Onboarding System Automation

🎢 Onboarding UX Playbook (+ Decision Trees). Practical techniques for better onboarding UX, design patterns, kits and Figma templates — on mobile and desktop. 🚫 Users often skip tutorials/walkthroughs entirely. 🚫 Never block the UI with full-page onboarding modals. 🚫 Avoid long multi-step tutorials with 5+ steps. ✅ Ask customers what goals they are trying to achieve. ✅ Allow users to hide walkthroughs and restore them later. ✅ Focus on bringing users to first success moments fast. ✅ Structure your onboarding suggestions in bite-sized chunks. ✅ Explain features when users slow down or make mistakes. ✅ Show features when users lose time with repetitive tasks. ✅ Prevent failure with an early warning system for new users. ✅ Collapsible checklists work well for onboarding. ✅ Personalized onboarding works even better. ✅ Design sets of filters, templates and empty states. ✅ Show starter kits based on user’s profile and interests. ✅ Consider short video guides and email drip campaigns. Good onboarding can’t be generic. It has to be relevant and valuable. Define your user segments first. Design a set of presets to help them get to success moments faster. Think of the questions you need to ask to customize their experience. Think about filters and presets they might need. Onboarding tutorials often appear once and get instantly dismissed, nowhere to be found again. Allow users to find them when they need it. Bring them up when users slow down or make mistakes. And test the discoverability of your features continuously. If a feature is obvious, you might not need to explain it at all. And if it isn’t, perhaps onboarding won’t solve this problem either. Useful resources: How to Choose Onboarding Methods and Components, by NewsKit 👍 Methods: https://lnkd.in/eWn5FPWA Decision Tree: https://lnkd.in/e8TmMDFf Design Patterns: https://lnkd.in/ed7HjzkW Onboarding UX Playbook, by Eleana Gkogka https://lnkd.in/edcDfMFG Complete Onboarding UX Guide (free eBook), by Intercom https://lnkd.in/eAxT6ZM4 User Onboarding Best Practices, by Taras Bakusevych https://lnkd.in/eRwr2tEc Guide to Onboarding, by Phil Byrne https://lnkd.in/esEavgw7 How Spotify Organizes Onboarding in Figma, by Barton Smith, Cliona O'Sullivan https://lnkd.in/ei434tqq Mobile Onboarding Wireframe Flows (Figma template) https://lnkd.in/ekhzWFJz UX Onboarding Patterns, by Eve Weinberg https://lnkd.in/e7_M4kDv #ux #design

I spent 5 years scaling Superhuman's white glove, concierge onboarding. …and another 2 years rebuilding it in product. My biggest lessons on effective product onboarding: It must be *opinionated*, *interruptive*, and *interactive*. ••• 🧐 Opinionated There's a million ways to use Superhuman, but only one correct way. We had unopinionated steps in the onboarding, like teaching "j" and "k" to navigate. But what really matters is Inbox Zero. Marking Done. Our most extreme form is Get Me To Zero — a pop-up that practically coerces you to Mark Done *everything*. This experience gets an astonishing 60% new user opt-in. New users want to experience something different; they want to learn. We pruned away the bland, and left behind pure, unfiltered opinion. Exactly what made our concierge onboarding effective. 💥 Interruptive We've all seen them before: checklists, tooltips, nudges. Inoffensive growth clutter that piles up in the corners of your app. We shipped all this and more. But it had precisely zero impact. Our most impactful changes were interruptive: on-rails demos, full-screen takeovers, product overlays. Arresting user attention is critical: if an experience is tucked away in the corner, it will be ignored. If it's ignored, it may as well not exist. 🕹️ Interactive You can't be Opinionated and Interruptive without being Interactive. It's a crime to force users to engage with non-actionable information. Instead, provide functionality: an action to take, setting to toggle, CTA to click. It's more fun AND users build muscle memory. There is something to do in every step of our onboarding. Perhaps that's how we get away with an onboarding nearly 50 screens long 🤭 ••• Final thought: if you're struggling with this flow, simply watch new users. Note all the places you want to jump in — there's your onboarding 👌 s/o to the very thoughtful Superhumans building this: Ben ✨Kalyn Lilliana Kevin Peik Erin Gaurav 💜 #plg #onboarding #activation

