User Research
Product Strategy
Visual Design
May 2020 - June 2020
Design & recreate a onboarding system for a FinTech incubator.

DCU FinTech is a FinTech incubator based in Boston. As an incubator, they help startup FinTech companies with resources and guidance.

We were approached by our client to streamline their onboarding process that was spread out on three sites and faciliate interaction between mentors and FinTech startups.

Current onboarding is divided into 3 different web platforms.

Our client informed our team that DCU FinTech currently uses 3 different websites to process the mentor sign ups, which were: WordPress, Google Site, and AirTable.
To enhance and streamline the experience, our team determined that the Google Site and AirTable should merge onto WordPress.

3 big takeaways

Through user research, our main objective was to discover the users’ need as well as their past experiences in the FinTech industry and DCU FinTech.
This research was done to help our team better understand our users’ point of view, needs, and frustrations for creating the onboarding site for DCU FinTech.


DCU FinTech’s in-person & casual business model is appreciated, but it is seen out dated.


Website usage & engagement is low, as it lacks relevant information.


Mentors & startups alike agree that timely execution is their highest priority.

DCU FinTech’s in-person & casual business model is appreciated, but it is seen out dated.

Our users expressed that much they really enjoyed the organic relationship they were able to build with our clients. However, still felt as if the onboarding itself was too outdated. For our first concept, we focused on modernizing the original onboarding experience. With a sleek and trendy interface, this new concept really focused on delivering simplicity as well as consumer interaction via ChatterBox.

Website usage & engagement is low, as it lacks relevant information.

Our users, particularly the mentors, spoke of the lack of interaction they had with the site. The mentors did not feel the site was created for them. Mentors expressed that the information on the site was geared towards the mentees. So with that in mind, we created our second concept a onboarding journey through DCU information. The users will be going through informative slide decks.

Mentors & startups alike agree that timely execution is their highest priority.

With time being the top priority for both our mentors and mentees, for anything, this concept was created with simplicity in mind.
A single onboarding question to avoid any cognitive overload as well as a LinkedIn style dashboard that will keep all of their activities and the mentee information in one page.

Mentors need a balance of simplicity & function

Our team reached out to 5 different mentors for a usability testing of the 3 divergent concepts. The mentors were asked to think out loud while they tested each prototype.
This helped us to understand and prioritize what the mentors found useful as well as what they didn’t like.


- Less information per page was not tested well; although it was simple, it was too sparse in information

- Mentors preferred less clicks per page as they thought it was “too much work”

- We need to find the perfect middle ground of being informative, but still not too heavy on the information as it can lose engagement

Home page redesign for better user attraction.

Our first solution of redesigning the homepage comes the lack of user involvement while using the DCU FinTech Website.

Therefore, we revamped the center's accomplishment section by including member highlights, in an effort to promote users interaction through successful members stories.

Additionally, we made sure to add the once missing sign-in and apply buttons.

Streamlined onboarding to save users time.

A three-page, comprehensive onboarding with a progression tracker was adapted into the onboarding.

Through our first usability test, users stated that time is a key priority. So having the tracker helps budget their time.

As well as a completion page that will lead the user to..

Interactive dashboard for users

... a dashboard focused on facilitating communication, with features like shared calendars, to meeting scheduling, roundtables to share advice and experiences with fellow mentors, or an activity feed for the mentees.

The goal for this interactive dashboard is to encourage mentors to maintain and strengthen existing relationships with their mentees.

Going Forward

Although the overall usability test was successful, there were some areas that can more focused on going forward. These iterations are based on how the onboarding experience can always be bettered to best catered to both our users as well as our client.


Edit copy

We had a lot of wording confusion from our user testing, this allowed my team and i to understand how UX writing is also very important. As a team, we’ve constantly looked at the product since the beginning so it made more sense to us. However for a new user, the product itself is new so, for future iteration, we noted to focus on the wording throughout the whole onboarding process. This can be done through more user research as well as A & B testing.


Bring back ChatterBox Feature

When the final prototype was presented to our stakeholders, they made the comment that they really appreciated the ChatterBox feature from one of our original divergent concept. The new iterations without the ChatterBox had been cut too deep by removing that feature. For future iterations, we’ve noted to reincorporate the ChatterBox into the product however, edit the feature in the way that incorporates well with the onboarding process.

It’s not about the industry itself, it’s about the type of problem you’re solving for that business.

Honestly speaking, when I first found out that my client project will be a FinTech company, I was nervous because wasn't a type of industry I found myself designing for.
However, I was proven wrong during my month of working with my clients. I was able to understand the importance of the problem that I was solving for the company rather than the industry itself.

I’m truly grateful that I had the opportunity to work with a real life client that truly open my eyes as designer.
There’s truly only so much you can learn from school, so being able to work with a real client and presenting to a stakeholder was a experience that truly shaped me to become a better designer at the end.