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calcentral

Problem Framing

Under UC Berkeley's student-facing legacy IT systems, it was difficult to manage all of the important details of university life, especially for young undergraduate students who may be living on their own for the first time. How can critical, personalized information be efficiently delivered and easily consumed as a basis for decisions and action?

Resolution

A "one stop shop" (personalized data aggregator).

My Roles

  • Co-initiator
  • UX researcher
  • UX designer
  • Feature lead
  • Visual designer
  • Interaction designer

Methodologies

  • Stakeholder interviews
  • Task analysis
  • Heuristic analysis
  • Sentiment analysis
  • User interviews
  • Group workshops and participatory design
  • Qualitative surveys
  • Usability studies

Process

Through a variety of user engagement activities — in consultation with stakeholders for scope and direction, data stewards for policy concerns and developers for feasibility — I assessed user needs, specified content, designed interaction frameworks, defined features, wrote specs, created wireframes, developed test plans, etc.

UX engagement ranged in size from 1:1 interviews and usability studies to community town halls. Participants included teen-aged undergraduate students, ambitious graduate students, concerned parents, administrative stakeholders, dedicated staff and world-class faculty. As a community, Berkeley asks many questions, and does not accept any variation of "that's the way it is done". That, combined with easy access to system users, has made the UX role exceptionally challenging and rewarding.

Details

UC Berkeley’s Student Information Systems project is the university's largest, most complex, and most comprehensive student technology effort in the past 30 years. CalCentral is the custom-developed front end that gives each of UC Berkeley's 50,000 community members a personalized experience. CalCentral integrates data and functions from over 25 legacy systems, informing users of what they need to know and what they need to do, in order to conduct their daily lives at the world's #1 ranked public university.

Critical student and faculty tasks include enrolling in classes, accepting financial aid, monitoring expenses, assessing waitlists, and posting grades. With the legacy systems, tasks such as student enrollment, required students to simultaneously use multiple web applications while under significant time pressures. As one faculty member noted, during enrollment periods, checking CalCentral is "the first thing I do when I get out of bed."

Users on the team

Because students are the largest group of CalCentral users, I have led a UX internship program that typically includes students in graduate UXD and UXR programs. The internship is offered for academic credit. With interns skilled in UX process and methods, they become the voice of the user on the larger project team.

For other highly impacted CalCentral users such as enrollment managers, I have also brought them onto the UX team as needed. Their perspectives, when shared at critical moments, have moved the project forward quickly via early course correction of features, messaging, etc.

Artifacts

  • Journey maps
  • Pattern library
  • Lightweight prototypes
  • Findings and recommendations

Legacy Architecture

Logical Architecture Map

New Architecture

map of new databases

User Engagement: Community input session, and a student sketch

workshop on enrollment tools student sketch of campus life and concerns

Student journey: Pivotal events during a four-year undergraduate's academcic career

student events across four yeras

Feature examples: GPA Calculator and Debit Card feed

GPA and Cal 1 Card

Reflection

  • The 80/20 rule does not apply easily to highly personalized systems.
  • Systems with tightly defined communities can benefit from having UX-friendly users on the team.

Bits

  • Organization: University of California, Berkeley
  • Stack: ReactJS, AngularJS, Ruby on Rails, Node.js
  • Domain: Higher education
  • Project Type: Dashboard
  • Content: Student, staff and faculty information
  • Prototyping: Figma
  • Methodologies: Contextual inquiry, interviews, surveys, focus groups, participatory design, users as designers, users as developers
  • UX Artifacts: Interactive prototypes, manual sketches, journey maps, swimlanes, video recordings