Salesforce was losing 8% users every month back in 2005. They were growing fast, but bleeding users faster. Their solution? They completely overhauled their onboarding process. The result? They doubled their user base in just one year. This wasn't luck. It was strategy. Here's the thing about customer onboarding that most SaaS companies miss: A customer lost during onboarding is often lost for life. Yet only 37% of users ever reach an "aha moment" in self-serve onboarding without help. That's a massive growth opportunity hiding in plain sight. Four critical insights to fix your onboarding processes. 1 - Segmentation isn't optional, it's crucial SMBs need automation and quick wins. Mid-market requires hybrid approaches. Enterprise demands white-glove service. One size fits none. 2 - Time to Value is everything I watched one tech company slash implementation from 6+ months to 30 days by streamlining onboarding. Another accelerated TTV by 20% and saw corresponding gains in retention. Speed to value = Speed to growth. 3 - What gets measured gets improved Track completion rates (benchmark: 40-60% for B2B SaaS), product adoption, and 30/60/90-day retention. These metrics don't lie about onboarding ROI. 4 - Personalization drives results, even at scale HubSpot's approach of customizing dashboards based on initial surveys significantly improved engagement and conversion. Users don't want an onboarding experience. They want THEIR onboarding experience. The companies winning at this aren't treating onboarding as a checkbox. They see it as a proactive, evolving program that combines technology with human touchpoints. In today's hyper-competitive SaaS landscape, stellar onboarding isn't a nice-to-have—it's essential for sustainable growth. What's your company's approach to customer onboarding? Are you treating it as a strategic growth lever or just another task to complete? Let me know in the comments 👇 __ ♻️ Reshare this post if it can help others! __ ▶️ Want to see more content like this? You should join 2238+ members in the Tidbits WhatsApp Community! 💥 [link in the comments section]

6mo ago → 70% of users skipped onboarding. How we reduced this to 22%: A bit of context: - Our activation sucked (~25%) - People got to the ‘Aha-moment’ too late — Some never got to it at all — Others gave up before they got to it So we asked ourselves: "How can we front-load the 'Aha-moment' and get people to experience it as early as possible?" So we launched the "Playground": → Fully interactive demo on homepage → All features from the Studio → No signup needed Early data showed it was working: → Prospects familiar with Studio before demos → Website traffic (+100% on release week) → Signup% (2% → 5%) But this didn’t improve activation: People needed to get value from our product. We’re a playful team. But we know some people have sh*t to get done. We have 2 different "types" of signups: 1. Explore the product (to see if worth switching) 2. Set up their first event and landing page Everyone thinks of onboarding as linear. But by definition: that won’t work for everyone. Introducing: Flexible funnels We have a lot of gamers on the team. So that’s where we looked for inspiration. Games let you roam free (even through tutorials). This gives users a sense of control. And discovery. So we created a new onboarding flow: (See gif below) And the first results are promising: → 55% of people explore the Studio → 22% of people set up a webinar Only 22% of people skip (mostly post-demo signups). What prompted us to make the change? We thought about what would help users. Instead of pushing them down the path we wanted them to follow.

Streamline Your New Hire Journey with SAP SuccessFactors Onboarding SAP SuccessFactors Onboarding is more than just an orientation tool—it's a pivotal solution that connects seamlessly with other modules to ensure new hires feel supported from day one. Here's how it integrates with key modules: 👉 Recruiting: Automatically transition candidates into the onboarding process directly from their application. 👉 Employee Central: Facilitate smooth conversion of candidates into employees, whether or not they're sourced via Recruiting. 👉 Learning: Assign courses to new hires even before their first day, ensuring they hit the ground running. 👉 Performance & Goals: Empower employees by setting goals as part of their onboarding journey with templates for New Hire Goal Management. 👉 DocuSign: Enable digital signatures for forms, ensuring compliance and ease across devices. 👉 Qualtrics Employee Lifecycle: Collect actionable feedback through automated surveys triggered upon program completion. Opportunities for Enhanced Integrations: There are potential areas to amplify the onboarding experience: 👉 ITSM tools like ServiceNow: Automate provisioning of equipment and systems access for new employees. What integrations do you think are essential for a next-gen onboarding process? Share your thoughts below! 👇 #SAPSuccessFactors #Onboarding #HRTech #EmployeeExperience #Integration

