Maxlence consulting

Maxlence consulting

Maxlence Consulting has been building an HR tool. This solution provides HR professionals with a seamless onboarding experience, enabling them to input their details easily and get started. Once onboarded, HRs gain access to a comprehensive custom dashboard, offering intuitive tools to manage tasks, streamline workflows, and optimize HR operations effortlessly.

B2B

Domain

Maxlence Consulting

Client

2 weeks

Duration

30%

Improvement in user engagement

20%

Conversion rate improvement

15%

Cost reduction

Introduction

Maxlence intranet is a platform from where user will reach to their desiganted dashboard

Maxlence intranet is a platform from where user will reach to their desiganted dashboard

When designing SaaS products, it is important to have a platform through which users can be onboarded and routed to their dashboard.

When designing SaaS products, it is important to have a platform through which users can be onboarded and routed to their dashboard.

The evolution of Maxlence Intranet

The evolution of Maxlence Intranet

The evolution of Maxlence Intranet

The Challenge

The Challenge

The Challenge

My goal for this project was to provide the best user experience during onboarding to the platform, reduce onboarding time, and make it enjoyable.

My goal for this project was to provide the best user experience during onboarding to the platform, reduce onboarding time, and make it enjoyable.

My goal for this project was to provide the best user experience during onboarding to the platform, reduce onboarding time, and make it enjoyable.

Goals

Goals

Improve user engagement

Improve user engagement

Make sure that users get to dashboard

Make sure that users get to dashboard

Users can customize their dashboard.

Users can customize their dashboard.

My Role

My Role

My Role

Between January and February 2021, I led the design of the Maxlence intranet On-boarding experience. During this time, I collaborated with dev team, which consisted of two React developers.

Between January and February 2021, I led the design of the Maxlence intranet On-boarding experience. During this time, I collaborated with dev team, which consisted of two React developers.

Between January and February 2021, I led the design of the Maxlence intranet On-boarding experience. During this time, I collaborated with dev team, which consisted of two React developers.

I was the IC designer responsible for the design. I conducted research, planned the project, and executed it.

I was the IC designer responsible for the design. I conducted research, planned the project, and executed it.

I was the IC designer responsible for the design. I conducted research, planned the project, and executed it.

Design Process

Design Process

Empathy

Define

Ideate

Prototype

Test

Picking up the
Pieces

Picking up the
Pieces

Picking up the
Pieces

When I received this design requirement, I have had a clear mission and specific goals in mind for Intranet. As it has to be role based experience so I was sure about which section needs to be hidden or shown for better user engagement and experience.

When I received this design requirement, I have had a clear mission and specific goals in mind for Intranet. As it has to be role based experience so I was sure about which section needs to be hidden or shown for better user engagement and experience.

When I received this design requirement, I have had a clear mission and specific goals in mind for Intranet. As it has to be role based experience so I was sure about which section needs to be hidden or shown for better user engagement and experience.

In initial stakholders meeting they only talked about Intranet we need , how? when? why? nothing. I was responsible for all.

In initial stakholders meeting they only talked about Intranet we need , how? when? why? nothing. I was responsible for all.

In initial stakholders meeting they only talked about Intranet we need , how? when? why? nothing. I was responsible for all.

Early Research

Early Research

I began my early research by examining the competitive products in the market to see their approach for On-boarding experience. My goal for this study was simple: to gather data from various sources for my lightning demo, so that I could come up with better experience for our product.

I began my early research by examining the competitive products in the market to see their approach for On-boarding experience. My goal for this study was simple: to gather data from various sources for my lightning demo, so that I could come up with better experience for our product.

I began my early research by examining the competitive products in the market to see their approach for On-boarding experience. My goal for this study was simple: to gather data from various sources for my lightning demo, so that I could come up with better experience for our product.

Following this, I held brainstorming session. During this exercise, I focused on three major platforms, namely Bamboohr, KEKA, and Zendesk, which are MaxHR's primary competitors in the market.

