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 replace a fragmented legacy learning system and an 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 Alignment: I regularly engaged the CEO and board to ensure the platform aligned with the organization's long-term digital transformation goals.

  • Brand Consistency: Because the platform spanned two systems, I directed development teams on UI consistency — ensuring users experienced a seamless visual and interaction language regardless of which system they were in.

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 UI that eliminated friction at every transition point. My team applied a consistent visual and interaction language across both systems — so users experienced one platform, not two.

All UI components — navigation, form fields, filters, and buttons — designed, documented, and validated with product owners before development.

 Iterative wireframes developed and tested across user roles before development hand-off.

A Digital Campus concept prototype created for the global conference — articulating the organization's vision for a scalable, long-term digital learning framework.

Multiple internal and external user personas identified, each requiring distinct access levels. Detailed flows mapped and validated with product owners to ensure role-appropriate experiences.

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