Hatch Insights Setup Assistant

Onboarding Redesign for Hatch Early Learning
Project Overview
The onboarding redesign for Hatch Early Learning's educator platform was undertaken to accommodate the addition of new products and features. The Hatch Insights platform, primarily used for rostering and data reports, required an updated onboarding process to ensure educators could efficiently navigate and utilize the expanded functionality. The redesign focused on simplifying the introduction of new tools, improving user comprehension, and ensuring that educators could easily access key features for managing student information and viewing reports. The goal was to enhance the overall user experience, enabling quicker adoption and increased platform engagement.
Computer Mockup of setup assistant feature

The Process

Understanding the Users

Understanding the users for this onboarding redesign involved considering the diverse educator personas interacting with the platform. These included teachers with varying levels of tech proficiency, from highly familiar to less comfortable, as well as administrative staff who focus on data reports and system oversight. Each persona had different needs, with teachers primarily using rostering and classroom management tools, while admins required access to more complex reporting features. The redesign aimed to create an intuitive, adaptable onboarding experience that addressed these varying needs, ensuring all users could efficiently navigate the expanded platform.

Stock image of teacher
Miro board showing user journey map
User Journey Mapping

Next, we conducted user journey mapping to outline the steps educators take during onboarding, from their initial login to completing tasks. This helped identify key touchpoints, pain points, and areas of frustration. By visualizing the user journey, we gained insights into where improvements were needed, guiding the creation of a more streamlined and intuitive onboarding flow tailored to different educator personas.

Mockups & Prototypes

The next step in the process was creating mockups and prototypes. Using the insights from user research and journey mapping, we designed visual mockups of the new onboarding experience, focusing on simplifying the user interface and improving key interactions. These mockups were then turned into interactive prototypes, allowing us to test the flow and gather feedback from users. The prototypes enabled us to make adjustments before moving into development, ensuring the redesigned onboarding experience met user needs and expectations effectively.

Popup for setup assistant feature
Prototype diagram of setup assistant

User Testing and Refinement

Screen shot of setup assistant

User testing was a critical step in refining the redesigned onboarding experience. We conducted usability tests with a diverse group of educators to observe how they interacted with the prototypes. During these tests, we gathered both qualitative and quantitative feedback to identify any areas of confusion or frustration. This feedback allowed us to make informed adjustments to the design, ensuring the process was intuitive and efficient. By testing with real users, we were able to validate the effectiveness of the redesign, ensuring that it met the needs of the various educator personas and provided a smooth, engaging onboarding experience.