Following this, I held brainstorming session. During this exercise, I focused on three major platforms, namely Bamboohr, KEKA, and Zendesk, which are MaxHR's primary competitors in the market.

Following this, I held brainstorming session. During this exercise, I focused on three major platforms, namely Bamboohr, KEKA, and Zendesk, which are MaxHR's primary competitors in the market.

BambooHR

BambooHR

Zendesk

Zendesk

Pain Points

Pain Points

This are pain points mentioned by user during User interview

This are pain points mentioned by user during User interview

This are pain points mentioned by user during User interview

  • HRs are using more than one software to bridge the gap between their requirments.

  • Users are frustrated to fill a long list while on-boarding and at the end when they land it does not fulfill the purpose, thus repeating the same process again.

  • They want click based Interface than writing in Input Box.

  • User wanted to have custom experience when they land on dashboard

  • HRs wants the experience to just work with minimal efforts.

  • During user interview, HRs often mentions competitive software names for betterment of the product ex. BambooHR, Keka, Zendesk.

Research Execution

Research Execution

  • While the product was still in the design phase, I had to choose the most efficient method in UX to gather insights from the HRs. During this phase, time constraints for designing the Intranet page did not allow me to follow all UX methods.

  • So I chose User Interviews to gather more data on it. Below is the script I prepared for Doctor interviews in Figma.

User interview script

Hello sir/ma'am, good morning. How are you feeling today? My name is Roushan, and I am a UX designer at Maxlence Consulting. I am conducting this interview to gain real insights from HR professionals about their onboarding experience. Specifically, I am interested in how your HR team onboard your organization and yourselves to HR tools used for day-to-day activities. I want to understand what can improve your onboarding experience. I would like to learn more about this in order to create something that makes our end users' lives easier, so please educate me further on this topic.

  1. How do you integrate new tools with your existing HR systems?

2. How do you currently onboard new tools or software into your HR workflow?

3. What are the biggest challenges you face when implementing new software for HR activities?

4. What features or capabilities are essential for you when onboarding to a new SaaS tool?

5. To what extent do you need to customize the tool to fit your specific HR processes?

6. What features or improvements would make the onboarding process easier for you?

This is the early script which I write to do HRs interviews. Along the way I made some changes in script.

This is the early script which I write to do HRs interviews. Along the way I made some changes in script.

Challenge

Challenge

Doing online research is much more easier than I think but I never take HRs interviews so I was bit nervous but as soon as i was ready for that I hit with the real challenge to get HRs onboard for User Interviews my first assumption was I will get HRs from the office.

Doing online research is much more easier than I think but I never take HRs interviews so I was bit nervous but as soon as i was ready for that I hit with the real challenge to get HRs onboard for User Interviews my first assumption was I will get HRs from the office.

It was equally difficult for me to get HRs for Interviews. Most of then reject the proposal by saying “ busy” I tried to keep my slef motivated by saying I will get HRs for interview, keep patient.

It was equally difficult for me to get HRs for Interviews. Most of then reject the proposal by saying “ busy” I tried to keep my slef motivated by saying I will get HRs for interview, keep patient.

At the end I got time from my company HRs for my Interview process it takes me almost 5 days to get confirmation from 3 HRs for the Interview some of them I got from our my ex-company.

At the end I got time from my company HRs for my Interview process it takes me almost 5 days to get confirmation from 3 HRs for the Interview some of them I got from our my ex-company.

User Interviews

User Interviews

At first glance my assumption about HRs interview was very simple like any other interview but I forgot that there is a difference between a normal user and Specialise user(while my user is specialised one).

At first glance my assumption about HRs interview was very simple like any other interview but I forgot that there is a difference between a normal user and Specialise user(while my user is specialised one).

In this Phase I was open for interview 24/7 In the day because I have to be available at their time even some of the interviews I did at late night 10 PM.

