Fluxx.io is a comprehensive grants management platform. It’s a powerful product that serves some of the largest foundations in the world. Fluxx wanted to create a SaaS model of the existing product in order to serve the needs of smaller foundations, that require less customization.
- Project Lead
- Stakeholder interviews and workshop facilitation
- User Research (recruitment, scheduling, discussion guide, conducting interviews)
- User Stories
- Sketch-boarding to consolidate our knowledge and share direction with the client
- User Flows
- Screen Design
- Final deliverable: Interactive Prototype
We conducted stakeholder interviews to find out the pain points for the company and current users (via customer care feedback). From this we were able to frame our thinking about the SaaS product from the point of view of the client and identify 15 areas that caused them and their users concern.
Next, we created a hypothetical persona for the target user and set about recruiting foundation staff that fitted in the persona. We conducted generative interviews, which helped us learn about the internal processes of different foundations and the current tools they use to get the job done.
ii. Ideation and Design
Using the insights we gathered from our user interviews we updated our persona and brought all our thinking together in the form of a sketchboard. This made it easier for us to put all our ideas together and collaborate with the client to think about the design problem methodically.
Based on the sketchboard, we were about to pull out the key user tasks and stories and create a simplified user flow. During the workshop we discovered that a reductionist approach wasn't right for this work, and it was more productive for us to think about the user flow from scratch, stripping things down to the basics. We then held a workshop with the client to gather feedback, deepen our understanding and find areas that required further exploration.
We took that round of feedback and decided on next steps - investigating some of the problem areas identified and the client's riskiest assumptions through some additional targeted interviews with the potential user group; and creating a prototype that would explain our direction to the client and be suitable for validating with users. We started with interface sketches, referring back to the user flow and user stories we created.
As a final deliverable we created a 'vision' video/prototype to explain the simplified product concept to the client, which they could validate with their target user group. It provided a new way of thinking about grants management that the client used to influence their product development.