Enterprise Software
B2B SaaS Platform
- SaaS UX
- Workflow
- Activation
42% faster activation after redesigning the onboarding workflow
The challenge
A well-funded platform was closing enterprise deals and then losing them in implementation. Setup took a median of 14 days, required three support calls, and 31% of new workspaces never reached their first meaningful action.
Our approach
We instrumented the existing flow, interviewed 18 recent buyers, and found that the 12-step wizard front-loaded configuration nobody could answer on day one. We restructured around a jobs-to-be-done sequence: value first, configuration progressively, admin last.
42%
Faster activation
8 days
Time-to-value, from 14
−37%
Setup support tickets