Overview
Through NetSuite, companies can install SuiteApps. These apps are similar to an app on a phone, but running inside a business's NetSuite account.
As the lead designer, I was tasked to standardize a reusable onboarding pattern for SuiteApp publishers to use when introducing their app to a customer's team.
Problem
Every SuiteApp publisher builds their own onboarding from scratch, so setup is inconsistent across NetSuite's Marketplace. Additionally, the handoff process between financial staff and admin users was clunky and required leaving NetSuite.
Solution
I designed a reusable onboarding template built on NetSuite's native design patterns, so any publisher can drop their app into the same proven flow.
In addition, a seamless in-app Share step that lets users handoff individual setup tasks all in NetSuite.
Personas
Almost every financial SuiteApp install involves two main distinct jobs, and the template is built around both:
Ben — Administrator
Signs the most important documents for the software, and then get the app in front of the right person on their team to use.
Charlie — Financial staff (day-to-day user)
Needs to receive a configured, ready-to-use app with enough context to act on it immediately.
Designing for both meant the template couldn't just be "install → done." There is a need for a clean split for each persona involved.
Discovery
Drawing Inspiration: I reviewed competitor patterns identified during the define-stage competitive audit, focusing on how visuals, animations, and text hierarchy communicated product intent well.
Leveraging Existing Elements: To ensure feasibility and proper resource allocation, I prioritized leveraging existing PDrP elements instead of introducing brand new designs, exploring how current touch points could be better orchestrated to drive user engagement.
Information Architecture & Content Hierarchy: To ensure accurate price-matching criteria were clearly communicated, I focused on text hierarchy and information architecture. As our content designer revised the post-booking copy, I experimented with different text structures to convey important information to users.
Product Alignment & Development Feasibility: To ensure accurate price-matching criteria were clearly communicated, I focused on text hierarchy and information architecture. As our content designer revised the post-booking copy, I experimented with different text structures to convey important information to users.