Senior Product Designer at Moonpig PLC • MCR, UK 🐝
This case study is for a real paying client at thestartupfactory.tech, but the names of the business and the people are changed for anonymity.

ClosedBox is a training and development consultancy, teaching "soft" skills to employees such as leadership, delegation, or critical thinking. A pair of work colleagues, one managed by the other, sought to productise part of their offering as a tech product.

After positive initial conversations, development had begun in earnst, but I quickly found the project struggling with a consistent direction and fact based decision making. What's more, the project was geared up to spend it's entire £300k budget before involving a single end user.

For me, that prompted the question:

HMW gain confidence in and influence our product direction and decision making, before spending the entire budget?
Snapshots from the workshops and user testing sessions I conducted.

Overview

First an overview of the roles I assumed, the skills I used, and the team I assembled for the job.

Roles

  • UX Consultant

Timeline

  • 2 weeks

Skills and techniques

  • Design Sprint

Approach

I arranged and performed a Design Sprint to:

  • Engage key stakeholders
  • Gain everyone’s understanding
  • Make our thinking tangible
  • Perform timeboxed interviews with users

Running Design Sprint 2.0

I used the Sprint 2.0 methodology from AJ&Smart. There were a few reasons I opted for a Design Sprint:

  1. Our target users had up to 14 hour work days; we needed to be efficient.
  2. We needed clarity as quickly as possible, to determine if we were digging a rabbit hole.
  3. Gathering buy-in was easier using a tried and tested methodology.

In addition, I made some some modifications for my use case.

Modification #1: Workshop format

Since the ClosedBox were based over 1 hour away, and the co-founders could only spend one day per week with us, I broke things down into a series of bite-sized workshops.

Modification #2: System modelling

We had different understandings, and different ways of expressing that knowledge.

Everyone seemed to have different understandings. I asked everyone to draw how they understood the problem domain and share it amongst ourselves, before consolidating it into a single view. See ‘drawtoast.com’ for more.

Modification #3: Internal ideation

I made a judgement call to rely on the clients’ strengths and include them during idea selection, whilst educating my team further during ideation.

Modification #4: Note-taking delegation

In hindsight this was the most powerful. I convinced one of the co-founders to take notes during test day, resulting in them gaining a deeper appreciation for our target users.

Seeing is believing.

This was the digitised map of what happens after a course was delivered.
The final storyboard, once we picked which idea we wanted to learn from.
The final prototype, assembled in Figma.

Challenges

I was only able to involve one of the co-founders directly in the user testing phase. Ultimately, they saw the need to pivot while the other co-founder did not.

A debrief is no substitute for experiencing the learning first hand.

Outcomes

After debriefing the client and our internal team we made a pivot of the project, and launched a pilot test at 50% of the budget spend. Previously this had been 90% or higher.

In addition, I found out one of the co-founders left some time afterwards, and a year later started their own version based off the learnings from our Design Sprint together.

At the end of the day, it's about calculated risks, and I wish them both success.

You’ve successfully subscribed to Chuck Rice
Welcome back! You’ve successfully signed in.
Great! You’ve successfully signed up.
Your link has expired
Success! Check your email for magic link to sign-in.