Providing awareness and access to vocational training programs with Meritize Connect

Team: Design-PM-Dev team of 10

Duration: April - Oct 2019

Focus: Research, Responsive Web

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Overview

The United States is facing a skilled labor shortage. Over the next decade, 3.5 million manufacturing jobs will likely be needed and 2 million are expected to go unfilled due to the skills gap. 

Meritize collaborated with Pivotal Labs on a responsive web app to tackle the skills gap. MeritizeConnect allows skill-seekers to discover vocational training programs such as welding, diesel mechanics, medical technology, etc. and secure funding for those programs by applying for merit-based loans. 

BUSINESS GOALS

PRODUCT GOALS

Increase the number of students enrolled in vocational training programs and increase the number of loan applications.

Increase access to vocational training programs and funding for those programs.

Problem Discovery

USER RESEARCH INSIGHTS

We spent 4 weeks conducting stakeholder interviews, user interviews, and collecting data on existing engagement to understand the landscape of this problem, the business, and opportunities for impact. I worked with my PMs to prioritize the problems we discovered based on how often we heard the problem and how painful we perceived it to be for our users. Below is a short summary of what our focus ended up being:

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USER AND BUSINESS OUTCOMES

Meritize reached skill-seekers only in the final two phases of their journey to starting a vocational training program. After weeks of research, we saw an opportunity for Meritize to begin interacting with skill-seekers earlier in their journey which we believed would lead to several user and business outcomes:

  1. Allow skill seekers to explore and evaluate different vocational training programs that fit their unique interests and needs

  2. Shift from a “pull” to a “push” customer acquisition model by changing how Meritize reached customers from getting school referrals to reaching customers directly

  3. Increase access to training programs would long-term lead to an increase in Meritize loan applications

Solution Validating and Refining

GOOGLE MAP API

Skill seekers value the ability to see exactly how far away a program is from them. They’re willing to travel farther for a program if it fits their other needs but needed a way to visualize these tradeoffs while weighing program options. 

Giving users an immersive location experience allowed them to have the context they needed for their decision making. There were numerous interactions I had to think through with the map such as: 

  • What happens when you click on a location pin in the map?

  • How will the map UX translate to mobile?

  • How do you represent schools with multiple programs on a map since they’re in the same location?

See how I handled all of these interaction design challenges here.

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MOBILE DESIGNS

I tried to maintain as much consistency between desktop and mobile as possible, to make it easier for developers and to provide a seamless experience for users who may be visiting our app on different devices.

Maps on mobile have several usability considerations like gesture ambiguity (scrolling vs. panning) and map pinpoints conflicted with touch target sizes, so I designed maps on mobile to be an option for users to toggle into, and that location data would be presented as a list ordered by mileage from the searched location.

 
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DESIGNING FOR CONVERSION

Stakeholders were pushing conversion and wanted the main CTA - “Apply for a Loan” to be in the global header which would appear on every screen. In user testing, I found this really put off users, made them distrust the product, and applying for a loan didn’t fit in the their work flow when they were searching for training programs. After searching for a program their next step was to apply to the program, not apply for a loan. 

After several conversations with stakeholders, where I presented different options for designs, I changed the button to be “get your rate” and moved it to the program details page. This was a decision that still pushed for conversion but also respected user needs. 

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Outcomes

  • Had 76 loan applications submitted in the first 2 weeks of product launch, with a conversion rate of 62.3%

  • Increased the number of students enrolled in vocational training programs

  • Increased access to funding for vocational training programs

  • Fundamentally changed Meritize’s customer acquisition model from a “pull” to a “push” model