User onboarding

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User onboarding is the process of improving an individual's requirements and success with a product or service. This term is often used in reference to software products, and it can be done in a manual or automated way. It is the process through which new software is designed such that new users are provided and acquire the necessary knowledge, skills, and behaviors in order to become “up and running” and effective users of website, app, or software service.

The term originates from the human resources term, onboarding, that refers to the mechanism through which new employees acquire the necessary knowledge, skills, and behaviors in order to become effective organizational members.

The goal of user onboarding is to get the users to understand the key principles at the heart of the product and to show them how it will improve their lives. If it can make the point of the product clear and easy to understand the first time a user tries it, have a better chance of gaining excited and engaged customers. [1]

Offering a free trial is an example of how you can implement user onboarding. If someone is able to see how the product is useful and exciting to them within a free trial period, it can take them from being a user to a consumer—willing to invest in order to continue their experience. [2]

Onboarding techniques

Leveraging the right user onboarding techniques based on the specific requirements can be extremely beneficial for businesses.

Below are different user onboarding techniques and their classifications.

Related Research Articles

Software documentation is written text or illustration that accompanies computer software or is embedded in the source code. The documentation either explains how the software operates or how to use it, and may mean different things to people in different roles.

Software testing is the act of examining the artifacts and the behavior of the software under test by verification and validation. Software testing can also provide an objective, independent view of the software to allow the business to appreciate and understand the risks of software implementation. Test techniques include, but are not limited to:

<span class="mw-page-title-main">End user</span> Regular user of a product

In product development, an end user is a person who ultimately uses or is intended to ultimately use a product. The end user stands in contrast to users who support or maintain the product, such as sysops, system administrators, database administrators, information technology (IT) experts, software professionals, and computer technicians. End users typically do not possess the technical understanding or skill of the product designers, a fact easily overlooked and forgotten by designers: leading to features creating low customer satisfaction. In information technology, end users are not customers in the usual sense—they are typically employees of the customer. For example, if a large retail corporation buys a software package for its employees to use, even though the large retail corporation was the customer that purchased the software, the end users are the employees of the company, who will use the software at work.

<span class="mw-page-title-main">Tutorial</span> Type of educational intervention

A tutorial, in education, is a method of transferring knowledge and may be used as a part of a learning process. More interactive and specific than a book or a lecture, a tutorial seeks to teach by example and supply the information to complete a certain task.

<span class="mw-page-title-main">Usability</span> Capacity of a system for its users to perform tasks

Usability can be described as the capacity of a system to provide a condition for its users to perform the tasks safely, effectively, and efficiently while enjoying the experience. In software engineering, usability is the degree to which a software can be used by specified consumers to achieve quantified objectives with effectiveness, efficiency, and satisfaction in a quantified context of use.

In software and systems engineering, the phrase use case is a polyseme with two senses:

  1. A usage scenario for a piece of software; often used in the plural to suggest situations where a piece of software may be useful.
  2. A potential scenario in which a system receives an external request and responds to it.
<span class="mw-page-title-main">Requirements analysis</span> Engineering process

In systems engineering and software engineering, requirements analysis focuses on the tasks that determine the needs or conditions to meet the new or altered product or project, taking account of the possibly conflicting requirements of the various stakeholders, analyzing, documenting, validating and managing software or system requirements.

A requirement is a singular documented physical or functional need that a particular design, product, or process aims to satisfy. It is commonly used in engineering design, systems engineering, software engineering, enterprise engineering, product development, and process optimization. It is a broad concept that could speak to any necessary function, attribute, capability, characteristic, or quality of a system for it to have value and utility to a customer, organization, internal user, or other stakeholder. Requirements can come with different levels of specificity; for example, a requirement specification or requirement "spec" refers to an explicit, highly objective/clear requirement to be satisfied by a material, design, product, or service.

<span class="mw-page-title-main">Wizard (software)</span> Type of computer interface that guides a user through a series of steps

A software wizard or setup assistant or multi-step form is a user interface that leads a user through a sequence of small steps, like a dialog box to configure a program for the first time. A complex, rare, or unfamiliar task may be easier with a wizard that breaks the task into simpler pieces. But a wizard may be a barrier to deeper understanding, and a substitute for clearer design.

