Cutting client onboarding from 4 weeks to a few days

Replacing a manual, multi-team setup process with a wizard clients could complete themselves

Client

Cloud-based Network Management Platform

Role

Lead Product Designer

Platforms

Desktop

The Brief

About the Client

Highway9 built a platform that helps enterprises set up and manage private 5G and LTE networks, covering everything from in-building coverage to edge infrastructure. I joined right after they came out of stealth, when they were growing fast.

Challenge

Onboarding a single client onto the platform took anywhere from 5 days to 4 weeks, usually the latter.

Getting a client set up needed coordination between their stakeholders and on-site engineers for details about network infrastructure, bandwidth usage, and device settings, plus Highway9's own Cloud Solution team to complete integration. Setup would often stall due to a lack of context or technical knowledge on the client's side, leaving the team waiting on information before they could move forward.

Solution

Growth was accelerating, and it wasn't feasible for the Highway9 team to manually intervene at every stage of setup for every client. The brief was simple: build a Getting Started wizard that let clients configure their own network, without needing Highway9's support team every time.

Key Design Decisions

Full-width wizard over modal or side-panel

Full-width wizard over modal or side-panel

Non-linear completion, not forced sequencing

Non-linear completion, not forced sequencing

Collapsing 8 settings flows into a focused onboarding scope

Collapsing 8 settings flows into a focused onboarding scope

Reusing wizard layouts for existing settings screens

Reusing wizard layouts for existing settings screens

Process

Iterations

Final Output

Reflection