Hatch iOS App Onboarding (Nearside acquired by Plastiq)

Hatch offers lines of credit to small business owners to get funding to start and grow their businesses. I refined Hatch’s sign up flow to help small business owners submit their applications through mobile.

Overview

Provide small business owners a mobile-friendly experience

Many small business owners have struggled to survive or start their businesses in this post-pandemic world. Hatch’s concept to help people get easy access to business funding does make a great influence, however, the current onboarding site is not mobile-friendly and offers too much information that prevents users from completing the flow.

Role

Product Design

Tools

Figma

Deliverable

Refined flow for mobile

Process

Rethink flow structure to shorten application steps

Wireframes

Design Outcomes

Separate checking accepting state from creating accounts to better navigate users to sign up, sign in, or join waitlist.

Hide additional information to simplify each page’s visual appearance. Users can still access for details if needed.

Make optional form fields easy to see.

Rearrange information to make the task flow more logical.

Task Flow

Reflection

What can be done differently?

Based on the time constraint, I only optimized the flow structure and clarified the page for a better viewing experience on mobile. What could be done differently if chances? I would reach out to small business owners to ask for their feedback about the refined flow structure. Are there other ways to further simplify the flow? How much requested information would be enough to help applicants complete the application process without feeling annoyed?

Bibliography

https://www.hatchcard.com/
https://www.facebook.com/hatchcard/?ref=page_internal