EXTRON INSIDER ON-BOARDING JOURNEY MAP

Extron Insider provides technology professionals free access to online calculators, system builders, how-to videos, product pricing, and more. To uncover any problems and opportunities for an Extron Insider on-boarding process, I created a journey map.


OVERVIEW

This project exhibits my ability to interview a subject-matter expert, understand the on-boarding process and users’ behaviors, and create a journey map.

PROBLEM

Extron wanted to increase signups for Extron Insider. A journey map that could reveal any problems and opportunities in the signup process was needed to improve the on-boarding process and entice more customers.

ACTION

Interview a subject-matter expert

I interviewed a subject-matter expert, sales manager, to understand the on-boarding process. Here are a few questions and answers from the interview:

  • Q. What promps users to signup for Extron Insider?
  • A. New users want to access videos, product pricing, builders, etc. Existing users want their coworkers to have access to Extron Insider.
  • Q. Who signs up for Extron Insider?
  • A. Resellers, consultants, programmers, education institutions, and others.
  • Q. What is the process to signing up for Extron Insider?
  • A. Shown in the journey map.

HERE ARE A FEW OF HER CONCERNS REGARDING THE PREVIOUS PORTAL:

  • Sales representatives would like to obtain a phone number of a person who is signing up for Extron Insider so that they could start a conversation to validate the person’s credibility. However, they don’t always get phone numbers. Emailing is time consuming.
  • A request form is long.
  • A request form sometimes falls into cracks and gets forgotten.
  • A person who is signing up doesn’t know who he or she is and ends up selecting a wrong title, which prompts the signup form to be sent to a wrong sale team.

RESULTS

Final Journey Map
New Customer On-boarding Journey Map Existing Customer On-boarding Journey Map