Information architecture · Data insights · B2B · EdTech

From Clicks to Clarity

Enabling educators to access their survey reports 2x as fast and interpret them more easily.

Laptop template

My role

I led the design from concept to execution

Terrence Fradet Terrence Fradet

Senior Product Designer

Sarah Robinson Sarah Robinson

VP Product

🙌 Rallied the entire CS organization to champion this redesign

Geoffrey Litt Geoffrey Litt

Tech Lead

🚀 Built a working prototype to validate feasibility across diverse customer configurations

2

2 Engineers

Engineering Team

The feature successfully launched in August 2022.

The Problem

Design debt led to less impact

Many of our users (teachers) would only visit our product 2 times a year. This segment of users was our largest and most likely to drop off or not understand their survey results. Furthermore, features we had built over the last year had created more barriers to getting to the survey results.

FullStory user observation

We used FullStory to observe users navigating the current experience.

Customer feedback

We analyzed support tickets and user feedback holistically and addressed a massive amount of them with a systems thinking level change.

User flow analysis

Mapping the existing user flow revealed unnecessary complexity and nested navigation.

How might we remove barriers and communicate results more clearly?

The Redesign

Introducing a Better Way

Just show me my results

We put insights earlier in the user flow and addressed issues that caused excessively long reports.

Pages to be removed from the flow

We identified and removed unnecessary pages that created barriers to accessing survey results.

Actionable visualizations

Displaying their scores alongside trends and appropriate benchmarks provided the right context for the data.

Results UI with visualizations

Survey results with actionable data visualizations and benchmarks.

A seamless path to insights

See how a user can now log in and quickly get to their data—and the data is easy to understand.

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Improved experience via a simplified Information Architecture

By deeply understanding the product codebase and the customer problem I was able to find a solution that was feasible for engineering to build after the tech lead, Geoffrey, proved it out with a coded prototype.

Before IA diagram

Before

There were many nested concepts resulting in nested pages that users couldn't easily find.

After IA diagram

After

We were able to merge project types and respondents on a single page. Our stretch goal was to combine the template surveys but it would have required substantial investment we didn't have the resourcing to do.

The Impact

25%

decrease in drop offs

We observed a significant increase in the number of users accessing their report results, achieving this 2x as quickly. Additionally, we saw a rise in NPS ratings.

All final design screens

The complete redesigned experience showing all key screens.

Want to see more?

Get in touch with me to see my in-depth case studies.

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