Client

Indeed

Role

Entire product design from research to conception, visualization and testing

1. Complex and Overwhelming Setup: Users found the checklist for ATS integrations to be confusing and difficult to navigate. It was often overwhelming, with too many steps and unclear instructions, leading to setup delays and mistakes.

2. Error-prone Process: The lack of clear guidance during the checklist process resulted in users missing steps or misconfiguring their integrations. This led to failed integrations, which created frustration for both users and technical support teams.

3. Inefficient Communication: The communication between the system and the user was not clear enough to guide users through the steps. Many users weren’t sure about the next action they should take, which caused confusion and slower setups.

1. Simplify the Checklist: Streamline the checklist process to make it easier to understand and follow, while also reducing the number of steps required for integration.

2. Enhance Clarity and Guidance: Provide better explanations and guidance on each step to ensure users understand what they need to do and why. This would help minimize errors and make the process feel more intuitive.

3. Improve Feedback and Communication: Introduce clear progress indicators and actionable feedback to help users know exactly where they are in the process and what needs to be done next.

4. Increase Efficiency: Reduce the overall time required to complete the setup process, allowing users to integrate their ATS systems faster and with less effort.

Methods used

Usability Testing: We conducted tests with users to observe how they navigated through the checklist and pinpointed where they struggled or felt uncertain.

Key findings

Complexity in Steps: Users were often unsure which step they were on or what to do next. This led to frustration, especially when steps weren’t clearly explained.

Lack of Clear Instructions: Many users didn’t fully understand the purpose of each checklist item, which caused them to skip steps or make errors during setup.

Confusing Navigation: The layout of the checklist wasn’t intuitive, and users struggled to track their progress or return to previous steps easily.

The final solution included:

• Installation summary: The Installation Summary component shows users the main stages of the integration process and tracks overall progress. The progress bar indicates total installation completion, not section-by-section progress.
• Help center: The Help Center provides users with helpful resources to guide them during the installation process.
• Steps section: The Steps section provides a clear overview of the tasks for the current installation stage, along with an introduction that outlines its purpose and sets user expectations.
• Top actions: The upper section provides navigation links and actionable elements that improve user interaction and make key functions easily accessible throughout

Reduction in Setup Time: The new checklist process reduced the average setup time by 40%, as users were able to complete the integration more quickly and with fewer errors.

Decrease in Errors: There was a 30% reduction in the number of errors made during the setup process, thanks to clearer instructions and real-time feedback.

Increased User Satisfaction: User satisfaction with the checklist process increased by 35%, with many users praising the new design for its simplicity and clarity.

Higher Completion Rates: The completion rate for ATS integrations increased by 20%, as users found it easier to complete the setup without dropping off during the process.