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Salesforce Trailhead Live Redesign

Duration
6 weeks
Members:
2 persons
Roles played:
UX Research, UX Design
Trailhead thumbnail

Prompt

Our externship with Salesforce allowed us to work and collaborate with their Trailhead team. We found Trailhead Live to have an untapped potential with a plethora of options to improve upon and hence worked to redesign the product.

Problem
Statement

The sessions on Trailhead Live provide working professionals with updates on the latest technology and news that they may not be aware of yet. They have difficulty finding webinar content and viewing them without encountering some obstacles.
Our solution aims to simplify the process of searching webinars, provide information about webinars before they start, and make the experience of viewing videos easier.

Process
Overview

To make it easier for us to plan our timeline and work efficiently, we divided our process into four phases.-
1. Inspiration
2. Define
3. Ideation
4. Implementation

INSPIRATION

User Interview
Contextual Inquiry
Competitor Analysis

DEFINE

Problem Statement
Pain points

IDEATION

Proto-personas
Design Focus
Sketches

IMPLEMENTATION

Prototyping
Usability Test

Inspiration

User
Interview

Conducted user interviews for Get Smart with Salesforce Einstein trail since it was a popular trail with a lot of user traffic.

Purpose:
To gather information on some of the pain points that a user feels.

Discovery:

• It became clear that videos are the preferred means of learning for users.
Trailhead Live had the capacity to train, educate, and develop professionals through webinars, recordings, and various modules.

“A video explaining the unit would be nice along with the usual text”

“I would have preferred watching a video instead of having to read all that text"

“Videos convey information better to me better than paragraphs of text ever will"

Contextual
Inquiry

Performed Contextual Inquiry on Trailhead Live.

Purpose:
By observing participants in real time, we were able to get insight into how different users interact with the platform.

Participant recruitment:

• Business professionals looking to update their skill set or keep up with current technological advancements.
• Students who wish to learn a new skill

Participants

Age

Profession

Tech Knowledge

XR01

24

IT Professional

Advanced

XR02

25

UX Designer

Advanced

XR03

22

Student

Fair

Takeaway:
Discovered the pain points faced by the user group and gained a better understanding of the platform.

Competitor
Analysis

Purpose:
Performed Competitor Analysis in order to see other products and features in the current market

Competitor analysis table

Define

Pain points

Trailhead Live Pain point 1

Pain point #1:

Lack of clarity in the home page

"There's too much clutter in the homepage"

"I am not able to figure out the difference between the Live Schedule and Featured section”

"Not able to figure out what the live schedule is“

“Information overload on the homepage, I got tired scrolling”
Trailhead Live Pain point 1

Pain point #2:

Content is hard to find

"The lack of a search bar on the Trailhead Live page makes it hard to find content"

"I have no idea how to look for a video”

"I find it time consuming to have to scroll through all the videos just to find the one thatI want to watch"
Trailhead Live Pain point 3

Pain point #3:

Absence of Category Tags & Description on the Video cards

"I need more information going into the video about the content"

"Videos would be better if they were categorized”

"I would like to know more about the Webinar before I decide to watch it
Trailhead Live Pain point 1

Pain point #4:

Content is not personalised to the user

"The platform is not designed for a recurring user"

"I'd like to see videos based on only my line of profession”

"I would like to see more videos related to the webinar"
Trailhead Live Pain point 1

Pain point #5:

Lack of playback controls

"I can only pause and play the video"

"Not able to watch videos at different speeds“

“Unable to seek using arrow keys”

"Need keyboard shortcuts for an easier experience"
Trailhead Live Pain point 4

Pain point 6:

No provision to view videos later

"I would like to add the suggested or shared videos to my playlist and watch them later."

"If I find the content useful, I like to bookmark it so I won't have to search for it again."
Trailhead Live Pain point 7

Pain point #7:

Lack of Discussions & Transcripts

“Provision to ask questions, like having a discussion panel would prove useful”

“Transcripts option like Kaltura would add value in seeking and for better understanding”
Trailhead Live Pain point 7

Pain point #8:

Cannot readily share video on social media

“ I'd like the option of sharing it on social media like over LinkedIn if I found the content useful”

" I would love to tell my friends on social media about some of the content on the platform"
Playback

Pain point 9:

Webinar language is not mentioned

"Need to know what language the webinar is conducted in"

"I wish to know if there are closed captions in other languages"
Trailhead Live Pain point 7

Pain point #10:

No information on the level of difficulty

“I’m not aware if the video is something that I can understand."

"Might be too advanced. So would prefer if I could get some info on who the target audience is”
Author page

Pain point #11:

Does not display more content by the author

"I can not validate the qualifications by the author"

"I am unable to see more videos by the same author“

Ideation

Proto-personas

Persona
ANGIE LIEU
Female | She/ Her | 34
STAFF ENGINEER

A Software development expert.
She plans to use Trailhead Live, to train and lead her new team
MOTIVATIONS:
• Organisational trainings and up-skilling
• Maintaining an awareness of new products
• Salesforce's weekly updates
• Professional and Personal growth
• Credibility and Certifications
FRUSTRATIONS:
• Video viewing experience
• Surfing a lot for Career specific content
• Multiple content formats (recorded videos, live courses, etc.)
• Community interaction
• Instant support or mentoring

Optimal Sort

We conducted a Closed Card sorting UX method to determine which features were the biggest pain points for the users. We sent out a survey to 8 participants to arrange the features based on the choice of their priority.We did this to make sure that the development team would be aware that when the research is handed over to them, it is of utmost priority.

Optimal sort table

Design Focus

The overall approach for the redesign was to make the enhance the experience of the already growing and familiar platform.

We chose to focus on the top 6 frustrations users have with Trailhead Live which are as follows:
1. Declutter the homepage layout
2. Search bar
3. Video category tags and description
4. Personalised Videos
5. Playback controls for the videos
6. Author page

Sketches

Sketches
Skecthes

Low Fidelity Wireframe

Home Page wireframe

Video player wireframe

Video wireframe

Implementation

Recommendations

Recommendation #1:
Declutter Homepage

Recommendation #2:
Search bar and Filter options

Recommendation #3:
Trending, Category Tags and Description on the video card

Trailhead Live Recommendation 3

Recommendation #4:
Content more personalised to the user

Trailhead Live Recommendation 4

Recommendation #5:
Inclusion of playback controls

Trailhead Live Recommendation 5

Recommendation #6:
Linking webinars to Author profile

Trailhead Live Recommendation 6

Additional Recommendations:
1. Bookmark and Library
2. Languages and Closed Captions
3. Level of difficulty of the Webinar
4. Discussion & Transcripts
5. Share on Social Media

Trailhead Live Additional Recommendations 1Trailhead Live Additional Recommendations 2

Usability Test

Tested our prototype with a participant. We found minute changes to be done with respect to wordings of some of the buttons and the layout of the cards.

Old

Trailhead Live Old Recommendation

New

Trailhead Live Old Recommendation

Design Strategy

Challenges

1. Stakeholder interviews
Since this is a business centric product, we would have loved the opportunity to have heard the point of view of stakeholders of the product

2. More diverse user interviews
Although we did find time to address the pain points of the users that were not considered a priority too, we could have conducted more interviews from individuals of more diverse backgrounds and careers.

Personal Takeaways

Corporate ethos

Experienced Corporate ethos

Engaging presentation

Created engaging presentations

Collaboration

Efficiently collaborated with teammate and peers

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