Software Onboarding Experience

The Predictive Index is a workplace assessment company located in Westwood, MA. During Fall 2017, the company released a beta version of the new Predictive Index software platform. One goal the company had was to create a delightful onboarding experience for users as they moved into the new beta platform.

Working alongside Product Managers and Product Marketing, I led the learning experience on all fronts including defining and owning the learning strategy, content messaging, and brand voice.

The end result was a welcome experience lightbox paired with a getting started checklist consisting of 10 targeted in-product tours introducing users to key product features and functionality.

OnboardingExperience_Checklist.png

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