I just watched Descript’s new AI tool turn a 2-hour rambling cybersecurity interview into 5 clean training modules. Here's what actually happened: I recorded our Cybersecurity Advisor talking about everything from password policies to incident response. You know how these conversations go, brilliant insights buried between tangents about that one breach from 2000. Normally I'd spend my afternoon with my digital notetaker, rewinding every few minutes, trying to figure out which 3-minute segment would actually teach someone something useful. Instead, I dropped it into Descript’s new AI tool aka Underlord and said: "Break this into training modules that make sense." Ten minutes later: ● 5 modules with clear focus areas ● Learning objectives for each one ● Timestamps for the best teaching moments ● Even suggestions for which audience level would benefit most The kind of curriculum structure that usually takes me half a day? Done. But here's what I really noticed: The AI caught things I would have missed. Like when our CISO explained incident response in two different ways—one perfect for executives, another for IT teams. Underlord flagged both and suggested using them for different audiences. If you’re creating enterprise training from expert interviews, this is worth testing. Descript → Settings → Labs. http://bit.ly/45WeUzF

What if you never had to search for a digital file again? What if your documents organized themselves intelligently, understanding their content and context without manual tagging? In our increasingly digital world, where the average professional manages 1,300+ documents annually across multiple platforms, AI document management isn't just convenient—it's becoming essential for maintaining our sanity and productivity. I've just published an in-depth exploration of "From Chaos to Clarity: How AI Organizes Your Digital Life," examining how artificial intelligence is revolutionizing document management through natural language processing, computer vision, and autonomous knowledge graphs. The transformation is already happening: Stanford studies show users of AI document tools experience 59% less anxiety about information management while saving 7.2 hours monthly on administrative tasks. From Notion AI's intelligent workspaces to Amazon Alexa Document Manager's voice-controlled filing, we're witnessing an explosion of tools designed to tame our digital chaos. But which solutions actually work? My article cuts through the hype to explain the core technologies, showcase real-world implementations, and provide practical guidance for individuals and organizations drowning in digital disorganization. With insights from leading experts like Dr. Micheline Casey, Kate Crawford, and Lee Bogner, this comprehensive guide will help you understand not just what's possible today, but where document management is heading tomorrow. Whether you're a solopreneur managing client files or an enterprise leader overseeing millions of documents, this article offers a roadmap to clarity in your digital life. Join me in exploring how AI is silently transforming information from a burden into an asset. #aitransformation #aiassistent #idp

Still managing documents like it’s 2010? 𝐁𝐢𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐫𝐞 𝐛𝐥𝐞𝐞𝐝𝐢𝐧𝐠 𝐦𝐢𝐥𝐥𝐢𝐨𝐧𝐬 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐨𝐟 𝐨𝐮𝐭𝐝𝐚𝐭𝐞𝐝 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭. Emails, PDFs, invoices, contracts... scattered, slow, insecure, impossible to track. The real pains we see every day: • No scalability. • Impossible search. • Security gaps and privacy risks. • Compliance failures (GDPR, HIPAA, CBP…). • Skyrocketing operational costs. • Low user adoption (because clunky systems kill adoption). • Outdated, inconsistent, and risky content — created without validation or alignment to company messaging. How do we fix it? ❌ Not with another document system. ❌ Not with off-the-shelf AI. 🎯 𝐈𝐭 𝐭𝐚𝐤𝐞𝐬 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜, 𝐝𝐨𝐦𝐚𝐢𝐧-𝐭𝐫𝐚𝐢𝐧𝐞𝐝 𝐀𝐈. What we’re seeing in the real world: • Millions of documents classified and indexed automatically. • Natural language search (“Show me the GDPR contract from 2022”). • Dynamic data protection, spotting risks before they hit. • Automated compliance handling. • AI-generated content aligned with corporate messaging, validated against trusted sources. • Key processes running 25–50% faster. We’re already doing this for logistics, pharma, oil and gas, insurance, and banking leaders. Plain Concepts 🚀 The companies that move first are turning their scattered data into real-time strategic decisions. This isn’t the future. This is happening. Now. Still filing PDFs manually? Your competitor’s AI is already making decisions while you’re still searching for page 12. #GenerativeAI #EnterpriseAI #DigitalTransformation #LIPostingDayApril 

