Early Exploration

  • Competitive Analysis: Studied onboarding flows and dashboards of SaaS platforms like Notion and Linear to identify effective guidance patterns and clean layouts.

  • Heuristic Evaluation: Audited the existing Hive dashboard and sign-up process, finding key issues with hierarchy, guidance, and information overload.

  • Stakeholder Interviews: Engaged product managers and engineers to clarify priorities, technical feasibility, and success metrics.

  • Synthesis: Key themes emerged: need for contextual onboarding, decluttering the dashboard, and streamlining user workflows.

Redesigning

Initially, we planned a lightweight onboarding form to capture user context during sign-up. However, we realized the dashboard’s clutter and noise were the bigger blockers to usability. So, we shifted focus to a portal redesign that:

  • Reduced visual clutter and organized content to establish clearer hierarchy.

  • Added a post-sign-up redirect guiding new users to essential next steps, integrating onboarding into the user journey more naturally.

  • Ensured new designs leveraged the existing design system to minimize engineering effort.

  • Iterated through wireframes and prototypes, gathering feedback from PMs, engineers, and stakeholders for alignment and feasibility.

Proof in the Pixels

  • Onboarding Flow: In the first week, ~10% of new sign-ups provided company info via the onboarding prompt, valuable first-party data for targeting and outreach.

  • Dashboard Redesign: Stakeholders and early users described the new dashboard as “cleaner” and “easier to navigate,” with improved discoverability of key features.

  • Efficiency Gains: The redesign reduced unnecessary clicks and cognitive load, supporting faster user workflows.

  • Development Ready: The redesign aligned with Hive’s design system, enabling rapid development with minimal overhead.

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!

Have a project idea in mind? Let’s chat about how we can bring it to life— virtually, from anywhere in the world!

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