Aidaly
Role
Product Designer, Product Manager, Project Manager, Product Strategy, Design System
Summary
I led the redesign efforts and helped define the onboarding digital journey through designing its core experience flow, MVP scoping, and design system.
The space and context
Medicaid has some of the best paid paths for family caregivers. However, the process is complex, scattered, not easily discoverable, and outdated.
This makes it hard for the family caregiver to activate and use their benefits.
The biggest challenge is simplifying the experience for caregivers while meeting all Medicaid benefits onboarding requirements.
Research and strategy
While Aidaly has several product offerings for caregivers to earn money, the benefits are the most rewarding. This means the journey should be prioritized and isolated from the rest of the product first to ensure successful completion rate.
Traditional onboarding requirements are tedious and people don’t have time; they’d rather work or caregive.
Product goal
The traditional onboarding process requires caregivers to visit multiple people, like their social worker or different government facilities to pick up paperwork. As such, it takes a long time.
The solution here is to consolidate and simplify all steps onto a single online portal, keeping in-person visits to a minimum, and showing the caregiver their progress.
Ideation
The onboarding has been reiterated many times, each with slight improvement than the last.
I start with sketching and low fidelity mock ups to kick off idea visualizing with the team.
Learning from our MVP
As mentioned, Aidaly has a lot of product offerings, and therefore we designed the product to allow access to these offerings.
However, sign ups were low, people were confused, and we knew we had to seek to understand the gaps and learn from version 1.
Design
After gathering requirements, deciding which ones could be pushed through the pipeline manually and which ones absolutely needed manual clearance, I knew the onboarding experience had to be made super clear which step a user was on, what was needed, and which steps they could take next.
I worked closely with my engineer and CEO to craft this new and improved onboarding.
Homepage now only displays onboarding tasks to encourage speedy completion.
Results
Takeaways
Being the sole designer in an early-stage startup has taught me that I don’t have the luxury of pondering a decision or the luxury to solely do design. I will have to move fast, trust instincts, break design rules, and wear other product role hats. At the end of the day, it just needs to work. As long as we can move folks through the pipeline, I’ve done my part.
I’ve learned a lot about how cross-functionality works, how to manage my own workload, how to communicate and work with my engineer, and how to move fast. Although my methods may stray far from what most teams traditionally follow, I’ve never been as challenged.
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Thanks for reading. If you’re interested more about my role and time at Aidaly, reach me at my email.