The Case of the Mistaken User Persona

This end-to-end project highlights the development of Flöka’s course building feature. This project was featured as it exemplifies my skills with the discovery process and my adaptability to the non-linear design process.

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Providing Context

What is Flöka?

Flöka is a startup that facilitates connections between female practitioners with female patients to help them in their health care journey. Our core product was a comprehensive dashboard that funnelled in our patient's app & wearable data. It was intended to help our practitioners identify health trends more quickly.

The Brief
The core of our user base, integrative health providers, voiced that they struggled to effectively maintain engagement with their extensive pool of past patients/clients.

Ultimately, they wanted to offer resources via a course. This way they would not be burdened with additional staffing or time commitments.
Roles:
Product Designer & User Researcher
Time: 4 Weeks
Tools:
Figma, Google Sheets

Disclaimer: This project will only be reflecting one user flow (course creation for the providers) attached to this particular feature.

Discover

UNDERSTANDING THE PROBLEM

UNDERSTANDING
THE USER

The Providers/Practitioners

After speaking to multiple providers on their interests and the benefits to this course builder feature, we realized his feature created two benefits for them:
  1. Facilitated reconnection with their past clientele.
  2. Enabled the expansion of their practice and outreach as coaches/providers in a more passive manner.

UNDERSTANDING THE PROBLEM

UNDERSTANDING
THE BUSINESS

Virtual course builders saturate the market so what would be special about creating a course on Flöka. The answer lies in tracking.

Flöka could provide our clients' past patients with a unique experience to enhance their adherence – providing them with tools to help with lifestyle changes in the same place where they learn from provider’s course.

Define

THE HMW STATEMENT

ANALYZING OUR USER INTERVIEWS

The subsequent phase of the design process involved consolidating the insights gathered from interviews and user suggestions to craft an ideal user persona.We used Empathy Mapping to aggregate all these interviews and suggestions that we took from our users.

Birds-eye view: Setting up an Empathy Map

Practitioners are searching for a solution that minimizes time investment yet provides a sustainable method for maintaining engagement within their community. Click to enlarge.

Development of User Persona

Flöka programs coach wanting to use her video lessons to develop courses to help provide her past cohorts with more content.
  • Has a following of 4k+
  • She wants to invest less time for follow ups with past clients but still keep them engaged with their brand/community
  • Tech-savy / likes data or other wellness tools
  • Focused on helping women with syncing their lifestyle with their cycle

Alison Holland

Cycle Syncing Coach

Quote

“I feel like I have so much potential to help so many other clients, but I only have so much time for 1:1s.”

Goals

  • Working towards scaling her practice & wants to be able to do this passively
  • Provide her clients with the most personalized & high value experience to associate with their brand
  • Striving to reach more women and help them change their lives

"How Might We" Statement:

How might we alleviate the follow-up and engagement demands on our busy practitioners when it comes to their previous clients?

Develop

ITERATION 1

IDEATING THE
USER FLOW

Two major iteration sprints were conducted. The first iteration prototypes were tested with our existing advisory team (4 Flöka practitioners/coaches).

Resulting Feedback

After working on user flows and running feasibility exercises with the engineering team, I brought our preliminary design ideas to our advisory board.

Video Library vs. Courses Library

Initial discussions with our advisory board revealed that many health practitioners were in need for a dedicated space to store their extensive video libraries. However, upon re-evaluation, it became clear that users were looking to create and upload videos within the framework of a course curriculum.

Mobile

Desktop

The responsive mid-fidelty prototypes for Iteration #1. Click to enlarge.

Mobile

Desktop

Mobile

Desktop

Pricing Settings

Initially, the intention was to keep user experience similar to our programs feature. As a result, practitioners were to be redirect outside the course creator to set up pricing. However, feedback suggested that creating payment plans inside of course creation was something that would result in a clearer course publishing process set up as a series of steps. 

The responsive mid-fidelty prototypes for Iteration #1. Click to enlarge.

Revisiting the User Persona

After our first rounds of feedback we realized we had given priority to existing clients -not considering a second persona. At this point we understood the need to reassess the two distinct personas that should have been analyzed during the "Define" phase.

Flöka programs coach wanting to use her video lessons to develop courses to help provide her past cohorts with more content.
  • Has a following of 4k+
  • She wants to invest less time for follow ups with past clients but still keep them engaged with their brand/community
  • Tech-savy / likes data or other wellness tools
  • Focused on helping women with syncing their lifestyle with their cycle

Alison Holland

Cycle Syncing Coach

Quote

“I feel like I have so much potential to help so many other clients, but I only have so much time for 1:1s.”

Goals

  • Working towards scaling her practice & wants to be able to do this passively
  • Provide her clients with the most personalized & high value experience to associate with their brand
  • Striving to reach more women and help them change their lives
A course coach wanting to use her video lessons to develop courses to help provide her past cohorts with more content.
  • Has <8K+ followers
  • She does not have the capacity to duplicate themselves but work demands keep growing
  • Has experience with course creators
  • Focused on helping women with syncing their lifestyle with their cycle

Taylor Allen

Fertility Coach

Quote

“I am always looking for ways to generate a great experience for my clients! And data collecting is so important for change!”

