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CapSource Digital Transformation

 
 

Leading CapSource’s Digital Transformation


Company Overview

Experiential Learning is a hands-on approach to education encourages and requires students to apply what they’re learning in the classroom to solve real problems for companies. CapSource provides educators with an easy-to-use software platform from which they can quickly build experiential learning programs at scale.


Role

Lead UX Designer, responsible for managing a team of junior designers

Time

15 months, on-going

Tools

Figma, Miro, JIRA


The Challenge

Lead the redesign of CapSource Connect during platform migration from Wordpress to Vue.js and expand feature set.

Business Goals

  1. Position Capsource as a modern technology company by not only upgrading the tech stack but the look, feel and user experience of the platform

  2. Become a self-service platform by productizing the services that CapSource provides


 

Connect V2 (Wordpress)

Connect V3 (Vue.js)

 

From forms that seem to never end…

 
 

…to intuitive, user-friendly experiences.

 

User Research

Currently, the business relies on internal teams to provide “services” to educators. To move Capsource toward a self-service model, we conducted a series of interviews with internal Capsource members, as well as intended users.