UX/UI Case Study

UX/UI Case Study

Enhancing a B2B EdTech SaaS and Marketplace for Learning Management Companies

Enhancing a B2B EdTech SaaS and Marketplace for Learning Management Companies

Product Overview

NeoBoard is a forward-thinking educational technology company dedicated to empowering educators and administrators to support student success, particularly for underrepresented students. I joined the team in May as a UI/UX design intern, focusing on developing new features for the site. This case study explores my role in designing NeoBoard’s user interface, specifically creating an Outreach Form, Outreach History, & Additional Support Services system to simplify navigation and enhance the user experience.

NeoBoard is a forward-thinking educational technology company dedicated to empowering educators and administrators to support student success, particularly for underrepresented students. I joined the team in May as a UI/UX design intern, focusing on developing new features for the site. This case study explores my role in designing NeoBoard’s user interface, specifically creating an Outreach Form, Outreach History, & Additional Support Services system to simplify navigation and enhance the user experience.

Responsibilities

Responsibilities

As the UX/UI Designer & Researcher, I led the design efforts from May 2025 to August 2025, collaborating with my teammates, CEO, developers, engineers, etc. My responsibilities included user research, wireframing, prototyping, and usability testing.


As the UX/UI Designer & Researcher, I led the design efforts from May 2025 to August 2025, collaborating with my teammates, CEO, developers, engineers, etc. My responsibilities included user research, wireframing, prototyping, and usability testing.


As the UX/UI Designer & Researcher, I led the design efforts from May 2025 to August 2025, collaborating with my teammates, CEO, developers, engineers, etc. My responsibilities included user research, wireframing, prototyping, and usability testing.


Problem Statements

While the platform offers a range of comprehensive functionalities in the Student Outreach Form & Outreach History, these features are scattered. This fragmentation makes it challenging for students and instructors to quickly access and act on critical information. These issues lead to increased support tickets, lower customer activation rates, and slower problem resolution times.

While the platform offers a range of comprehensive functionalities in the Student Outreach Form & Outreach History, these features are scattered. This fragmentation makes it challenging for students and instructors to quickly access and act on critical information. These issues lead to increased support tickets, lower customer activation rates, and slower problem resolution times.

Students were struggling to have a fast connection with on-demand meetings with faculties throughout their classes. I realized that the lack of a standardized system for easily waiting for Outreach forms to be reviewed. This oftentimes causes the instructors to spend more time on reviewing students' Outreach forms.

Students were struggling to have a fast connection with on-demand meetings with faculties throughout their classes. I realized that the lack of a standardized system for easily waiting for Outreach forms to be reviewed. This oftentimes causes the instructors to spend more time on reviewing students' Outreach forms.

Goals

Create an Outreach system that displays essential information and allows students to raise concerns in or outside of classroom, where faculties can quickly access critical insights.

Develop a Faculty Appointments page to simplify urgent/immediate sources for on-demand meetings and reduce time in waiting for Outreach concerns to be reviewed by faculties.

Target Audience

Students: Access to consistent support, clearer next steps, and more responsive services, especially when they need additional help.

Instructors/faculties: Easier navigation and streamlined requests/communications for student-specific needs.


School Administrators: Oversee learning programs and need fast, clear workflows for student support.


The Approach

Conduct thorough user research to understand the needs and pain points of students, instructors, and EdTech service providers.

Design and prototype solutions based on research insights.


Implement usability testing to refine the designs and ensure they meet user needs effectively.

Research - User Interviews

Since we are designing for students, teachers, administrators, & educators, I conducted 10+ interviews from a diverse range of schools, learning and teaching various subjects to gain a deep understanding of the users' workflows and challenges. Below are some takeaways from these user interviews that informed the design of the Student Outreach form, Outreach history, & Additional Support Services.

Pain Points

80% of students expressed a need for video call or meeting options to discuss concerns more personally.


70% of students feel unclear about the design layout and how reported cases are resolved, leading to anxiety in using reporting tools.


65% of administrators believe that the existing reporting categories do not adequately address their specific issues.

75% of instructors and students find it frustrating that students cannot easily indicate their availability for meetings, complicating support coordination.


60% of instructors express neutrality toward adopting new systems, as they feel comfortable with existing platforms like Canvas and Gmail.


50% of students indicate that external factors, such as family issues, impact their mental health more significantly than academic assignments.

Research - User Personas

Based on the people we interviewed, user personas were created to understand the unique needs and challenges of the target audience. While some of their frustrations are related to the complexity of multiple platforms, which prompted the development of other features, their specific needs guided our design decisions in developing a Student Outreach system and additional services.

