(Overview) ISM: Flagship Financial Aid SaaS for Educational Organizations

Business Context & Design Challenge:

With an existing software solution serving hundreds of schools internationally, ISM had captured the “early adopter” segment of their target market but faced serious problems with scaling this solution. Having been pieced together over several years, a more maintainable structure and captivating value was needed in a market experiencing increasingly robust competition.

I was recruited to conduct a thorough UX research and product planning effort to outline the key challenges and competitive risks associated with this full redesign. Upon completing and presenting this initial work, company leadership asked me to lead this effort full-time through design expertise and mentoring in-house staff to build a the product team.


Project Profile & UX Strategic Approach:

A hybrid UX strategy balancing product depth and speed was essential for this 0-to-1 project in order to meet the needs of existing customers, while expanding the value of the flagship product in time for the next school year. I initially worked with a small team of subject-matter experts to conduct intensive research, before leading and mentoring a larger cross-functional team to design and deploy this solution.


Competency Highlights & Results:

Provided UX Research & Strategy expertise to establish tailored product approach & milestones:

  • Delivered research-informed product plan, competitive analysis, and UX strategy in 8 weeks (4 weeks ahead of schedule).
  • Established initial in-house product team, establishing cross-functional best practices.
  • Delivered initial multi-language release in 10 months (2 months ahead of schedule).

Leveraged operational design expertise to deliver a fully redesigned flagship solution with meaningful business results:

  • Increased customer marketshare (first 6 months) by expanding critical functionality & reducing average task-times by 50%.
  • 37% reduction in maintenance costs with 30% existing customer migration (10-15% expected), increasing average NPS score (i.e. 6 -> 9) in our “early adopter” market segment.

Provided subject-matter expertise to mentor & guide expanded team (1st & 3rd parties) for essential project delivery:

  • Conducted regular cross-functional “sit down” sessions to keep team aligned.
  • Reviewed design & feedback deliverables, streamlining design workflows and delivery to 1st & 3rd party development teams.