Improving the Scholarship Application Process
OVERVIEW: The Scholarship Planner App streamlines the scholarship process by helping students and their parents find the scholarships they need, apply for them and conveniently track them on their mobile devices so that they avoid missing a deadline.
ROLES: UX Designer | UI Designer | UX Researcher
CLIENT: Tracy Tran - Professional sales representative, entrepreneur and mother of 4
DURATION: 6 Weeks
TOOLS: Figma, Zoom, UsabilityHub, Adobe Photoshop
PROBLEM
The scholarship search and application process can be an overwhelming, stressful and frustrating process for a student or parent. Students and their parents applying for scholarships often miss important deadlines or simply don’t know where to begin their search.
TARGET AUDIENCE
Age: 17-59 years - students (high schoolers and college students) and parents
Income: $25K+
Gender: Both
Ideal target audience is someone who is searching for college scholarships, whether for their own child or for themselves
SOLUTION
Our team ran a 3-Week sprint to research, analyze and design a Scholarship Planner app that offers a simple navigational system and clean user interface. It features the ability to search, filter and sort scholarships and conveniently track them. Users are able to sync tasks and events with the calendar feature as well as receive push notifications to avoid missing out on any important scholarship deadlines. We spent an additional 3 weeks focusing on branding and visual design.
RESEARCH
To start the design process, I began by gathering data through quantitative research via a screener survey with 24 participants to better understand what sorts of issues students and parents had with the scholarship search and application process or to understand why they didn’t apply for more scholarships. The below graphs show the demographics of those surveyed.
Additionally, I also conducted qualitative research with three interviews. I kicked it off with an interview with the client to not only clarify expectations, but to discover more about her personal experience as a parent going through the scholarship search and application process with her high school senior daughter. I conducted two additional interviews, one with a student and one with another parent. Through research, I discovered that students and parents encountered the following issues:
Overwhelmed with the resources
Didn’t know where to start
Missed application deadlines
Lengthy application process
Didn’t know about specific scholarships as they weren’t advertised or marketed well enough
Didn’t think they would be able to get the scholarship so they didn’t apply
Didn’t apply to smaller scholarships and focused only on the larger scholarships
Busy with school, work, sports and other activities so they didn’t put much effort into applying for scholarships
Hard to keep track of all the scholarships they were interested in or had already applied for
Age
Income
Gender
Ethnicity
COMPETITIVE ANALYSIS
I conducted a competitive analysis on a few popular scholarship apps: Going Merry, Scholarships.com and ScholarshipOwl to study the features and to observe the strengths and weaknesses of the apps as well as to take a look at the opportunities and threats. The apps reviewed all offered some sort of an onboarding process for new users to create a new account. Overall, they contained many similar features, but one of the main features requested from the client was the calendar/planner feature, which all 3 lacked.
Overall, GoingMerry had a lot of great features and allowed users to search, filter and track scholarships they were interested in or had applied for. Users can keep track of upcoming deadlines as well. This app also offered many useful tools and a college comparison tool, although the information had to be manually entered, which can be time consuming.
Scholarships.com is straightforward and seems like an intuitive and easy to use app, however, it lacks a modern UI and seems somewhat outdated. While users can search for scholarships, customize their profile and filter their searches to display relevant scholarships matching their criteria, they aren’t able to apply directly on the app nor can they track any scholarships they are interested in or apply for. It is more of an informational app.
ScholarshipOwl also has a premium version, however, for this competitive analysis, I evaluated the free version, which seemed to have limited functionality on scholarship searches. Users aren’t able to conduct a search for scholarships or view an extensive list of available scholarships meeting their criteria on the app. The app does display scholarship matches and utilizes uses cards as a design element for the Scholarships Tab. The cards are visually appealing and seems very modern. The app is very intuitive and easy to navigate. Users can also track any scholarships they have applied for as well as conveniently read any emails sent/received through the app/website.
STRATEGY
USER PAIN POINTS
I created a customer journey map to further delve into the mind of the user and to understand the emotions that they would experience during the scholarship search process.
I discovered the following pain points for users. The users may:
Have limited time.
Have too much information and scholarships to sort through when searching for them.
Not find many scholarships that fit their criteria.
Find a lot of scholarship requirements and documentation to gather when applying for scholarships.
Find that the deadline is soon approaching or may not see the deadline.
Find that there are a lot of applicants.
Find that there are many applications to keep track of.
USER PERSONAS
Based on the client’s expectations and the quantitative research analysis, I created two user personas:
Student persona
Parent persona
Although I created two personas to show that both parents and students would use the app, I decided to focus on just one perspective (from the student’s point of view) in designing the empathy map and journey map as well as the user stories and user flow.
INFORMATION ARCHITECTURE
USER STORIES
I created the user stories from the perspective of the student user persona and came up with 7 user stories based on the client’s expectations as well as from the motivation and goals of the users.
I prioritized the first five user stories as they would be able to fulfill the business expectations and goals in creating the minimum viable product (MVP) within the 3-week sprint. They meet the user’s goals as well as the client’s expectations.
As a user, I want to be able to:
Create a new account
Search for scholarships that fit my criteria.
Track the scholarships I apply for or am interested in.
Get notifications so I don’t miss a scholarship deadline.
Add a task or event to help me with the scholarship application process.
Be able to apply for scholarships directly on the app.
Have access to premium membership services like assistance with my resume, job application, internship/apprenticeship searches, career advisory services, etc.
USER FLOWS
I created four user flows that focused on the above user stories, which cover all the important features that meet the client’s expectations and users’ needs.
WIREFRAMES
WIREFRAME SKETCHES
After studying three other websites (smartsheet.com, tripadvisor.com and dayviewer.com), I used the 4-part sketch process to begin designing the Scholarship Planner app.