Based on the people we interviewed, user personas were created to understand the unique needs and challenges of the target audience. While some of their frustrations are related to the complexity of multiple platforms, which prompted the development of other features, their specific needs guided our design decisions in developing a Student Outreach system and additional services.

Competitive Analysis

I conducted a competitive analysis to evaluate existing products in the market. This research helped identify key features competitors excelled in and gaps where users faced friction.‍

Company

Company

Gmail

Discord

Gmail

Company

Discord

Strengths

  • Real-time communication

  • Customizable servers and channels

  • Strong community-building features

  • Integrations with various apps


Strengths

  • Real-time communication

  • Customizable servers and channels

  • Strong community-building features

  • Integrations with various apps


Strengths

  • User-friendly interface

  • Robust email management features

  • Strong integration with other Google services

  • Advanced search functionality

  • User-friendly interface

  • Robust email management features

  • Strong integration with other Google services

  • Advanced search functionality

  • Real-time communication

  • Customizable servers and channels

  • Strong community-building features

  • Integrations with various apps


Weaknesses

  • Steeper learning curve for new users

  • May overwhelm new users with features

  • Not primarily designed for formal communication


Weaknesses

  • Limited collaboration tools compared to messaging apps

  • Can become cluttered with excessive emails

  • Less effective for real-time communication

  • Steeper learning curve for new users

  • May overwhelm new users with features

  • Not primarily designed for formal communication


Weaknesses

  • Steeper learning curve for new users

  • May overwhelm new users with features

  • Not primarily designed for formal communication


Gmail

Features

  • Email management

  • Labels and filters

  • Integration with Google Workspace

  • Spam filtering

Features

  • Email management

  • Labels and filters

  • Integration with Google Workspace

  • Spam filtering

  • Email management

  • Labels and filters

  • Integration with Google Workspace

  • Spam filtering

  • Texting

  • Video chat

  • Server roles and permissions

  • Screen sharing

  • Bots and integrations

  • Texting

  • Video chat

  • Server roles & permissions

  • Screen sharing

  • Bots and integrations

Features

  • Texting

  • Video chat

  • Server roles and permissions

  • Screen sharing

  • Bots and integrations

Ideations - low-fidelity Wireframes

Student Outreach: Version A

Student Outreach: Version A


Student Outreach: Version B

Student Outreach: Version B


Outreach History: Version A

Outreach History: Version A


Outreach History: Version B

Outreach History: Version B


Faculty Appointments

I organized the layout efficiently and ensure that it addresses users' concern, but the biggest constraints was designing the Student Outreach within the limitations of the app’s existing functionality, which restricted certain design possibilities.


Created different iterations through low-fidelity wireframes and explored various functional layouts and features. Here are some of the areas that I considered while designing these low-fi wireframes:


  • Categories of the Student outreach is present to allow students to indicate the issue/concerns, since students mentioned in the interviews that they want to make it look simple and easy to use when instructors receive the student's outreach


  • Including some daily and most-used functions, so that it is easier for users to organize and navigate their work

  • The design maintains a clean and consistent layout across different faculty members.

  • Included a legend feature that indicates when the faculty member are available, whether it is in-person or virtual.

  • The "Schedule Meeting" feature allows users to schedule a one-on-one meeting to set a date/time to be held in-person or online.


I organized the layout efficiently and ensure that it addresses users' concern, but the biggest constraints was designing the Student Outreach within the limitations of the app’s existing functionality, which restricted certain design possibilities.


Created different iterations through low-fidelity wireframes and explored various functional layouts and features. Here are some of the areas that I considered while designing these low-fi wireframes:


  • Categories of the Student outreach is present to allow students to indicate the issue/concerns, since students mentioned in the interviews that they want to make it look simple and easy to use when instructors receive the student's outreach


  • Including some daily and most-used functions, so that it is easier for users to organize and navigate their work

  • The design maintains a clean and consistent layout across different faculty members.

  • Included a legend feature that indicates when the faculty member are available, whether it is in-person or virtual.

  • The "Schedule Meeting" feature allows users to schedule a one-on-one meeting to set a date/time to be held in-person or online.


I organized the layout efficiently and ensure that it addresses users' concern, but the biggest constraints was designing the Student Outreach within the limitations of the app’s existing functionality, which restricted certain design possibilities.


