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Analyze the educational materials
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Transform offline content and workflows into a digital platform
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Map out the user flow and site structure
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Design the web app interface
My responsibility
Domain
Education + Finance
Time
2023 - 2024
Role
UX/UI Designer
Challenge & Solution
Challenge:
The client’s course involved multiple stages that required users to repeatedly enter the same information as they moved through the process. This offline workflow created unnecessary friction and inefficiency when translated into a digital format.
Solution:
I analyzed the course materials to identify which data points were reused across stages, then designed the platform to automatically carry forward information previously entered by the user. This removed repetitive tasks and allowed users to input their details only once, resulting in a smoother, more efficient, and user-friendly experience.
Site map
My Process
I joined the project in its late phase, where the brief was ambiguous, and the deadline for an early design concept was extremely tight.
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My first step was to quickly deep dive into the existing materials to understand the course structure and workflow. I then researched similar products to identify common patterns and gather reference points. Using the information available, I created the initial design concept and clearly noted any assumptions that would need client validation.
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After presenting the concept, the client responded positively and requested only minor adjustments to match their business needs.
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During the development stage, I continued supporting the team by clarifying any complex interactions.
From sketch to hi-fi wireframes
Sketching helped me quickly translate ideas onto paper and iterate on them. I then developed lo-fi wireframes and refined them through client feedback, eventually progressing to the final design with hi-fi wireframes.
Design system
Product Interface
Financial Tools
STAGE 1: AWARENESS
In Stage 1 of the Financial Tool, users will track their income and expenses for 2-4 weeks and then record them on this page to gain a clear financial picture. They can add new categories and new items for each category; these will be reused in the next stage.
STAGE 2: CHANGE
Next, users will progress to Stage 2, where they set financial goals for their income and expenses. The data they filled in Stage 1 will automatically be imported to Stage 2 in the Currently Receiving/Spending column. They can also add new items or remove irrelevant ones.
STAGE 3: MAINTENANCE
Finally, in Stage 3, based on the Goal set in Stage 2, users will track their future income and expenses. The data in the Goal column in Stage 2 will be automatically imported to Stage 3 in the Planned column. By monitoring their financial progress, users can ensure they are on track to achieve their goals and make necessary adjustments as needed. They can also have a summary view of their yearly financial picture.
Dashboard
The Dashboard provides a centralized overview of a user's current learning journey. It displays enrolled courses, upcoming deadlines for assignments and to-do lists, and scheduled meetings, enabling users to stay organized and efficiently manage their academic commitments.
Processes
The platform offers two distinct learning pathways: coach-led Processes and self-paced Courses. Processes provide structured, guided learning experiences with dedicated coaches. Courses offer flexibility, allowing users to learn at their own pace and independently explore the material.
My To Dos
The My To-Dos section serves as a centralized task management tool. Users can add their own tasks or receive them from their coach. They can easily view their assigned tasks, set deadlines, and check off completed items, keeping them focused and motivated.
Other Features
