Redstor: free trial onboarding & customer dashboard

Designed a self-service onboarding experience and customer dashboard for Redstor, enabling prospective customers to start and manage product trials independently.

Redstor provides cloud backup, disaster recovery, and data management solutions for businesses. As part of the product growth strategy, I designed an end-to-end onboarding journey that allowed users to start free trials without assistance from the sales or technical teams. The project included the complete trial registration flow, account creation process, payment setup, confirmation states, and a customer dashboard where users could manage their profile, active products, and billing information. The goal was to simplify a previously manual process while creating a scalable experience that improved customer autonomy and reduced operational overhead.

Project metadata

Type
Project
Role
Product Designer UX/UI
Industry
B2B
Date
April 2022
Timeline
2 weeks

Problem

Redstor's trial provisioning process was largely managed by internal teams, requiring manual setup and support before customers could access products. This created friction during the onboarding experience, increased operational effort, and slowed down the path to product adoption. Customers lacked a central place to manage their trial, update account information, view active services, and understand billing details. The absence of a self-service experience reduced efficiency for both customers and internal teams.

Challenge

The challenge was to design a seamless onboarding journey that could support multiple cloud and infrastructure products while remaining simple and intuitive for first-time users. The experience needed to reduce dependency on internal support teams, guide users through product selection and trial activation, collect account and billing information without creating unnecessary friction, and provide clear visibility into subscriptions, payments, and trial status. At the same time, the solution had to establish a scalable framework capable of supporting future products and services. The customer dashboard also needed to bring together profile management, product access, and billing information within a single interface while maintaining clarity, usability, and ease of navigation.

Outcome

The final solution introduced a structured self-service onboarding experience supported by a multi-step registration process, enabling users to start product trials independently and gain access to services without relying on internal teams. Alongside the onboarding journey, a customer dashboard was created to centralise account management, provide visibility of active products, simplify subscription and billing administration, and give users greater control over their services through self-service functionality. Together, these improvements reduced friction during onboarding, streamlined account administration, and established a scalable foundation for future customer-facing products and services.

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