Sterile and Boring   Human and Encouraging ✓

Light and dark mode decorative spread of the Pocket Prep redesign.
— POCKET PREP

End-to-end redesign of Pocket Prep’s flagship web app for a more intuitive, encouraging, and effective study experience.

Team

Heidi Baggerman, Design Manager / Robby Helms, Web dev / Colin Ulin, Web dev / Alyson Newby, Marketing / Ken Gillette, COO / Rob Witman, CTO

My Role

Lead Designer
Context Mapping / Market Research / Team Workshop Facilitation / User Research and testing / Wireframing / UI Design, System Component Design / Dev Collaboration for Implementation

Platform

Web App (all breakpoints)

Timeline

9 months (5 months design, 4 months dev)

The Quick Skim

Problem

Pocket Prep's web app had confusing information architecture, a sterile UI that was nearly identical to our competitors, and a mismatched feature set in comparison to our native mobile apps.

[Above] Pocket Prep web and mobile app circa 2020.

Task

Through an end-to-end, idea to launch UX process:

  • Adopt the new visual language and feature set of the Pocket Prep mobile app into web.
  • Engage with users to identify the unique feature opportunities that a web format offers.
Screenshot of many wireframes with a zoomed in view of question states
[Above] Extensive wireframes allowed us to iterate quickly to gain buy in from leadership and engineering, as well as test with users early.

Action

  • Conducted quantitative and qualitative user research using market research, reviews, a survey, user testing of 8 active Pocket Prep users, and presented findings to the larger Pocket Prep team
  • Wireframing of the whole product and user flows based on research findings
  • UI design, prototyping, and extensive documentation for dev handoff, with thorough Visual Quality Assurance (VQA) during dev implementation
  • Frequent cross-team presentations and communication with dev, leadership, and marketing teams to ensure buy in, catch potential road blocks early, and ensure a high quality product upon launch that served business and user needs
[Above] Updated UI across breakpoints

Result

A completely redesigned and rebuilt web app with:

  • a friendly, on-brand UI that formed the foundation for future brand and mobile app advancements
  • more intuitive IA shaped by user research and interviews
  • robust system documentation that contributed to the foundations of our future design library
  • A more intuitive, effective, and encouraging study experience according to a survey one month post launch on our updated web and mobile apps (see below)

One Month Post-Launch Survey

User Segment: Frequent users who had taken at least 50 exams, started using Pocket Prep 90-150 days ago, and had used   the previous version and the current version.

🙂 70.8% of users appreciated the updates and found them helpful.
😶 8.3% Updates didn't impact their perception or use of the app
🙁 0% Didn't appreciate the updates and found them unhelpful
🧐 20.8% Didn't notice the updates at all 💔 *

*We're not sure if this is because they hadn't refreshed their product in a month to experience the beta update or because they really didn't notice

[Above] Walkthrough of a user flow. Experience the live web app at study.pocketprep.com.

The Deep Dive

This was an 8 month project that included innumerable strategic, UX, and UI choices I can’t convey in a single case study. Below is a select deep(er) dive into one UI facet that focused on integrating "delight" and brand into the product and improved the whole user experience.

If you want to hear more about the full UX process, reach out!

Start with Emotional Research and Understanding

Pocket Prep is an quiz-based education app that helps people study for a professional certification exam, like becoming an EMT, Firefighter, or Nurse.

The exams that Pocket Prep provides study material for are high stakes, expensive barriers to people moving up in their careers. This is important emotional background to grasp the deep-seated anxiety that Pocket Prep's users often feel when they use our app.

Survey feedback and customer interviews illustrated how many of our users log into our app and feel immense anxiety for their exam.

"I've already taken the test before and got a 24, from not studying enough and bad anxiety. I just want to make sure I'm 100% prepared this time!”

“This is a really hard test that people study years for.”

“You’re working full time and you need to get to the most efficient way to ace the exam... that’s really what this is about.”

"If it's someone's first starting out, they have a lot of test anxiety and they're looking at that timer and they just want to get comfortable with the material."

Pocketprep.com screenshots that show illustrations and ethos of encouragement.
[Top] Survey and user testing feedback.
[Bottom] A new marketing website meant a more robust brand language opportunity in our UI

I was purposeful in considering the emotional experience of our users. I wanted to create an interface that felt safe, friendly, and encouraging to align with our goals and values as a company.

Our new pocketprep.com website had just launched. I took the opportunity to inject some brand delight into the web app experience through colors and patterns from the website.

Four Pocket Prep home page views on mobile from 2020, where each home banner is a different color.The Atlantic and Headspace home page views with personalized greetings.
[Left] App banner coloring based on exam topic in 2020.
[Right] Dynamic home banner inspiration from The Atlantic and Spotify.

A Dynamic Encouragement Opportunity

The structure of Pocket Prep's apps is worth noting: We offered question bank-driven test prep for over 100 exams, grouped into 8 categories such as Finance, Health, and Fitness. The 2020 mobile apps' UI design reflected those categories through color in its home page banner.

In other words, the app home page banner UI design was driven by internal company categorization rather than user need.

This home page banner was the first thing our users saw upon opening the app, and the most common view in our marketing materials. I saw this as an opportunity to enrich a highly trafficked space in the app to better cater to user needs in function and form.

Inspired by app designs that elevated personalization and friendliness, I proposed a home page banner that shifted in color throughout the day and greeted users with encouragement and humor.

Wireframe of banner greeting with COO and CTO commenting their support
Time of day shifts in color and messaging across light and dark mode.
[Top] Early wireframe iteration of quotes and encouragements with comments from CTO and COO
[Middle] Proposal across all times of day and light/dark mode
[Bottom] Light mode day shift animation to showcase the color and messaging changes throughtout the day

Cross-Team Collaboration to Launch

This feature became a cross-team endeavor: I worked with the development team to determine the logic around time-based UI theme shifts. I collaborated with the marketing team to commission the "greetings" so they aligned with our brand voice. I worked with fellow designers to discuss how this treatment would scale beyond the web app.

"Time of Day greetings" were adopted in my fellow designers' iterations of our mobile app, so the feature became the de-facto cross-platform home page view for web, iOS, and mobile apps.

Upon launch, the "greetings" and in-app encouragements were an immediate talking point for our customers.

★★★★★ "I subscribed, and it provided me with the confidence I didn’t have beforehand. You’re the best Pocket Prep, I’ll miss your daily questions and motivational quotes.

★★★★★ "I especially like the front page, daily quote. Gets me every time 😂"

[Top] Future user testing and app store reviews underscore the benefit of our encouragement-first ethos.

Impact

The colors and tone of the home page banner set a warm and encouraging tone for the home page and thus the product. This is the kind of feature that's hard to quantify impact quantitatively, but we have received a lot of positive qualitative data in reviews and user interviews in the years since implementation. There is genuine positive emotional impact on our users to receive encouragement in this small way when they use our product.

A zoomed in view of the Pocket Prep calendar component with studied days highlighted and a key.
UP NEXT

Driving Digital Accessibility

I led the initiative to make Pocket Prep WCAG 2.2 level AA compliant for business and user benefit.