KnowMeQ - ArchieCPL
KnowMeQ - ArchieCPL
KnowMeQ - ArchieCPL
Reimagining the onboarding experience for CPL applicants.
Role
UX Research, Visual Design, UI Animation
Stats
The context
Problem Summary
Interactive home ownership journey
Homescreen
Project Details

1. Inability to find all project documents in one place.

2. Missing key details like tasks, timings and notes while filling paper timesheets.

3. Inability to create/track projects and bill clients accurately.

Homescreen
Project Details

KnowMeQ’s ArchieCPL tool allows applicants to apply for credits for courses. Applicants can explore multiple CPL (Credit for Prior Learning) programs and apply for reviewing process from a college. These courses are beneficial for all workers to upskill and potentially achieve career gains.

The onboarding flow is split into two flows: first where you upload your resume and the A.I autofills the information. The applicants needs to verify all the info and move to step 2 i.e review programs/courses and submit to review. However, as the first step is completed, 81% of the applicants would exit the platform thinking the process is complete and missing on the second part of the process.

81% of applicants left the platform without submitting and paying for a program/course to review.
Research
Conducted a Heuristic Evaluation to categorize issues in terms of severity and determine which items require immediate attention. The evaluation revealed several critical issues.

60% users would never use existing budgets & goals functionality labelling it as too confusing to use.

75% people would sign up initially  but would never come back to use the platform.

Hi Fidelity Designs
Improvements
Designed a dashboard where all projects & service calls happening in the organization were displayed an intuitive layout which helped admin manage multiple projects
Admin Dashboard
Mobile app for employee allowed them to easily view the calls for today with vital information like address, tasks, timings and issues showcased in each card.
Homescreen
Design System
To ensure consistency of design elements across platforms, we implemented a design system that would also help future designers and developers in the project.
Project Creation
Atomic design principle
To build more coherent, hierarchical, and structured interfaces, we incorporated the principles of atomic design into our design system.
Monthly spending graph
Monthly spend limit
Credit health card
Monthly spending graph
Monthly spend limit
Credit health card
Our favourites
Reflections & results
Reflections & results
Key Outcomes & results
The launch of the new internal tool enabled the agency to schedule projects more efficiently and also led to accurate billing of clients, significantly impacting business growth and client satisfaction.
40% Increase in Productivity: saving $135,000 annually
35% Reduced administration overhead: saving $70,000 annually
The redesign provided users an elevated and beautiful user experience that brought bursts of joy and enthusiasm in every interaction. The new design profited the organization in various aspects from increased signups, increased user retention, engagement and increased visibility by winning bagging iF Design Award.
iF Design award winner 2023

50% new users signups

40% increase in user engagement.

+7 NPS score giving direct competition to Rocket Money, Credit Karma

This project is under NDA.
Please reach out if you'd like to learn more about this project and my time at KnowMeQ.
If you want to dig deeper in the project and learn more about my design process in this project, feel free to schedule a call with me.
Use this form to describe your project
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.