A personalized onboarding experience
A guided experience that helped users see information relevant to them when they needed it
Skills used
Focus group facilitation
Workshop facilitation
Usability testing
Wireframing
Prototyping
Interaction Design
Overview
TRAILS is an organization that focuses on increasing access to mental health services for k-12 students. Prior to Aug 2026, we had 3 programs for each tier of MTSS intervention. We train and equip school staff with the necessary skills and resources to support their students' mental health.
Problem
The scope of TRAILS being so large meant users were inundated with information about programs irrelevant to them.
Solution
Questions during initial onboarding and onboarding to a new tier/program if they sought additional training that tailor their onboarding checklist and what they see on their dashboards.
Team
1 product designer (me!)
4 engineers
Several clinicians
Timeline
3 months
Process
Review of analytics in addition to focus groups with users
Brainstorming workshop with clinicians on key information to provide
Design concepts for onboarding and the tailored dashboard
Testing
Refinements
LAUNCH!
What comes next
Improve onboarding to be more flexible to suit the variety of roles and program interests
Ensure users' confidence post-onboarding to ensure the correct information is being displayed