Delivering on Education

Everfi

2022-2024
From kindergarten to retirement, Everfi builds a compelling digital curriculum that demands thorough research and design planning to engage with users. Everfi had a storied list of bespoke educational courses but most patterns and process' were not well documented. There were many inefficiencies and gaps in the cross-functional team process that caused delays in onboarding and execution.
Design Lead
Product Design
UX Design
Wireframing
A/B Testing
Art Direction
Strategy
Understanding Problems
  1. Platform and course teams used an extensive library of bespoke layouts and patterns that were only referenced through past product tribal knowledge.
  2. Users were employing trial and error to complete courses without actually learning and retaining the information in educational courses.
  3. Third party unmoderated testing was initially the only insight into how our products were being explored and interpreted.
Planning
Audit Early
As part of my onboarding I reviewed all recent courses and noted the variations in design system application. Teams had been solving similar problems by borrowing solutions, without full adoption of templates and patterns.
Build a Database
Taking full advantage of the research data, I pulled from old course work to synthesize hidden insights. There was a wealth of information that had been compartmentalized in each build. The first step was to collect and categorize all of this data into a coherent confluence database for all teams to see.
Findings
User Interactions
Younger users were speed running and not retaining information. Elective learners wanted less 'gamified' content. After extensive testing I found the solution was finding common ground with cohesive patterns that were engaging without overwhelming users.
Create Structure
Teams created custom patterns to address similar user goals, often iterating on the same concept. My goal was to identify outdated patterns and rebuild them using auto-layout for improved efficiency and consistency. In turn this removed guesswork when building future coarses and the amount of hours spent in QA.
Layout
Wireframe
I led the wireframing process for the platform, ensuring a seamless experience for educators and administrators. My focus was on intuitive navigation, scalable information architecture, and clear data visualization to support student progress tracking and curriculum management. Collaborating closely with product and engineering teams, I designed wireframes that balanced usability with the platform’s complex functionality, setting the foundation for an engaging and effective financial literacy experience.
UI Design
Building on the foundational wireframes, I designed a clean, engaging UI that brought clarity and accessibility to the platform. I reduced lifestyle imagery to reduce visual clutter, incorporating a balanced color palette, intuitive typography, and interactive elements that guided educators seamlessly through curriculum management and student tracking. Emphasizing hierarchy and usability, I refined the interface with thoughtful spacing, accessible contrast ratios, and visual cues that enhanced navigation. The final design not only aligned with the platform’s educational goals but also provided an intuitive and scalable experience for users.
Refine
Dated Components
I refreshed outdated components like dropdown menus by streamlining interactions, improving accessibility, and modernizing visuals. Replacing clunky, multi-step selections with intuitive, responsive elements reduced friction and enhanced usability. Thoughtful use of spacing, animations, and clear affordances made interactions feel more fluid and engaging while ensuring consistency with the platform’s updated design system.
Research
Actionable data usage
With users ranging from 12 to 75, testing was previously limited to unmoderated sessions on Trymata. I built a business case for in-house testing to provide actionable real-world data for current and future builds. Persistence paid off—our team cut four hours from the intake process, freeing up product hours and securing moderated testing with end users. This gave us deeper insights into how the product was implemented and shared, allowing us to refine current builds and inform future iterations.
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