Onboarding Experience

4 min read

Onboarding Experience

4 min read

Onboarding Experience

Onboarding Experience

Overview

Nexus Dashboard simplifies managing Cisco’s data center infrastructure by bringing monitoring, automation, and configuration into one platform.

Problem

When we combined configuration, analytics, and admin tools into one product, the result was more powerful — but also more complex. New users struggled to understand where to start, how to configure key workflows, or even what features were available. This caused setup delays, misconfigurations, and low adoption.


“I can manage complex networks — but I shouldn’t have to guess my way through setup.” – Jen, Network Admin


Solution

We designed an interactive, step-by-step onboarding experience that guided users through setup, prevented common errors, and surfaced valuable features at the right time — all while improving adoption and confidence.

User and Business Goals

User Goal: Help users like Jen complete setup quickly, confidently, and with minimal confusion.

Business Goal: Improve adoption rates, reduce support tickets, and accelerate product growth with a seamless first-time experience.


Meet Jen Adams - Our Hero User

Before we could design a better onboarding experience, we needed to understand who we were designing it for. Meet Jen Adams, a network administrator at a large enterprise. She’s responsible for setting up and managing Cisco’s data center infrastructure — a job that demands precision, speed, and zero downtime.

Research

To deeply understand Jen's challenges, I observed network admins during usability tests on Nexus Orchestrator (which had no onboarding). Key insights emerged:


• ⏳ Setup Time:

Users spent ~25 minutes manually configuring their Nexus Dashboard instance, often bouncing between screens and documentation.


• ⚠️ Dependency Errors:

Users struggled with the order of configuration steps, causing deployment failures and frustration.


• 🔎 Feature Discovery:

Many missed helpful new features simply because they were hard to find.


These patterns made it clear: users needed guidance, not more complexity.

Ideation

With these pain points in mind, I partnered with PMs, engineers, and researchers to map Jen's ideal onboarding journey:


This became the foundation for our guided onboarding experience.

Challenges and How We Overcame Them


  • Losing Context After a Step

After completing a setup step, Jen often felt unsure about what to do next. Here’s how her feedback helped us improve the experience and make the next steps more intuitive.


Before

After

I had just finished setting up a network cluster, but then I felt stuck. I wasn’t sure how to get back to the main setup flow. There was a toast at the top with a ‘Show Me’ button, but honestly… I didn’t even notice it

Now, after I finish a step, I see two clear buttons: one takes me back to the onboarding journey, and the other to system status. There’s even a persistent ‘Back to Journey’ link at the top. It’s easy to know where I am — and where to go next.


  • Progress Tracking Was Unclear

Jen struggled to see how much setup was done. We improved the experience by making progress clear and easy to track.


Before

After

As I completed each setup step, I had no clear sense of how far I’d come or how much was left. I found myself scrolling up and down, trying to count the steps manually. I just wanted a quick way to see my progress without guessing.

Now I can instantly see how far I’ve come. A progress donut shows me the percentage I’ve completed, and there’s even a step count — like ‘3 of 5 steps done.’ It keeps me motivated and makes it easy to know what’s next without scrolling around.


  • Confusing Dependency Errors

Jen struggled to understand why certain steps were locked. Let’s see how we used Jen's feedback to make these dependencies easier to understand.


Before

After

I was moving through the setup, but suddenly some steps were greyed out. I had no idea why they were locked — it felt like hitting a wall without warning.

Now when a step is locked, I see a clear label telling me exactly which step I need to complete first. It’s much easier to understand what’s going on — I’m not stuck guessing anymore.

Designs

👋 Greeting Screen

A welcoming first screen that sets expectations and helps Jen understand what the system will help her accomplish. Refer fig 1.0


fig 1.0 Greeting the new user and introducing them to Nexus Dashboard


🧭 Guided Journey

Complex configurations are broken into clear, interactive steps that automatically handle dependencies and prevent order mistakes.


  • Journey Steps:

    • Policies are arranged in the order in which they need to be configured to avoid dependency errors during deployment. All policy configurations dependent on a previous policy will be disabled and tagged with the required step

    • Jen can always logout the system without completing the setup, her progress will be auto saved and she will be able to see her progress the next time she logs back in

    • Jen will also be able to view the new key features that have been implemented in the latest release, along with any other features that might help her to secure the network

    • Refer fig 1.1


fig 1.1 Showcases the guided steps for the user to set up nexus dashboard product


  • Step Actions

    • Learn more: This side panel will tell Jen more about the policy and how to configure it. Refer fig 1.2

    • Go: This action will help Jen navigate to the policy configuration screen in the product. Refer fig 1.3.1 and fig 1.3.2


fig 1.2 Step Explanations in a side panel


fig 1.3.1 Policy configuration screen


fig 1.3.2 Saving policy configuration screen


✨ What’s New Section

A dedicated area surfaces recent releases and new features, helping Jen stay informed without effort. Refer fig 1.4


fig 1.4 New tab with the new release information

Impact

Our iterative design process led to clear, measurable outcomes:

• ⏱ Setup Time: 89% of users now complete setup in just 10 minutes (down from 25 minutes).

• ⚙️ Dependency Errors: 90% configure their networks without running into dependency blockers.

• 📣 Feature Discovery: 80% of users easily discover new features and releases.

Beyond the numbers, we gave users like Jen the confidence and control they needed to succeed.


“The onboarding felt like a teammate guiding me through the process. I never felt lost.” — Jen Adams, Network Admin

Reflection and Conclusion

This project transformed a highly technical onboarding process into a guided, human-centered experience. We simplified complexity, reduced errors, and made adoption faster and smoother for our users.


Personally, this reinforced my belief that even in enterprise software, design must serve people first. By deeply understanding user behavior, collaborating cross-functionally, and simplifying without oversimplifying, I helped create an onboarding system that not only improved user satisfaction but also supported business growth.


By bringing in the voice of the user and aligning cross-functional teams around a shared experience vision, we helped users go from “Where do I start?” to “I’ve got this.”


At the end of the day, great design isn’t about removing complexity — it’s about guiding people through it.


Contents

Role

Lead Designer

Interaction Designer

Product Strategy

Information Architecture

Duration and date

2 Months

2023

Role

Lead Designer

Interaction Designer

Product Strategy

Information Architecture

Duration and date

2 Months

2023

Role

Lead Designer

Interaction Designer

Product Strategy

Information Architecture

Duration and date

2 Months

2023

Let's connect

I'm not just here to design products; I'm here to connect with people.

As a product designer, I'm on an exciting journey to blend creativity with technology to craft memorable user

Email

nanajkarshruti@gmail.com

nanajkarshruti@gmail.com

nanajkarshruti@gmail.com

Current Residence

Toronto, Canada

Designed with purpose and plenty of snack breaks🍪

Copyright @ Shruti Nanajkar 2025. All Rights Reserved.

Designed with purpose and plenty of snack breaks🍪

Copyright @ Shruti Nanajkar 2025. All Rights Reserved.

Designed with purpose and plenty of snack breaks🍪

Copyright @ Shruti Nanajkar 2025. All Rights Reserved.