Setting Achievable Career Goals and Progress Tracking Using AI
Streamlined the Executely onboarding to improve retention rates and redesign the user dashboard to enhance user engagement.
Internship Overview
Team
2 UX Designers
1 UX Researcher
1 Developer.
As a UX Designer, I increased Executely’s user engagement by redesigning the onboarding flow and introducing a customisable dashboard to enhance goal monitoring and productivity.
Role + Impact
Project Duration
Problem Statement
First-time users would lose interest during onboarding.
First-time users would feel overwhelmed with information after onboarding.
4 Months (Phase 2)
Team Agenda
“Executely is an AI platform aiding entrepreneurs in achieving their goals.”
“Rob, with the team, I want you to help conduct user research and improve the beta website's UX.”
Gregory Reussman
Executely Founder
Research
Adapting Without Founders: User Interviews
We prepared for user interviews and initiated recruitment, specifically targeting founders.
Initial Plan
User interview recruitment for founders was unsuccessful due to non-responsiveness.
Challenge Encountered
Broadened the scope to encompass all users aiming to achieve their career goals.
Adaptation
Engaging with a broader audience beyond founders to better understand career goals
Career Focus
Adapting to Project Setbacks
Research Insights:
Desired Features
Task Management
Structured Guidance
Personalised Feedback
Task Resources
Best Practices
Clear Layout
Customisation
Ideation
Revamping the Onboarding Journey
Thinking Inside the Box
Design Review Options
Version A
Version B
Design Digest: Shareholder & Team Feedback
Design
Onboarding Navigation
Corrections: The absence of a back button to review previous questions is a significant usability issue that could frustrate users who wish to revisit their inputs.
Dashboard Accessibility Features
Corrections: The dark mode option was difficult to find, which indicates a need for more accessible design choices or better visibility of accessibility features, such as adding iconography.
Onboarding
Dashboard
Before
After
Before
After
Onboarding process offers seamless navigation with well-timed questions.
Optimal Onboarding
Executely's dashboard excelled in categorising and visually presenting its features.
Bento Box Visual Clarity
Business Outcomes
Enhanced Onboarding
Implemented a streamlined onboarding process with timely questions to boost user retention.
Improved Visual Hierarchy
Adopted the Bento Box design to enhance clarity and categorization of features, increasing user engagement.
Fostered User Empowerment
Enabled users to autonomously select and prioritise goals, tasks, and checklists, enhancing engagement and streamlining the user journey.
Learnings & Lessons
Recognised the need for flexibility and setting realistic goals within project timelines.
Adaptability in Design
Emphasised understanding client needs to create effective design solutions.
Client-Centric Design
Collaborative Approach
Built relationships with stakeholders and a diverse UX team to incorporate various perspectives and insights.
