As the product's positioning shifted towards a partner-provided service, this posed several challenges for seamlessly onboarding users as part of their hospital or employer program. The process required us to review partner specific account and authentication requirements to determine how to reconcile those with the Microsoft platform. I worked closely with PM, engineering, leadership, partners and the Microsoft accounts teams to create a solution which met partner and security requirements while limiting time, effort and confusion for the end user. For example, in the initial email invite (shown below), we step by step messaging to set expectations of the enrollment process for end users.
From the email invite, users are directed immediately to the Microsoft app download, kicking off the next phase of enrollment into their provider's program. We used color and messaging as cues to create a sense of seamless continuity to the flow.
Collection of user information was critically important. Without the correct data, at the right time, accuracy of their stats and insights would be compromised.
Once signed in, users are asked to complete key information about themselves so that accurate insights can be provided later in the experience.
Once enrollment is complete, users are greeted by a home screen experience which serves updates on daily activity and insights on improving health.