<span class="mw-page-title-main">Graphic designer</span> Person who creates visual design works

A graphic designer is a professional who practices the discipline of graphic design, either within companies or organizations or independently. They are professionals in design and visual communication, with their primary focus on transforming linguistic messages into graphic manifestations, whether tangible or intangible. They are responsible for planning, designing, projecting, and conveying messages or ideas through visual communication. Graphic design is one of the most in-demand professions with significant job opportunities, as it allows leveraging technological advancements and working online from anywhere in the world.

User assistance is a general term for guided assistance to a user of a software product. The phrase incorporates all forms of help available to a user. Assistance can also automatically perform procedures or step users through the procedure, depending on the question that the user asked. The term is broader than online help, and includes procedural and tutorial information.

<span class="mw-page-title-main">User interface design</span> Planned operator–machine interaction

User interface (UI) design or user interface engineering is the design of user interfaces for machines and software, such as computers, home appliances, mobile devices, and other electronic devices, with the focus on maximizing usability and the user experience. In computer or software design, user interface (UI) design primarily focuses on information architecture. It is the process of building interfaces that clearly communicate to the user what's important. UI design refers to graphical user interfaces and other forms of interface design. The goal of user interface design is to make the user's interaction as simple and efficient as possible, in terms of accomplishing user goals.

Use case analysis is a technique used to identify the requirements of a system and the information used to both define processes used and classes which will be used both in the use case diagram and the overall use case in the development or redesign of a software system or program. The use case analysis is the foundation upon which the system will be built.

A software factory is a structured collection of related software assets that aids in producing computer software applications or software components according to specific, externally defined end-user requirements through an assembly process. A software factory applies manufacturing techniques and principles to software development to mimic the benefits of traditional manufacturing. Software factories are generally involved with outsourced software creation.

User experience design defines the experience a user would go through when interacting with a company, its services, and its products. User experience design is a user centered design approach because it considers the user's experience when using a product or platform. Research, data analysis, and test results drive design decisions in UX design rather than aesthetic preferences and opinions. Unlike user interface design, which focuses solely on the design of a computer interface, UX design encompasses all aspects of a user's perceived experience with a product or website, such as its usability, usefulness, desirability, brand perception, and overall performance. UX design is also an element of the customer experience (CX), and encompasses all aspects and stages of a customer's experience and interaction with a company.

<span class="mw-page-title-main">Functional specification</span>

A functional specification in systems engineering and software development is a document that specifies the functions that a system or component must perform.

<span class="mw-page-title-main">User (computing)</span> Person who uses a computer or network service

A user is a person who utilizes a computer or network service. A user often has a user account and is identified to the system by a username . Some software products provide services to other systems and have no direct end users.

<span class="mw-page-title-main">Misuse case</span>

Misuse case is a business process modeling tool used in the software development industry. The term Misuse Case or mis-use case is derived from and is the inverse of use case. The term was first used in the 1990s by Guttorm Sindre of the Norwegian University of Science and Technology, and Andreas L. Opdahl of the University of Bergen, Norway. It describes the process of executing a malicious act against a system, while use case can be used to describe any action taken by the system.

In information systems, applications architecture or application architecture is one of several architecture domains that form the pillars of an enterprise architecture (EA).

Growth hacking is a subfield of marketing focused on the rapid growth of a company. It is referred to as both a process and a set of cross-disciplinary (digital) skills. The goal is to regularly conduct experiments, which can include A/B testing, that will lead to improving the customer journey, and replicate and scale the ideas that work and modify or abandon the ones that do not, before investing a lot of resources. It started in relation to early-stage startups that need rapid growth within a short time on tight budgets, and also reached bigger corporate companies.

References

  1. Jarvis, Paul (2014-08-25). "User Onboarding: Not Just for HR and Growth Hackers". Huffington Post. Archived from the original on 2016-09-19. Retrieved 2018-11-21.
  2. "Growth Hacking: Creating a Wow Moment". For Entrepreneurs. 2014-04-01. Archived from the original on 2018-12-23. Retrieved 2018-11-21.