Redesigning the information
architecture and language
for a dual-sided learning application.

Redesigning the information
architecture and language
for a dual-sided learning application.

→ CAPSOURCE
Redesigning the information architecture for a dual-sided learning platform

Jan - July 2022 / CapSource

Jan - July 2022 / CapSource

→ CAPSOURCE
Redesigning the information architecture for a dual-sided learning platform

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

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.

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.

Outcome ✨
Reduced additional help calls with customers by 10 hours a week.

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.

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
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.

…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.

…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.

…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:

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:

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:

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:

Key takeaways:

The terminology was confusing.

The terminology was confusing.

There was no quick way to get in touch with educators.

Key takeaways

There was no quick way to get in touch with educators.

The terminology was confusing.

The terminology was confusing.

There was no quick way to get in touch with educators.

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.

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

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.

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.

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

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.

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

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.

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

TALKING TO EDUCATORS

I also explored in-builder communication, eventually creating a 'Meet with Academic Partner' option right in the builder.

I also explored in-builder communication, eventually creating a 'Meet with Academic Partner' option right in the builder.

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

GRAND REOPENING

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.

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.

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.