VENA SOLUTIONS
Quickstart
Designed to streamline the initial setup process for users; aimed at simplifying the onboarding experience for organizations adopting Vena for the first time. Quickstart serves as a user-friendly tool to accelerate the implementation process.
Role: Lead Designer | Duration: 4 Quarters
The Challenge
How might we create a user-friendly, onboarding tool that reduces cognitive load and simplifies setup enough to empower and enable customers to tackle the first steps on their own?
The implementation process to get started in Vena as a new costumer working with a consultant takes 20+ weeks (300~ hours) depending on the complexity of the financial model. This lead to high churn rate, increased customer frustration and increasing cost for business.
for who?
Deciding what our solution needed to include started with understanding who we were designing for.
Working collaboratively with multiple teams, we conducted user interviews with current customers and our internal consultants to understand the expectations of the Vena implementation process and where frustrations, pain points and disappoints were.
Having a deep understanding of Venas implementation process from both a client and consultant perspective allowed us to be able to determine what we should build.
key solution areas
GL Upload
Empowering users to start the process independently by allowing for an easy upload of their .csv files.
Map Dimensions
Vena offers a set of standard dimensions to help users get started when creating a data model. Allowing users to easily map their data to our pre-defined standard dimensions takes out the guess-work and reduces the margin for errors.
Custom Tables
Allowing users to customize their tables in the setup process with simple instructions gives them more control, flexibility and enables them to organize their model how they want to.
Build Hierarchies
Introducing the ability to add bulk ranges reduces the manual labour of individually inputting account codes for every member in the model, decreasing the time to build hierarchies.
Shipped
After the launch of Quickstart we were able to decrease time to value and the implementation hours by 80%.
Implementation Hours
This was an especially rewarding project. It was particularly exciting getting to be the primary designer on a full end-to-end design process. I got a lot of experience on every aspect of the process. It was also one of the most collaborative projects that I’ve ever worked on. Working cross-teams and with a variety of different stakeholders.
