RightSignature was redesigned in 2015 and our team was tasked with
designing the onboarding experience. We conducted a heuristic evaluation
and mapped out the customer journey to understand the old and new workflows
in more detail. We initially designed a series of modals with carousels
that highlighted core actions and tasks.
How do users prefer to be onboarded?
When we tested the redesigned experience and onboarding tours,
we discovered users wanted more in-context help. They didn't want to carousel
through modals. We then decided to update our guided tours to coachmarks to
aid comprehension and to orient users with the new UI.