Skye - Enterprise Portal

Project Specs


Skye has a standard process for delivering coaching to individuals, but as we expanded into enterprise, we reach uncharted territory. When building a learning and development program for an organization, there is a lot of information to keep track of.

There needed to be data about who was receiving coaching, where those individuals are in their coaching journey, what the main objectives for coaching are, and understanding if those objective are met. The Skye team and I built an end-to-end desktop portal for enterprise engagements to manage this pool of information.


Role

UX Design

User Research

Visual Design

Timeline

Nov - Dec 2022 (MVP)

May - Jun 2024

Tools

Figma

Adobe Photoshop

Research

Who are we designing for?

Entering the enterprise space means we have to address a new stakeholder. I started this project by conducting user interviews to better understand this stakeholder. I asked questions like:

  • What do our enterprise customers need to run successful L&D programs?

  • How might this portal help our customers perform tasks?

  • How might reporting and feedback loops vary depending on the organization?

Through the interviews and feedback from our sales team, I helped clarify our goals and project scope. The types of stakeholders I interviewed include:

  • Directors or VPs of Learning and Development

  • CPOs

  • CHROs

Management and reporting

The Problem

At the end of the day, our enterprise buyers only care about delivering a successful learning and development program. I broke this down into 3 main parts:

Goals

What are Skye’s jobs to be done?

This means we need to create a portal that will ensure a seamless and intuitive user experience for launching coaching programs, indicating where leaders are in their coaching journey, and providing feedback on those engagements.

Prioritization

A MVP solution

Given resource constraints and tight timelines, we couldn’t solve everything at once—we had to prioritize. To decide on what to include in our MVP solution, we based it on what information a B2B user needs to access first in their L&D program, and reduces the most time from manual operations.

I worked with my PM to create a feature prioritization list and mapped out our MVP vs the fully flushed out solution.

Design Solution

Skye’s enterprise portal

Simplicity

There is a lot of information to manage about each individual. To prevent cognitive overload and clutter, I kept the interface clean and actions bold.

Icons

Iconography and visualization are integral parts of my design solution. It makes understanding feedback reports easier and allows users to identify information quickly.

Design Handoff

Over to engineering

I collaborated closely with our engineering team to ensure product vision alignment. To do this, I incorporate our engineering team later into our design process to introduce the scope of the project and to review any feasibility concerns. When designs are finalized, I annotate wireframes, flows, and provide a detailed writeup of feature requirements/behavior.

Outcomes

Launch success

  • 25+ corporate clients and program launches

  • 93% cohort retention

  • 3x revenue increase from the previous year

Reflections

Balancing feedback

Aside from going 0-1, the biggest challenge in this project was having to balance stakeholder requests, technical limitations, and business goals. With these vastly different concerns, I learned how to empathize with multiple perspectives and prioritize accordingly.

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Client Onboarding - Simplifying Processes & Design Systems

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360 Feedback Tool - Measuring & Visualizing Impact