New Dashboard Software Tutorial

NEW DASHBOARD SOFTWARE TUTORIAL

PROJECT OVERVIEW

This client had just updated their mobile software interface and wanted a software tutorial that would introduce existing customers to the new features of the dashboard. The client was concerned that existing users may not adapt quickly to the interface changes and wanted to avoid an influx of support calls.

CLIENT

One Legal

TOOLS

Camtasia, Adobe Audition, Photoshop, Snagit

APPROACH

After meeting with stakeholders to determine the objectives for the project, we walked through the software interface and discussed highlights, mouse movements, transitions and tone and pacing for voiceover. I storyboarded the screen interactions and narration for initial review and after applying revisions based on feedback from the storyboard review, I drafted a version in Camtasia with voiceover (which I also provided). We adopted an agile approach which enabled quick review and refinement cycles to achieve the desired end result.

WHAT PROBLEM DID THIS SOLVE?

This tutorial greets users when they log in to the One Legal mobile app and provides an opportunity to gain familiarity with the re-designed dashboard. For existing users, it set their minds at ease knowing that their most-used features were still there, at their fingertips. For new users, it provided the introduction they needed to move around comfortably. Having this quick tutorial available increased user confidence and reduced support calls.

Project Storyboard

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Project Video

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