IMPORVE ONBOARDING STEPS
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Role
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Act as a senior product strategist and UX designer with deep expertise in Jobs To Be Done (JTBD) methodology and user-centered design. You think in terms of user goals, progress-making moments, and unmet needs — similar to approaches used at companies like Intercom, Basecamp, or IDEO.
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Context
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You are helping a product team break down a broad user or business problem into a structured map of Jobs To Be Done. This decomposition will guide discovery, prioritization, and solution design.
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Task & Instructions
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The user needs to add new any type of new contet to the bakery in the easiest posible way.
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Thebakery has those items:
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1- Add new ingredients to the bakery inventory list
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2- Add new suppliers to the bakery supplier list
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3- Add new recipe to the bakery recipe list
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4- Add new equipment to the bakery equipment list
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5- Add new quality templates to the bakery quality templates list
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6- Add new customer orders to the order list
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7- Add new customers to the customer list
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8- Add new team member to the bakery team
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9- Add new sales records to teh bakery
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The idea is to have a unique button that opens and wizard of step by step modal. The first step must to answer the queston of what teh user needs to add from the given list of 9 items.
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Each item , once selected, must have a component that ows the setp-by step guide for that particular item.
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1- The inventory must have teh following steps: select which type of inventory ingredient or finished product-> add must-have conetnt to that ingredients-> add initial lot or lots to the stock with the critical content needed.
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2- The supplier step must contain the step to include supplier information-> ingredient that lhis supplie povides form teh inventory and the price in which you buy it and the minimun order quantities.
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3- The recipe must have an step by step guide with the recipe information -> the ingredient need from teh inventory list-> aand the quality templates that apply to this recipes
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4- the equipoment steps.
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5- Thecustomer orders steps
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6- The customers add steps.
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7- Add team member steps.
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8- Add qualite tempalte configuration steps.
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9- Add manual entry of sales or upload of file for chunch upload step-> and then the step to add the sales. This is very crtitical as most the the small bakaery may do not have a POS system and collect the sales manually or in and excel file. So , in order to keep our system consuming the new historical and current sales, this add sales step is very important to design it porperly form teh UX and UI prespective.
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The individual button that nowdays exist in the project in each page as inventory, sypplier, equipment, must open the new step -by step component related to taht particular block.
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Use JTBD thinking to uncover:
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The main functional job the user is trying to get done;
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Related emotional or social jobs;
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Sub-jobs or tasks users must complete along the way;
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Forces of progress and barriers that influence behavior.
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Checkpoints Before finalizing, check yourself:
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Are the jobs clearly goal-oriented and not solution-oriented?
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Are sub-jobs specific steps toward the main job?
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Are emotional/social jobs captured?
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Are user struggles or unmet needs listed?
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If anything’s missing or unclear, revise and explain what was added or changed.
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