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Onboarding Your Team

You have been championing ProtoPie and your team just subscribed to the Pro plan. You are ready to have your team fully transition to ProtoPie for interactive prototyping.

However, having your team adopt a new tool or switch to new software could be a challenging and delicate process.

Use this guide consisting of 4 phases to get your team onboarded efficiently.

Haven't created your team space yet? Learn more about creating a team space.

Need to add new members first? Learn more about adding new members.

1. Creating a Shared Understanding

Adopting new tools in your design team is not easy. We are certain you have been through a process like this several times before.

Prior to learning ProtoPie together, get your team on the same page. Help your team understand:

  • What does ProtoPie exactly do?
  • How does ProtoPie benefit you?
  • How does ProtoPie help you do a better job?
  • Why did you choose ProtoPie?

The better the shared understanding your team has, the better they can adopt ProtoPie.

2. Learning ProtoPie (Together)

Everyone is busy. Everyone has their own preferred ways of learning. Encourage your team members to find their own ideal path to success.

Tip: Create prototypes representative of the work your team does. This way, discover faster how ProtoPie can benefit your team.

ProtoPie Bootcamp

Ideal for people with little time.

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Sometimes you want to learn just enough to get started. Learn the bare essentials in only 2 hours—the time it takes to watch a movie.

ProtoPie 101 Crash Course

Ideal for people who have more time.

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Want something more elaborate? Take the ProtoPie 101 Crash Course, which covers everything from the basics to more advanced features.

Advanced Prototyping in ProtoPie

Ideal for people who want to get the most out of ProtoPie.

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Master the advanced features that take your realistic prototypes to the next level? Delve into the Advanced Prototyping in ProtoPie course by Design+Code.

Learning Together

Organize a series of internal interactive workshops to teach your team members about ProtoPie.

Some people learn better together. An effective way to learn ProtoPie in one's context is to have an expert show and guide them. Internal workshops encourage dialogue and answer questions, reinforce ProtoPie's benefits, and showcase its everyday practical application suitable for your team.

Learning From Others

Join our communities and learn from fellow ProtoPie users. Engage, ask, and share anything that comes to mind. Find tips, tricks, and solutions that other users have shared before.

If you're stuck with making your Pies or have a specific topic you'd like us to cover, drop us a message here: Ask ProtoPie.

3. Reusing What You Made

What you have been making is most likely useful for your team. Encourage them to reuse your creations for their own prototypes. Think of (example) prototypes and specific interactions.

(Example) Prototypes

Share your (example) prototypes with your team in a public project in your team space. Having a dedicated project with prototypes team members can dissect, learn from, and reuse is an effective way for them to get more accustomed.

Components & Team Libraries

Often a design team needs to reuse specific interactions across their prototypes. Create components that your team can reuse (without having to remake them themselves). Learn more about components.

Bring your components together in team libraries, collections of components for your team to find and use in their prototypes. Learn more about team libraries.

4. Bringing ProtoPie into the Workflow

Your overall workflow involves stakeholders aside from the design team itself. Think of, among others, engineers, product managers, and researchers. They all use your prototypes in their own way, for their own specific purposes.

Make sure that these stakeholders can benefit from your team's prototypes as well.

Sharing & Testing

Upload your prototypes to the cloud. Share the link of a prototype with stakeholders. Depending on the prototype, stakeholders can try it in the desktop browser, mobile browser, or in ProtoPie Player. In the desktop browser, they can even leave comments to give you feedback.

Stakeholders can use the prototype in the cloud for usability testing and share with other stakeholders. Dealing with work that's sensitive? Activate password protection for your prototype.

Handing Off

Create an interaction recording for your prototype. Then let engineers follow the recording. Engineers can find all interaction specs, for example, duration, delay, and easing, needed for development.

Learn more about interaction recordings.

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