Creating an ERP Onboarding Experience: Turning First Impressions into Business Engagements
Creating an ERP Onboarding Experience: Turning First Impressions into Business Engagements
Creating an ERP Onboarding Experience: Turning First Impressions into Business Engagements
Project Overview
Project Overview
Project Overview
A global ERP provider faced low engagement from new users exploring its demo environment.
The absence of an onboarding flow made the experience confusing and uninviting, forcing potential clients to rely heavily on support staff instead of self-guided exploration.
By introducing automated, role-based onboarding, the product now provides a clear, guided first-time experience.
This reduced the dependency on manual assistance, improved conversion potential, and gave sales teams a scalable, hands-off way to engage new prospects.
A global ERP provider faced low engagement from new users exploring its demo environment.
The absence of an onboarding flow made the experience confusing and uninviting, forcing potential clients to rely heavily on support staff instead of self-guided exploration.
By introducing automated, role-based onboarding, the product now provides a clear, guided first-time experience.
This reduced the dependency on manual assistance, improved conversion potential, and gave sales teams a scalable, hands-off way to engage new prospects.
A global ERP provider faced low engagement from new users exploring its demo environment.
The absence of an onboarding flow made the experience confusing and uninviting, forcing potential clients to rely heavily on support staff instead of self-guided exploration.
By introducing automated, role-based onboarding, the product now provides a clear, guided first-time experience.
This reduced the dependency on manual assistance, improved conversion potential, and gave sales teams a scalable, hands-off way to engage new prospects.
Industry
Industry
Industry
Enterprise Software
SaaS
Enterprise Software
SaaS
Enterprise Software
SaaS
Role
Role
Role
Lead UX Designer
Lead UX Designer
Lead UX Designer
UX Research
UX Research
User Journey Mapping
User Journey Mapping
UI
UI
Interaction Design
Interaction Design
Gamification
Gamification
Project Outcomes
Project Outcomes
Project Outcomes
Design Process
Design Process
Design Process
Problem
Problem
Problem
Unguided ERP demo hinders new user engagement
Unguided ERP demo hinders new user engagement
Solution
Solution
Solution
Automated, role-based user onboarding experience: a hands-off conversion method for the staff
Automated, role-based user onboarding experience: a hands-off conversion method for the staff
Solution - Gamified onboarding
Solution - Gamified onboarding
Solution - Gamified onboarding
We designed a set of native, educational features. Leveraging gamification, those functionalities applied practical, self-taught methods of learning which new users found interactive and compelling.
Through effective UX writing practices, we also streamlined the platform’s language, making it easily understandable for everyone.
All of this not only simplified the onboarding process but also accelerated the learning curve, empowering users to become proficient in utilizing the platform in a manner that is both easy and fast.
We designed a set of native, educational features. Leveraging gamification, those functionalities applied practical, self-taught methods of learning which new users found interactive and compelling.
Through effective UX writing practices, we also streamlined the platform’s language, making it easily understandable for everyone.
All of this not only simplified the onboarding process but also accelerated the learning curve, empowering users to become proficient in utilizing the platform in a manner that is both easy and fast.
Gamified onboarding, an interactive path to seamless ERP mastery
Gamified onboarding, an interactive path to seamless ERP mastery
Gamified onboarding, an interactive path to seamless ERP mastery
Gamified onboarding, an interactive path to seamless ERP mastery
Showing some of the user tour components and their positioning in the UI.
Showing some of the user tour components and their positioning in the UI.
Showing some of the user tour components and their positioning in the UI.
Showing some of the user tour components and their positioning in the UI.
The future: giving every client the chance to create a custom onboarding tailored to their business
The future: giving every client the chance to create a custom onboarding tailored to their business
The future: giving every client the chance to create a custom onboarding tailored to their business
The future: giving every client the chance to create a custom onboarding tailored to their business
The final complete “Success” state of the docked modal.
The final complete “Success” state of the docked modal.
The final complete “Success” state of the docked modal.
The final complete “Success” state of the docked modal.
“We’ve turned onboarding from a manual support process into an automated experience that welcomes, educates, and engages new users- right from their first click.”
“We’ve turned onboarding from a manual support process into an automated experience that welcomes, educates, and engages new users- right from their first click.”
“We’ve turned onboarding from a manual support process into an automated experience that welcomes, educates, and engages new users- right from their first click.”
Words from the client
Words from the client
2026 all rights reserved
2026 all rights reserved
2026 all rights reserved
2026 all rights reserved
Back