Project overview

Project Title:

Coaching Program Management Tool.

Objective:

To deliver an intuitive yet powerful tool for creating and managing coaching programs, integrated with mobile phones and wearables for remote guidance and progress tracking.

Context:

Change of approach to the product during the project.

Initially, stakeholders aimed to develop a platform with a high entry threshold, bundling the tool with additional service of managing it.

However, this approach proved challenging as potential clients preferred a more hands-on experience.

The revised goal focused on enhancing existing features, making them more user-friendly and accessible to a broader audience.

New indtended audice were doctors dieticians, fitness coaches etc.

My role:

Leading designer responsible for the project.

Problem Statement

Redesign the tool to adress the needs of the target groups resulting in increase purchase.

The tool's success relys on increasing it's user-friendliness and interest in prospective buyers.

My process:

➜ Market research to identify potential audiences for the solution and strategies for growth, followed by a presentation of the findings to senior stakeholders.

➜ Desk research

➜ Benchamrking

➜ Expert audit

➜ Intervies

➜ Preliminary designs

➜ Usability Testing

➜ Implementing changes

➜ Overseeing implementation, Design QA

• Desk Research: I've reviewed forums, social groups, articles, and conducted informal interviews.
  
  

• Benchmarking: I've analyzed competitor tools and potential market applications (e.g., doctors' offices, dieticians, fitness trainers).

• Expert Audit: I've performed an initial audit to identify key issues.

• Interviews: I've conducted with current users who were intended to be system operators.

• Usability Testing: Engaged six testers to evaluate the platform. I've created scenarios and performed as a moderator, had help from antoher designer as an observer.

Research

❌ Technical jargon made the platform difficult to understand.

❌ Setting up conditions for displaying messages resembled developer code and was time-consuming.

❌ The user interface relied heavily on forms, tables, and separate windows, lacking a final result representation.

❌ Messages were unattractive, perceived as discouraging rather than motivating.

❌ Difficulty in creating program variations due to non-visual message listing.

❌ No facility to test and compare different approaches to find the optimal path.

My methodology

Findings

Ideation and Solution

User-Centric Design:

Considering the diverse backgrounds, tech experiences, and ages of potential users, the solutions needed to be universally understandable. The design aimed to mimic familiar tools like text editors, chats, and email creators.

Simplified Message Creation:

• Introduced predefined templates for easy content creation.

• Added options for creating messages from scratch for advanced users.

• Expanded message types to include push notifications, in-app messages, and smartwatch notifications.

• Integrated titles, buttons, and images into a unified editor interface.

Program Visualization:

• Adopted inspiration from marketing tools to visually represent the coaching program as a journey or path.

• Messages are created separately and can be sent to the same recipient segment without repetitive setup.

• Segmentation applies to the entire journey, with visual cues showing recipient engagement at each step.

• Allowed adding variances and triggers (actions, inactions, or time-based) within the journey.

Language Simplification:

• Analyzed and rewrote platform language for better clarity and comprehension, with translation support for non-English speakers.

Conclusion

Prototype Testing:

• I've created prototypes and conducted usability tests, which showed significant improvements in understanding and program initiation flow.

• Visual representation of the program was well-received by testers.

Message Creator Testing:

• Demonstrated a simple message creator using templates versus an advanced editor to built messages from scratch.

• Testers preferred templates for their ease, speed, and quality results.

• The advanced editor was found overwhelming, leading to its removal in favor of adjustable templates.

The redesign resulted in a more intuitive and user-friendly platform, enhancing its attractiveness and functionality for a wide range of users.

Preliminary market research indicates that there is increased interest in acquiring the tool among potential buyers.