Wiz Partners
Manage school admin work at ease
/ B2B SaaS CRM
CLIENT
Wiz Robotics
MY ROLE
End-to-end Product Designer
TIMELINE
March 2024 - Present
TEAM
Jamie Tang, Software Engineer
Jack Zhou, PM & Owner
Jenny Wang, End User
Yichen He, Design Advisor
/ INTRO
In the Wiz Ecosystem, we needed a new product for the back of the house that manages daily admin tasks and drives growth. I led the end-to-end design process for the web experiences that empowered the user with a more systematic tool.
It also unlocked the potential for the company to sell the product as a subscription service to other educational programs.
/ CLARIFICATION
Before we start …..
I've worked on 8 different workflows simultaneously but only chosen 2 of the most impactful and innovative workflows for the case study.
Other Screens from Wiz Partners
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/ IMPACT
What difference did I make?
The Wiz Partners is the first B2B SaaS CRM in the whole Wiz eco-system and I was proud to be the designer who led and designed the end-to-end experiences from 0 to 1.
/ THE PROBLEM
The dusty old tool is costly
We were losing both customers and revenues. The old admin tool is not growing nor supporting Wiz's fast growing business. Manual work that lack of transparency were still involved and needed a drastic change.
Previous Wiz Partners Platform Audit
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/ BUSINESS CHALENGES
Wiz wants to grow, fast
It is obvious that the existing tool is not helping or empowering Wiz to grow the business in multiple aspects: lack of features and data points, does not drive sales or growth and the product is not scalable.
Main business challenges
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/ PERSONA
Jenny would love to get some help
Jenny is the Admin team lead, a teacher and also the mother of the owner. She shared the challenges, stories and goals through interviews with us as guidelines.
Major challenge from the admin lead
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/ THE CHALLENGE
How may we help admin better manage customers at scale and drive growth?
/ PROBLEM-SOLVING
Identify the Problem
To make sense of the first stab at the design, I mapped out the user scenarios at the very early stage - enrollment and purchase of the first class to ensure we got right for the first part of the user experience.
Identified problems and whys
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/ SOLVE PROBLEM 01
Enrollment for multiple students at one time
Current Usability Blocks
The existing workflow of registering one and multiple students showed us the clog - repetitive steps and less clicks!
Solution Exploration
After team reviewing, the operation team agreed that we need to put new kids under the same "team lead" - guardian and admin staff - to cover two scenarios.
- Group activity with a team lead
- Children from the same household
Instead of registering the parents/guardian, the user can quickly choose the person from a dropdown menu as adults are most likely already registered in the system.
The student registration page enables the user to add as many as they want as long as they want them to be in the same “group” or “household”.
/ ITERATION
Collaborative and rapid iterations
We've worked through 6 different rapid iterations and all team members contributed their inputs and feedback. Here is one selected iteration.
Final Enrollment Workflow
/ SOLVING PROBLEM 02
Purchase multiple classes for multiple students at one time
Current Usability Blocks
The existing workflow of purchase multiple classes for multiple students showed the same clog - repetitive steps and clicks can be simplified.
Identify New Money Data
Currently, users can only manually type in discount codes, but Wiz offers more types of discounts. We need to cover all the discount types and optimize the promotion to drive sales.
To help customer place order with confidence for multiple students with multiple classes in the cart, all types cost details need to be clearly illustrated clearly to keep them informed at all time.
Solution Exploration
Considering we already have a workflow to link students, I incorporated the result into the purchase flow as a “hint” so the user can encourage or remind the customer to add more students for purchase.
Different discount types are also part of the workflow and users can easily use the hint note or add special discounts as needed.
/ ITERATION
Collaborative and rapid iterations
We've worked through 6 different rapid iterations and all team members contributed their inputs and feedback. Here is one selected iteration.
Final Purchase Workflow
Project Takeaways
The whole process back and forth took us around 5 different iterations to have the final winners. It was such a success to be able to solve the early stage burning problems and move forward with more confidence.
Here are some of the main impacts from the new workflows:
