ScanReference — Onboarding & Activation System
Role: Marketing Manager (Demand Generation & Pipeline)
Client: Polyga Inc.
Challenge: Users struggled to complete multi-step calibration and scanning workflows, leading to setup errors, support tickets, and delayed system deployment
Solution: Built an onboarding system that guides users from setup to successful output, reducing friction and ensuring users reach activation without support.
System structured to eliminate setup errors and accelerate time-to-value.
Systems Components:
- Guided Workflow System: Broke down the full setup and calibration process into clear, sequential actions that users can follow without interpretation
- Visual Validation Logic: “Right vs Wrong” diagrams that allow users to confirm correct setup and avoid critical calibration errors
- Setup Flow: Structured path connecting hardware setup to successful system output
- Embedded Guidance: Step-by-step flows that reduce errors and ensure consistent setup execution
Results:
- Reduced onboarding errors and support dependency
- Enabled users to complete setup and calibration independently
- Improved activation speed and deployment consistency
- Standardized setup across global users
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