KEBS 2.0 — Sign-up & Onboarding Experience
Turning a first login into a personalized command center — a guided, AI-tuned onboarding for an enterprise ERP.
Product Designer
2025
Web
Activation & Setup
Overview
The first five minutes decide everything
KEBS unifies Quote-to-Cash into one AI-native ERP. But an enterprise platform is only as powerful as a new user's first session. If setup feels heavy, the product feels heavy — before it has done anything useful.
KEBS 2.0 reframes onboarding as the product's activation layer: a guided sign-up that captures just enough about the person, their company, and their goals to hand them a dashboard that already looks like their business — a Command Center tuned to their role from the very first screen.
The Challenge
Enterprise depth, consumer ease
ERP onboarding is notoriously slow — long forms, IT involvement, empty dashboards. Yet the buyers evaluating KEBS expect the ease of a consumer SaaS trial.
The design had to resolve a tension:
• Ask enough to personalize dashboards, benchmarks, and AI insights
• Ask little enough that a busy executive completes it in one sitting
• Never show an empty room — the first dashboard had to feel populated, not blank
💡 "Every question in onboarding has to earn its place by making the product smarter."
Principles
Three rules I designed to
Progressive disclosure
One decision per screen. Account first, then who you are, then what you want — so the flow never feels like a wall of fields.
Every answer does work
Role, industry, team size, and objective directly reorder the dashboards, reports, and benchmarks a user sees first. Nothing is collected "for later."
Momentum over completeness
Optional fields stay optional (company website, teammate invites). The goal is to reach a working workspace fast, then enrich it.
THE ONBOARDING FLOW
From sign-up to command center in seven steps
Value-first landing
The entry screen leads with the promise — "Unify Quote-to-Cash with enterprise intelligence, powered by AI agents" — and three concrete pillars: effortless time tracking, instant reports, and AI-powered forecasting. A free trial with no credit card removes the last hesitation.
Frictionless sign-up
Google and Microsoft SSO sit above email so most users skip typing entirely. For email sign-ups, inline password guidance coaches good practice without punishing the user with rigid rules.
Let’s get you set up
Name, work email, and company name — plus an optional company website used to auto-detect brand colors and logo, and a personal workspace URL (yourteam.kebs.app). The workspace starts to feel owned before setup even ends.
Tell us about you & your company
Role (CEO, CFO, Project Head, Sales Manager…), industry, and team size. This is the pivot point: these three answers tune every dashboard, report, and benchmark that follows.
What are you hoping to achieve
A single primary objective — improve project visibility, protect revenue & margin, deliver on time, consolidate tools — plus a timeframe. This decides which insight lands on the home dashboard first.
Pick the challenges to solve
A grid of selectable pains — revenue-visibility gaps, missed invoicing, timesheet leakage, pricing leakage, handover gaps, and more — lets users self-diagnose. KEBS maps each choice to the modules and early-warning signals it surfaces.
Bring your teammates along
A lightweight invite-by-email step (with roles: Owner, Member, Viewer) because ERP value compounds with the team. It stays skippable to protect momentum.
Personalization
Answers become the dashboard
The onboarding preferences feed directly into the first Command Center. Instead of a blank ERP, the user lands on KPIs, risk signals, and a portfolio watchlist that reflect their own answers.
Role
Which dashboard opens first, and the default lens (overview vs. precision vs. speed)
Industry
Relevant benchmarks and report templates
Team size
Complexity of views and collaboration prompts
Primary objective
The hero insight card on the home dashboard
Selected challenges
Which modules and early-warning signals get surfaced
Company website
Auto-detected brand colors and logo for the workspace
Social Proof
Confidence, right where doubt appears
Sign-up is exactly where second-guessing happens, so trust markers sit alongside the form: G2 Spring 2025 badges and real customer voices, rotating in a quiet carousel that never competes with the primary action.
Spring 2025
Grid Leader
Spring 2025
Momentum Leader
Spring 2025
Easiest Setup
Spring 2025
Easiest To Use
“KEBS is super simple and easy to use. You can set a time limit on projects and visually see how much you’ve gone over.”
Anna A.
“KEBS has LITERALLY changed the way we work. Makes our staffing and budgeting estimates VERY easy.”
Brock P.
“Best time tracking tool I’ve used. The reports pay for the whole subscription in the first month alone.”
Jordan K.
“Invoicing used to take me a weekend. Now it’s fifteen minutes on Friday. Game changer.”
Priya S.
The Finish
Preparing your Command Center
The final screen turns setup time into anticipation. A short "Preparing your Command Center" state narrates the work — assembling KPIs, risk signals, AI insights, and a portfolio watchlist from the onboarding answers — with an honest ~15-second estimate.
It closes with a single confident action — Start using KEBS — and an optional 60-second "What is KEBS" video for anyone who wants the tour before diving in.
The onboarding ends where the value begins:
a workspace that already knows the business
REFLECTION
What this taught me
Onboarding is not a form — it is the product's first argument for itself. Designing KEBS 2.0 sharpened how I think about the trade between data collection and momentum, and how personalization can be earned one question at a time.
- •Sequence questions by the value they unlock, not by database convenience
- •Never hand over an empty dashboard — pre-populate from what you already know
- •Place trust markers exactly where hesitation lives
- •Treat the loading state as a moment of anticipation, not dead time
Why This Use Case Matters
💡 "Great onboarding doesn't explain the product. It quietly proves it."