Funneling Users from Brand to Services

2023

Client: IncluCity

Role: UX Design, Information Architecture

Duration: 6 week

Tools: Figma, Adobe Photoshop, Google Forms, Excel, PowerPoint

IncluCity is a group of dedicated volunteers helping Calgary business owners in public, private, and non-profit sectors hold inclusive user testing to improve the usability and accessibility of digital services and solutions. However, most of their business is gained at fairs and face-to-face interactions. They noticed low interaction with their website, including low conversion on their contact form on their services page.

CHALLENGE

During the SAIT Capstone project, our team was focused on discovering why new customers were hesitant to sign up for more information or services and how to highlight the benefits of usability and accessibility to expand IncluCity’s client base.

FINAL PRODUCT

PROCESS

How we got there

  • Heuristics Evaluation & Competitor Analysis

  • Surveys

  • Interviews

  • User Persona

  • User Journey Maps

  • Workshops

  • User Flows

  • Wire-framing

  • Low Fidelity Prototype

  • Usability Testing

  • Mid/High Fidelity Prototype

HEURISTICS & COMPETITOR ANALYSIS

We started by doing a heuristics evaluation of both the original IncluCity Calgary site and our competitor Gathering Residents to Improve Technology (GRIT) in Toronto. We ranked each category out of 5 and compared what is working on both sites and what can be improved.

Top Two Pain Points on IncluCity Site

  • Many pages with a lot of different information. Easy to get lost and forget what was on the previous page

  • Lots of information but on a hidden linked form.

Competitor’s Positives (GRIT)

  • All information and links visible on the home page

  • Case Studies with more detailed information on Usability Testing and examples directly on home page

GRIT CASE STUDIES & HOME PAGE

SURVEYS

We conducted surveys with 9 responses to evaluate what business owners know about usability testing and the knowledge they are currently lacking.

8/9 small business owners had little to no knowledge about Usability Testing and accessibility Standards.

Key Learning

INTERVIEWS

We followed up on these results by conducting 5 User Interviews, to ask current business owners their thoughts on the current site and their feelings on the information currently provided.

4/5 participants felt information about who IncluCity is and what they do was missing or out of order on the home and services page

I feel like they’re talking to me as if I already know what they do, and I don’t.
— Participant #2

USER PERSONA

From the surveys and Interview data, the team created a user persona to describe potential new clients. They are a small business owner who has little to no knowledge of usability and accessibility.

USER JOURNEY MAP

We made a user journey map to highlight how Lili currently feels confused and frustrated by the lack of information on the home and services page on what usability testing and accessibility are and how they can benefit her business.

WORKSHOPS

How Might We Workshop

The team did a brain storm session to vote on a How Might We question to focus our possible solutions.

Top Voted How Might We Question

How might we illustrate the process of usability testing to new customers and how it can benefit their unique business needs?

Ideation Workshop

We used the How Might We question to do a Crazy 8’s Workshop to brain storm solutions and vote on our top 4.

Top Voted Solutions

  • create a mini questionnaire for people to fill out that will result in the “best” route to take. (ie full user testing vs community needs)

  • show different local companies that have benefitted from the service (ie testimonials/recognizable)

  • Incorporate an FAQ section

USER FLOWS

Before wireframing we wanted to test how quick and easy we can make the questionnaire for the different services using user flows. The shortest one still took 4 steps so we decided to trade the questionnaire for drop menus that have all the options on one page and take one step.

Questionnaire User Flow

Drop Down User Flow

Full Site Map

After sketching out a few of our top-voted solutions we realized they added steps to a site people already get lost in. We had a team meeting to regroup. We started with a site-wide map.

After analyzing the map, we reframed our goal to funnel users from the home page to an informative digestable services page in just a few steps.

We started by going through the information on the Community Relations PDF and moving relevant information directly onto the Home Page and Services Page.

Looking back at the interview recordings, we noticed that 100% of participants did not interact with this document.

We believe this is due to an incorrect title since it houses a lot of information not directly related to Community Relations, including what usability testing is and IncluCity’s Services.

WIREFRAMES

We focused our wireframes on the home and services pages to improve the flow of information that leads to the “book a consultation” form.

Home Page

Services Page

1. Added description of our services at the top of the services page

2. Added a break down of our usability testing process and simplified the language

1. Added what usability testing is and its benefits as the first thing on the home page

2. Added case study links directly to home page similar to our competitor GRIT and as requested in interviws

3. Added information on accessibility standards

3. Added specifics for small/large businesses

LOW-FIDELITY PROTOTYPE

Home Page

Original

Our Changes

Services Page

We simplified the language used to describe services, replacing words like heuristics. We also broke down the process and its steps.

Original

Our Changes

USABILITY TESTING

We did 5 usability tests with the clickable low-fidelity prototype. Participants found the information easier to find and better understood what usability testing is after visiting the site. They particularly liked the drop-down with accessibility information and the case studies on the home page.


However, participants still wanted

  • the language to be simplified further

  • feel personally connected to the brand

  • have a reference for pricing before filling out the consultation form

HIGH-FIDELITY PROTOTYPE

3. Further simplified langauage

4. Highlighted customization of services since pricing references were not created yet.

1. Added Images with people for a more personal connection to the brand

2. Added Brand Statement at the top of the home page before Usability explanation