Onboarding Solutions Consulting

Successful UX exists where data insights, business objectives and user needs & wants overlap. A robust UX approach results in a website, application or marketing activity that exceeds expectations from both a business and a user perspective.​​ ​We help our clients to drive product innovation by placing the customer at the center of feature development and ideation. Solutions are reached using quantitative and qualitative insights to ensure every change solves a unique user problem. ​​When applied to onboarding platforms, this approach is essential in ensuring we design experiences that not only delight your users, but also meet your commercial objectives.​

We employ a range of user experience ideation and testing techniques to gain better understanding of your audience, their desires and motivations from a digital perspective. This is supplemented by working closely with your internal teams and developers to ensure alignment with business objectives and feasibility of designs​. Taking this approach allows us to add a human layer over existing data so we can make decisions based on actual user needs instead of our own assumptions. ​ The results are validated mid-fidelity designs and prototypes that have gone through rigorous perception and task based testing to produce a proof of concept.

We know that onboarding is typically operationally inefficient, complex and opaque. As the first post-sale touch point it’s an opportunity often missed and should be used to reaffirm your customers decision to partner with you. ​​ We developed Tao to change the conversation around onboarding, moving you away from from simply meeting your compliance obligations, to delighting your customers whilst doing so. ​​ A seamless onboarding experience not only builds trust with your customers but ultimately leads to a faster path to revenue for your business and a reduction in the cost associated with a typically resource intensive process.