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Iterative solutions
Strategic design thinking and iterations helped us bring life to sensible and functional user flows. We created intuitive and engaging UX solutions that lead the user to frequent the app and book appointments with financial life coaches. This all-around benefits all stakeholders - the individual, employers, Willow's business, and Willow's life coaches.
The Homepage
The Problem
Too busy, overwhleming, and cluttery
Booking appointments & engaging with coaches are most important call-to-actions and should be evident on homepage
Users were not comprehending "Journey" as clear
The Solution
Appointments & Care team are made call-to-actions, benefiting the user, employers, coaches, and Willow
Added a Profile button with notification center of upcoming reminders
To avoid overlapping nav confusion, moved 1-on-1 coaching under "My Care Team"
Changed "My Journey" to "My Progress" for a better understanding that this section allows resources and tracking for growth accessible.
The Learning Center
We found that the bounce rate was high and people were dropping off before making it to an article, a video, or signing up for a course.
The Problem
Required too many clicks before making it to an article (4+ screens)
Left nav is overwhelmed with several tabs
Underwhelming interaction design resulted in minimal engagement
UI: spacing is off and in desperate need of a grid system
The Solution
Implemented the Law of Familiarity and simplified flow with magazine-style layout
Replaced left nav with a simplified and intuitive top nav and UX flow
Drastically reduced clicks and back button fatigue. User can browse all on one page
Mega-menu with subcategory drop down when hovered over main categories
Find a Coach
After shipping the Consumer Dashboard, a lot of useful data, analytics, and insightful feedback was collected.
The Problem
People were dropping off before booking a session with financial life coaches - at the beginning of the flow
User flow was tedious and too drawn out
Back button fatigue
The Solution
We reduced and simplified the amount of screens and clicks by creating - expand and collapse - hamburger button interactions. Users now have flexibility and efficiency to view and close multiple subcategories within each category all on one screen
To guide and help users choose and book a coach quickly, we suggested that profiles should algorithmically display specific skills and specialties that are relevant to the chosen subcategory
With the same - expand and collapse solution, users can browse and compare multiple coaches, choose and schedule all on one screen
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