A CASE STUDY ABOUT

UX Strategy & UI Design

This case study walks through how I built a cross-platform Goals & Tasks feature to structure coaching sessions, clarify product value, and drive adoption. Fast decisions, tight constraints, real impact.

The Opportunities

From Users to Clients, Everyone Wanted to See the Value

After launching our career coaching platform, early feedback pointed to key opportunities to improve the experience and help us stand out in the market:

  • User data revealed a need to clarify product benefits

  • Coaches asked for tools to guide conversations around goals

  • Clients wanted insights to support growth and retention

The Result: A Goals & Tasks feature promised structure and could expand our toolkit.

The Challenges

Navigating Systems, Big Ideas, and Limited Resources

  • Design System vs. Flexibility: We had a design system for mobile, but not for web. I needed a scalable, multi-platform solution.

  • Innovation vs. System Constraints: Competitive research revealed great ideas, but our design system couldn’t support them all.

  • Speed vs. Adoption: We were limited on time and needed user research fast to give us a sense of adoption.

My Role: Lead Designer

  • Led – User flow and key interactions/component building.

  • Collaborations – PMs, designers, engineers, and product marketing.

  • Focus – Global scalability, branding, accessibility, and prototype testing.

User Research, Persona Development, and User Flows

Fast Research, Real Users, Actionable Flow

Our clients needed data to justify their investment, and we needed something testable fast. Instead of waiting for perfect insights, I focused on quick wins to help us learn earlier & design smarter:

  • Tapped into accessible users for quick interviews and early feedback.

  • Created proto-personas using qualitative insights and stakeholder input.

  • Mapped key features into a user flow based on our primary proto-personas.

Spectrum Mapping & Proto-personas 
| First, I interviewed accessible users about their habits and expectations around task management tools.

I then used Spectrum Mapping to group behavioral patterns...

...and turned them into Skeletal Personas to guide feature direction.

Thanks for reading!

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