
How a five-day design sprint, a 9-candidate usability study, and a phased delivery strategy modernized a text-heavy certification portal into a role-aware experience that reached 4.5 / 5 user satisfaction across registration, pathways, and conversational help.
A high-volume candidate portal sitting at the center of a multi-year experience strategy.
The portal is the candidate-facing surface for a global certification platform serving high school students, college students, and self-directed adult learners pursuing industry-recognized credentials from major technology partners. It's where candidates create accounts, find a learning pathway, prepare for exams, take tests, view results, and earn shareable badges and transcripts.
The cross-functional CX organization had recently set a multi-year North Star vision for a harmonized end-to-end candidate experience spanning Explore → Register → Commit → Prepare → Test → Achieve. The portal redesign was one of the highest-priority initiatives on that roadmap - the connective tissue between marketing-site discovery and the certification outcome.
Aspirational targets were ambitious. Average certifications per candidate were tracking at 1.84, with a goal of moving to 3.00. Return visitor rate was 28%, with a goal of 50%. Customer support tickets needed to come down by 25%. The vision statement leadership rallied around: "a frictionless tool for candidates to manage and track their journey to personal academic and career success."
I led product design for the redesign, partnering closely with Product, Engineering, CX Research, Customer Support, Marketing, and International teams.

Administrative IA, text-heavy content, and limited mobile reach were burying the candidate's next step.
The legacy portal had been built up additively over years. It worked, in the sense that candidates could complete the core flows - but it asked candidates to do too much of the navigation work themselves.
None of these problems were unique to one page. They were systemic - which is why the redesign needed a sprint format that could re-anchor the team on a single, candidate-centered model before any pixels were drawn.
Five days, fourteen people, one problem statement, six problem areas.
I structured the engagement around a Google Ventures-style five-day design sprint - Map → Sketch → Decide → Prototype → Test - bringing together fourteen cross-functional partners. The CX team contributed design and research. Product brought the roadmap. Engineering and Platform Architecture brought feasibility. Customer Support brought the ticket data. Marketing brought brand and acquisition context. International brought localization and ed-tech market reality.
Day 1 anchored the entire group on a single problem statement:
"How might we transform the candidate's portal experience to make it seamless and frictionless, with the ultimate aim of growing our revenue?"
From there, we segmented the portal into six problem areas so the work could move in parallel without losing coherence:
This segmentation became the spine of the rest of the engagement.

Generative breadth, then converging fast on a buildable answer.
Day 2 was deliberately divergent. Every team member - not just designers - drafted Crazy 8s sketches across the six problem areas. The non-designers' sketches were as valuable as anyone's; engineers raised constraints, support reps surfaced ticket patterns, and marketing pushed on the candidate's emotional moment-of-truth. We ended the day with 20+ sketch sets containing more than 120 distinct ideas.
Day 3, the design team translated the strongest concepts into medium-fidelity wireframes covering the full candidate journey. The full sprint group reviewed every artifact with structured feedback: 18+ "what I like" comments, 22+ "what could improve" comments, and 30+ dot votes on top concepts. By end of day, we had alignment on the candidate journey shape and the patterns we'd carry forward.
Day 4, we built a functional prototype covering the highest-priority flows: registration, login, profile, dashboard, pathways detail, transcript, virtual assistant, and a personalized study plan. Day 5 went straight into usability testing.

