The Paymetric Onboarding Process Case Study

The creation of an account process without any hassle.

Overview

Project Brief

Paymetric has a mobile app for person-to-person payments like Venmo and Zelle. They want to completely redesign their onboarding because neither they nor their users are happy with the current version.

The Problem

Paymetric needs the onboarding to include at least: (a) setting up an account, (b) accepting permissions, (c) connecting and verifying a bank account, (d) adding friends from your phone's contact list, and (e) understanding privacy terms & conditions.

The Goal

To develop an onboarding plan for this mobile app and create wireframes for each stage.
Responsibilities

User flow mapping, wireframing, visual design, and user testing.
Tools
Figma, Adobe Illustrator

The User Onboarding Flow
Focusing on only the essentials makes the process clear and easy for the user to complete.

The Wireframing
Using the onboarding flow to create a low-fidelity mock-up of the information would look like.

Beginning the Onboarding Experience
The starting screen lets users know what they're getting into and how long it'll be.

Entering Credit Card Information
Enter credit card information is usually a pain with tedious and small inputs.
The solution is to use big boxes to ensure that incorrect inputs are rare while holding the information readable.

Entering Phone Information
Detailed and specific information tells the user what to do and what to expect when they accomplish it.

Notifying the User of the Private Information
Security information has never been more important as people have to share personal.
The importance of this screen is being as easily understood and doesn't impede the process of onboarding.

The Completion of the Onboarding Process.
The congratulatory screen lets the user know they have completed and the reassurance everything they've entered is not permanent.
Since onboarding can feel like work, it was essential to making the user feel like they accomplished something grand.

The User Onboarding Flow
Focusing on only the essentials makes the process clear and easy for the user to complete.

The Project Learnings

What I've learned from this project?

Making sure the user only has to do one thing per screen to not feel overwhelmed.
Reassurance to the user that nothing in the settings is permanent will always create a better experience.
Using indication of color and arrows to indicate what they should be interacting with next. .