Financial Literacy Learning Management System Build

Client: Global Non-Profit Organization

Role: UX Design Lead

Collaborators: Technical Lead, WordPress/Moodle Developers, Third-Party Vendors, and Global CEO/Board Executives.

Objective

A global non-profit needed to unify a legacy learning system and a workshop e-commerce site into a single, integrated platform. The project required merging Moodle (LMS) and WordPress/WooCommerce into a seamless experience while maximizing out-of-the-box features.

The Design Process & Delivery

I led the design stream, focusing on feature consolidation and technical alignment between three disparate systems.

  • Solution Architecture Mapping: My team defined three tiers of admin levels via Persona Canvases and Screenflows. These artifacts guided the technical team in unifying the architecture across WordPress and Moodle.

  • Stakeholder Alignment: We conducted workshops with regional chapters and finance teams to ensure the end-to-end workflow met both operational and financial requirements.

  • Executive Visioning: I regularly engaged the CEO and board to ensure the platform aligned with the organization's long-term digital transformation goals.

  • Brand Consistency: As the platform lived across two systems, I provided continuous direction to development teams to maintain visual UI consistency and a seamless brand experience.

Outcome

The result was a user-friendly, integrated platform that proved vital during the COVID-19 pandemic. The system allowed the organization to pivot rapidly from in-person workshops to remote learning, driving massive adoption during a critical period.

Integrating WordPress and Moodle required a highly adaptable UI to eliminate friction between platforms. By applying a consistent design system across both, we achieved a seamless transition for the end user.

All UI components, including navigation, form fields, filters, and buttons were meticulously designed, documented, and validated with product owners and key stakeholders.

Digital Campus concept prototype was created for the global conference to articulate JA Canada’s vision for a scalable framework for long-term digital growth.

We identified multiple internal and external user personas, each requiring distinct access levels and permissions. Detailed requirements were documented and validated with product owners to ensure seamless, logic-driven user flows for every role.

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