Reinventing a B2B Coaching Hub
Business Coaching Platform
🙌🏻 Transforming a B2B Hub through an Innovative Tech Partnership
Introduction
We were commissioned by a leading business coaching agency in NYC to revamp its professional learning web platform. As collaborative partners rather than mere vendors, we assumed responsibility for system analysis, planning, deployment, and maintenance, creating an intuitive and user-friendly platform. Our dedicated team, comprised of a product owner, two full-stack engineers, and a UX/UI expert, worked closely with the client's VP of Product and its users.
Problem
The original platform fell short in providing the essential features needed for a smooth user experience. It required enhancements to participant onboarding, access to valuable information, and strong data security. Additionally, an upgrade was imperative due to its outdated technical infrastructure.
Solution
Our approach was multi-faceted:
1. Improving User Experience: We redesigned the participant onboarding process and developed a Design System. This transformation was supported by conducting user interviews and validating key features.
2. Optimizing Administrative Tasks: We overhauled the admin panel and introduced a self-service module, which streamlined operations for the customer success team.
3. Technical Enhancement: We integrated numerous missing tests and upgraded the technical stack from Ruby v2.5 and Rails v5 to Ruby v3 and Rails v6.1, utilizing Ruby, Javascript, Rspec, Docker, and PostgreSQL.
Outcome
The revamped platform now includes a self-service option, an insightful customer dashboard, and an improved user experience. These upgrades have enabled the coaching agency to deliver enhanced service. The client noted that our team was "responsive to our needs, listened to understand them, provided solutions to our challenges, and kept us informed throughout the entire process."
Conclusion
Our collaboration with the client highlights our dedication to surpassing expectations. We prioritize listening, understanding, and problem-solving. We position ourselves as more than just a vendor; we are a trusted advisor, deeply passionate about our work.