Watchsted desktopWatchsted desktop

Watchsted dashboard (October 2019)

Wachsted is a free tool built within one of the paid services that Angel Solutions produce called Perspective. It’s packed with information for teachers and heads to gather intel on Ofsted inspection grades across the U.K. as well as generating reports and analysis figures.

Perspective has both a Lite (free) and Full (Paid) version. If you are accessing Watchsted within the Lite version then you don’t have access to all of the features.

The Challenge 🤔

As you can see from image A below of the Full version, the current dashboard was in great need of updating. I collated the below points after speaking to stakeholders and trying to understand a little bit more about the problem we are trying to solve:

  • There is no explanatory text to any feature.
  • Every card is a link which opens up a new browser tab.
  • The ‘help from Ofsted’ and ‘help from Perspective’ cards look the same.
  • The ‘help from Perspective’ card is the main, paid section.

Image B shows the current Lite version. You can see that the paid for features are muted. I felt like this was a missed opportunity to convert some of the users to the full version.

There is no explanation as to why these features are muted and there is no explanation as to what these features offer and why they would be of benefit to the user, or should I say customer.

I decided that in the Lite version I would really emphasise these paid features with clear call to actions and explanatory text to help encourage the users to see the benefits and ultimately, upgrade.

As this dashboard is technically an independent part of Perspective, I wanted to rebrand it slightly, including updating the logo.
Image A (original full version)
Image B (Original Lite version)
Image A: Original full versionImage B: Original Lite version

Problem Statement (user, need, goal)

John, a teacher at a multi-academy school is preparing for his Ofsted Inspection. He wants to be prepared and have somewhere where he can download all his various SEF reports and evidence files quickly. This would help save John some much needed time.

Assumptions:
I produced the below user and business assumption guides based off these problem statements.

Creating the following problem statements for this project helped me keep focused on the goals:

Maria, a teacher at St Lukes Halsall has just found out an inspector will be visiting the school. She would like to know about the inspector and in particular, find out what grades they gave to other schools in the area and what areas they highlighted needed improving. This would help her, and the school, pin point any improvements ahead of the visit.

User Assumptions

Business Assumptions

  • I Believe my customers have a need to:
    Find out about who is visiting their school and how they have graded other schools.
  • These needs can be solved with:*
    An online dashboard to search for the inspector. a map to view Ofsted grades given to all schools with the ability to view the Ofsted reports and download relevant evidence (paid subscription required).
  • My initial customers are (or will be):
    Primary school teachers and heads. Possibly governors gathering intel.
  • The #1 value a customer wants to get out of my service is:*
    Intel on Ofsted inspectors for prep purposes and the ability to download school reports.
  • The customers can also get these additional benefits:
    Interactive map / Ofsted links / school infographic / word cloud.
  • I will acquire the majority of my customers through:
    Perspective Full and Lite subscriptions.
  • I will make money from:
    Up-selling users from Lite to Perspective Full by showing them the full Ofsted evidence tools available via the paid plan and explaining what benefit they offer.
  • My biggest product risk is:
    Changes in the way Ofsted grade schools or the government changing the rules on the standard notice period provided to schools to prepare for their school visit. Or Covid! 🦠
  • We will solve this through:
    Variety. Although we can’t pre-empt the government and Ofsted’s decisions, we can provide a multi-use dashboard displaying different stats and interactive tools that provides many critical uses for schools.

    * High risk / unknown assumptions
  • Who is the user?
    Primary school and head teachers.
  • Where does our product fit in their life?
    Online tool to provide intel on Ofsted visits and results.
  • What problem does our product solve?
    It allows teachers to gather information on the inspector and local grades given, prior to their visit.
  • When and how is our product used?
    Online browser based. 24/7.
  • What features are important?*
    Upsell paid for tools on Lite version / create an infographic of school data to show Ofsted.
  • How should our product look and behave?*
    Professional and inviting. Not too overcomplicated to use. It needs to provide information on the dashboard page without the need to just offer external links.

Design stage 👏

‘Be Ofsted Ready’ full version
Taking into account the differences between the paid and lite subscriptions, I began sketching and re-designing the main features of the dashboard which would essentially look and work in a similar manner. I wanted to add some relevant UI illustrations where appropriate. I made the infographic feature larger than the other features, as this was the one feature on the card that was free for Lite customers too.

For the full Perspective subscription, everything on the card is accessible, so I included some descriptive text to help the user understand the differences between the downloadable features.

Before:

Original 'Help from Perspective'

After:

After: help from perspective

I added a descriptive tag on hover that gave some explanatory information to the user. I didn’t feel that ‘Parent view’ for example, was clear enough to understand on it’s own.

‘Help from Ofsted’ section
I had decided to minimise the ‘Help from Ofsted’ section, as these where just links to third party pages on Ofsted’s website and I didn’t want users to leave the dashboard.

Parent view

‘Be Ofsted Ready’ Lite version
The dashboard for Perspective Lite was to look the same, but based on the problem statements, we needed to explain to the user what the paid features were and the benefits of upgrading, rather than just muting the options with no information as to why.

As shown, I changed the download icon to a lock 🔒 but decided to keep the descriptive text as per the full plan until the user hovers over each card. Then the text changes to explain to the user that they needed to upgrade. When selected, a pop up with information about how to upgrade was shown, encouraging the user to book a demo, allowing the sales team to get in touch (see image B).

Before:

Before: Help from Perspective

Image B:

Book a demo CTA pop up

After:

Be Ofsted ready

Interactive Inspections Map
On the original dashboard, the map was just a link to a separate page. To encourage the user to stay on the new dashboard and explore the features, I wanted to utilise the map card and allow the user to do all the things that they could on the full map page here. For example, I needed to keep the ability to click on the location pins and review the information of each school via an informative pop up. This pop up would consist of the below:

  • School name
  • Ofsted visiting date
  • Short or full inspection tag
  • Ofsted Grading

Originally I had the Inspector map larger on the dashboard but I was asked by stakeholders to make room to include a marketing advert for Balance, our digital teacher product. It was a tight squeeze to get all the above features in so I decided to add a link to the full screen map page too, so the user could review the details in more detail should they wish.

Look up an Inspector

The ‘look up an inspector’ card (highlighted in red) was a simple link taking the user away from the dashboard. I re-named it ‘Inspector search’ just as it seemed a little more appropriate for a title and I brought the search field to the card.

Final dashboard:

Final dashboard redesign

Look up an Inspector:

Original 'Look up an inspector'

Inspector map afterwards:

After: 'Inspector map'

Re-designing the Watchsted dashboard was a very satisfying project for 'design thinking'. Trying to work out how to manage the Full and Lite features while maintaining the overall brand was a challenge. It was important to understand the goals of this project and what the stakeholders wanted to achieve from the start.

Like every live project, it’s an ongoing process of reviewing and updating elements of the design but it’s great to see the stats on retention of users compared to the old design. 👌

Wrap up

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