INDUSTRY:
B2B – Workforce Management
CLIENT:
Conceptual Redesign – Cleaning Services Platform
YEAR:
2026
EXPERIENCE:
Product Design (UX/UI)
Improving Onboarding for a B2B Work Planning Tool
about.
This project explores redesigning the onboarding flow for a workforce management system used by small cleaning companies. In this context, a “project” represents an employee’s weekly work schedule. The goal was to simplify the initial setup experience so new users can start using the system reliably and return to it regularly.
problem.
New users were abandoning the app during the first task, creating their first weekly project because the onboarding model assumed employees worked the same schedule, in the same location, every day. In reality, schedules vary by day, service type, and location. The mismatch between system expectations and real workflows created friction, confusion, and early churn.
process.
I began by clarifying real user needs: managers need a way to reflect actual weekly schedules where days can be non-consecutive and details vary by date. To explore this, I:
Broke down the onboarding flow into decision steps.
Identified pain points in the existing pattern where assumptions did not match real-world use.
Developed low-fidelity flows that treated each selected workday as an independent unit.
Tested multiple approaches for representing days (calendar selection, day list, repeating patterns).
Refined concepts to balance flexibility with minimal cognitive load.
Low-fidelity prototypes guided the transition from a fixed-week model to a flexible workflow where users select worked days and configure details per day.
decisions.
Day-focused model: Instead of assuming a continuous week, managers now select specific worked days from a weekly view.
Calendar input with checkboxes: Enables quick selection of nonconsecutive workdays without unnecessary form fields.
Per-day configuration: Each selected day allows separate location, service type, and duration, reflecting operational reality.
Apply-to-all option: Managers can apply common settings to all days to reduce repetition when appropriate.
result.
The redesigned onboarding flow aligns with how cleaning teams operate:
Users only need to define days that are relevant to them.
Workflow accommodates real variations in schedule, location, and services.
Cognitive load is reduced, and user confidence increases at the first critical task.
This project demonstrates thinking beyond interface polish to product structure, ensuring the logic of the system matches the logic of the user’s world a foundational step in building a usable and scalable B2B product.
