Financial Literacy Learning Management System Build
Global Non-Profit Organization
2019-2020 (20 months)
Role: UX Design Lead
Worked with: End-Users, UX&UI Designer, Technical Lead, Product Owner, Third Party Vendor, Inter-provincial Stakeholders, Executive Stakeholders.
Objective
A global non-profit, focused on financial and career readiness, needed to migrate its legacy learning system and workshop purchasing site into a single, integrated platform. The project required unifying the Learning Management System (LMS) with the e-commerce store, ensuring existing features were migrated using Moodle, WordPress, and WooCommerce, while maximizing out-of-the-box capabilities.
The Design Process & Delivery
I led the design stream, focusing on feature consolidation, enhancement, and technical alignment from an end-user perspective. This involved collaborating closely with the Technical Lead, WordPress developer, and Moodle team to validate the required integrated LMS features.
My design team and the technical team worked closely with the client’s product owner to define and map out three tiers of admin levels via Persona Canvases, screen flows, and user story mapping for each system (Moodle and WordPress/WooCommerce) with two admin levels.These design artifacts played a critical role in guiding the technical team to define a clear solution architecture and platform feature development that smoothly unified the two systems.
We conducted a series of workshops with the Product Owner to design the end-to-end workflow in the two new systems. We validated this workflow with regional chapter representatives and finance teams, ensuring operational and financial task requirements were considered. We also regularly engaged the board executives and the CEO so that the organization’s long-term digital transformation vision was concurrently aligned.
We engaged a wide range of users for testing, including regional chapter representatives and finance team members, to collect feedback, which directly informed the development backlog. We also synthesized the feedback and presented it to the CEO.
As the platform was developed using two systems, we needed to ensure consistent UI design across Moodle and WordPress. I provided continuous guidance and direction to the Moodle development teams to maintain visual consistency in the UI and deliver a seamless brand experience.
Outcome
The result was an easy-to-use, user-friendly platform. This digital transformation proved critical as the COVID-19 pandemic hit, driving rapid adoption as the organization successfully pivoted from restricted in-person workshops to remote learning.