Goals

  • To use client's results/testimonials  as a way to genreate organic marketing
  • Provide her clients with the most personalized & high value experience to associate with their brand
  • Striving to reach more women and help them change their lives

Competitive Analysis

Once both user personas were established, we had a look through some of the course creation tools that our practitioners/health experts were familiar and comfortable with.

The resulting qualitative data collected from Competitive Analysis.

Re: Develop

ITERATION #2

BETA FEEDBACK
IMPLEMENTATION

After re-evaluting our user and analyzing other competitors in the market - a new user flow was created. Some of the highlights of this changed user flow - not discussed above - are as follows:

  • A marketplace: to allow busy practitioners/health experts to advertise their course without investing as much time
  • Payment Plans: We expanded to include other types of payment plans for courses hosted on Flöka

Resulting Feedback

Our second extensive feedback session occurred after course creation flow was tested with our advisors and approved for production. A few new practitioners were then asked to use the beta version of courses to test and receive feedback on.

Comprehensive Course Building

We were able to add a comprehensive course overview builder within the course syllabus. This was something that was given positive feedback after testing. Content would now be nested within modules. Users could add videos, attachments and information within the lessons.

Before

After

The before and after of mid-fidelity prototypes depicting little change due to positive feedback. Click to enlarge.

Before

After

The before and after of mid-fidelity prototypes depicting little change due to positive feedback. Click to enlarge.

Before

After

Marketplace Disclaimer

Originally, a Marketplace was integrated as part of this feature to enable Flöka patient/client accounts to discover and purchase courses. However, we discovered providers too busy to market these courses. As a result, we removed the modal screen prompting practitioners to publish their course on the marketplace.

Before

After

A modal screen asking users to agree to publish on the marketplace was removed after this feature was removed from the user flow. Click to enlarge.

Before

After

A modal screen asking users to agree to publish on the marketplace was removed after this feature was removed from the user flow. Click to enlarge.

Before

After

Saving and Visual Cues

Originally, all data was uploaded and saved after users clicked on "publish" at the end of course creation process leading to a lengthy and frustrating uploading process for users. Consequently, we modified the system to save all copy, attachments, and videos as users set up their course content.

Visual Cues were also added to help course builders see what part of course content might be missing. If content is missing - users would not be able to move on to the next step which involves configuring payment settings.

The before and after prototypes showing the new saving ability and added visual cues. Click to enlarge.
The before and after prototypes showing the new saving ability and added visual cues. Click to enlarge.

Payment in User Flow

We moved payments in users flow from below the course creation section into separated steps - to help differentiate and keep users orientated on the main task in each step. Furthermore, we introduced the capability to modify the course type both from the payment page and the course creation page.

The before and after prototypes showing the new saving ability and added visual cues. Click to enlarge.
The before and after prototypes showing the separation of course creation and the payment settings. Click to enlarge.

UX-Tested Landing Pages

Practitioners needed a link to redirect their clientele to once the course was live. This was the reason the third step in course creation now asked for a username to be used in the URL to manufacture this page using the content from the course overview. Early feedback from the resulting landing page suggested that the UI was too outdated and unclean to be used. As a result a second iteration was done.

The before and after prototypes for the Flöka generated landing page after Feedback suggested more clean UI was needed. Click to enlarge.
The before and after prototypes for the Flöka generated landing page after Feedback suggested more clean UI was needed. Click to enlarge.

Deliver

FINAL DESIGNS

THE COURSE CREATION PROCESS

The following final designs are currently in production! We've included three distinct types of courses: one-time payment, membership courses, and hybrid courses (incorporating 1:1 services).

Conclusion

REFLECTIONS

WHAT DID I LEARN?

This project represents a significant undertaking for the product team. Serving as the founding designer on the team, I was on this feature’s journey from end to end.

User Testing and Assumptions

It is crucial to remain cognizant of all assumptions made during the design process. Ultimately, user testing is the most effective method to eliminate these assumptions.

Scope out all User Personas

A key takeaway from this project was the importance of mapping out all user personas associated with the feature. This case study highlighted the significance of user personas.

REFLECTIONS

NEXT STEPS

This case study only walked through the course creation user flow for this new feature. As a result, next steps - most of which were done simultaneously with this sprint - were varied. Feedback has also shown us how we can evolve this feature further to differentiate and answer more to our user’s needs.

iOS and Patient Web Portal:

The biggest next steps would be mapping out the courses experience from the patient side. This would include the view of courses, payment management and notifications. Additional, smaller user flows are detailed below:

White Labeling our Product:

Frequently, successful practitioners/providers using Floka courses were promoting our iOS app as their own, highlighting its tracking/integrations along with it’s capability to showcase their course content. Subsequent discussions and requests from these accomplished users revealed that white-labeling the app would assist their clients in associating the elevated experience with their individual brands, aligning with their desired branding goals.