All Posts in Product Development

February 17, 2020 - No Comments!

What Are You Selling? UX Solutions for SaaS in edTech

When it comes to designing software-as-a-service, or SaaS, it can be difficult to decide where your marketing site ends and your product begins.

How do you create clear boundaries between the free and paid features for your product through UX and visual design? How do you communicate to your user the value of your SaaS without giving away the farm?

It might be tempting to only give users a small taste of your product's full capability. After all, you don't want to attract a bunch of hangers-on who never convert to paying customers!

However, we've found that the more you "give away" before asking users to convert, the better engagement you'll have with your product. That's because most users want to see and experience the value of your product in their own lives before committing to a paid model.

This can be true in edTech, too. For example, you might have more opportunities to convince teachers that your video lessons have value in their classrooms if you don't paywall all of your video content immediately. By letting teachers use more than one video and build lessons around your content, you'll be more likely to convert teachers into paying customers. You'll also have a better chance of transforming them into advocates for your product.

But, as edTech products become more complex, the "freemium model" for SaaS only gets you so far. If you're developing a product for teachers that collects outcomes and data, you'll need to consider even more carefully where your product's marketing experience ends — and when you've given away too much.

What Are You Selling? UX Solutions for edTech SaaS

A user's sales experience with SaaS is closely tied to their understanding of the product's experience and design. How does your product look and feel? Is it more powerful or easier to use than the product they're currently using? Good UX and visual design helps users build trust with your brand, even as they begin evaluating whether your product will solve their most pressing pain points.

Before you can attract new users to your product, your product and sales team will have to identify the SaaS model that gives away just the right amount of content. Here are the three most common UX solutions for SaaS and how you can align your edTech product goals with the right one.

    1. The "Freemium" Model
      Works great for:
      specialized course content
      There's a reason marketing departments love free trials — they work! High-quality free content teases visitors to integrate tools into their daily lives. Ultimately, you want the tool to be so valuable — and the content to be so effective — that your visitors convert into paying customers. For both free and paid subscriptions to thrive, your company must commit to continuously innovating you product. After all, attracting new potential customers gets harder as you go. Improving the free version of your edTech product will become just as important as developing the paid version when it comes to attracting and keeping new users. When our client SuperD!Ville launched their new site, we recommended including a "freemium" content area for new users. Their "Episodes" page now showcases a range of helpful video resources for teaching students social-emotional skills. One of the videos is free, and a subscription is required to access their other active learning tools. Even with access to limited content, SuperD!Ville users get a taste of how powerful the lessons are in their classrooms and begin to envision how they'll use additional, paid resources.

 

    1. Separate product and marketing sites
      Works great for:
      long-term, complex solutions like curricula or student assessments
      It's not easy for educators to determine whether an entire curriculum will work in their classroom or school district if they only have access to a product for 30 days. What truly convinces administrators in this case isn't free access — it's efficacy data. The best way to present this data is often by creating a separate marketing site that targets the decision-making administrator or educator persona. On your marketing site, present case studies that illustrate real-world ways your product has made a difference. Discuss how the product can be integrated into what teachers are already using. Provide testimonials from users and build a community of champions. Each of these tactics will make a persuasive case for why an administrator should adopt a curriculum or a specific student assessment. Leverage the early UX research you conducted to fine-tune which product features and data will be most compelling to this persona.

 

    1. Integrated SaaS solution
      Works great for:
      Data-driven tools, products with complexity and depth
      Integrated solutions give users a limited set of all features, but prompt users to unlock additional features by subscribing or paying a fee. From a marketing standpoint, you're showing off your best product features even as you help users learn how those features are integrated within the workflow of the product. Unlike other models, your conversion opportunity arrives at the most critical moment for your user — right when they want a deeper outcome or result from using the features of your product. Early in the planning and research process, you'll need to decide whether your product can be sold directly to teachers or school administrators. Are you providing an enterprise solution that has to be adopted at higher levels? Or are you providing individual teachers a powerful tool for their individual classroom?This may also affect the types of licenses your sales team will offer, as well as the different levels of features that could be unlocked within the product itself. Will you lead users strategically toward a rolled-up sale to gain access to a broader market? Foster collaboration between your UX team and the sales team early in the design process to create the best possible experience for your users.

 

User-centered approaches to edTech SaaS require a sophisticated approach to user research, product design, and marketing. The more your UX team collaborates with major stakeholders to identify the best experience for your users, the better your product's content, features, and sales experience will be.

