Making developer onboarding simpler.
I worked on improving the proof-of-concept (POC) onboarding experience at EngFlow, helping potential customers set up the product in their own environments and understand its value sooner, while reducing the manual coordination required from our team.
The context
Before adopting EngFlow, potential customers needed to complete a proof of concept in their own environments to understand how the product worked and how it could benefit their teams.
Getting started, however, involved several technical steps and coordination with the EngFlow team.
The problem
The existing onboarding process was manual and document-based.
Developers received a document containing instructions to install and configure EngFlow. They had to follow the steps individually, without an interactive way to track progress or understand what came next.
Some steps also depended on the Customer Experience (CX) team, meaning customers sometimes had to wait for confirmation or an email before continuing.
Because the POC wasn’t always their immediate priority, customers could lose momentum and postpone the setup. This created friction for customers and additional work for the internal team.
The opportunity
How might we help developers navigate a technically complex setup independently, while reducing the manual coordination required from the EngFlow CX team?
The opportunity was to move from static documentation to a guided, self-service experience that helped customers make progress with greater confidence.
My approach
I worked closely with the engineering team to understand the existing setup process and how it could translate into a clearer user experience.
The team provided documentation outlining the required steps and the interactions between customers and CX. I used this as a starting point to map the workflow and identify opportunities to simplify the journey.
My focus was on making the process easier to follow, helping users understand what to do next, and reducing unnecessary handoffs and dependencies.
The solution
I designed a guided onboarding interface that transformed the document-based process into a more structured experience.
Customers could follow a step-by-step journey, mark steps as completed, provide the information required at each stage, and understand what came next without relying entirely on email communication.
The experience also needed to help users troubleshoot when something went wrong, allowing them to move forward without immediately contacting the team.
The goal wasn’t simply to digitise the existing documentation, but to make the entire journey easier to navigate and help customers complete their setup more independently.