A Learning Management System that improves soft skill development by raising awareness of learners and supporting analysis for instructional designers.
As the only designer in the team, I got my hands deep into the whole research process with the Researcher and led the ideation process in collaboration with the Product Manager. After individually worked on the iterative prototyping, I supported the Engineer to launch this learning management system on client's canvas site which got approved to be included in the official product.
INTENT
Capstone Project @CMU with Management Concepts (Client)
TEAM
1 UX Designer (ME)
1 Product Manager
1 UX Researcher
1 Engineer
DURATION
7 months
MY ROLE
End to end product design
Project Overview
Background
Management Concepts is working to improve learners' soft skills
Management Concepts is a company that provides professional training for certifications. However, they found the students still struggled with their next job even if they passed the exam. Therefore, Management Concepts designed a new course that also provides activities for practicing soft skills required in learners' future work besides the traditional hard skill contents.
Problem
Learners and instructional designers still focused on hard skills
However, learners and instructional designers are still in the old mindset. Learners still focused on memorizing contents. And instructional designers still only have access to hard skill performance. There is no support on what and how to improve soft skills.
Solution
A soft skill based dashboard to raise learner’s awareness and help instructional designers improve their design
With the Learning Dashboards, learners and instructional designers can both check the soft skill mastery level from performance visualization. For learners, skill performance trend helps them identify the weaknesses in each skill. For instructional designers, course effectiveness analysis helps them find the most efficient activity for each skill.
Highlighted Experience
As instructional designer and learner:
We can see the overall soft skill mastery level
As a learner:
I can reflect on my skill development based on progress
As an instructional designer:
I can compare how activities supported skill improvement
Impact
Our solution received wide appreciation within the company
Approved!

Our solution got adopted to official product by the CTO

⬆️ 26%

The SUS score improved from 73 to 92

⬇️ 30 mins

Reported time reduced for course revision

CLIENT REQUEST
How might we help learners improve the soft skills while supporting instructional designers design better courses?
Research
Based on Learning Science, before making any effective changes to a learning experience, we need to first identify the gap between desired learning state and current learning state as the goal of the new experience. Therefore, the goal of our research is to identify:
Desired State
What makes a competitive worker at work from Subject Matter Experts (SMEs)
Current State
How learners & instructional designers are currently gaining soft skills from target learner
Learning Gap
What's the missing part in the current learning experience?
Expert Interview - What makes a competitive worker at work?
Soft skills and professional mindset is critical for real work
We first interviewed 12 Subject Matter Experts on what makes a good learner and identified three key traits that tell apart an experienced employee from a novice learner.
Competitive Analysis
Key Insight:
Real-time and transparent feedback is a key feature in most LMS platforms. It helps learners gain actionable insights.
Literature Review
Key Insight:
Guidance, feedback and reinforcement are important organizational factors that contributes to transfer of learning
Expert Interview
Key Insights:
Learners need to apply regulations flexibly and innovate to meet various requirements in work place.
Instructor Interview
Key Insights:
Authentic tasks are the key experiences that helps connect theoretical knowledge with real working scenarios.
User Interview - What's the current learning experience?
Learners lack awareness and instructional designers lack strategies for soft skills improvement
We also conducted 4 focus group with 2 teams of instructional designers and 2 teams of potential learners. It turned out that they are not in the same mindset with the experts, which impedes the development of professional skills.
Design Goal
01

Help learners develop learning strategies by raising awareness of soft skills

02

Help instructional designers improve the course by supporting instruction analysis

Why is skill mastery hard to measure?
From SMEs we learned: Advanced learners often focus more on soft skills, professional mindset and reflection during training
We first interviewed 12 Subject Matter Experts on what makes a good learner.  After the initial interview, I scheduled an affinity diagraming session for insights interpretation. And we identified three key traits that tell apart and expert from a novice learner.
Competitive Analysis
Key Insight:
Real-time and transparent feedback is a key feature in most LMS platforms. It helps learners gain actionable insights.
Literature Review
Key Insight:
Guidance, feedback and reinforcement are important organizational factors that contributes to transfer of learning
Expert Interview
Key Insights:
Learners need to apply regulations flexibly and innovate to meet various requirements in work place.
Instructor Interview
Key Insights:
Authentic tasks are the key experiences that helps connect theoretical knowledge with real working scenarios.
Design challenge #1
How might we measure the professional skill for client, learners and instructional designers at the same time?
Current probelm

Skill mastery can't be simply measured by questions

With
System analysis

With the service blueprint, we decided to take training content rather than future work as the touch point for measurement

Based on the initial idea, I mapped user outputs and inputs into a service blueprint, where instructional designers can get learner performance as evidence, while learners can receive and keep track of instructor feedback easily. And as the owner of the system, Management Concepts could get the learner performance that shows the impact of the instruction.
Ideation

After the brainstorming and workshop with clients, we landed on two ideas: "Recurring Learning goals" & "Progress Dashboard"