Created different iterations through low-fidelity wireframes and explored various functional layouts and features. Here are some of the areas that I considered while designing these low-fi wireframes:


  • Categories of the Student outreach is present to allow students to indicate the issue/concerns, since students mentioned in the interviews that they want to make it look simple and easy to use when instructors receive the student's outreach


  • Including some daily and most-used functions, so that it is easier for users to organize and navigate their work

  • The design maintains a clean and consistent layout across different faculty members.

  • Included a legend feature that indicates when the faculty member are available, whether it is in-person or virtual.

  • The "Schedule Meeting" feature allows users to schedule a one-on-one meeting to set a date/time to be held in-person or online.


Ideations - High-fidelity Wireframes

Student Outreach: Version A

Student Outreach: Version A


Student Outreach: Version B

Student Outreach: Version B


Outreach History: Version A

Outreach History: Version B

Outreach History: Version B


Faculty Appointments

Usability Testing

I conducted several usability testing to determine the optimal layout and possible design changes. Implemented A/B tests to validate the impact of the Outreach system.


I conducted several usability testing to determine the optimal layout and possible design changes. Implemented A/B tests to validate the impact of the Outreach system.


There were many changes that I implemented that meets the users' needs. The Outreach layout is more intuitive, guiding users through each step during their demo.


There were many changes that I implemented that meets the users' needs. The Outreach layout is more intuitive, guiding users through each step during their demo.


Users expressed a need for a clear and organized view of their outreach efforts providing students with a comprehensive overview of the platforms.



Users expressed a need for a clear and organized view of their outreach efforts providing students with a comprehensive overview of the platforms.



Users were suggesting to have labeled sections, such as "Counseling Appointments," allowing them to easily identify and access the support they need without additional searching



Users were suggesting to have labeled sections, such as "Counseling Appointments," allowing them to easily identify and access the support they need without additional searching



Design Solutions

Student Outreach: Final Version

Student Outreach: Final Version


"Type of Issue" became a core feature of Neoboard’s design after user research revealed that students struggled to communicate and specify the issue they are having.

With the changes that I modified, users can select specific types of issues (e.g., academic, health & wellness, accesibility, or financial), this feature helps to categorize concerns.




"Type of Issue" became a core feature of Neoboard’s design after user research revealed that students struggled to communicate and specify the issue they are having.

With the changes that I modified, users can select specific types of issues (e.g., academic, health & wellness, accesibility, or financial), this feature helps to categorize concerns.




Outreach History: Final Version

The name for each case conflicts with how their issue impacts them to succeed.

This categorization streamlines communication and ensures that instructors can quickly identify and address the nature of the problem when reviewing the students' forms in the Outreach history.


The name for each case conflicts with how their issue impacts them to succeed.

This categorization streamlines communication and ensures that instructors can quickly identify and address the nature of the problem when reviewing the students' forms in the Outreach history.


Faculty Appointments: Final Version

Incorporated clear action buttons allowing students to focus on scheduling rather than deciphering instructions.

Guides users’ attention to the important elements, ensuring intuitive navigation and action performance when scheduling an appointment


Provides students a seamless experience in scheduling a virtual or in-person meeting with a faculty member.

Impacts

Observed a 40% increase in the task success rate, specifically in scheduling a meeting with a faculty.


Students were able to quickly access and schedule a meeting without errors. By simplifying these critical workflows, we reduced friction in the schedule meeting process, allowing students to meet and collaborate with a faculty member.


Competitors like Gmail and Discord lacked this depth, presenting an opportunity for Neoboard to differentiate itself.

By prioritizing data-driven decision-making, we created a more tailored experience and strengthened Neoboard’s market position as an essential tool for students, driving adoption and long-term engagement.

Reflection

Purpose & Reason: Implementing a feature

Purpose & Reason: Implementing a feature

Purpose & Reason: Implementing a feature

Design has the power to ignite creativity, but it fundamentally differs from art; it focuses on solving real problems for users.


Whenever I work on an interface, I ask myself: What is the purpose of this feature? What problem does it address? If I can't identify a clear answer, I see it as a signal to explore alternative solutions or to discard the idea entirely.‍

Developing the outreach system

Developing the outreach system

Developing the outreach system

I find that it is helpful for clear communication. This also provides good connections between students and faculty.

I also discovered that user feedback is invaluable for refining processes and ensuring that the system meets the needs of its users.

I realized that a well-structured outreach strategy can significantly enhance engagement and facilitate meaningful interactions in an academic environment.

Let's Stay in Touch!

Love to connect with other design-minded professionals and learn new opportunities. Lets meet and collaborating about design and research—feel free to reach out at Arwong23@gmail.com

©2026 Andrew Wong. All rights reserved.

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