The document provides a detailed analysis of the onboarding process for Harvest, a time tracking application. It highlights strengths such as a clear homepage layout and effective calls to action, while also noting areas for improvement, such as the need for guided tours and better organization of content. Overall, it emphasizes the importance of user experience design in helping potential customers navigate the service efficiently.

1. Onboarding Analysis
Harvest: Time Tracking
nathanallotey.com

2. Home
Page
Pricing
Page
Signup
Page
Getting
Started
New Project
Form

4. Good use of photography,
sets the proper mindset for
potential customer
Very clear
homepage layout

5. Great tagline, this also implies
that Harvest is simple and will
save time. I assume the learning
curve is not too steep
Very clear
homepage layout

6. A clear call to action with
a nice color contrast and
readable text (well done)
Very clear
homepage layout

7. Navigation is simple
and does not contain
too many options.
(Reduces the level of
confusion)
Very clear
homepage layout

8. Wasn’t sure if this link
“Customers” was for current
customers or a testimonial
page, guess I’ll find out later
A Few
Observations

9. Great image as I mentioned,
but it does draw attention to
the right. The call to action is
on the left so perhaps an
image that is looking left
towards the call to action.
A Few
Observations
Here is an example

10. I expected the video to feature the app
more closely but instead it showed a
video of a team working together. I
thought it might be an explainer video or
something similar Good video however
after watching it I did not learn anything
about the app.
A Few
Observations

11. Very clear
homepage layout
The features of the app
are briefly mentioned and
benefits are discussed

12. Very clear
homepage layout
Great job showing
screenshots of how the
actual app looks.

13. A Few
Observations
Why not an image of a
tablet as well. I imagine
users would use this on
their tablet also

14. A Few
Observations
Perhaps clicking on the images
can enlarge them so people
can read what is on these
preview images

15. Very clear
homepage layout
Additional benefits are
good, the icon images
reinforce each point

16. Very clear
homepage layout
Another call to action
towards the bottom of
the page, great reminder

17. Very clear
homepage layout
Area on the bottom is great social
proof. A testimony with a picture
and quote along with logos of a few
other companies

18. Very clear
homepage layout
Great job showing quantitative
information. Trusted by over 10,000
and available for use worldwide

19. A Few
Observations
I noticed all of these extra benefits
can be clicked and taken to a
landing page except the support
page. Create a support landing
page to reduce anxiety and inform
users of the benefits of support.

20. A Few
Observations
Testimonies rotate too quickly to
be read. There is a lot of greyed
out content in this area. Perhaps at
least the picture can be in color.

21. Home
Page
Pricing
Page
Signup
Page
Getting
Started
New Project
Form

22. Very straightforward,
Well organized
Well organized page, it is
easy to tell that each level
allows for more users.

23. Very straightforward,
Well organized
Another clear call
to action on this
page that has
great contrast.

24. Very straightforward,
Well organized
It is clear that if I
sign up for free I
receive a 30 day
free trail.

25. Very straightforward,
Well organized All questions in this
area are all related to
pricing, the central
theme of this page.

26. Seems like a strange
transition to go from $99 to
the free plan right next to it.
A Few
Observations

27. Is there a “best plan” or a
plan that is the “best
value”?
What plan is the most
popular? Users will
default to groupthink
when they cannot decide.
A Few
Observations

28. On the bottom in the FAQ there is a
reference to getting a discount when a
year is paid for. You could advertise the
monthly rate as being lower if they
elected to pay for one year.
A Few
Observations

29. When it comes to English we read
left to right. I see an ascension of
prices. If this was arranged from
greatest to least users would be
anchored around the higher price
creating a great appreciation of
value for the lower priced plans.
A Few
Observations

30. New suggested order
A Few
Observations

31. FAQs are okay but the goal
of a excellent onboarding
process is to answer these
type of questions along the
way so they do not all have
to be collected in one area.
A Few
Observations

32. Add a question about how
payments processed are protected
by an SSL with 256 bit encryption,
“The same as major banks”.
A statement such as this will help
reduce anxiety and let users know
when it is time to pay they are
protected.
A Few
Observations

33. Home
Page
Pricing
Page
Signup
Page
Getting
Started
New Project
Form

34. Menu items are
removed and there is a
focus on signing up
Great reminder that no
payment is needed and
this is a free trial.

35. Menu items are
removed and there is a
focus on signing up
Decent reminder on why users
can benefit from using
Harvest. Are all of these
questions 5 reasons discussed
on the homepage as well?

36. Are all 6 items absolutely
required and necessary to
the sign up process?
A Few
Observations

37. Why is team size being
asked for?
Does this have an effect
on pricing later?
A Few
Observations

38. Central Focus on
signing up
This is a great transitional screen. The
spinner lets people know that some items
are loading in the background and their
account is being created.
This is also a good time to mention any
emails they may be receive when their
account is created.

39. Central Focus on
signing up
Nice personalization. Makes me
feel like you know me and we
are friends.

40. Central Focus on
signing up
Options seem to default to
U.S.A. formats and currency.
Not sure if this is done by
viewing the html lang element
or geo_ip either way makes it
easy for me.

41. Central Focus on
signing up
When “Other” is selected as
a primary industry a box
comes up for users to enter
the industry, great job!

42. Bookmark this page. What am I
supposed to be bookmarking?
Can this be turned into a
hyperlink that allows me to
bookmark the page?
A Few
Observations

43. First Email I received
Good personalization in
the email and a reminder
of the information I need
to sign in.

44. First Email I received
Finally, instructions of
what I am supposed to do
next after signing up.

45. Great that I finally see an
instruction on “What’s Next”,
however if I never check my
email I will not see this step.
A Few
Observations

46. Before loading the admin
screen I was informed to
bookmark the link, showing the
link during that step would have
been more helpful.
A Few
Observations

47. Home
Page
Pricing
Page
Signup
Page
Getting
Started
New Project
Form

48. Simple clean
admin screen Great personalization again.

49. Simple clean
admin screen
Assuming various
sections of the
navigation take me to
different areas in app.

50. Simple clean
admin screen
I am also assuming
these are the main
features of the app.

51. Simple clean
admin screen
Support information if it is
needed. I hope the phone
team is helpful and friendly
because if a user decides to
call then that will be their
first experience.

52. Simple clean
admin screen
I signed up for a free
trial, this counter is a
great addition and
keeps me aware of how
may days I have left.

53. I am not sure what to do
first. I see this screen and I
guess I should go through
it but I’m unsure
I ask myself, “does the
order in which I click on
the steps even matter?”
A Few
Observations

54. A brief guided tour here
would be EXTREMELY
helpful. Even if the links next
to the icons had numbers I
would know what to do first.
Users prefer to follow a
predefined path. If there is a
path then users can choose
whether or not to deviate
from the path.
A Few
Observations

55. I clicked through and went to
support.
Good looking knowledge base but I
don’t want to spent a large amount
of time reading and watching videos
as my first interaction in using the
harvest time app.
A Few
Observations

56. Home
Page
Pricing
Page
Signup
Page
Getting
Started
New Project
Form

57. Attempting to
Create My First
Project

58. Since there is no guided tour for
creating a project; tooltips next to
each field would be helpful.
When users scroll over the
tooltips they can be informed
about each field’s purpose.
A Few
Observations

59. Seems strange that I am being
prompted to add someone when I am
unable to do so. I found out later that
I have to create (invite) a team
member first.
How would I ever know that unless I
click around the app and search for it.
A Few
Observations

60. Great email reminder I received 4 days
after signing up, continue to engage
users with lifecycle emails.

61. Onboarding Analysis
Harvest: Time Tracking
nathanallotey.com