Tapestry — Online Learning Journal
Solving onboarding obstacles for early years education software
Tapestry — Online Learning Journal
Tapestry, an EdTech innovator in early years settings, recognised the need to enhance their software’s onboarding process to better accommodate the complexities of setting up in various educational environments. Partnering with Spinning Fox, the aim was to simplify this crucial first step for new users, ensuring a smoother and more efficient integration of their platform into nurseries and schools.
UX audit of existing onboarding experience
Reimagined onboarding approach to alleviate pain points
Clickable prototype, and user testing to validate the new designs
With an initial UX audit of the current setup flow the collaboration identified pain points in a cumbersome onboarding flow that often hindered administrators due to incomplete information. It was also observed that users found the setup a little daunting, they didn’t always feel like the best placed person in their organisation to complete the setup.
With these findings and user feedback gathered by the support staff at Tapestry, we set out to design an onboarding experience to alleviate the users’ pains and get them started without any blockers.
We reimagined this process, with a dynamic checklist that users encountered upon first login. This checklist not only guided them through necessary steps but also allowed them to complete tasks in any preferred order as information became available. This innovative feature not only streamlined the onboarding but also helped users familiarise themselves with the app’s control panel, enhancing their confidence and competence with the platform.
To further refine the non-linear, checklist-based approach; back office staff could begin by filling out basic information, and then invite other senior staff members to fill in the gaps with more advanced details. This flexibility allowed different staff members to contribute at various stages of setup with department specific knowledge, significantly reducing setup delays and improving the overall onboarding experience.
We went on to design and build a clickable prototype to conduct moderated user tests which showed overwhelmingly positive feedback. The checklist approach was found to be familiar and intuitive. The majority of users benefitted from being able to easily invite other staff members to help complete the setup, indicating a significant improvement in user satisfaction and operational efficiency. By targeting the onboarding flow specifically, we were able to make insight driven design decisions - some holistic, others atomistic - enhancing the users first experience with the platform.
Working with Spinning Fox significantly improved our onboarding process. Their redesign approach has empowered our users, making it easier and more intuitive to get started. Spinning Fox’s focus on user-centred design has been a great fit for us and we’re really excited by the results.
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