{
Brightwheel Case Study
}
Our in-app messaging works like a broken email inbox

{
SUMMARY
}

I led the UX, UI and research on a two-person team with Brightwheel, a "Shark Tank" funded, real-time student update platform that strengthened bonds between early childhood educators and parents.

I helped build an iOS messaging feature that solved users exiting the app with a 90% user success rate, enabling educators and parents to trust messages, increase daily engagement, and created a valuable feature to grow platform adoption.

Final messaging experience

{
PROBLEM
}

“We didn’t design...to be forward thinking”

Brightwheel, was providing an outmoded messaging feature that worked like a broken email inbox.

It confused users.

Messages could only be sent out but not replied to and each response required a new message to be created without a connection to the previous one. Forcing users to use alternate platforms, leading to low engagement and resistance of school districts to adopt.

“Teachers use direct cellphone text messaging to talk to parents. We didn’t design the messaging platform to be forward thinking. It's old and we punted the design to handle it later.”

-Project Manager, Brightwheel

Brightwheel on 'Shark Tank'

Before: What I inherited

{
SCOPE & AUDIENCE
}

This project had a tight 4 week deadline with minimal access to their internal engineering team and no design system or internal UI assets available to us. We had 30+ participants: Parents and Educators with varying levels of experience. We worked with distributed research methods (remote testing, surveys & interviews), and included 1:1 in-person testing and user interviews as the project went on.

Teacher using Brightwheel to update Parent

{
INITIAL USER TESTING
}

I used a task-based research approach and turned to parents and educators to help identify pain points in the messaging experience.

"Try to complete tasks within the brightwheel system":
1:
Send A Message
2: Reply To A Message
3: Find Old Messages & Responses

“Where do the messages go? I’d just use the phone number to call the teacher or school directly and not use the message feature if it didn’t work well enough.”

-Parent

Research: Parent interview

Research: Brightwheel user permission tree

{
Double Diamond method
}

● I led the 2 person design team

● Conducted daily scrums

● Communicated directly with stakeholders

{
UX AUDIT & COMPETITIVE ANALYSIS
}

I conducted an audit of the Brightwheel app and compared it to industry standards and best-in-class features expected by users.

Competitive Analysis

1: (Severity Rating: 3) Lack of clarity, may not follow standard common ‘profile setting’ standards ‘Edit’ needs to be represented differently

2: (Severity Rating: 4.5) Inaccurate validation of system status, Notification Badge seems to disappear at random

3: (Severity Rating: 5) Lack of user control, calendar has no integration with messaging, including reminders

4: (Severity Rating: 4) Lack of consistency and inaccurate system status, No notification of messages, alerts/emergencies in activity feed

{
SURVEYS & INTERVIEWS
}

Problem: How do you overcome not having access to actual users of the platform?

Answer: Get Scrappy.

We were told we’d have access to brightwheel users, educators & school administrators. Unfortunately, we learned that wouldn't be possible. So we relied on our own network to find parents and educators to survey and interview.

I conducted two surveys, inviting 19 participants to take part. I was looking for specific qualitative and quantitative data regarding the context of why messages are sent: Under what topics & circumstances were they messaging? What methods did they trust the most & why?

We followed up with in-depth remote interviews of 2 Early Childhood Educators. One was a School Administrator responsible for 6 Campuses in the SF Bay Area. These interviews were key influencers on our solution.

“To build trust, a core characteristic is message reliability and continuity with responsiveness.”

-Alesia, School Administrator

{
KEY FINDINGS
}

During a stakeholder meeting we presented our findings:

●Educators often communicated with groups of 10-12 & worried that the message system could undermine their ability to communicate clearly.

● 20% of Educators were worried their messages never made it to their intended audience.

● All users were unable to reply directly to messages, they had to create entirely new messages to respond and parents needed clear transparency to whom they were messaging.

● Educators use communication platforms 400% more than Parents, Teachers communicate with parents at least once a day (Teachers with teachers at least twice a day) with two points of contacts to engage with for every child.

● 30% of Parents communicate with teachers off of school communication platforms for school business.

“Am I doing it right? It’s strange to not have a log of my sent messages combined with the message I am responding to."

-Parent

Brightwheel affinity diagram

{
Define & Decide
}

Brightwheel users were not confident messages were relayed due to lack of system transparency and accountability, causing users to exit and use alternate methods of communication.

How might we improve Brightwheel’s messaging responsiveness so that it builds trust & accountability, increasing daily usage and lowering user churn while improving platform adoption?

{
research:
HEURISTIC UX Audit
}

I used ‘Nielsen Norman 10 Usability Heuristics for User Interface Design’ to conduct a heuristic UX evaluation of the current app. Using Severity Ratings to evaluate, I identified 50 pain points over 15 screens and supplied stakeholders with detailed reports to gather feature buy-in.

1: (Severity Rating: 3) Lack of clarity, may not follow standard common ‘profile setting’ standards ‘Edit’ needs to be represented differently

2: (Severity Rating: 4.5) Inaccurate validation of system status, Notification Badge seems to disappear at random

3: (Severity Rating: 5) Lack of user control, calendar has no integration with messaging, including reminders

4: (Severity Rating: 4) Lack of consistency and inaccurate system status, No notification of messages, alerts/emergencies in activity feed

{
Decide: HMW...
}

How might we improve Brightwheel’s messaging system so that it helps build trust, confidence, and accountability between educators and parents?

Must have core design values for our solution:
Transparency: Who are the messages being sent to and coming from?

Accountability: How confident are users that the messages are being received and/or read?

Responsiveness: The system must inform users that an action was taken.

{
IDEATION & SCENARIO BASED TESTING
}

Must have core design values for our solution:

Transparency: Make clear who messages are being sent to and coming from.
Accountability: Build confidence to users that messages are being received and read.
Responsiveness: The system needs to inform the user that an action was taken.

I developed a ‘Bake Sale’ scenario that could fit into our users journey, allowing us to separate all of the features an Educator would need to organize a school event.

Tasks for our Bake Sale paper prototype test included:
1: Start a Group
2: Name the Group
3: Message the group
4: Reply to a message
5: Remove a Participant from a Group
6: Archive the Group

All users were successful completing this flow in our initial user tests, feedback included making changes to settings icons and avatars.

Scenario workshop

Sketching & Dot voting

Whiteboard wireflow

Task based user test, task list

{
PROTOTYPE, TEST, AND STAKEHOLDER
BUY-IN
}

With stakeholder approval, we used Sketch and Invision to refine our sketches into digital wireframes and after another user test asking users to complete our scenario, we found some key takeaways:

● Naming groups was not apparent.

● Read receipts weren’t entirely clear

● Asset spacing, there was a risk of a ‘fat finger’ error when tapping buttons.

User test, paper prototype

Mid fidelity wireframe

Annotated wireframes

User testing

{
wireframes, prototypes, testing & stakeholder
buy-in
}

The next stage was putting our refined user tested sketches into digital wireframes. Using Figma, Sketch and InVision to accomplish this prototype I gave users the same tasks to accomplish. All users said the experience felt comfortable and easy to use.

Some key takeaways were:
Asset spacing, there was a risk of a ‘fat finger’ error when tapping buttons. Naming groups was not apparent and read receipts weren’t entirely clear.

With these changes in mind:
We created a walk through of the messaging screens used in this scenario and sent annotated wireframes to Brightwheel stakeholders to get everyone on board with the direction we were headed.

Final Brightwheel in-app messaging experience

Final Brightwheel in-app messaging experience

{
contact
}

I'm always open to friendly emails!

alex(at)dangerousdesigner.com

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