DAN VINEYARD
PROFILE
The Problem we disovered
How can we bring transparency into the modular budget process?
Next Step - Customer Preference Testing
Voice of the Customer: 23 interviews in 2 months
My Process: Directed Discovery
Our current solution was creating too much confusion. Admins couldn’t tell what the true costs were that they needed in order to complete their modular budget. They needed exact numbers to match so they could be sure the budget was correct. But with our current solution, finding those exact numbers was cumbersome, difficult, and somtimes impossible. We needed a better solution.
Once our team was on the same page about the problem we were trying to solve, the next step was to come up with solutions to that problem and put those solutions in front of the customer.
Validating the Solution
We worked through multiple solutions that tried to solve the problems we had uncovered. Each solution prototype we delivered and tested brought us closer to the final version. Eventually we found the solution to the problem and built a live-data-prototype. Customers would use that prototype in their sandbox, helping gather further evidence that this was the right solution.
Research
You can view my case study on creating the Kuali Research Modular Budget Redesign for Colorado State University and MIT
Read the Case Study
Prototype Demo
DAN VINEYARD
Our main goal was to do some foundational reasearch with our two main customers, Colorado State University and MIT. Over the course of two months, we met with over 20 different admins at each university where we used Zoom.us to watch them use our current product. From those sessions, we discovered the main problem with our current software.
Create a dashboard
App Builder is very complex. This screen shows how an admin creates a dashboard to be used in the app.
Manage Users and Groups
An Admin would create users and then assign roles to that user. They could also build groups.
Thank you for reading!
If you have any further questions, feel free to email me at vine99@gmail.com
Bringing this solution inline with the overall product
Thank you for reading!
This modular budget is only one part of the bigger product strategy. We have a 10 year old legacy system that needs to be replaced. We now have a model of success of how we can continue to break out pieces of the monolith into new, modern modules that can deliver a better experience.  
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