Platforms

Desktop

Roles

Project Management
UX Design
User Testing
Spec Writing

Tools

Sketch
UXPin
Validately


Objective

Leave Wizard is a SaaS application that allows small and medium-sized businesses to manage leave online (request and track time off, overtime, holidays, etc.). They needed help to improve their retention and subscription rates via a redesign of both the site, leavewizard.com, and the application. 

Problem

Leave Wizard was struggling with retention (getting users to use the application again within a week) and getting paid subscriptions at the end of their 30-day free trial. 

Analysis and user testing revealed the following top issues:

  • Onboarding separate from the application, so users did not know how to perform tasks in the application after onboarding
  • Confusion due to the complexity of navigation 
  • Difficulty of performing some basic functions, like setting up an approver

Solution

I redesigned both the site and the application, with a focus on improving information architecture and the onboarding process. Major changes:

  • Integrated onboarding into the application 
  • Simplified and rearranged navigation
  • Simplified inputs and steps for basic functions

User Testing

I conducted user tests to supplement my analysis and uncover more usability issues.

User testing details:
  • Tested key functions within the application
  • Used current live site
  • 3 moderated, remote sessions
  • Participants: 3 current users with administrative accounts, in the middle of the 30-day free trial
Questions that I sought to answer:
  1. Are there any usability issues with the dashboard?

2 of the 3 testers had difficulties editing a leave from the dashboard. Though the dashboard has a calendar that displays upcoming leave, users cannot click through to view or edit a specific leave. 

Solution: Make the leave calendar clickable on the dashboard.

   2. What difficulty, if any, do users encounter when performing basic tasks?

All 3 testers struggled at some point to find how to carry out a basic task (adding an employee, setting an approver, and approving/modifying a leave). 2 testers had difficulty with setting up an approver, and 1 tester struggled for almost 5 minutes to modify a leave.

Solution: Lead users through the basic tasks as part of the onboarding process, and integrate onboarding into the application. Simplify navigation to make tasks easier to find.

2 of the 3 testers expressed frustration when completing a task thanks to UI issues. One clicked on the wrong button to save an added employee and assumed she was done, and another bypassed the field to set up an approver because she was unaware that it was a dropdown.

Solution: Standardize UI to follow common conventions.

Key Application Design Changes

Onboarding integrated into the application

Onboarding was separate from the rest of the application. The user added the first employee(s) in onboarding, but once the user arrived at the application, it wasn't clear how to add other employees or perform other tasks.

I redesigned onboarding to be integrated into the application, and to lead the user through the basic functions.

Simplified and rearranged navigation

The original navigation had almost all of the links under a single dropdown labeled "Admin."

I eliminated unnecessary links and separated the remaining links into two separate menus, "Leave" and "Settings." I also relabeled the columns for higher clarity.

Simplified flow for basic functions

Some of the basic functions caused frustration because of confusing UI and complicated inputs/steps. 

I standardized the UI with common conventions and redesigned the flow of the basic functions to be simpler and clearer.

Onboarding Flow

Original Flow

Redesigned Flow

 

Before & After

Home Page
Before

Redesigned Wireframe

Pricing Page
Before

Redesigned Wireframe

Application Navigation
Before

Redesigned Wireframe

Add Employee Flow
Before

Redesigned Wireframe