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From sign-up to the first AI system

Three short steps instead of one long setup form.

UsersOrg admins
ScreensOnboarding · org · add system
GoalFirst system in minutes
Problem

New admins faced one long setup form before they could do anything useful.

How I solved it

Three short steps, with the first AI system added during setup, so the product is useful on day one.

Step 1 Organisation Name, sector, size
→
Step 2 Account Admin details
→
Step 3 First system Name + purpose
→
Done Home Next step shown
Fig 1One job per step. The first AI system is part of setup, so the product is useful on day one.
Onboarding1440 · centred
1Organisation 2Account 3First AI system
Tell us about your organisation We use this to tailor your risk checks.
Step 1 of 3Continue →
max-w 480
Fig 2Narrow, centred form. A visible stepper shows how much is left.
Add AI systemin-app
AI systems4 systems · 2 need review
+ Add AI system
NameOwnerRiskStatus
Customer support chatbotOperationsMediumActive
Loan triage modelCreditHighIn review
Document summariserLegalLowActive
Fraud alert scoringRiskHighDraft
row 48
Fig 3After setup, the same “Add system” action lives in the main list.
Onboarding / Step 1
1Organisation 2Account 3First AI system
Tell us about your organisation We use this to tailor your risk checks.
Step 1 of 3Continue →
Button / Primary
Home / Empty
Welcome, Priya + Add your first AI system Risk, guardrails and usage will show up here. + Add AI system
Button / Primary
AI systems
AI systems4 systems · 2 need review
+ Add AI system
NameOwnerRiskStatus
Customer support chatbotOperationsMediumActive
Loan triage modelCreditHighIn review
Document summariserLegalLowActive
Fraud alert scoringRiskHighDraft
Conditional
On click · Continue
if #step<3
Set#stepto#step+1
else
Navigateto"Home / Empty"
Set#onboardedtotrue
PrototypeOne Continue button, one variable. The same frame shows all three steps until setup is done.
3 stepsInstead of one long form
1 systemAdded during setup
0 dead endsEvery screen has a next step