Baningo Cards

Early Dropout Reduction Through Preliminary Refinements

Implementing minor adjustments to address usability issues of a core product functionality.

Introduction

About the product

About the product

About the product

Baningo Cards is a web-based SaaS digital business cards solution, tailored for businesses and teams. It offers an platform to create, customise, and share digital business cards.

Company

Company

Company

Baningo GmbH

Company

Company

Company

March 2023 - May 2023

My role

My role

My role

UX / UI Designer

  • Identifying issues

  • Defining solutions

  • Dev alignment & handoff

  • Performance tracking

Product team

Product team

Product team

  • Product Owner

  • Chief Technology Officer

  • Full-stack Developer

  • Back-end Developer

  • Front-end Developer

Context

Context

Context

I joined the team as the first and only UX designer in an operational product environment. Before my involvement, the product had grown organically from idea to code.

About the project

About the project

About the project

During the initial in-depth product analysis, I observed notable usability issues with the card setup process. To address them effectively, significant adjustments to the product would be necessary. Given the need to balance design efforts with the demand for immediate development tasks, our approach prioritised fast-track solutions before considering more comprehensive changes.

Problem statement

The poor usability of the card setup process is a significant factor contributing to a high percentage of early user dropouts.

User verbalization in testing

User verbalization in testing

User verbalization in testing

“How do I enter the details? How do I enter the phone number? I am confused.”

Open-ended survey feedback

Open-ended survey feedback

Open-ended survey feedback

“It's more effort than I thought, so I haven't had the chance to finish it yet.”

Cognitive walkthrough insight

Cognitive walkthrough insight

Cognitive walkthrough insight

Time-consuming micro-flows impact overall user productivity.

Card setup process at glance

User roles

User roles

User roles

User roles define permissions and responsibilities assigned to users within the product.

Admin

  • Designs the cards and manages the team.

  • Can edit all the profiles.

  • Admin is also a cardholder.

Admin

  • Designs the cards and manages the team.

  • Can edit all the profiles.

  • Admin is also a cardholder.

Cardholder

  • Can only edit their own profile.

  • Can preview and share their own card.

Cardholder

  • Can only edit their own profile.

  • Can preview and share their own card.

Card elements

Card elements

Card elements

Elements are the visual components used to display information on digital business cards.

Company elements

  • Element data is the same across all team cards.

  • Only admins can input data on the 'Design and link' page.

Company elements

  • Element data is the same across all team cards.

  • Only admins can input data on the 'Design and link' page.

Personal elements

  • Element data can differ from card to card.

  • Cardholders can input their own data on the "Edit profile" page

  • Admins can input data via the "Team management" page for all the profiles.

Personal elements

  • Element data can differ from card to card.

  • Cardholders can input their own data on the "Edit profile" page

  • Admins can input data via the "Team management" page for all the profiles.

Typical card setup flow

Typical card setup flow

Typical card setup flow

Depending on the approach, cardholders can either fill in their own profiles, or the admin handles this task for all profiles within the team.

While acknowledging the overall process as the root cause of usability issues, the below fast-track improvements focused on optimising user experience without altering the process itself.

Product improvements

1

Element creation modal

1

Element creation modal

1

Element creation modal

Before

Before

Before

Element creation presented a significant hurdle in the card setup process, leading to user errors, confusion, and frustration.

After

After

After

  • Consolidated steps in a single modal improve process visibility and help users retain context.



  • Reordered and numbered steps for a more intuitive sequence.



  • The new element highlights the inability to input personal element data within the modal and provides guidance.



  • Refined copy concisely explains the distinction between personal and company elements.

2

Element type tooltip

2

Element type tooltip

2

Element type tooltip

Before

The lack of distinction between element types on the "Design and link" page resulted in a poor overview.

After

  • The indicator icon identifies personal elements, reducing cognitive load, and eliminating unnecessary clicks.

  • The tooltip additionally guides users where to input personal element data.

3

Card's visual identity

3

Card's visual identity

3

Card's visual identity

Before

Users had trouble finding where to upload logo and set the card colour.

After

The logo upload and the colour picker displayed prominently on the page ensure they are easily accessible.

4

"Edit profile" page

4

"Edit profile" page

4

"Edit profile" page

Before

The design of the page made the task of editing profiles cumbersome and inefficient, especially for admin users editing multiple profiles.

"Edit profile" page makes the task of editing profiles cumbersome and inefficient:

After

  • Displayed and clustered element data offer a comprehensive overview.

  • Simplified data input enhances efficiency.



  • The mobile preview provides real-time feedback in the most commonly used format.



  • The new page appearance ensures a clear distinction from the “Design and link” page.

5

Default state

5

Default state

5

Default state

Before

Upon skipping the onboarding admin users landed on their 'Edit Profile' page. They had difficulty locating options to add elements and change the card's appearance.

After

The new prompt directs admin users to the page where they can start their card setup process and helps them assume their admin role.

Enhancing the onboarding experience could address the issue more effectively, but the root problem lies in the fundamental approach to the card setup process. Therefore, allocating resources to improve onboarding would be premature without first addressing the underlying issues.

6

"Team managment" page

6

"Team managment" page

6

"Team managment" page

Before

The lack of basic functionalities made it difficult for admin users to manage a bigger number of profiles.

After

  • Search and sort functionalities for an efficient way to navigate and manage profiles.

  • The visually enhanced ellipsis button resolves the challenge of admin users locating profile actions.

Outcome

180% decrease in early user dropout rate

180% decrease in early user dropout rate

Evaluation

Given limited data and the product's nature, pinpointing the dropout rate precisely is challenging. The criterion was chosen based on its significance in product testing, correlating with early dropout. Despite potential discrepancies, the substantial percentage increase suggests the impact of usability improvements on reducing the dropout rate.

Words of endorsement

“Right from the start, Žiga showed a strong desire to understand our product and its users, using various approaches to gain insights. He effectively identified the major pain points and suggested both quick fixes and broader changes to address them. Even with only quick fixes in place, the improvement in usability was evident, leading to a significant reduction in early user dropout.”

Harald Meinl

Co-Founder & Product Owner @ Baningo GmbH

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© 2024 Žiga Pečarič