The 4-part sketch process allowed me the opportunity to come up with multiple viable options for what the app would look like. It allowed me to exercise divergent thinking, especially with the Crazy 8s process. I was able to sketch out quick drawings of my ideas on the different features of the app and then narrowed my focus to just one feature for the solution sketch.
PAPER PROTOTYPE
I created a paper prototype to understand how users would interact with the app and test out the functions. This also allowed me the opportunity to present to the client and get feedback before creating the digital wireframes.
DIGITAL WIREFRAMES
Utilizing Figma, I created low-fidelity wireframes.
For the initial low-fidelity prototype, I conducted self-testing and also solicited feedback from my mentor. I assessed the pros and cons of each screen and in turn, I was able to iterate and improve the design to present to the participants for the user interviews and usability testing.
SOLUTION
USABILITY TESTING ON WIREFRAMES
Usability testing was conducted via Zoom with four participants. This was a qualitative research and data collection method where I spent 20-30 minutes with each participant having them test the prototype and provide feedback.
I gave them the following tasks to complete:
Create an account
Edit the profile
Narrow search by selecting filters
Add a scholarship to the tracker
Add a new event
Participants
2 Adult females (mothers of high school students)
1 female college student
1 female high school senior
Users liked:
The ability to search, sort & filter scholarships
They also like the Calendar feature and the ability to sync (which was one of the client expectations)
They also really found that having Push-notifications was an extremely important feature. This was another client expectation.
Key Takeaways:
All four of the users were able to complete all of the tasks. The product also met the expectations of both the client and the users who participated in the usability testing. Findings:
The app was simple to use and intuitive
The users had no major navigational issues and found the app easy to navigate between the screens
They also found the app to be clean and that the interface was organized. They especially liked the Dashboard with the Scholarship tracker feature.
The app was a straightforward presentation of information without clutter or unnecessary information.
Recommendations and Next Steps for Improving the app:
Shared Parent Log-in
Include International students (TOEFL)
Scholarship search page showing sponsored info
Sort and filter feature on the Tracker
Strengths and Weaknesses on Profile to be able to further narrow down matching scholarships
I decided not to implement all recommendations as some may be available for future iterations of the project, but I did add some important features like sort and filter on the tracker, the ability to add TOEFL info on the profile page and a box/section to share to parent email.
PREFERENCE TESTING
I also conducted a preference test to improve the final prototype. This enabled me to present multiple concepts of a screen from the app and get feedback from target users. I used Usabilityhub.com to conduct a preference test on two of the main screens of the app, the scholarship search screen as well as the dashboard screen. I had a total of 59 participants from my social media and personal network as well as through the website itself. They voted on the best designs based on the visual design aspects.
These were the two designs that received the most votes:
BRANDING & IDENTITY
After the initial 3-week sprint, I spent an additional 3 weeks working on the user interface of the Scholarship Planner App as well as iterating the design. In assessing the user research, client expectations, personas and information architecture, I worked on the branding. I designed the logo, selected the typography and colors.
NAME
I incorporated the word “scholarship” into the name so users wouldn’t second guess the purpose of the app. I decided to add the word “planner” as it best described the app’s primary function as a scholarship planner or tracker.
LOGO
I wanted users to automatically associate the logo with education so I incorporated a graduation cap. Initially, the cap was more of a simplified drawing/sketch, however, I felt that it needed to be updated for a more professional look and feel. The final logo design uses the primary blue in the smaller version. I used black for the text color in the full version for visibility and accessibility on the splash screen.
Final Version Logo
COLOR PALETTE
The color palette went through a final update to ensure that they met the AAA accessibility standards. The initial colors chosen did not all meet the WCAG 2.0 guidelines for contrast accessibility. The main color chosen was a darker blue with a lighter blue and yellow as secondary colors. Orange and red were the tertiary colors.
TYPOGRAPHY
Montserrat and Roboto are both modern, clean and professional looking fonts that pair well together. The focus on choosing the font and text colors was to ensure readability.
VISUAL DESIGN
ICONOGRAPHY AND COMPONENTS
In order to streamline the design process, I created a design system for the Scholarship Planner App, incorporating various components, buttons, forms and iconography.
MOCKUPS AND HIGH FIDELITY PROTOTYPE
I used the feedback and recommendations from the users, preference testing, reassessment of the competitive analysis as well as mentor feedback to iterate my prototype. Incorporating the branding, I was able to polish up the design and create a high-fidelity prototype as well as mockups.
CONCLUSIONS
We learned a lot as a team with the initial 3-Week Sprint. The design sprint allowed us to get more focused, complete tasks and adhere to a strict timeline.
LEARNING OPPORTUNITIES
The Prototype went through several iterations to reach the final version of the design. Usability testing was critical to getting feedback to improve the design.
Buttons were not optimized in initial prototypes but were improved with iteration (i.e. name and location of button).
Preference testing helped with getting critical feedback on the dashboard and scholarship search screens, although conducting more preference testing earlier on would have been useful.
FINAL THOUGHTS
Initial 3-Week sprint - This helped our team focus on the scope of the design and project. Allowed me to hustle to move through the stages of the project and work on my communication with everyone involved.
Spent additional 2 weeks focusing on branding and visual design - the app looks more professional and visually appealing as well.
Client Meetings and User testing offered Invaluable feedback throughout the design process. These were critical to the success of the project.
Implementing a Design System on Figma helped to streamline the design process.
Met User/Client Expectations - I created a product that met both the client’s and user’s expectations and is simple to navigate as well as unique and useful with the dashboard feature.
Thanks for reading!
I look forward to creating wonderful experiences with you.