 

February 6, 2020 - No Comments!

Addressing Design Feedback: How to Keep Your Project Moving Forward

Seeing the visual direction for your edTech product for the first time is nerve-wracking. After all, you have a lot riding on the appeal of your product. And you just invested major time and resources in the development and design process.

Hopefully you love what your UX/UI team created as soon as you see it. More often, it takes many conversations to arrive at a design sweet spot.

Whether you're pleased or baffled by the initial design pass, years of experience have taught us how to present UX design effectively and keep a project moving forward.

Here are five common responses to visual design we encounter every day, and how we help our clients stay on track.

1. "Will our users really go for this?"

In edTech, you design for multiple audiences, from students and teachers to school administrators. Each of these audiences expects something different from a product's visual design. However, it's common for a product's stakeholders to have difficulty seeing how user expectations are being met through design.

That's why Backpack Interactive spends so much time during the UX planning phase getting to know your users. By the time we get to the visual design phase, we understand what kind of experience your user base expects when they power up a product. We know which tools your users interact with and whether they look similar to the one you're already building.

When we worked with WNET on their Mission US game platform, we presented a sophisticated design for middle and high school students. Mission US is a complex storytelling game that invites students to choose their own first-person adventure during famous moments in U.S. history. Mission US has stunning visuals and encourages complex decision-making, which makes it a compelling learning tools for students.

We researched other first-person games students play and love, and our findings impacted layout and design features for the site. For example, a video trailer that previews the game draws students in. It's not a typical design move for edTech, but we knew the game's cutting-edge visuals would speak to students using WNET's resources.

When we explained these decisions to our client in the first visual design meeting, it gave us the opportunity to tie important design choices back to the project's original goals. For example, we wanted to ensure that students knew where to go and what to do to begin each game. This priority was reflected in our design choices, layout, and call to action placement. We also decided to change the original design to make teaching and educational resources equally as important as gameplay. Educational content is now a main feature of the site and is easy for teachers to locate, preview, and interact with.

By conducting extensive user research and linking design choices to strategic goals, we help stakeholders understand what their users expect from a high-quality edTech product.

2. "I don't know what this is."

Have you ever been thrown by a wireframe or a user journey when you look at early product mock-ups? You're not alone.

Some of the best tools for understanding design features are the product's initial wireframes. Wireframes are like the blueprints for a house. They don't reveal everything about visual design, but they will give you and your stakeholders a sense of visual placement and important user interactions.

It's also our job to help you visualize things you can't see at work this early in the process. During the initial visual design presentation, we narrate all the interactions we can't show in 2D, like digital animations or hover properties. These are all the interactions your users will find engaging and delightful, but simply don't translate to 2D design.

We always encourage our clients to ask questions at this stage, too. When you feel empowered to ask questions, there is less confusion all around. Clear communication ensures that you have all the information you need to make the best decisions about your product.

3. "Should we add…"

It's common to get all the way through the UX planning and visual presentation phase only to feel as though you should add more features to your product.

Sometimes the urge to add new features means we haven't yet uncovered the primary goal of your product. More often, though, it's a sign that we might be trying to solve a UX problem through design — and that makes everything more complicated.

That's when we go back to the wireframes. We really want our clients to understand the structure and hierarchy of their product, so we make complex decisions about product features together.

But we also want to educate our clients about the most effective ways to design a menu or a data dashboard. Complex features like data dashboards grow and change over time. We always show clients major design features like dashboards in their beginning state, as well as how that feature will change as users generate data. When you give users just what they need, instead of everything they might want at once, you avoid visual overload and make your product even easier to use.

4. "This approach just doesn't feel right."

It's not always easy to explain why you don't like visual design. Sometimes it really comes down to a feeling or a preference. So how do you communicate more effectively about this with your design team?

This is when we start asking more specific questions about what you want to see and use "deep listening" to fuel our responses to feedback. What about the approach doesn't feel right? What will your users expect when they open this product? What's your goal for the user at this particular part of their journey?

The more we can uncover about which goal isn't being reached by a visual design, the more we can delve into user experience to deliver a solution that really works.

We'll also work hard to tell you which design decisions were based in best practices and which are backed up by data. With surveys and user stories driving the conversation, we get to the heart of the matter while ensuring that everyone on your team is heard.