Based on the initial idea, I mapped user outputs and inputs into a service blueprint, where instructional designers can get learner performance as evidence, while learners can receive and keep track of instructor feedback easily. And as the owner of the system, Management Concepts could get the learner performance that shows the impact of the instruction.
Focus more on learner reflection and improvement
Focus more on instruction iteration
What if we combine these two ideas?
Solution

We decided to build a dashboard that

User flow of how the system works
Design Challenge 1
How might we raise learners' awareness on professional skills?
Current Problem
Ignorance of professional skills leads to weak learning strategies
Instructors reported that most learners just rigidly memorize course content, which can’t be directly applied to their future work due to their weak mindset on professional working.
Hypothesis based on theory
Highlighting soft skill related information guides learner reflection
People’s positive views of the self can even lead them to have an unconscious preference for items or stimuli that remind them of themselves (Leary, Tambor, Terdal, & Downs, 1995).
Based on social science, people are naturally attracted to things that are relative to themselves. So ideally highlighting information about soft skill can attract and evoke learners to reflect on their soft skills.
Design exploration
Three granularity of soft skill information from general to specific
Getting inspiration from the theory, I prototyped for highlighting three kinds of soft skill performance to get the attention of the learners.
Concept validation
Score trend motivated most learners to reflect on their soft skills
I then conducted A/B test with 10 learners to see which option motivates most learners to check the weakness of their professional skills. It turned out that the score trends provides the proper amount of information to attract learners' attention on skill improvement.
Iteration
Reduce confusion of score fluctuation by allowing categorization
Even though the score trend was proved to be effective, there was one common problem that learners asked during the task:
🤨
"Why is my score so fluctuated?"
That's when I realized different kind of activities have different difficulty level, it's confusing to put all the activities on one line. Therefore I added a filter to highlight on selected type of activities. And since line chart is inefficient showing different categories, I changed it to the bar chart.
Final decision
Color-coded activity filter for skill progress analysis
Design Challenge 2
How might we help instructional designers evaluate the course effectiveness on soft skills?
Current Problem
The impact of instruction is unclear to instructional designers
Currently, Instructional Designers can only rely on learning theories to design activities for learners. They have no evidence to prove which kind of activity is more effective or the effectiveness of instruction as a whole. Therefore it's hard for them to iterate the course.
Research Insight
Instructional designers want to compare effectiveness to identify problems and make better decisions
Currently, Instructional Designers can only rely on learning theories to design activities for learners. They are curious about which kind of activity is more effective or the effectiveness of instruction as a whole. So that they can identify the potential problems and iterate the course.
Solution brainstorming
Visualize the relationship between skills improvement and course contents
To figure out the best solution to visualize the instruction impact, I facilitated a brainstorming session with the team.
After discussing how each idea could support impact comparison, we extracted three key function:
Enable filter with different granularity for further inspect
Use line chart since we want to highlight the skill improvement
Provide text insights to interpret the chart
First version prototype
Compare course effectiveness between course versions, cohorts and skills
Taking the insights from the brainstorming session, I delivered this line chart with sidebar filter which allows instructional designers to compare the relationship between versions of instruction and skill improvement.
Concept validation
Our client are not familiar with using filter and reading charts
After testing with 4 instructional designers from our client, I noticed that they are "text people" rather than "data people". So they find it hard to getting expected insights from the chart.
🤯

Instructional designers failed to interpreted the charts (3/4)

😵

Instructional designers failed to explain the function of filters (2/4)

Iteration
Translate chart comparing process into hierarchical text
Instead of using chart, I translated the key data points they need to compare into text and reorganized the data as the comparing process. In this way, instructional designers don't have to interpret the chart on their own. They just need to simply follow the structure of the page and read the insights.
final decision
Filter bar with accordion for one-click impact comparison
Design system
Aligning with client branding to reduce learning cost
Result
Evaluation
The solution got approved by the CTO🥳
At the end of each testing session, we invited participants to rate the system's usability. It turned out that the SUS score of our product raised from 76 to 92.

We also gained appreciation from various stakeholders of our client, from marketing to instructional designers to technicians. And our solution also got approved by the company CTO to be part of their product. Very exciting!
Collaboration
"We are always here to support you"
During the 7 months project, we got to know each other and became the best supporter for each other. Even we were assigned different rows, everyone got 100% involved into all the process. I really appreciate this valuable opportunity to conduct interviews, facilitate workshops, sketch out backend solutions and inspect for pixel-perfect frontend development. That's why we can got each others' back and perform as a team during interviews, meetings and presentations.
Key takeaways
Analyze real data before doing visualization
At the beginning, I chose line chart for showing score trend just based on the basic guidelines. However, the real data is actually confusing when shown with line chart. To avoid the same problem, always check the content before putting a placeholder during prototyping.
Common patterns are not always right
Even if enterprise products have many existing layout and patterns, they may not be effective for all kinds of users. We should understand the prior experiences of the target users before landing on any decisions.