Ellis Mobile Onboarding, Ellis

SEED STARTUP, 5M+ RAISED

IMMIGRATION, TELECOM, ETC

15 MINUTE READ

Ellis Mobile Case Study Image

Transforming telecomfor international students

International students face language barriers, unfamiliarity with local data networks, and the complexities of setting up straightforward mobile telecom services can quickly add stress to an already overwhelming journey.

Building ContextDrops-off & Cancellations

Ellis Mobile was the answer to deliver mobile data plans to international students arriving in the United States, but the onboarding experience frustrated students, leading to drop-offs and plan cancellations, affecting the business' primary revenue.

Understanding the GoalConversion and Retention

I needed to redesign the Ellis Mobile onboarding process to improve the clarity of the product offering, reduce user errors, and increase sign-ups and overall retention, as Mobile was the only revenue stream for the Ellis' entire business.

High Level Impact8x Increase in Activation

The end-to-end redesign efforts I led for the Ellis Mobile onboarding led to an 8x increase in mobile activations (over 1,000+ in 2 weeks), generating an additional $25,000+ in monthly recurring revenue, and positive social feedback.
Ellis Mobile Onboarding – Previous Version

Challenges in Connectivity

The business saw significant numbers of users dropping off and plan cancellations post-activation of Ellis Mobile.

Tons of frustrated Customer Success tickets from international students were piling up during our growth marketing efforts. I collaborated closely with our Customer Success team, because they were the closest to valuable, qualitative data.

We identified 2 critical problem areas across the current onboarding process; Extended Delays from user errors and Perceived Dark Patterns.

Problem Area #1Extended Delays from User Errors

Students experienced onboarding delays, due to user errors from typos or incorrect entered information, since the SIM Kits which should've been mailed, never got to them.

This made students wait 1-2 weeks, ultimately leading them to never receive the SIM Kit in the first place, affecting their schedules and other plans before, during and after their move to the United States.

Problem Area #2Perceived Dark Patterns

The plan selection and checkout screens during Ellis Mobile onboarding never highlighted that there was a 2-month promotional discount in place, which would then increase the monthly price. This caused a lot of confusion and students felt misled by the company, and lost trust in the brand, leading to high plan cancellations after 2 months of use.
Ellis Mobile Onboarding – User Flow Diagram
Ellis Mobile Onboarding – User Flow Diagram

Building insightsthrough collaboration

Working with these insights from the close collaboration with the Customer Success team, I conducted a UX audit to pinpoint additional, critical problem areas that were leading users to dropping off.

My primary goal while conducting a UX audit was to identify any design flaws in the Ellis Mobile onboarding experience, and then use these findings to understand where the opportunities for improvement in the onboarding system lie.

I centered my hypotheses on 5 main approaches.

Hypothesis #1Priming

International students usually are not aware of the information required for the process of obtaining a mobile data plan with Ellis.

This Ellis Mobile onboarding process cannot be done within 15 minutes, and requires a waiting period of 1-2 weeks to ship them their SIM Kit, in order to start the 2nd phase of the onboarding.

Giving international students a heads-up provides more transparency and would help familiarize students for the expectations they should hold regarding the onboarding process.

Hypothesis #2Reorder Default Flow

The previous user flow assumes international students already have an Ellis SIM Kit, allowing them to enter their SIM number which would have been shipped and then proceed to the 2nd phase of the onboarding process.

Students onboarding themselves would then have to ask if they've already received the SIM Kit, and proceed with the secondary option of "I don't have an SIM number", causing user confusion early on in the onboarding process.

Given this, the architecture of the previous flow works against itself especially as our growth marketing efforts were picking up.

Hypothesis #3State Confirmation

Users would often enter incorrect information, with no way to double check their entered information. Enforcing a confirmation screen at the last step before we ship them their SIM Kit, will reduce the number of incorrect submissions, and build a proactive approach to catching typos or incorrect info early.

Hypothesis #4Enhanced Plan Comparisons

Refreshing the product copy to highlight early promotions, adding clearer legal disclaimers, upgrading visual hierarchy using new brand styles to lessen information density, and more pronounced tap targets for selecting plans will increase a student's understanding of the promotional discount and overall the Ellis Mobile product offering.

Hypothesis #5Optimize Checkout System

By reducing the friction of having to confirm twice to pay due to the previous payment API, and leveraging Stripe's API to create a modal to enter payment details after just 1 tap, will improve the conversion rate of successful Ellis Mobile plan activations.
Ellis Mobile Onboarding Case Study Image
Ellis Mobile Onboarding Case Study Image

Building together,aligning and refining

First iterations were presented to the Head of Design, CTO, and CEO. Gaining their valuable feedback led to further alignment and refinement on the hypotheses I detailed beforehand, validating Priming, Reorder Default Flow, State Confirmation and more refinements around Enhancing Plan Selections and Optimizing Checkout Systems.

