Background

• The SLP Demo was a training tool that mirrored the functionality of the Summit Learning Platform. Every year, it was used to train ~500 educators on the intricacies of the Summit Learning Platform.

• Its utilization reached its peak levels during the Spring and Summer Training sessions.

Problem

SLP Demo proved to be capital-intensive and engineering heavy. The resources required to support SLP Demo every year were: 

Project Goal

The Onboarding & Training team was asked to suggest an alternative that better meets the needs of training, at lower cost. The solution would: 

• replicate the most important training paths used during summer training
• be easy to use and require no manual support
• save engineering cost and bandwidth

Process

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🔍 Identifying clickpaths

• We conducted interviews with Gradient Curriculum and Program managers to pinpoint key training areas for teachers.
• We categorized these training areas based on their relevance to different parts of the platform.
• I designed a Homepage for easy access to these categorized training paths by educators.

🛠️ Building prototypes

• I collaborated with the product specialists and content strategist to build out interactive Figma prototypes that would mirror the click paths.
• Wearing the hats of a project manager and senior designer, I often had to delegate the work among multiple people to speed up the project.

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🧪 AB/Testing to identify guidance tools‍

• We recognized risk of educators mistaking Figma prototypes for the real demo, risking a rise in support queries.
• We aimed to reduce the need for manual help, enabling teachers for self-guided navigation.
• I leveraged earlier research to pinpoint teachers' favored onboarding tools like tooltips and guides.
• We conducted A/B tests, confirming that multi-step tooltips were the preferred method for interactive teacher onboarding.

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📚 Creating a new component library‍

• We wanted to clarify the demo's distinct nature by incorporating Gradient Learning's design elements.
• We decided to align the design of the multi-step tooltips with Gradient's summer training materials, using matching colors, fonts, and shapes.
• I collaborated with the design systems team to create a unique Figma component library to maintain design consistency across demo click paths.
  

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Final Product

We created 9 click paths for spring training, and 7 click paths for summer training. Here is a sneak-peak of the prototype where a student adds a learning strategy as a goal: