SaaS-Based onboarding guide creation platform.

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About Client

Healthcare USA
About Client

Develop a SaaS based platform that automates the creation of step-by-step guides for users navigating an application. This platform will also provide admins with valuable insights by analyzing walkthrough guide performance and user engagement.

The core challenges

Script generation

Automatically generate a script based on user input, which can be easily integrated into any application.

Capture valuable insights

Generate valuable insights by analyzing user navigation within the application.

Completion rate

Evaluate the highest and lowest guide completion rates.

Monitor users

Differentiate between new users and active users, and evaluate their time spent on guides.

Automatically generate a script based on user input, which can be easily integrated into any application.

Generate valuable insights by analyzing user navigation within the application.

Evaluate the highest and lowest guide completion rates.

Differentiate between new users and active users, and evaluate their time spent on guides.

Solution

Solution
1

How we did it

Solution
1

How we did it

Automated script generation

The platform allows users to input basic information about their application or provide a guided navigation through the app. The tool then automatically generates detailed walkthrough scripts, explaining each step the user needs to take to perform a specific task or process.

Insights

The platform tracks detailed user engagement metrics, providing valuable data on how users interact with the guide.

Evaluation

The platform evaluates user progress through each step of the guide, identifying the percentage of users who complete the entire walkthrough versus those who drop off at various stages.

Intuitive user interface

We have designed an intuitive and user-friendly web interface where users can easily navigate through the platform.

Strengthened security

Implemented robust security measures to ensure that sensitive data is securely managed and stored.

Scalable architecture

With its scalable architecture, the application is capable of efficiently handling large number of users without compromising performance.

Enhancement. By adding useful features.

User Management

We have implemented multi-level user management in application, allowing users to be organized into distinct roles such as Admin, Guide Manager and Staff, each with tailored access and permissions.

Manage Packages

The platform gives admins full control over creating, modifying, and managing pricing plans, enabling them to set up multiple plans tailored to suit various user needs.

Department and Segments

To ensure each user receives a personalized onboarding experience, we have implemented options to create distinct departments and user segments.

Tech Stack

Explore more. Additional features.

Registration process

We have implemented a secure, email-based verification step where users receive a unique link to confirm their identity. Clicking this link activates their account and completes the registration process..

Payment gateway integration

The application is integrated with a secure payment gateway, ensuring that all transaction details are stored safely and protected from unauthorized access.

Advanced search

The application is equipped with an advanced search feature that allows users to efficiently refine their data and quickly find specific information.

Mobile accessible

To enhance flexibility and convenience, we have designed a responsive application that allows users to access the platform from any device and receive real-time updates.