Chief Executive OfficerDetailed Legal Disclaimer

Given that we were implementing a promotional discount, the CEO mentioned to include a specific, disclaimer written by our legal advisor that gave more insight into the subscription and how the promotional discount would end after 2 months instead.

Chief Technology OfficerLeverage Flexible Modularity

The Chief Technology Officer emphasized leveraging as much modularity as possible, replicating components and screen from Ellis Money onboarding. They further explained more of the technical infrastructure, and how we're planning on moving to another similar 3rd party provider for our mobile plans.

Head of DesignVertical over Horizontal Scroll

The Head of Design specifically emphasized trying a different interaction pattern, one that simplifies the touch points as much as possible. We decided to forego similar patterns across other Telecom vendors, and settled with a vertical scroll vs. a horizontal slide.

Unveiling OpportunitiesIntegrating New Directions

Working closely with the Head of Design, I further enhanced the previous iterations of the Plan Comparisons and Activate Payment screens.
Ellis Mobile Onboarding Case Study Image

Refining Hypothesis #4Enhancing Plan Comparisons

The new variation afforded international students a less intensive interaction on a crucial screen by just scrolling vertically, updated with the new brand guidelines.

We also decided it would be better to lessen the visual hierarchy of the Maybe Later at the bottom of the previous iterations, localizing it to the top right, in order to call out the Choose Plan primary button with greater visual weight.

Ellis Mobile Onboarding Case Study Image

Refining Hypothesis #5Optimizing Checkout Systems

We added another double check at the bottom where the Proceed to Payment exists, since it would further emphasize the promotional discount with the legal disclaimer copy provided by the CEO and allow international students verify the subscription they're choosing to select before making their payment.

Ellis Mobile Onboarding – Order SIM Kit Flow

Shipping Ellis Mobile

Given the tight timeframe before the new semester and our early-stage status of a startup, as a team, we made the call to prioritize getting the solution out quickly. A/B testing and extensive prototyping were not feasible at this point in time.

We planned for rapid iterations based on post-launch feedback from support tickets and early analytics. Our intention as a team was to build towards better data-driven practices, but our first objective was to simply ship the first iteration with the new redesign and brand guidelines.

Ellis Mobile Onboarding Case Study Image

Launch & Impact

The Ellis Mobile onboarding revamp launched alongside the overall Ellis rebrand in Q1 2023. The positive response was immediate:

The Business Impact1,000+ activations in 2 weeks

We onboarded over 3,000+ students total, and 1,000+ of them activating for Ellis Mobile in the first two weeks. This represents at least an 8x improvement over previous months, amounting to $25,000+ in monthly recurring revenue for the business.

Our previous Ellis Mobile activations hovered between 150-200 international students per month. It's likely a significant portion can attributed to the new semester, but it still stands that we saw an immediate impact on the amount of Ellis Mobile onboarding drop-offs.

The Team ImpactReduced Customer Success Burden

The streamlined process significantly decreased customer support tickets, and built a set standard for catching potential user errors earlier in the onboarding process, thereby significantly reducing the frustrations our existing users' had in the past.

The Social ImpactPositive Feedback from Partners

We received praise from partner education organizations and users on social media. Our direct efforts made our partners and users proud to represent Ellis products in more mediums.

The Lasting ImpactEnd Impact

While Ellis ultimately closed its doors at the end of 2 weeks, due to the lack of better business streams, even within a brief timeframe, we significantly improved the user experience, positively impacting thousands of international students.

The lessons learned – particularly the importance of collaboration, rapid iteration, and addressing core user needs – remain valuable in my design practice.
Ellis Mobile Onboarding – Final Flows

Forecastingnext steps

Building towards data driven design practices through the use of telemetry for automated monitoring, identifying and signalling critical moments in the onboarding journey, before, during and after Ellis Money activation. All of these efforts in order to build a more robust infrastructure for platform analytics, to inform the business of user behaviors, needs and product health.

Forecast #1Build Additional Safeguards

To address the 5% of edge cases for international students with uncommon applications during the product onboarding journeys. Integrating internationalization of languages throughout the iOS and Android mobile apps to provide more contextual help for international students of diverse backgrounds and cultures.

Forecast #2A/B Testing

Built more informed hypotheses through the feedback of data and customer tickets/reviews, and set contextualized company standards for future product offerings in the Ellis product suite.