Developing An Award-Winning Onboarding Process (Case Study)

We are happy to share with you an article we wrote for Smashing Magazine about Developing An Award-Winning Onboarding Process for platformOS. In this in-depth case study, we describe how we researched, developed, and iteratively adjusted our onboarding processes over more than three years to eventually create the multiple award winning developer experience we provide today. The article discusses UX and documentation aspects, and we hope that you get some insights that you can use in your own projects. 

Base theme 

UX updates

DONE

• Update the Admin-Returns listing page:  new search, filtering and sorting.

• Update the Admin-Returns/Return item page:  Return has 3 types (home delivery/store pickup/Aramex).

• Email template - New service email

• Created an Inventory empty screen version

• Updated the Admin-Promo codes listing screen: new search, filtering and sorting

• Updated the Admin-Add promo codes

• Created basic Admin-Sales screen

• Created an Admin-Customer listing page

IN REVIEW

• Updated the Inventory/Item creation page: New help text, and pricing section (fix and variable price), item variations

• Created Admin-Reviews

• Updated the Admin/Import&Export listing and detail page

Documentation 

• NEW Marketplace Risk Management Conference 2022 — Has Your Software Development Killed Your User Experience and SEO, Along With Your Dreams For Marketplace Superiority?: Near Me Marketplaces and platformOS Founder, Adam Broadway and DesksNear.Me General Manager Clark Mak were speaking at the Marketplace Risk Management Conference. The article includes more details about the conference and the talk, and some photos from the event. 

• UPDATED Development Workflow - added more information on git workflow and development instances based on user question

• UPDATED Adding reCaptcha V3 Spam Protection - removed broken link

Development 

To learn more about the most recent changes, improvements and fixes in platformOS, check out our latest release note: platformOS Release Note 13 June, 2022 — Update liquid, remote records, fixes and improvements

NEW

• Update liquid

• Index of liquid filters

• Primary remote records

• Asset size and content type

FIXED

• Catch unknown currency error

• Fix ambiguity for join

• Fix for multiple custom attributes with the same name

• Fix user otps index

IMPROVED

• Asset file size content type graph improvements

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