CHARLES SCHWAB - EDUCATION CENTER: LEARN
The effort for the new LEARN tab in the Charles Schwab organization will be deployed in Q1 2023 to encourage additional investments. This first release contains two courses, and each quarter will add not only additional Courses but intuitive customization features for the users.
Each Course contains a set of Lessons with a Quiz at the end of each Lesson, which then moves the journey to the next Lesson.
The insertion point in the Project Story is one way to access the content, as well as the added tab in the Navigation, and another is known as deep linking, often through customer contact emails about customized content. The insertion point is on the Project Story page as a topic to pursue, as opposed to articles, podcasts, or webcast options.
With the Ameritrade merger, users are looking for app feature parity.
The team re-designed the Ameritrade experience for Charles Schwab.
Project Story
EDUCATION & INSIGHTS TEAM
Hub, Lessons, Courses, Quiz • Applied to all platforms
Android, iOS and iPad App
ANDROID
iOS
iOS Tablet
WEB - Tablet Web Responsive • Mobile Web Responsive • Desktop Web Responsive
Tablet Web Responsive
Phone Web Responsive
Desktop Responsive
detail of Components
Quiz
Course Entry Point on Hub
Video on Demand
EDUCATION CENTER OVERVIEW
COURSE USER FLOW
IMPROVE USABILITY FOR WEB MOBILE QUIZ
I presented all the options and the Pros and Cons to the stakeholder teams, and the outcome was that it was a better experience to have a single page per question.
HANDOFF TO DEV - INVISION "REDLINES"
Each screen variation shows documentation and redline spacing designed for each break.
COMPETITIVE RESEARCH - How to build an interactive QUIZ
Comparative Research with top Digital Education organizations
• Demonstrating platform cohesion
• Navigation
• Ease of use
LinkedIn Learning - Desktop User Journey and Navigation
Desktop
Web Mobile
iOS
Duolingo - Desktop & Tablet: User Journey and Navigation
KHAN ACADEMY - iOS: User Journey and Navigation
COURSERA - DESKTOP & iOS: User Journey and Navigation
COURSERA Desktop
COURSERA iOS
HOW COURSERA HANDLES A "SKIP A QUESTION"
This is a close-up look at how to demonstrate User Interaction for the micro-interactions for QUIZ.
• Selected
• Incorrect answers and an explanation of why the correct answer is correct.
• This is how Coursera (competitor) handles "SKIP", as well as an encouraging note with a hint of gamification.
Competitive Research Insights
MODERATED USER RESEARCH (shown 1 of 11 people interviewed)
The goal of the Learning Path Flow (Dual Device) Usability Moderated Study is to understand if users can navigate the learning path flow as it is currently designed.
We evaluated the usability of the learning path based on Layout and Ease of Use. The success of the learning path flow will be evaluated by participants' ability to execute tasks of each step of a pre-selected path.
Users should feel confident about what to expect when clicking on Continue. Most users felt they had finished Why Invest?, which informed their expectation to land on The Stock Market after clicking on Continue.
We can provide options with clear labels to Continue to Why Invest? or Continue to The Stock Market. Some users may want to review Why Invest? And some users may want to proceed.