TrueCoach Client Management

Enhancing User Experience

The redesign of the client management interface in TrueCoach was aimed at resolving user pain points and improving the efficiency of fitness coaches in managing client data, communication, and workflows. As a Product Designer at Xplor, I modernized the interface to make it more intuitive, ensuring that users could seamlessly add, edit, and organize client profiles while reducing errors and confusion.

Role and Responsibilities

Product Designer

I was responsible for driving the redesign process, from identifying user needs to developing a polished interface. My contributions included:

Conducting user research to uncover challenges and preferences.
Designing wireframes and interactive prototypes.
Collaborating with stakeholders to ensure alignment on project objectives
Overseeing usability testing to refine the interface and validate design choices.

Problem

The TrueCoach client management interface faced issues with vague error messages, disjointed workflows for adding and editing profiles, and a lack of clear organization for active and archived clients. These problems led to user frustration and inefficiencies in managing client data.

Outcome

The redesign introduced clear error feedback to guide users in resolving issues, streamlined workflows with unified views for managing profiles, and intuitive tabs to separate active and archived clients. A responsive design ensured usability across both desktop and mobile platforms.

Research and Discovery

Understanding User Needs

Through empathy mapping and feedback analysis, I identified key user frustrations, such as difficulty navigating between active and archived clients, and confusion caused by unclear error messages during form submissions. Insights from this research guided design decisions to simplify workflows and improve the overall user experience.

Design Process

Wireframes

Initial low-fidelity designs mapped out the new structure for adding, editing, and organizing client profiles.

Prototyping

Interactive prototypes were developed to demonstrate error states, toggles for notifications, and profile management tabs.

Usability Testing

Iterative feedback cycles allowed refinement of the error messages, field validations, and navigation elements.

Features and Functionality

Improved Error Handling

The redesign introduced detailed, context-specific error messages to help users quickly identify and correct issues, such as invalid email formats or missing required fields. Validation errors are now displayed directly beneath the relevant input fields, reducing confusion and improving the accuracy of data entry.

Streamlined Client Workflows

The interface now separates active and archived clients into intuitive tabs, making it easier for users to organize and locate profiles. Additionally, a consolidated edit view allows users to manage all client details in one place, significantly reducing navigation complexity.

Enhanced Accessibility

Clear tooltips were added to guide users unfamiliar with specific fields, ensuring a smoother experience for all users. Color-coded indicators enhance readability and provide immediate visual feedback, further improving clarity and usability.

Delivering a Polished and User-Centric Interface

Final Design

The final design balances functionality and simplicity, featuring a unified Client Profile Overview for easy management, an improved Edit Client Workflow with clear labels and error validation, and intuitive tabs in the Client List to seamlessly toggle between active and archived clients.

Reflection and Takeaways

What I Learned

This project emphasized the importance of addressing user pain points through detailed research and iterative design. By focusing on clarity and simplicity, the redesign not only improved usability but also reinforced the value of user-centered design principles. The experience also highlighted the critical role of usability testing in validating assumptions and refining the final product.