solutions which means securely delivering invoices from one cloud-based accounting software directly to the other. It is an efficient and automated process that works in real-time, increasing cash-flow for a company via reducing the invoice generation-to-payment process.
Enhance the customer journey of the onboarding process.
Make the navigation through this process easier, clearer, therefore eliminating any trigger of confusion.
Make the flow more interactive and as customer friendly as it can be.This is your heading
Research | Workshop | Prototype | Homepage design advice
SaaS customer onboarding guidelines
Customer review analysis
8 1:1 interviews
8 User-testing current process
Easy to learn and use
Automation of reminders for the customers
Connection/integration with various range of accounting software
Don't want to pay too much money for a similar service
Many people still use paper/pdf invoices
getting clients to pay on time
Concern of mistake on invoice management
Homepage: "I still don't know what the product is"
"Before I even enter the information in fields, I get an error message"
"I'd like to know how many steps are left"
Would've been nice to be notified before hand of the needed documents"
"frustrating when there's no tutorials or help in the software for new users"
"Takes too long to set up"
"Software was too difficult to use"
"Biggest must for software would be simplicity, easy to use and straightforwardness"
How Might We
Low Mid High Fidelity
Reduced the number of steps it takes to sign up and refine user flow
Improved on the placement and design of website features
Edited website copy to be clear and direct and simple
Redesigned the dashboard layout for a better flow
In the end I decided to use a hero image on the homepage that shows the product on different devices. This is currently already been implemented in the new design of Link4. What is achieved in the end of this project:
Decreased the number of onboarding steps (decrease friction & build momentum)
Happy messages and words
Engaging, informative, personalised and clear email templates
Clearer dashboard navigation and user interface