Final Product Mockups
Project Case Study :: Visuals
Dashboard
After students, staff, and faculty take the CliftonStrengths talent assessment, they are presented with this dashboard. The experience offers additional upgrades such as their All 34 talent sequence, All 34 report, and Interactive digital version of the book.
Discoveries
- A/B testing confirmed the missing DNA strands increased upgrade possibilities.
- Upon user interviews of the mockup prototypes, some admins preferred the upgrade option turned off. Which resulted in an add-on feature to purchase with their contracts.
- Another user interview finding was an overwhelming amount of admins wanted the ability to survey students on the dashboard.
Groups
Groups are a cornerstone to the premium offering where administrators and students can create ad hoc groups to generate a strengths report. These reports are used in leadership sessions and team-building exercises.
Discoveries
- Based on continuous feedback from the legacy platform over the years, this area was given special attention to weighing all the suggested features and improvements against an MVP delivery.
- We found out “creation date” was crucial for the short-term uses, especially when someone was part of similarly named groups over time.
- We also knew that users had a bad habit of not deleting groups from years past, but discovered the legacy version did not allow them to delete groups as easily so we made it more accessible from a settings menu. The ability to delete a group used to be at the bottom of the page.
- The ability to favorite groups was a huge ask for years, but once we provided this in the mockups for feedback, the users wanted a way to categorize those favorites further. We weighed the pros and cons and we decided it would only be an admin feature since those users would have the most groups. We didn’t feel it was a needed feature for students or faculty if they weren’t a part of that many groups. This feature is still being fine-tuned within the roadmap.
Admin Tools
Admin. Tools is the most sought-after feature of the premium experience. It comes with advanced filtering features for school administrators to pull status reports and assessment results dynamically.
It’s also where super users track their purchased assessments based on contract agreements. Users have high concerns about monitoring the distribution of assessments because they are often under budget constraints and don’t have full control over who takes the assessment. This is both the appeal to campus-wide implementations – to make it easier to administer – but also has fewer impediments for anyone to take it within the school domain.
This is our flagship feature for Strengths Implementor persona and is always under constant scrutiny by customers wishing to convert to clients.
Discoveries
- We intentionally made this section a light upgrade based on the legacy platform’s workload of re-writing the backend logic. However, we received overwhelming feedback that the users needed – passionately – more than a cosmetic facelift. So we went back to the drawing board on what could be a dream state for these users and strategized how some of these could be accomplished within our timeframe.
- The most sought-after feature was historical tracking. The legacy platform did not offer users real-time data on how many users took the assessment years back, they’d have to manually pull the data for 3 months at a time. For schools that administered over 3,000 assessments for a single semester, this used to be difficult for the back-end of the legacy platform which caused much frustration with these users.
- A feature that we always intended to add was the ability to see ‘pending’ assessments – users who started the assessment but didn’t finish it – without manually pulling reports. Based on user interviews we took it a step further. We allowed the user to send reminders to these accounts to influence the user to complete in a timely manner. Before, the admin would have to manually pull a full report, search within a CSV, grab the user’s email, then email or hunt down the user to tell them to finish it. This feature literally saves hours of time.
