The Solution
I started outlining points of confusion I’d had when trying to understand our platform. Then I performed competitive analysis on similar systems, however, our product was so unique there weren’t many options to choose from. Sites that featured playlists and examples of enterprise software proved useful in helping me understand how other folks had solved the problem of massive functionality with minimum intimidation.
Our persona in this case was specific: a busy, distractible economics professor of higher education, who is using a laptop in a loud, possibly erratic environment. I rode along with our head of marketing as she physically onboarded professors, to watch them try to understand our platform, what they expected from us and any initial confusion. In addition, I spent time in classrooms as professors proctored games, taking notes of the pain points both students and professors faced.
Next I created user flows for new and experienced professors. Analytics and user feedback told us that instructors who had a difficult time understanding the platform or using it in class were unlikely to give us another try. No professor wanted to be embarrassed in front of his or her students. Because an instructor would use us year after year, every one who was turned off to our system represented a substantial loss.
I created a functional chart, noting dependencies and hierarchy of use. My goal was to hide functionality when the user did not need it, to help prevent the overwhelming experience of seeing a screen full of tools. In service to this, I created simple prototypes and began to work through them with our own team and others. I iterated on this over time, constantly searching for new ways to simplify.