Background

Traxidy project management work tracking software has been available for about two years and is continually improving. Our goal is to be an easy-to-use, intuitive application for project managers to use to control project tasks, report status, and collaborate with teammates. The user experience during the onboarding process, to easily understand engage, and increase conversions to paid users is imperative for the success of the business.

Work Requirements

Work directly with the Traxidy CEO and Founder to build an onboarding user experience concept that will:

1.      Be meaningful and answer “Why should I use this application for my Project Management needs?”

2.      Be an enjoyable and memorable experience

3.      Provide a fresh and easy start to understanding how our application can best be used

4.      Ensure the user finds value

5.      Encourages users to keep learning about Traxidy and using the features

See our Traxidy app at https://traxidy.com and a brief overview HERE. The free version and existing onboarding for Traxidy is available on the website (no credit card required).

The main areas of work for the students in this project are:

·        Develop a storyboard showing the functionality and steps for a proposed onboarding and ongoing solution

·        Create a prototype, a project timeline, and a test plan

·        Consider (but not necessarily the only answer) using a sample project that:

o  Emphasizes how easy it is to get started using the application

o  Contains entertaining yet descriptive text and charts

o  Is entered, step-by-step by the Free Trial User, and as they walk through it, they can see how valuable and simple it is to use… or

o  Has already been entered as the user has created an account and is then reviewed step by step and area by area, as part of the onboarding

·        Develop an integrated set of information or visual steps and presentation of information to:

o  Delight users from the start, unveil value early and spark anticipation immediately

o  Keep the Free Trial User engaged with the application to set up a project, add contacts, collaborate with contacts, report the project status, share meeting notes

o  Keep the user coming back to use the application

o  Establish a connection with the user to ensure their continued use of the application

·        Consider the onboarding experience to be easy-going and even fun

·        Use any open-source objects and code as you see fit

Above and Beyond Challenges

Other work that is nice to have completed or worked on within the timeframe of this project includes:

·        Develop a video showing the onboarding, and to be used as a Marketing tool

·        Provide a second option for an A/B test

As the CEO and founder of Traxidy, I will be available as the sponsor of this project to answer questions and ensure they have the information and guidance they need.