5. "I like it, but I'm not sure my boss will."

It's especially important for stakeholders to participate in design presentations. Not only does a presentation reinforce your planning and decision-making, but it also creates buy-in from every member of your team — including your supervisor.

The visual design presentation is also an opportunity to take our clients through the decision-making process from top to bottom. We tie design decisions directly to UX planning and user pathways, so stakeholders can better understand how each decision in the UX planning phase reflects user expectations. We want to make sure you remember how we arrived at each UX and design decision together.

Visual design presentations are the result of a long, collaborative process. Remember: we're here to make you look good! Design presentations reflect all the careful decision-making and hard work you put in along the way. With the right preparation and execution, stakeholders will feel even more confident that you'll deliver an exceptional product users will love.

January 28, 2020 - No Comments!

Digital Product Design Lead

We believe in teamwork, complex projects, and elegant solutions for digital products. How about you? We’re looking for a Design Lead with the drive, passion and ninja design skills to help us make edTech experiences that are just better – one project at a time.

About us:

Backpack Interactive is a small but mighty creative studio, specializing in design, strategy and UX with a focus on educational technology products. We leverage nearly 20 years of experience in the edTech space to concept, design and build digital products that create transformative educational experiences for teachers and learners of all ages. As education technology specialists, we believe in the power of thoughtful design and delightful user experience to enable better teaching, learning and communication.

Role description:

We’re seeking a Design Lead to join our collaborative creative team. Working on a wide range of clients from large educational companies to small startups, you’ll architect, design, develop and produce the creative strategy, concepts and designs that fuel our mission-driven client work.

As the Design Lead you’ll be in the trenches, but also guiding the overall goal. You’re passionate about stunning, elegant and forward-thinking design. You’ll provide direction and leadership to, and collaborate with, our talented UX/UI designers and technology partners to develop powerful, user-centered experiences. You’ll present to stakeholders and guide them in design thinking. You’ll be involved in all levels of impactful educational work, and see them through, from concept to execution.

What you'll bring:

  • 6-8 years experience leading design for a variety of web products, evolving your work from idea to execution
  • Incredible design aesthetic and robust samples of your smart, conceptually-led design work, using your skills to level-up the UX and visual design for organizations
  • Proven experience leading designers, projects, and processes including insights, ideation, validation, and implementation
  • Familiarity working in an agile and fast-paced environment
  • An ability to blend craft and form – balancing pixel-perfect visual design with strategic thinking, thoughtful interactions, and systematic, user-centric approaches to problem-solving
  • Ability to get it done; As a nimble team, we’re all doers
  • Knowledge and prowess with the latest best practices, design trends, accessibility standards, and design software
  • Expertise communicating, discussing, and defending your designs to a range of stakeholders
  • Experience partnering with Engineers and Product Managers to ship work on time and scale in line with tech implementations/limits
  • How we get the work done is as important as the work we do; positivity and a can-do attitude is required
  • Ability to execute, lead, and oversee functional visual and interaction designs – including layout, hierarchy, typography, composition, UX, and UI applications
  • Relentless desire to push your limits, critique your own work and elevate the work of those around you
  • Experience working collaboratively with all levels of designers and copywriters—we want Design Leads who will be strong leaders while fostering team camaraderie

Would you like to join...?

  • A team of highly-motivated creatives that care about creating impactful products
  • An inspiring, social, collaborative and playful work environment, with an open-minded culture
  • Full health coverage, retirement matching and more

How to apply:

For consideration, please send your resume, cover letter and portfolio to jobs@backpackinteractive.com

Thanks! And if you’ve read all this way through, please include your favorite emoji in your response to let us know. We like you already.

January 15, 2020 - No Comments!

User Testing: When Technology Insights Solve UX Problems

Systematic user testing is a key part of developing any user experience strategy. Everyone on your product team wants to solve pain points as quickly as possible, and you're eager to test whether you've created something that fulfills your user's expectations.

You also hope user research and testing will give you insights that your marketing team can use to appeal to future customers. From a marketing standpoint, this testing approach seems like a win-win. But it can also leave your UX team and technologist without the technical information they need to solve real problems and offer groundbreaking solutions. 

User testing is so much more than ticking a box on the road to product launch. When you design user testing prompts that move beyond functionality, your UX team can leverage testing insights to solve complicated user problems in new, intuitive, and innovative ways.

