Project Summary

Inexperienced consultants do not know what high impact actions they can take to scale their organization.

Approach

How do I redesign the experience to focus the user's attention on tasks they need to complete in order for them to increase their lifetime value to their organization

• User Research: uncovered pain points why users were not using "Tasks", and uncover which tasks users should focus on.
• Iterative Design: produced rapid low fidelity iterations to understand project scope.
• Usability Testing: conducted usability tests to test our assumptions.
• Handoff: finalized designs and handed them off to engineering to develop.

Cross Functional Leadership

• Communicated design limitations with Design System to iterate solutions within our constraints.
• Collaborated with UX Research to structure and run usability tests.

Impact

Our users' main problem was that they couldn't locate the main call to actions which meant they didn't know what action to take, or how to mark it as "done" in the UI. By redesigning the experience to highlight their CTA, and what actions to take, we made it easier for the user to focus on and complete their tasks to grow their organization.