Web Onboarding Ux/Ui
PayPal provides a service for larger non-profit organizations to be able to raise funds utilizing PayPals financial infrastructure.
Challenges Faced
The onboarding process for non-profits had been hastily cobbled together and contained numerous obvious pain-points. The standard business onboarding had gone through several improvements that we wished to utilize.
Strategies Employed
My role was to study the user path from discovery through completion and help create a guided experience for a new nonprofit. From there we collaborated with the New Business Setup team to create an onboarding experience consistent with PayPal’s evolving architecture.
Journey Mapping
Not having a budget or time to interview our actual user base we were forced to put ourselves in our users shoes to create a useful journey map. A heavy analysis of how the user was or wasn’t able to find the suitable landing page was the first priority. From there we surveyed how the user might navigate the initial onboarding experience and then the more complex steps of adding financial and legal information. Many pain points were obvious and led us to some solid assumptions.
Visual Design
Creating a fluid and customized setup was the first order of affairs. We worked with the main business onboarding team to create a consistent flow.
Other work
