Who is WCT?
What Caused This is startup creating a collaborative platform that helps teams identify and resolve the root causes of problems through structured analysis.
Problem?
WCT needed a clear and motivating onboarding flow to help new users often unfamiliar with structured root cause analysis grasp the platform’s value and begin analyzing problems confidently.
Solution?
A guided onboarding experience that explains WCT’s core concepts, sets expectations, and walks users through their first root cause analysis with contextual support and progress tracking.
Onboarding Flows - time to optimise user flow
Although we didn’t have access to direct user testing, we conducted thorough research on similar platforms and industry best practices. We analyzed common pain points users face with root cause analysis tools and designed the onboarding flow to be clear, simple, and supportive based on these insights.
Design System - using pre-build design system
It’s important to note that What Caused This specified we remain within their existing design system. This was beneficial, allowing us to focus our efforts on optimizing the onboarding flow and improving conversion rates, rather than redesigning the visual aspects.
Prototyping - finding what works best
Created and visualized the design process to clearly communicate decisions to stakeholders. We experimented with different onboarding structures, such as checklists, tooltips, and progress indicators, to find the most intuitive flow for first-time users.
Onboarding - making the platform user friendly
Root Cause Analysis platforms can initially overwhelm users, not due to complexity, but because of the sheer number of features and capabilities. Our onboarding goal was to help users quickly familiarize themselves with the platform by guiding them smoothly from signup, through basic functions, to creating their first RCA system.
Results - client feedback
Extremely happy with the redesign of homepage and user onboarding process - will implement features presented in the future
Comment by CEO
''Oh, how we did not think of this earlier''
Reflection - what could be improved
This project highlighted the value of focusing on core user flows to improve clarity and confidence in a complex tool. With limited time and no direct user access, we relied on heuristics and best practices to guide decisions, experimenting with various onboarding models before settling on a lightweight, contextual approach. In future iterations, I’d prioritize quick usability testing, explore mobile responsiveness, and tailor onboarding to different user experience levels.