SaferMe Dashboard & Onboarding
2022-2023
Product Designer
SaferMe – New Zealand
Problem
When managing several teams, staying on top of things can be challenging. Users create multiple reports and tasks daily, risks and trainings expire on specific dates, and you want to ensure you get things sorted on time.
Solution
An interactive dashboard that gives a clear view of everything that requires attention.
The dashboard is made of interactive tiles; each of these tiles takes the user to the related table with a filter(s) applied so the user can see which items need attention. The forms section can be customised by choosing which type of form should be displayed.
Problem
When users create an account with SaferMe it’s hard to understand where to start, and they require a customer success manager to help them set up their account. Existing users are not always aware of new features and how they need to set them up.
Solution
An onboarding feature to provide instructions on how to set up an account and that highlights key benefits and features.
We decided to create several small features for this project that can be developed alongside more critical projects. We started by improving the dashboard, the first page a user sees. We added empty states encouraging users to set up each feature with a link to their set-up page.
At the same time as the dashboard, we introduced the set-up pages. For each feature, it describes how it works and the steps to set it up. We also added tooltips for users joining an organisation where everything is set-up.
Finally, we worked on a set-up guide base on gamification. An account set-up widget with the user’s progression is always displayed on the left navigation bar. This widget takes the user to a page dedicated to the account set-up with all the steps for each feature. Users can also contact the SaferMe support team on this page and find links to help videos. The widget disappears from the left menu once the users have completed all the steps but will return when a new feature is introduced.
