NimbleBrain AI

Redesigning the dashboard to speed up onboarding for new customers

Industry

AI B2B SaaS

Timeline

3 months

Year

2024

Team

CEO
2 Product Designers
1 Engineer

Overview

Business owners at growing companies struggled to complete onboarding without help.

Background
Built for medium-sized business owners, NimbleBrain connects tools like Google Drive, Slack, and Airtable into one place and makes them searchable with AI agents.

Project Overview
My role was to support stakeholders in reshaping the MVP as NimbleBrain shifted from a Slack-only chatbot to a full SaaS platform. Early users struggled with a dense interface and had trouble completing core tasks independently.

Business Impact
By redesigning key workflows and simplifying the interface, we improved usability, reduced support load, and sped up onboarding by 50%.

50%

Increase in users finishing onboarding independently

86%

Support requests dropped

62%

Redesign increased user confidence

Challenge

Onboarding was confusing, and business owners struggled to complete the setup on their own.

New users struggled to set up dashboards and leaned heavily on support, causing tickets to pile up and slowing growth.

With the new redesign, we turned confusion into confidence during onboarding.

Solution Highlights

Clarity and Communcation

Added alerts and error messages

Added loading indicators

Guided Onboarding

Designed a step-by-step setup wizard for connecting tools

Consistency and Scale

Standardized designs with resuable pattterns for scale

The Design Process - Discovery

Aligning on the why

I led CEO sessions to align on purpose, vision, and goals before any research or design began.

Framing the problem

Early usability tests told a clear story:

Users felt confident starting onboarding and connecting tools, but many stalled before finishing, or reached out to support even after setup.
When things went wrong, they blamed themselves.
Minor stalls snowballed into major costs: shaken user trust, overloaded support, and engineers stuck on troubleshooting.

Tool connection success

Over a quarter of users could only finish setup with support, showing fragile confidence

Balancing constraints

User: Enable independent setup without constant support.

Business: Reduce support overhead to free up resources.
Technical: Work within existing API limits and Bootstrap components.

How might we give users clarity on what’s happening—and guide them to get full value from NimbleBrain?”

Created structure and consistency to the UI

I adapted Bootstrap’s Design Library into Figma to keep the product consistent and easy to update. By organizing components and setting up variables, I made the UI clearer for users and faster for the team to iterate on.

Organized Bootstrap elements in Figma so the team could reuse components and update the UI quickly.

Key Design Decisions

Before

After

Business Impact

Validating the Impact

We did another round of usability testing, and the redesign showed measurable improvements. These outcomes demonstrated that the solution wasn’t only usable but also aligned with business growth and scalability.

50%