A 9-candidate, multi-country qualitative study that pressure-tested every screen.
We ran usability sessions with 9 recent high school and early college students, ages 15 to 19, across five US participants and four international participants from Australia, Great Britain, and Singapore. Seven sessions were remote; two were in person. All were video-recorded for analysis. The sample was sized for qualitative depth, not statistical power - the goal was to interrogate mental models, not measure to a confidence interval.
The headline numeric ratings (1-5 scale):
The qualitative findings validated the strategic bets:
The pain points were just as actionable. The login screen still treated returning users as primary, so new users had to think before clicking "Join for Free." The transcript page lacked prominent access to printable transcripts and certificates - candidates expected those right there, not behind a dropdown. The pathways detail page had three competing call-to-action buttons that confused some candidates. Dashboard content varied enough across states that two participants thought they'd landed on a different page. One candidate wanted the study plan to be more flexible and customizable.
Each finding mapped directly to a refinement we could prioritize for the next sprint cycle.
From sprint outputs to a coherent candidate-centered system.
1. Frictionless registration around a 30-second goal. We trimmed required fields to the minimum, brought social and SSO sign-in (Google, Microsoft, Clever) up to equal visual weight with email/password, and gave "Join for Free" parity with "Log in" so new candidates didn't have to mentally rule out the wrong path before continuing.
2. Pathways as the spine of the experience. The most engaging concept in the prototype became the organizing metaphor. Each pathway ties together the steps from a starting point to a job-relevant credential, with progress indicators, potential earnings data, completion counts, and recommended preparation resources surfaced inline.
3. A virtual assistant that doubled as a help system and a study planner. Candidates rated this 4.7 / 5 and explicitly told us they wanted it more visible than its bottom-corner placement. We elevated it, gave it example queries to lower the activation barrier, and connected its outputs to a personalized week-by-week study plan candidates could check off as they progressed.
4. A consistent, role-aware dashboard. Every dashboard state shares a stable layout shell - "Welcome back, [Name]" anchor, next exam summary, exam checklist, current pathway - so candidates recognize the page across visits. Variable content lives inside that shell, not in place of it.
5. A transcript page rebuilt around the actual user task. The strongest pain point was that candidates expected to view, print, and share certificates and transcripts directly from the transcript page. We surfaced those as primary actions, added direct certificate previews inline, and deprioritized administrative concepts like "transcript access management" that confused first-time users.
6. Engaging visual moments at recognition points. The "Congratulations - you scored in the top 10% of candidates in your country" moment became a deliberately designed surface, not an afterthought. Bright colors, photography, and badge graphics were layered through pathways, transcripts, and profile to give the experience emotional pull at every recognition step.

Phased delivery negotiated with usability data, not optimism.
One of the hardest parts of any legacy modernization is the all-or-nothing temptation: hold the launch until every screen is perfect, and let candidates wait. The team adopted a different posture, captured in a metaphor that became the rallying line for the rollout: "We're letting candidates use the house as soon as it's built. Then we'll furnish it and finish the basement after they've moved in."
Phase 1 shipped the core flows that had tested at 4.1 or higher: registration, login, profile, the dashboard shell, and transcript essentials. Phase 2 layered on pathways depth, the virtual assistant, the study plan generator, badging refinements, and the recognition surfaces.
The phased approach was negotiated with engineering and product directly using the usability data. Findings rated 4.1+ across every tested area gave product leadership the confidence to ship the core experience rather than continuing to iterate in design. Lower-rated refinements - transcript task hierarchy, dashboard consistency, pathways CTA simplification - became the specific fixes for the next cycle, not blockers for launch.

Modernization is a coordination problem more than a design problem.
The portal got better the moment fourteen people across six functions agreed on what "next step" meant for the candidate. Everything after that was execution.
A five-day sprint with the right people in the room produced more decision velocity than months of asynchronous review cycles ever did. The format forced trade-offs into the open. It collapsed weeks of debate about whether a pathway should be three buttons or one button into a single afternoon of dot voting in front of an actual user flow. And it gave engineering and product enough confidence in the direction that they were willing to commit to a phased delivery plan grounded in usability data rather than guesswork.
The other thing I took from this work: generative design moments matter even in enterprise B2B/B2C. The "Congratulations" celebration - the kind of recognition pattern that's often dismissed as unserious in enterprise software - scored as one of the most-loved elements in the entire study. Candidates wanted to be celebrated when they earned something. That's a reminder I've carried into every project since: the enterprise user is still a person, and the design contract still includes the moment of recognition, not just the moment of completion.
What I'd explore further if I returned to this work: longitudinal measurement of the 1.84 → 3.00 certifications-per-candidate goal once Phase 2 was fully in market, deeper instrumented integration with the SSO and ed-tech platforms students already live inside, and a tighter feedback loop between virtual assistant transcripts and the product roadmap - so the questions candidates actually ask shape what gets built next.