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RebelBase

Designed the new customization flow

Successfully transitioned to the implementation stage in October 2022.

Due to NDA, mockups showing in this page are not the final design.

The Product.

Role

UX Researcher, UX Designer

RebelBase's platform provides embedded modular courses and workshops for new entrepreneurs, businesses, and students to learn how to launch their projects step by step.

The Problem.

Users want to have more control over the course content.
How might we allow users to modify the modular courses, so that they can learn with materials that fit their needs?

The Solution.

Designed a new customization feature for users to customize, allocate, and shop modular courses on the platform.

Scope

UX Design
Information architecture
Desktop design
Online learning

Time

05/2022 - 09/2022

Team

Product manager - Andres
UX design Lead - Richard
UX designer - Nicholas
UX Researcher - YuTing
COO
The Content Team
The Engineering Team

CONTEXT.

Researchers have found that admin users want to have more control over the course content.
Prior to my intervention, the modular courses were all consisted of predetermined content. Admin users were unable to modify the content within a course, limited to following the courses covered by their membership subscription, and complained about modules that do not meet their specific needs.
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OPPORTUNITY

How might we allow users to modify the modular courses, so that they can learn with materials that fit their needs?

CONSTRAINTS.

Ambiguity
Since the customization feature is new to the product, I had to start from scratch to brainstorm ideas for the entire feature.  
 
Technical Challenges
Customization may require a reconstruction of existing engineering resources and course contents.
 
Time
The customization flow needs to be completed before October.

RESEARCH - NEEDS & GOALS.

"I want to customize, alter, and shop your modular courses."
Initiating the process, my objective was to ascertain the precise objectives and requirements of our user base. By looking at research report provided, I defined 3 distinct user stories, each of which possesses the potential to be translated into valuable insights.
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RESEARCH - COMPETITORS.

I conducted an independent analysis of 16 competitors focused exclusively on customization aspects. Most direct competitors provide very limited room for customization, while some famous e-learning tools have developed comprehensive customization system. 
CompetitiveAudit.png
The core is to what extent should we allow users to customize the modules.

IDEATE - BRAINSTORM.

How will customization flow vary with different levels of restrictions?
The design of the flow is significantly influenced by determining which users (admin and member) will have customization access and which hierarchy levels they can modify within RB's modular course structure.

I generated multiple flow concepts based on various restriction levels through group discussions.
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DESIGN - USER FLOW.

Understand challenges of other teams,
make the best decision about WHO and HOW.
To further understand the challenges faced by other teams, I held meetings with engineers and the content team to present and gather feedback on the proposed flows, iterating 2 more times.
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I then was able to refine the user flow to address the key questions:
  • WHO has access;
  • TO WHAT EXTENT can they customize.
01
Customize and allocate flow example
Shop from the marketplace flow example
02
Shop from the marketplace flow example v.2

TESTING.

I conducted usability testing by assigning tasks to participants to verify the flow we all agreed on.
Tested with 5 stakeholders, 100% task completion rate!

DESIGN - ITERATIONS & MOCKUPS.

I crafted diverse mockup iterations to explore interface design options and led design critiques within our product team to generate insights on each version. Leveraging these insights, I refined the selected design into polished high-fidelity prototypes.
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Iterations.

RESULT.

I did a demo of my final high-fi prototypes to more than 30 stakeholders.

The customization flow I designed had successfully transitioned to the implementation stage in October 2022. 

Last updated February, 2023.

REFLECTIONS.

Communication is a tool to avoid misunderstandings.

One key takeaway from my experience is the critical importance of active, cross-functional collaboration in design. Ensuring all stakeholders – from team members to other interfacing teams – are aligned, particularly in projects requiring multifaceted team input, is essential for creating effective design solutions.


Be provocative and open to opinions in the discussion.

Expressing ideas effectively and being open to suggestions are keys to successful collaboration. In this internship, I learned to take the initiative to talk about my design decisions and concerns in in-group discussions and learned how to negotiate properly with other teams when they disagree with some of our designs. 


Great team, great work.

I love the working atmosphere of our team. Everyone was so helpful and nice that I quickly felt I was one of the family. Our communication was effective, engaging, and insightful: we were really trying to tackle the problem with the best solution we could think of. 
I truly appreciate everyone I met during this internship.
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