Thursday, May 15
6:24:46 AM
Redesigning the information architecture and language
for a dual-sided learning application.
Redesigning the information
architecture and language
for a dual-sided learning application.
Redesigning the information architecture for a dual-sided learning platform
Jan - July 2022 / CapSource
Jan - July 2022 / CapSource
Project at a glance
PROJECT AT A GLANCE
ROLE
UX Designer
TEAM
Julie / UX Designer
Ginny / Lead Designer
Ankush / Product Manager
ROLE
UX Designer
TEAM
2 UX Designers, 1 Product Manager
BRIEF SUMMARY
When I first joined CapSource, the design team was in the midst of revisiting the project building experience for their LMS. Over the span of 7 months, focusing on just 1 of 3 user groups, I led the redesign of the builder architecture, copywriting, and search function.
Outcome ✨
Reduced additional help calls with customers by 10 hours a week.
BRIEF SUMMARY
Over the span of 7 months, focusing on just 1 of 3 user groups, I led the redesign of the search, onboarding, and notification system experience.
Outcome
Reduced additional help calls with customers by 10 hours a week.
Project at a glance
ROLE
UX Designer
TEAM
Julie / UX Designer
Ginny / Lead Designer
Ankush / Product Manager
TEAM
2 UX Designers, 1 Product Manager
BRIEF SUMMARY
When I first joined CapSource, the design team was in the midst of revisiting the project building experience for their LMS. Over the span of 7 months, focusing on just 1 of 3 user groups, I led the redesign of the builder architecture, copywriting, and search function.
Outcome ✨
Reduced additional help calls with customers by 10 hours a week.
BRIEF SUMMARY
Over the span of 7 months, focusing on just 1 of 3 user groups, I led the redesign of the search, onboarding, and notification system experience.
Outcome
Reduced additional help calls with customers by 10 hours a week.
…Why were we doing a redesign?
…Why were we doing
a redesign?
The CapSource platform allows educators to create requests for project proposals (RFPs) when building a Live Case program. Company users, known as industry partners, then create projects in the builder. Once approved by the educator, the project would run in their program…
The CapSource platform allows educators to create requests for project proposals (RFPs) when building a Live Case program. Company users, known as industry partners, then create projects in the builder. Once approved by the educator, the project would run in their program…
…but in reality, the experience was anything but straightforward. Despite an existing self-service project builder, a poor user experience led to us writing the project requirements ourselves. We were losing potential users before project launch.
…but in reality, the experience was anything but straightforward. Despite an existing self-service project builder, a poor user experience led to us writing the project requirements ourselves. We were losing potential users before project launch.
…Why were we doing a redesign?
The CapSource platform allows educators to create requests for project proposals (RFPs) when building a Live Case program. Company users, known as industry partners, then create projects in the builder. Once approved by the educator, the project would run in their program…
…but in reality, the experience was anything but straightforward. Despite an existing self-service project builder, a poor user experience led to us writing the project requirements ourselves. We were losing potential users before project launch.
What research our redesign
was backed by:
To get a sense of the project scope, the team conducted interviews with a few users and internal stakeholders. Focusing on industry partners, my key takeaways were:
What research our redesign
was backed by:
Key takeaways:
To get a sense of the project scope, the team conducted interviews with a few users and internal stakeholders. Focusing on industry partners, my key takeaways were:
The terminology was confusing.
There was no quick way to get in touch with educators.
Key takeaways
The terminology was confusing.
There was no quick way to get in touch with educators.
No communication between users meant tasks went unfinished.
No communication between users meant tasks went unfinished.
Redesign highlights
Redesign highlights
Defining the User Flow
Defining the User Flow
Redesigning the project building experience required a deep understanding of how industry partners would move along the process. I used our research insights to flesh out how educators and industry partners ideally should interact with the platform and each other.
Revisiting the
Information
Architecture
Revisiting the Information Architecture
Replicating the new user flow in the information architecture of the builder was key for creating a seamless ideal experience.
Replicating the new user flow in the information architecture of the builder was key for creating a seamless ideal experience.
Tweaking the Language
Tweaking the Language
Often, a project proposal would be stalled at the project background stage. Interviews indicated a need for clearer instructions on what to do and when. Tweaking the language helped streamline what actions industry partners needed to complete.
Often, a project proposal would be stalled at the project background stage. Interviews indicated a need for clearer instructions on what to do and when. Tweaking the language helped streamline what actions industry partners needed to complete.
Talking to Educators
Talking to Educators
I also explored in-builder communication, eventually creating a 'Meet with Academic Partner' option right in the builder.
Impact of our redesign
Impact of our redesign
Grand Reopening
The redesign launched that summer to over 11,000 users. Post-project, the design team now creates trigger points for communication between users in user flows.
