Redesign the trial creation, trial setup and trial to paid conversion experience on the partner portal. This experience happens before the First Time Setup Wizard on Control Hub when Partner creates a trial for a customer, and assign services and devices for the organization.
Cisco Platform UX team
Control Hub is a portal where all the Cisco Partners contorl, analyze, edit and configure their client sites. As part of redesign process, Platform team dissected the UX interaction of the current design, and update the new UX with the most up to date Momentum Control Hub design system visual design.
UI Design, Interaction Design, Visual Design QA
Interaction Designer: Rachael Marr
Project Owner: Peter Kim
Current flow for Trial and Paid conversion doesn't have the best UX. There are repetitive fields, making it longer for partner to setup, inputs on inappropriate locations, doesn't have clear progress and steps, and visual design is not up to date with the Cisco Momentum design system.
We went through the current process screen by screen to list out the pain points, questions for the Product Team, and track feedbacks from the Product.
Redesign the trial creation experience on the partner portal. Partners create multiple clients per day so this process needs to be simple and fluid.
Redesign the existing Trial flow to get customers to use our products quickly, and with little additional work.
Take the burden off of Partners completing this flow for their customers. Enable all users to easily identify there organization and connect it to their order.