Today’s customers expect instant banking — from account opening to loan approvals. But traditional onboarding is still buried in paperwork, manual KYC checks, and call center queues. Enter AI Agents — autonomous digital co-pilots that transform how banks operate. At SimplyFI.tech, we’re seeing how Agentic AI is enabling banks to accelerate onboarding by 3x, reduce drop-offs, and deliver 24/7 customer engagement across channels. 🔍 Here’s how AI Agents are powering the next-gen retail bank: 🧾 Automated Digital Onboarding AI agents handle KYC, document collection, GST/MCA data fetch, and e-signatures — reducing friction and manual errors. 💬 Conversational Banking Assistants Voice/chat-based agents guide customers through account setup, loan eligibility, card issuance, and more — anytime, anywhere. ⚡ Real-Time Loan Origination & Underwriting From credit scoring to instant disbursal, AI handles it all via WhatsApp or app-based chat. 🛡️ Fraud Detection & Compliance AI agents monitor patterns to flag anomalies, enforce AML checks, and generate audit-ready compliance logs in real-time. 📊 Management Dashboards & KPI Monitoring Track onboarding velocity, risk alerts, sentiment trends, and more with dashboards designed for CXO-level clarity. This isn't just automation — it’s autonomous intelligence working in sync with your teams and customers. Curious how AI agents can 3x your onboarding and transform customer journeys? Let’s connect and explore how SimplyFI.tech is powering this shift. #AIagents #RetailBanking #AgenticAI #DigitalOnboarding #LoanAutomation #FraudDetection #CXOInsights #BankingInnovation #SimplyFItech #AIinBanking #CustomerExperience #KPIDashboard Viswanadh Akella Gokul Alex Murthy Chitlur

Your “digital lobby” might be costing you trust. Here’s how ServiceNow’s Service Portal helps you fix that. ServiceNow’s Service Portal Digital Concierge: ➡️ Mobile-ready, self-service front door for employees and customers ➡️ Built on modern tech like AngularJS, Bootstrap, and ServiceNow APIs Benefits: ✅ Simplify employee and customer experiences ✅ Deflect tickets and drive self-service ✅ Provide consumer-grade search and AI in the portal 5 Key Features to Know: 🔧 Drag-and-drop portal builder 🎨 Branding editor for easy UI changes ⚙️ Custom widget development for advanced use cases 🔍 AI-powered search with context awareness 📊 Analytics to track portal performance Heads-up for Execs: ⚡ Service Portal is powerful, but not every legacy CMS feature will migrate cleanly ⚡ Complex catalog forms need to be simplified for the portal’s 2-column mobile layout ⚡ Widgets, not iFrames, are the UI future Pro Tip: Still on Service Portal for employee services? Migrate to Employee Center for a smoother, smarter experience. Quick Wins for Leaders: ✔ Accelerate self-service adoption ✔ Cut costs on redundant service desk tickets ✔ Improve employee & customer satisfaction metrics ✔ Streamline catalog and knowledge access on mobile Executive Takeaway: ↳ Service Portal is not just a tech tool. ↳ It’s your digital lobby for employee and customer services. Invest in the experience, not just the backend. What are you running for your employees & customers? 💬 ➕ Follow me, Nicole Hoyle, with AJUVO for success with ServiceNow