TurboPatent Invention Hub Onboarding

TurboPatent is a Seattle-based tech company that aims to reinvent the patent application process by leveraging its automation and artificial intelligence technology. I interned at TurboPatent as a UX Designer to redesign Invention Hub, an invention discovery platform. In the meanwhile, I also found an opportunity to create a new onboarding experience for first-time users.

The onboarding experience is to help users draft their first idea easily and smoothly and reduce in-person training. During one-week design and implementation, the prototype received positive testers' reviews.

  • Client: TurboPatent
  • Roles: Instructional Designer, UX Designer
  • Toolkits: Adobe XD
  • Collaborators: Chief Product Officer (Dave Billmaier)
  • Duration: Sep 2018 - Nov 2018

PROBLEM

“How to improve customers' current onboarding expeirence."

The Sales team is committed to providing the best onboarding experience by scheduling a one-hour meeting with customers to help them draft the first idea on Invention Hub. To save time for users to get onboard on the app, the team is seeking a more seamless experience.

PROCESS

Before the design and implementation, I conducted a meeting with the stakeholder to understand the user needs and business expectations. Key user insight I obtained is the most of the first-time users on Invention Hub have:

  • No experience in the patent application.
  • Less time on drafting application.
  • Had relevant documents/images about the idea and dislike to explain them again.

Due to the time constraints, I was assigned to focus on designing the storyboard and prototype and gathering feedback from test users for future implementation. Regarding the storyboard, I sketched out the blueprint of the onboarding experience with content and assets required for each screen. This document ensures all team members are on the same page and also me to communicate with the stakeholders easily before getting into prototyping.

Storyboard

Getting feedback from testers helps me validate if the onboarding design meets users' needs and further iterate design based on user insights. The final design gained positive feedback.

“This onboarding experience without jargons is easy to follow.”

Participant 1, Office Administrator

“I loved the auto-fill feature after parsing documents. It will help us save lots of time.”

Participant 2, Engineers



SOLUTIONS

Interactive Demo

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