Transitioning to be a Product Designer with a background in Psychology and Social Work

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Khyati Bhavsar  • Peerlist

<h3>About This Project</h3><p>This project involved redesigning the retailer onboarding experience for BeatRoute, a B2B SaaS platform. The goal was to make the process faster and more reliable for field sales representatives, especially in real-world conditions such as low network areas or when facing interruptions.</p><h3>Problem Statement</h3><p>The existing onboarding flow, despite being structured into three steps, contained large, complex forms with no clear separation of data types, no progress visibility, and no draft saving functionality. This led to slow onboarding, high drop-off rates, and frustrated retailers and sales reps.</p><h3>Key Insights &amp; Design Direction</h3><ul><li><strong>Cognitive Load:</strong> Large forms and mixed data types increased mental effort. The direction was to break down complex forms into smaller, focused sections.</li><li><strong>Field Conditions:</strong> The process is used on mobile devices, often in low-network areas, and sales reps are prone to interruptions. The design needed to be fast, structured, and interruption-friendly.</li><li><strong>Progress &amp; Saving:</strong> Lack of progress visibility and draft saving caused users to lose progress, leading to frustration. The solution included a clear step indicator and a critical 'Save as Draft' feature.</li></ul><h3>Solution &amp; Changes Implemented</h3><ul><li><strong>Structured Multi-Step Flow:</strong> The original 3 heavy steps were transformed into a more granular flow, logically grouping information such as General Profile, Basic Details, Address, ID Documents, and Bank Details.</li><li><strong>Clear Information Grouping:</strong> Each step now focuses on a single category of information, reducing errors and improving clarity.</li><li><strong>Enhanced Progress Visibility:</strong> A step indicator (e.g., 'Step 2 of 7') and visual feedback were added to show users their progress.</li><li><strong>Draft Saving:</strong> The ability to 'Save as Draft' was introduced, allowing sales reps to resume onboarding at any time, crucial for field use.</li><li><strong>Improved UI:</strong> Cleaner layouts, better spacing, clear input hierarchy, and visual grouping were implemented to speed up data entry and reduce errors.</li></ul><h3>Impact</h3><p>The redesigned onboarding experience is expected to lead to:</p><ul><li>Reduced drop-offs during onboarding.</li><li>Decreased time to onboard a retailer.</li><li>Fewer data entry errors.</li><li>Increased completion rates.</li><li>Improved sales rep efficiency and faster retailer activation.</li></ul><h3>Key Learnings</h3><p>This project highlighted that reducing cognitive load is more important than simply reducing the number of steps. Designing for real-world conditions and structuring information effectively are critical for improving user experience and efficiency.</p>

Improving Retailer Onboarding for BeatRoute

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