Wellness Institute Dashboard
OVERVIEW
For this project during Ironhack Bootcamp, the main scope was to provide a solution to aggregate value to the National Wellness Institute (NWI) members through:
1) A better set of digital tools for the coaches to apply their wellness teachings.
2) Review visual identity — a new visual system that reflects the brands push to become more innovative and updated.
The NWI beliefs that these solutions could resolve their problem of the Substantial drop in the number of associate members (coaches).
Tools: pen & paper, CDS matrix, mind map, interviews and survey, empathy map, affinity diagram, persona, JTBD, Moscow quadrant, user journey, moodboard, usability test, Miro & Figma.
Role: interview recruiter, UX researcher, information architecture, moodboard, usability test, prototyping.
Team: two UX/UI designer students
Project time: 10 days (2021)
The Stakeholder
The National Wellness Institute offers training courses for coaches who want to focus on wellness techniques and methodologies.
The main challenge they face is that their current program and curriculum has become outdated, especially in regard to new technologies.
This drove us to investigate if this had any connection to the reduction of members associated with the institution.
Discoveries
We started by conducting some desk research to better understand the current scenario of wellness activities in Brazil.
Due to the coronavirus pandemic, we realized that the search for wellness content, especially related to mental health, was on the rise.
The increase in the number of people looking for therapy and the increase in Brazil’s depression rates were two major findings.
Qualitative Research
I was responsible to recruit coaches and final users (coaches clients) and then we conducted a series of interviews.
I could realize that mental health is an important subject to all those interviewed but handled in different ways according to levels of urgency.
When looking for content to improve body health and fitness the solution was to download fitness apps, look for videos on Youtube or follow Instagram Lives.
But when the issue was more complex, such as problems in the workspace at the end of a relationship, the interviewees turned to therapy, preferably in person.
Quantitative Research
After conducting our desk and qualitative research, we still had some doubts, so, therefore we conducted quantitative research.
We gathered data from 55 participants where 16 said they were doing therapy on a constant basis. Out of those doing therapy, 100% did not use apps for the following reasons:
Don’t feel the need to
Never thought of using an app
Don’t want to deal with yet another app
Don’t trust data privacy
An app wouldn’t be able to give me a natural, dynamic and meaningful interaction with the therapist
Keeping an open mind
When analysing the data from the quantitative research and comparing it to the information we gathered from the previous interviews
we did not find strong evidence for the need to implement an app for the end-user
because they were already satisfied with the current format they were using (in-person therapy sessions or via video call with the usual therapist).
With that in mind, we stopped and asked ourselves “what do we do now?”.
Going back to the information we collected when interviewing the coaches it became clear to us that there were pain points to be resolved which could lead to a solution to the problem brought to us by the NWI: Substantial drop in the number of associate members (coaches)
Persona & User Journey
We organized all the information we collected, created an Empathy Map, a Diagram of Affinities and elaborated a Job to be Done to construct our Persona.
A User Journey was also created so we could visualize the pain points throughout the personas’ routine.
Problem Statement, Hypothesis & Metrics
Coaches at the NWI want to be able to dedicate more time to their clients but are hindered by a lack of tools to allow them to optimize the administrative side of their daily work routine.
We believe that many administrative tasks done by the coaches could be simplified and optimized through a digital platform, giving them more time to focus on their clients.
We will do satisfaction metrics such as the retention index of active members, permanence in accesses, type of navigation and DAU / WAU / MAU.
Ideation and Concept Tests
We did some brainstorming and created a Mind Map that became essential to guide us since from it we could see clearly how we would “attack” the user’s problem to find a solution.
It was then that we defined that Productivity would be the keyword for our product.
As our paths took a different direction after we understood who our user was, that previous Benchmarking survey no longer made sense to us and it was necessary to carry out more research to understand the market.
This previous analysis was important to change the mindset that we were still in.
The user is different and so are the problems! If we are going to develop a solution linked to productivity, we are talking about important information that needs to be passed on in an objective and clear way.
Also inspired by a coaches routine that seeks to balance work vs personal life, we created the moodboard below.
This moodboard helped us to see the visual definition of the brand and in the concept test.
Concept Test
To validate that the paths we had outlined were consistent, we made a brief presentation of the product concept to 2 potential users.
From this test we derived the following insights:
connecting Google tools is very relevant
attention to colours, prioritize information and present information clearly
how to track offline activities
desktop > mobile
using a goal-oriented layout makes perfect sense
Moscow Quadrant
We used this methodology to define priorities and understand what flow we would present in this Sprint.
Iterate much as you can
We made many changes throughout the ideation process, but it was from the Usability Test that we were able to validate (or not) screens and functions:
We repositioned inputs
We increased contrast in some areas
We rewrote texts
We simplified the flow
We validated the flow
In parallel with the mid-fi development, we also created our Style Tile,
a colour guide, defined fonts and inputs that we would use in the Hi-Fi version.
Remembering the problem
Coaches at the NWI want to be able to dedicate more time to their clients but are hindered by a lack of tools to allow them to optimize the administrative side of their daily work routine.
Solution
We created a Dashboard that can be connected to the Google account, bringing Calendar or Priority information into one place.
The user (Coaches) will also have the option of establishing goals related to the time spent in each activity. The system will cross new input data with last performances and show where the users routine could be improved.
We believe that this solution not only helps the coach to create, monitor and achieve goals more accurately, but also stimulates a greater bond between the associates and the National Wellness Institute. In addition to being a product that can be used by any member, regardless of their area of expertise as a Coach.
Hi-Fi Prototype
Here we consider an active user, with a profile created and an account linked to a Google account.
In the following video, you can watch the flow from accessing the application to set a goal.
You can check the prototype through the video below or browse by clicking here.
Version for Android
According to our research, we developed an adaptive version for quick consultations or record the time in offline activities.
The android version was defined based on the Brazilian market, where 86% of the active population uses this operating system.
You can check the prototype of the Adaptive version through the video below or browse by clicking here.
Next steps
Considering that when we created the Moscow Quadrant in the middle of this project we would already have a hint of what should come next:
create Priority flow and validate
create Finance and Calendar flows, to understand how data synchronization with your Google account would be more efficient
correct too many contrasts not yet achieved
Conclusions
An intense project that demanded a lot from us.
The deepening of the research was decisive for us to make the decision to pivot the direction and establish a different delivery from what we had previously considered.
We believe that we present a consistent product that generates value for the coach and creates bonds between them and the Institution.