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MODERNIZE EDUCATION TRACKING APPLICATION

Modernize and expand PCG's education tracking application, EDPlan, resulting in an improved desktop experience and brand new mobile experiences for their 700k users

GOAL

PCG wanted to modernize their outdated education planning and tracking system, EDPlan, which has 700k users in 30+ states by updating its user experience and functionality.

Client

Public Consulting Group (PCG), provides management consulting and technology to help public sector organizations achieve their performance goals.

My Role

- Assisted preparation and facilitation of with discovery workshop
- Lead detailed heuristic experience research and audit
- Evolved application architecture to align with user goals
- Outlined primary user flows to clarify task dependencies and outcomes
- Owned wireframe creation for associated desktop and mobile experiences

My Deliverables

- Discovery Workshop
- Experience Analysis Findings
- Application Architecture
- User flows
- Interactive Wireframes

Discovery

Discovery tasks including a kick-off/ discovery workshop, current state assessment, and competitive analysis.

Kick-off Workshop

Prepared and conducted 2.5-day kick-off and discovery workshop with four colleagues and 10 PCG department representatives to understand pain points and future aspirations.

App Assessment

Detailed current state app assessment was completed to make sure we had a thorough understanding of the different pages, tasks, and functionality that was scattered throughout.

Competitive Analysis

Analyzed the tasks and experiences available across EdPlan's five primary competitors to understand current industry benchmarks and best practices that have been adopted.

Define

Created a new application architecture then outlined user flows for the primary tasks focused experiences.

Application Architecture

This Task-Based approach for the application architecture challenged the original organization of the software to be more aligned with needs and goals of end users instead of aligning with how PCG was structured internally.

Primary sections:
1) Dashboard
2) Assessments
3) Curriculum
4) Performance
5) Rosters

User Flows

Created 3 desktop and 4 mobile user flows to outline the features, functionality, and task orders required to access or complete primary tasks available based on device.

Architect

Interactive wireframes were created during 3 iterative phases to architect unique tasks required for desktop and mobile separately, which amounted to over 50 unique pages.

Desktop Wireframes

The 25 desktop wireframes were all created for the primary tasks of teachers who are responsible for juggling multiple tasks and responsibilities throughout the day.

Mobile Wireframes

The 25 mobile wireframes were created for new mobile experiences that would allow teachers, parents, and students to be more connected. These tasks include taking a test, managing coursework, and tracking progress.

Design

I worked closely with two visual designers to establish a consistent design language across key application pages throughout the experience.

Next Steps

We handed the approved architecture and design assets to the client for a collaborative development phase.