Harnessing AI to improve the onboarding experience and dashboard for an innovative recruitment firm
Project Duration: 4 months
Role: UX/UI Consultant
Tools Used: Figma, Canva
Overview
OCTOPYD is a new kind of recruiting firm that seeks to revolutionize the industry by harnessing user motivations to facilitate candidate referrals and reviews.
Prior to this project, the company's exposure was limited to users gained by word of mouth.
Through extensive user research, design, and testing, my team accomplished the following:
Updated the onboarding process and dashboard experience for Subject Matter Experts (SMEs) with AI capabilities
Brought increased awareness to the platform
Identified and implemented marketability strategies for future success
The User
SME (Subject Matter Expert) - OCTOPYD’s key user type, comprised of professionals with one, or more, of the following:
5+ years of experience in a field or industry
A Master’s Degree in a field
A Doctoral Degree in a field
User Persona
The Problem
Original OCTOPYD onboarding
* users were frustrated by the 2-step authentication system
Original OCTOPYD Dashboard
* users said information icons on the page confused them about where to focus
We conducted an initial user survey of OCTOPYD's platform and discovered the following themes:
The problem statement we developed based on interview results was:
Improve the onboarding experience so SMEs can arrive to an intuitive landing page where they can view jobs, make referrals, and perform evaluations on the dashboard. Users will also be able to easily track their referrals and transactions.
The Solution
After synthesizing data from user interviews, we began the iteration process:
Onboarding Sketch
Onboarding: Lo-fi
Onboarding: Hi-fi
Dashboard Sketch
Dashboard: Lo-fi
Dashboard: Hi-fi