CV
Onboarding Overhaul

Onboarding Overhaul

Transitioning from B2C to B2B Solutions

Background

Alert Labs initially targeted the consumer market for their IoT solutions. Shortly before I joined they had pivoted to a B2B model for commercial property management. The challenge was to update registration of all devices to a new, more professional model that was optimized for blue collar employees with limited technology literacy.

Following the redesign, we quickly learned from customer discovery that we also needed a high volume solution for deploying hundreds of sensors in a single building within a day that has delivered increased deal sizes and rapid growth in ideal customer profile companies.

What I Did

  • Audited the existing workflows and observed customers remotely installing devices for registration to understand key inputs and customer challenges
  • Facilitated sessions with engineering to better understanding technical limitations and desired data collection methods to design and scope a new optimized architecture and workflow
  • Collaborated with Graphic Design to align brand and professional identity to the new flows and page style guide including iconography, device renders, illustrations, color, typography, and consistent spacing
  • Observed customers in context of a large deployment to better understand opportunities to deliver new value that informed a new offering and revenue stream that has contributed to increased deal sizes and ongoing high growth rate in desired markets.

Impact

The new onboarding system has enabled rapid deployment of hundreds of sensors in a single day, contributing to increased deal sizes and ongoing high growth rate in desired markets.