Here's how you can ensure that your researcher, technologist, and UX team employ user research to design more effective, user-centered products:

  1. Help your UXR specialist write questions that map to an actionable goal
    Before you get to the testing phase, work directly with your research technology specialist to develop questions that align with your technology and UX needs.
    Generate actionable goals related to product design or UX that you can map directly onto specific UXR questions. This will help you get a more accurate picture of how users will interact with your product. Actionable goals also give you a head start as you consider what to do with your research findings.
    If you're developing a script, questions should center around the goal of the product rather than design elements or desired features. For example, you could ask teachers whether a product fits into their day, or whether they could use a product with a student sitting next to them. The answers to these questions will help you understand if you've met the big-picture goal of product design.
  2. Consider whether your UX problem is a technology problem
    We've all had an unexpected problem crop up during user testing. But what seems like a UX fix might instead be a technology fix. Is a user struggling because they don't have access to the right technology for the product? Will incorporating machine learning help a teacher quickly grade or assess large amounts of student data instead of having to do it manually?For example, when Backpack designs a new onboarding process for teachers and administrators, we consider whether it's appropriate for forms or data to auto-save throughout the process. Onboarding for a new product can take educators a long time, and automatically saving forms throughout the process often improves UX. However, from a technology standpoint, auto-save is a heavy lift! Without input from a technologist during the testing phase, it would be difficult to determine whether this "UX problem" could be solved efficiently on the backend.

    When UX teams and technologists work together, they're able to suggest solutions that address fundamental problems instead of expending their efforts re-designing a product's interface. Sometimes a UX problem really is a technology problem.

  3. Ensure that your UX team understands the user journey from a tech standpoint 
    In order to offer the best possible solutions, UX teams need to understand how users engage with technology. Which devices will the product be used on? Which parts of the product will get used on mobile? Who will maintain the product once it's sold? What kind of workflow does this user have? How fast is the product on the user's typical internet connection? How robust is the search function?Tech-related questions are easy to incorporate into user surveys at the beginning of the research process. Tech-driven user surveys will give your UX team all the relevant data they need to propose more effective solutions.
  4. Encourage collaboration during the solution phase
    Your UX and design teams should participate in recommendations for what happens with front-end development. Increased collaboration between technologists and UX designers makes it easier to determine whether a technological solution or an interface solution will help your users accomplish their goals best. Ultimately, you want your team to have more opportunities to explore broad, creative solutions to tricky user problems.
  5. Use accessibility as an additional tech and UX benchmark
    Designing and testing for accessibility adds expense to your bottom line, but the research and testing process contains opportunities to address accessibility without breaking the bank.For instance, a product's speed or its lightweight feel is an issue of equity. Old or poor quality hardware makes new digital products more difficult to use, but you'll still find outdated, sluggish computers in many school districts with low IT budgets.If you view accessibility as a technology issue, it's possible to incorporate the right questions into your user testing to ensure compliance—and design more accessible products in the long run.

How to Leverage User Testing to Develop an Innovative User Experience Strategy

For better or worse, you can't ask users to come up with big ideas about your product on their own.

Instead, you'll need to develop a strategic framework that takes user conversations and funnels them into user experience strategy and iteration.

Conversations that unpack user testing, overarching product goals, and technology solutions will allow your team to truly think about user experience strategy — not just generate a new wishlist of product features.

Here's how to stay on track as you prepare for user testing and delve into the results:

  • Do your homework. Once you've conducted desk research and preliminary strategic concept discussions with the product team, you'll go into interviews ready to consider what you learn through the lens of experience and expertise. 
  • Use deep listening techniques. When you use deep listening to get to the heart of a product, you uncover unexpected solutions that solve your user's problems in more innovative ways.
  • Reflect as a group. Gather stakeholders, the product team, developers, and your research technology specialist to reflect on what you learned throughout the user testing process. It's important to build in time at the end of user testing to listen. Multiple perspectives on user testing conversations often lead to "ah-ha" moments of clarity for everyone on the project.
  •  

    Whether you're months away from generating user research questions or getting ready to observe users interact with your product, look for opportunities to listen, reflect, and collaborate on technology problems with the input of your UX team.

    Not only will you hit on more innovative, user-centered technology and design solutions, but you'll also create a stronger product that solves real problems for your users. That's the kind of product destined to make a difference—and tick all the boxes for your stakeholders.