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Guiding school managers to make strategic decisions

UX researcher

Interaction designer

UX designer 

UI designer

MY ROLE

User Interviews

Key Findings document

RFC about data visualization

Product vision (now, next, later)

DELIVERABLES

Another designer (cross-team)

Product Manager

Data engineer

Web developers

TEAM

Miro for UX srategy

Figma for high-fi prototype

Metabase for integration 

Mixpanel for product analytics 

TOOLS

THE  

what

Isaac's early platform emulated school administrative routines, but to target larger chains, we needed to provide more than just operational tools. The main challenge was to   deliver value specifically to school managers  by making the platform  their go-to for financial and strategic data.  

THE  

why

Isaac, a startup that provides financial predictability for schools, initially focused on covering the entire financial operation of schools, handling tasks like contract creation, enrollment generation, and renegotiations.

 

With that success established, the challenge shifted toward  expanding Isaac's value proposition to attract large school networks. 

PRIMARY

goals

+ Increase school manager's engagement on isaac platform

+ Broaden the company's value offering
+ Grow the base of large school networks

THE  

how

I conducted workshops with CSMs and in-depth user interviews with school managers from large school networks  to understand their needs and pain points. My research revealed that they sought an all-in-one platform to analyze financial data, predict trends, and make strategic decisions.

 

Financial forecasting, visualized reporting, and the ability to manage data at scale were critical needs.  Additionally, managers wanted these insights in a format that was easily shareable with their teams and boards. I've got this through:

3 ROUNDS OF WORKSHOPS

8 HOURS OF USER INTERVIEWS

8 HOURS OF USER VALIDATION

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DESIGN

challenge

+ Increase school manager's engagement on isaac platform

+ Broaden the company's value offering
+ Grow the base of large school networks

THE  

concept

Building on the insights I had gathered, I set out to craft a compelling data narrative for the financial reports. My focus was on designing information flows that aligned seamlessly with the key responsibilities and challenges of school managers, ensuring the reports provided actionable insights tailored to their unique needs.

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Data concept
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THE   

impact

19%

75%

Increase in monthly active users shows enhanced
engagement

Managers reported that the feature became a key tool for making informed strategic decisions

THE   KEY

take

aways

+ Increase school manager's engagement on isaac platform

+ Broaden the company's value offering
+ Grow the base of large school networks

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NEXT PROJECT 

Get in touch

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