Vellbeing focuses on helping people achieve their peak performance by connecting them to the right wellness provider. The goal is to create the largest database of wellness professionals and make them searchable for those who want to invest time in improving their health and happiness.

Vellbeing aims to create holistic well-being for every member of the global workforce.

My Role

Product Designer

Team

Abhi Veldurthy Founder
Ibrahim El-Bathy Product Designer
Henry Kai Christie Product Designer

My Contribution

• Competitive Analysis
• Logo Design & Style Guide
• High-Fidelity Prototype

Project Scope

The onboarding experience for wellness providers

Problem

A database of wellness providers needs to be established in order to get started.

Vellbeing is in its very early stages of development and the company’s highest priority is to create a rich database of all wellness professionals made up of therapists, counselors, coaches, and psychiatrists, to name a few.

Challenge

Create the onboarding experience for wellness providers who want to list their services on Vellbeing.

To begin building the database, we will need to design an onboarding experience for wellness providers that guides them through different stages of customizing their profile.

Solution

An easy-to-follow onboard process that brings wellness providers one step closer to connecting with their clients.

Our final deliverable was a streamlined onboard experience that includes a series of interactive questions helping the user build their unique profile page.

01 Understanding the Problem Space

Secondary Research

Secondary research was done by my team member to identify existing pain points users experience when finding the right wellness provider. This information was needed in an effort to guide our design approach.

Competitive Analysis

I collected data from competing companies to understand their strengths and weaknesses and reveal industry trends. The onboarding flow of 4 main competitors, such as Zocdoc and WebMD, was dissected and evaluated.

Existing Research

Existing research collected by the company’s development team included design inspiration mood boards, required design features, and information architecture taxonomy.

Research Insights

Once the information was gathered, our team collected all major discoveries and grouped them based on similarities. Below are 3 main insights that stood out.

Research Insight #1

Specialties

Clarification on Wellness Provider Specialties

The most common struggle clients face when working with wellness providers is finding the right specialist who fully meets their needs. This is due to a lack of clarification on a wellness provider’s profile when they are being searched.

Opportunity: Offer users the ability to specify their specialty and job focus in the onboarding process to enhance their discoverability.

Research Insight #2

MVPs

Prioritizing the Minimum Viable Products (MVP)

In order to create an efficient onboard process that would be simple and easy to follow, we had to implement the minimum number of viable questions that had the highest priority.

Opportunity: Evaluate and prioritize the questions that should be addressed in the onboarding process and the ones that should be presented later.

Research Insight #3

Integration

Benefits of an Integrated System

Video communication platforms like Zoom and Skype and scheduling tools such as Calendly and Google Calendar have become essential components for the productivity of wellness professionals. Integrating third-party applications would optimize the workflow for both wellness providers and clients.

Opportunity: Consider different ways users can connect their preferred productivity applications when setting up their profile.

02 Defining the Steps

Onboarding User Flow

Each designer in our team produced a single user flow and shared the ideas collaboratively. After reviewing and receiving feedback from our project lead (The founder of the company), we concluded with one, refined flow.

Turning Sketches into Wireframes

Using the user flow as a reference, we began sketching screens that represented each step of the onboarding. When the sketches were finalized, my team member designed the wireframes and connected them to create a working prototype.

Testing the Wireframe Prototype

While working within a compressed timeframe, we had to strategically place usability testing somewhere in the project timeline. We agreed that the wireframe prototype, while being minimal in design, was detailed enough to convey our design thinking to test subjects. We connected with professionals within the Wellness Industry and conducted remote usability tests with them.

Usability Test Insights

The feedback we received from the participants was collected and organized into an affinity map. Below are 3 major points that had the most significance.

Testing Insight #1

Labeling

Using the Correct Terminology

In the step where wellness providers are asked to select their specialty and focus, a comment was brought up addressing the terminology that was labeled. It was discovered that in the wellness industry, it is more common to use the term “Profession” and “Specialty Area” instead.

Opportunity: Edit the terminology and structure of the “Specialty” screen to comply with the feedback that was given.

Testing Insight #2

Profile Completion

Providing Profile Completion Status

Participants wondered why they did not answer certain questions regarding insurance information, credentials, or schedule availability. However, the intention was to have the user fill out that information after the onboarding. Since there was no status information letting the participants know where they are in the profile customization process, many were left confused.

Opportunity: Once onboarding has been completed, clarify to the user that more details are required in order to finish customizing their profile.

Testing Insight #3

Meeting Options

Choosing Multiple Meeting Options

When the participants were asked if they conduct their sessions either remote or in-person, they felt it seemed very limiting. Most wellness providers make an effort to accommodate their clients. Therefore, they prefer utilizing all forms of communication, rather than just one.

Opportunity: Remove this step from the onboarding flow and have the user fill it out later in the process. In addition, allow users to choose multiple meeting options and consider adding more communication platforms, such as pre-recorded sessions or audio recordings.

03 Designing the Final Prototype

Establishing the Company Style Guide

Coming into this project, there was no existing design system or company logo to reference, considering that Vellbeing was in its early stages of development. I took this opportunity to take full ownership of the brand identity and designed a style guide.

After drawing inspiration from the company’s mission and target demographic, I created a style that fit the brand’s overall tone. Once the style guide was approved by our project lead, I incorporated the design elements into the high-fidelity prototype, which was built in Figma.

Onboarding Step #1

Personal Information

From the homepage, the user begins the onboarding process by finding the “List Your Service” button in the navigation bar. From there, they are asked to provide general information such as name, contact details, and where they are located.

Onboarding Step #2

Profession Information

The user is then asked to specify their profession by selecting from a list of job titles through a drop-down menu. To help with discoverability, users can highlight up to 3 specialty areas using the search bar. This step ends with a list of session services the user is able to choose from.

Onboarding Step #3

Profile Confirmation

Lastly, the user is introduced to a confirmation page giving them the choice to either finish building their profile with the help of a Vellbeing representative or complete it on their own.

The Result

An Easy Onboarding Experience

After several rounds of reviews and iterations, we are presented with a simple onboarding experience that allows wellness providers to build a rich and unique profile page.

Project Takeaways

As we reflect on this design project, these are 3 key takeaways we uncovered.

Takeaway #1

Collaboration

Working in a Collaborative Space

By working closely with the founder of the company, along with other UX Designers, we were able to directly receive constructive feedback, experiment with collaborative tools such as Miro and FigJam, and gain valuable experience within a team-based workspace.

Takeaway #2

Perspective

Designing Through a Startup Point of View

With Vellbeing being an early startup, we were responsible for taking ownership of the entire product and approaching each design decision by prioritizing what needed to be available by launch.

Takeaway #3

Timeline

Condensing Our Timeline

As far as constructive criticism, our project lead mentioned that we might have incorporated too many steps into our project timeline. If we condensed our time frame between user flows and sketches, we would have had more time allocated to wireframe iterations. Regardless, I am glad to have gone through this experience and I plan to apply this feedback to future design projects.

What’s Next?

Now that our 4-week project with Vellbeing has come to an end, here are a few things we are looking forward to.

Development

The high-fidelity prototype has been handed off to Vellbeing’s development team and they are currently working on coding the design.

Next Feature

The next group of UX Designs will work on the banking feature for wellness providers and explore ways to design the setup experience.

Logo Trademark

The team at Vellbeing plans to trademark the logo design and incorporate the style guide into their future design system.

Let's Connect

[email protected]