Design thinking that delivered case study

Turning a fragmented onboarding journey into a seamless start to learning

A co-creation-led redesign that increased signups by 23% and kept users engaged through a clearer, more focused onboarding journey

co-creation & design
ux end-to-end
conversion-led ux
product and ux lead
nda-compliant

Turning a fragmented start into a simple journey

Product and ux lead (co-creation workshops, flows, UI, handover)

Pushed both platform and stakeholders to achieve results greater than the sum of their parts

Context

Registration was a mess: inconsistent screens, broken flows, no clear path. Signups stalled and engagement slipped away

The challenge: turn a painful start into a simple, human journey

Brief

Unify fragmented learning journeys across a B2C Tableau training platform, leading UX review, redesign and delivery of practical, Tableau-ready recommendations

Approach

Brief

Ran co-creation workshops to surface pain points

Prototype

Prototyped flows in Miro + Figma, stress-tested with learners

Shape

Workshopped constraints with engineers upfront

Balance

Balanced creativity with feasibility → pushed Tableau to its limits

Outcome

Shaped a clear, end to end registration journey from previously disconnected flows

Improved consistency across screens, reducing friction at key moments

Aligned user needs and platform constraints into one coherent direction

+23% year-on-year signups

Turned confusion into cohesion: fewer clicks, more signups

A 'before' screen

Stakeholder love

Co-creation workshops unlocked buy-in and better ideas

Three wireframe screens

+35% faster registration

Faster onboarding = happier learners and more confident stakeholders

Three final Tableau screens

Impact

Clearer journeys drove measurable growth

+23% yoy signups

Simplified journeys → easier paths boosted learner conversion

Stakeholder buy-in

Co-creation workshops → unlocked better alignment and ideas

+35% faster registration

Streamlined flows → quicker onboarding for learners and admins

What was built

Workshop-led solution that balanced user needs and operational constraints

Interactive prototype

Feature-rich Figma flow with dev-ready assets for smooth handoff

Service journeys

Automated email flows: signup → onboarding → event participation

System-wide design

Scalable components balancing creativity with technical feasibility

Automation

Streamlined triggers and templates saved time and boosted consistency

Design decisions

What guided the design

Structured onboarding over system complexity, helping users move through the process step by step rather than confronting the full system at once

Clear hierarchy and journey signposting, ensuring users always understood where they were and what came next

Visible progress through each step, giving users confidence the journey was achievable and worth completing

Trade-offs

Focused onboarding over full catalogue browsing, prioritising completion of the primary task rather than early exploration

Scannable course lists over detailed screens, allowing users to quickly compare options without becoming overwhelmed

External course pages over onboarding clutter, linking to deeper information only when users were ready to explore it

Deliberately omitted

Background information during onboarding, avoiding content that did not help users complete the immediate task

Deep personalisation that slowed the system, keeping the experience fast and predictable across different learner roles

Catalogue exploration before completion, delaying broader browsing until the onboarding journey had been completed

Learnings

Constraints, persistence, and collaboration turned frustration into flow

Constraints

Limits became launchpads for creativity

Persistence

Playful persistence unlocked surprising solutions

Collaboration

Partnership with devs + stakeholders stretched the tools further than expected

Selectivity

Next time, focus experiments only where they earn their keep

Tools

Figma
Miro
Photoshop
VS Code
Tableau

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