In this Phase I was open for interview 24/7 In the day because I have to be available at their time even some of the interviews I did at late night 10 PM.

As I started with the interview process I often got suggestions from the HRs for my product which was not something I am looking for because my questions was aligned to understand the HRs process and build something which was actually helpful in their day to day life.

As I started with the interview process I often got suggestions from the HRs for my product which was not something I am looking for because my questions was aligned to understand the HRs process and build something which was actually helpful in their day to day life.

Assumptions

Assumptions

After I did all HRs interview in 20 Day’s the process of listening the recordings started I also made some notes along the way which was scattered in my notebook.

After I did all HRs interview in 20 Day’s the process of listening the recordings started I also made some notes along the way which was scattered in my notebook.

I started listening all those recordings again carefully and write down all the major take way’s from it most of the time communication follow different path all together where I have to take control and align with my questions which leads to sometimes HRs frustration and they get irritated because I keep asking same and similar questions but I have to be with them so they should talk about their process.

I started listening all those recordings again carefully and write down all the major take way’s from it most of the time communication follow different path all together where I have to take control and align with my questions which leads to sometimes HRs frustration and they get irritated because I keep asking same and similar questions but I have to be with them so they should talk about their process.

User Interview Findings

User Interview Findings

User Interview Findings

Before it all happen my ultimate goal was to find pattern and clustering that into themes simply means I did Thematic analysis.

Before it all happen my ultimate goal was to find pattern and clustering that into themes simply means I did Thematic analysis.

In my Analysis I find out that most of the HRs are complaining about filling multiple forms. which I already know but they thought about I am doing product Reviews so they come up with suggestions based on other competitors products.

In my Analysis I find out that most of the HRs are complaining about filling multiple forms. which I already know but they thought about I am doing product Reviews so they come up with suggestions based on other competitors products.

so the themes that i made are based on what area of the product we are talking about.

so the themes that i made are based on what area of the product we are talking about.

Recommendation

Performance

Easy to Use

Findings

Findings

Findings

Basic functionality which should be available for on-boarding was missing for ex. templates, suggestions, auto complete, and skip.

Basic functionality which should be available for on-boarding was missing for ex. templates, suggestions, auto complete, and skip.

Basic functionality which should be available for on-boarding was missing for ex. templates, suggestions, auto complete, and skip.

No customisation according to HRs team size.

No customisation according to HRs team size.

No customisation according to HRs team size.

Almost everything user has to fill from scratch.

Almost everything user has to fill from scratch.

Almost everything user has to fill from scratch.

On-boarding was lacking for specific things like skip , user friendly option to choose from, to much scrolling and reference pointers was missing, etc.

On-boarding was lacking for specific things like skip , user friendly option to choose from, to much scrolling and reference pointers was missing, etc.

On-boarding was lacking for specific things like skip , user friendly option to choose from, to much scrolling and reference pointers was missing, etc.

Early Wireframes

Early Wireframes

Based on the research data I started sketching ideas for intranet some of my early sketches are based on the available Intraday design but later on i realised that if i want to add more features and options into it I need to use large area for Intraday on-boarding because at that time I did intranet in center popup which was not enough to cover more features.

Based on the research data I started sketching ideas for intranet some of my early sketches are based on the available Intraday design but later on i realised that if i want to add more features and options into it I need to use large area for Intraday on-boarding because at that time I did intranet in center popup which was not enough to cover more features.

In this whole project I used Figma as per primary Design tool which is also a standard tool for designer.

In this whole project I used Figma as per primary Design tool which is also a standard tool for designer.

And finally made some iteration and come to this revision and settled on this.

And finally made some iteration and come to this revision and settled on this.

Features Introduce

In this revision, I have added a new feature to the on-oarding that benefits different types of team sizes. These features can now customise the on-boarding experience.

Work type

Current role

Team size

Company size

Types of work

Field of work

Reach

Invite members

Visual Design

The design language for the product has already been set, so I will not discuss it in depth here. However, I can share some basic information.