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Edtech | UX Redesign

AuthFlow — Rethinking Data Authorisation

Role

Lead Designer

Sector

Edtech / SaaS

A 3-step flow that was actually 6.

AuthFlow is how schools authorise third-party apps to access their MIS data. Every partner needed to complete this flow before our products could connect — making it a critical gateway to adoption. The existing journey claimed 3 steps but actually required 6 separate screens, with content before and after the stepper that wasn’t tracked. Schools were dropping off mid-setup, raising support tickets, and falling back to manual onboarding because the self-install path felt too uncertain.

The knock-on effect was significant: failed self-installs meant the support team had to walk each partner through setup manually, costing the business an estimated £45,000 per year in onboarding overhead alone. This wasn’t just a UX problem — it was a revenue bottleneck that needed a fast solution.

High support ticket volume Partner drop-off mid-setup Untracked screens outside the stepper Manual onboarding fallbacks £45k/yr in manual onboarding costs

4 honest steps. One wizard. Nothing hidden.

The new design consolidates the entire journey into a single modal wizard with a persistent sidebar stepper. Every screen is accounted for.

Old — 6 Screens, 3 Labelled
Old AuthFlow — cramped stepper with dense accordion list
New — 4 Steps, All Tracked
New AuthFlow — clean sidebar stepper with full progress visibility
Old New
Steps shown 3 (but 6 screens) 4 (all inside one wizard)
Transitions Full page reloads Single modal, no reloads
Progress Missing before & after stepper Sidebar visible on every screen
Install step Untracked, after stepper ended Step 4, fully integrated
Legal consent Toggle switches (wrong pattern) Checkboxes (correct pattern)
Booking Inline calendar, cut off on scroll Modal overlay, centred calendar
Support None “Having Trouble?” always visible
Branding Generic, inconsistent App-specific at every step

Experience the redesigned flow.

Walk through the authorisation journey — from data selection to install.

authflow demo

The numbers that followed.

200%

Increase in partner self-onboarding

-60%

Reduction in support tickets

0

Manual onboarding fallbacks

“Partners are completing authorisation on their own now — we’re not walking them through it anymore.”

  • Self-install is now the default, not the exception
  • Support team freed from repetitive onboarding walkthroughs
  • Clearer progress tracking eliminated mid-flow drop-offs
  • Self-install adoption saved the business an estimated £45k/year in manual onboarding costs
  • Streamlined onboarding drove a measurable increase in product adoption across partner schools

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