Displaying Return On Investment of B2B
e-learning tool
In collaboration with PM and dev team I designed complex multi-persona tool to help finance organizations assess proficiency level of their employees and see the Return On Investment of the online training.
April — November 2023
/ my role
Conducted user interviews and identified a major pain point on displaying ROI of online training.
Led UX decisions.
Initiated daily design standups to rapidly gather and apply feedback from stakeholders.
/ background
In 2022 we launched a new B2B product, but we didn’t know much about its users.
So we decided to conduct user interviews.
Me and a fellow designer partnered with customer support team to recruit managers at finance orgs for user interviews.
Goal was to learn more about customers:
why they signed up for CFI
what they like about CFI
what pain points they have
step 1: user interviews
As a part of user research we conducted interviews with customers and organized our findings into affinity map
/ user pain point
Managers in finance departments are not sure how CFI subscription benefits their team, and thus can’t see ROI of the learning.
/ user interview
"Evaluation tool is something interesting to me. You learned some skills with CFI. We want to see how you improved."
— Financial Advisor @ Decathlon
/ chapter 1
user flows
Skills Assessment can be divided into two major parts:
Manager sets up an assessment
Employee takes an assessment and gets recommended courses based on results
I created two user flows:
Every step manager have to take to set up an assessment.
How assessment adjusts based on learner answers in the assessment.
user flows I created for both user types
/ chapter 2
pausing the project
User flows I created helped key stakeholders realize how complex the project is which led to pausing it until we would have more resources.
User flows helped to visualize every details of Skills Assessments user-facing aspect. Now we could better understand the amount of effort required from the Product and Engineering team. In the end, I presented user flows to CEO explaining the iterations that users would have to take thought out the Skills Assessments.
/ chapter 3
table view
I added pre- and post-tranining test results on the Manager dashboard to show Return On Investment.
To give a manager a detailed overview on Return On Investment per each employee I created a table with employee's and their pre- and post-training results as well as their training progress.
training results per employee on manager dashboard
Individual employee pre- and post-training assessment results that communicate Return on Investment
graph
Distinct colors and shapes ensure data accessibility
Side sheet on each employee indicates their improvement
Side sheet on each employee indicates their pre- and post-training assessment results
/ chapter 4
graph and chart view
I added pre- and post-tranining test results on the Manager dashboard to show Return On Investment.
To give a manager a high level overview of Return On Investment I created a graph where they can see their team performance. I also added a chart view to make comparison by each employee easier.
data visualisation on manager dashboard
Individual employee pre- and post-training assessment results that communicate Return on Investment
graph
Distinct colors and shapes ensure data accessibility
chart
Patterned colours ensure data accessibility
/ chapter 5
handoff
When handing off design for development, I marked spacings and interactions to eliminate misunderstandings with engineering team.
To ensure that things are developed according to the design, in my handoff file I defined paddings and margins, interaction and hover effects as well as the user flow.
notes for devs in the handoff file
Indicated margins and paddings
Indicated interactions
Added notes for dev team
/ outcomes
I brought ROI info on the enterprise dashboard to strengthen B2B offering. I streamlined design process.