Desktop App | SaaS Onboarding

Cameron Preston
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Project
Onboarding Experience

My Role
Senior Product Designer

Industry
SaaS Platform

Timeline
2024

Overview
Veriam (previously Metrics Matter) is a newly formed SaaS company focusing on Identity and Access Management, Licensing, Billing, Contracting and Payments. Users can either sign up as a new organization or as part of an exiting orginzation. The exiting organization can either be a single organization or it can be multiple organizations.

Goal
Create an onboarding experience that is simple and has a low drop off rate. The experience must also cater for multiple different sign up journeys.

Problem
Users may end up creating a new organization when they are already attached to an exiting organization.