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.