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Sumo Onboarding & Dashboard


Project Scope

Overhaul Sumo’s onboarding and the first-time user in-app experiences. UX team and I worked closely with the PM, Dev lead,s and company leads to re-imagine the most feasible and viable flows for our customers.

Role: Product UX Designer & Creative Director

Screen Shot 2019-01-11 at 9.58.10 AM

Audit, Workshop & Research

Through site mapping and user interviews, the UX team realizes the drop off is caused by the confusing multiple entries that were added through various requests and department misaligned priorities. Our first step is to conduct a workshop, points out the overwhelming customer journeys and inconsistent experience, so we can create a unifying path and breakdown the reachable goals.




Prioritization & User Flows

Screen Shot 2019-01-11 at 9.39.41 AM + Screen Shot 2019-01-11 at 9.39.47 AM

2_user flow

Validation & User Testings

Quick prototype video shows boards the power of the simple onboarding experience.

User testing for the onboarding through the Shopify installs. Two different experiences both aim to help users feel rewarding after accomplishing series of features. These tests also attempt to validate features like tutorials, sequential features initiations, and paywall placement.

Quick Wins

Design and improve segmented products like website, in-app experience, and dashboard.

Screen Shot 2019-01-11 at 9.45.10 AM

onboarding_8 copy


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