Insights

As EdTech companies mature, they inevitably look to grow their user bases. When you find yourself at such an inflection point, it’s more critical than ever to refine your research, design, and development processes to ensure you don’t create or compound your UX problems. In this first article in our series on optimizing your UX program to enable smooth growth, we’ll examine what this means for your research process.

Your EdTech product has found its footing with a dedicated user base. The intuitive, fast-moving approach that got you here has served you well. But now you’re at a critical juncture — perhaps you’re expanding functionality, targeting new user segments, or completely reimagining core features. Whatever the catalyst, one thing is clear: a focus on engineering that often propels products’ initial successes might now need a shift towards researching users’ needs and experiences.

In growing organizations, the relationship between design and engineering teams can make or break product development. Many companies start with strong engineering teams and bring in design expertise later. As EdTech products scale, lurking usability problems become emergencies that tax customer support teams and divert engineering teams away from the roadmap.

As we enter 2025, we’re sensing an inflection point for the EdTech industry. While artificial intelligence continues to dominate the conversation, we’re experiencing a broad evolution toward more rapid experimentation that’s driving strategic innovation.

As EdTech companies mature, they inevitably look to grow their user bases. When you find yourself at such an inflection point, it’s more critical than ever to refine your research, design, and development processes to ensure you don’t create or compound your UX problems. In this first article in our series on optimizing your UX program to enable smooth growth, we’ll examine what this means for your research process.

Your User Experience researchers and designers and your Customer Experience team have a lot to offer each other. It’s easy, however, for UX and CX teams to work in silos. When UX and CX teams fail to collaborate, challenges can arise. These issues not only affect team efficiency but also impact the overall user experience.

User experience research and design is often misconstrued as “nice-to-haves” — not a non-negotiable like world-class product engineering. Especially if you’re an early-to-mid-stage EdTech company, you likely begin the product development process with a proof of concept and build it out as an evolving, real-world solution, with the engineering team at the helm.

Openfield helps early-, mid-, and mature-stage EdTech companies quickly identify and eliminate barriers that keep their products from reaching their full potential. Project-based engagements typically run between two to six months in duration. The majority of new relationships with product teams begin with a project to address a specific challenge with a clearly defined scope, budget and timeline. Timelines and budgets are largely dictated by how complex your challenges and goals are. Your EdTech product’s needs may be highly focused around a specific feature or component, or they may have more broad implications across your product that require more planning, […]

Rapid prototyping is a cost-effective, resource-light approach to getting real-world feedback from users. Whether your product is brand new or you plan to release a significant feature revamp to a product with an existing user base, working iteratively through a rapid prototyping process allows your team to gain confidence that your ideas will truly solve your users’ problems.  Our EdTech Rapid Prototyping Package is Designed to be Fast, Flexible, and Cost-Effective Quickly align stakeholder expectations, shorten time to launch, and get the real-world user input you need to enter the market with the strongest possible product experience. Because every product […]

When done right, one of the most rewarding and fruitful things an EdTech product team can do is rapid ideation. Generating a multitude of solutions to user and business problems in a short period of time can be a key tool to quickly increase user loyalty and sales. But with the daily grind of product development, it can be hard for EdTech teams to find the time to plan and conduct fruitful ideation sessions. The challenge of conducting successful ideation sessions is often underestimated. Many product teams put off group brainstorming because they don’t know how to select the right […]

Too often, EdTech product teams focus on speed at the cost of accuracy. Has a recent update caused a user revolt? Is your user base growing increasingly restless because they believe you’re not listening to their calls for improvements? These scenarios are unfortunately common — and almost always arise due to a lack of user research. Acting quickly and decisively is important, but if you fail to accurately identify and prioritize acute UX issues using the right blend of user research and stakeholder brainstorming, you risk compounding your problems. Nothing is more painful for a product leader than expending time […]

We’re sensing a lot of pent up desire to move on big picture initiatives in 2024. The past couple years were filled with many unknowns as investment in the sector was heavily scrutinized for both early-stage and mature EdTech products. If you’re like many product leaders we talk to, you may be looking at 2024 with continued trepidation but feeling the pressure to address underlying issues that are keeping your product from being the best it can be. But 2024 could shape up to be your best year yet — if you play it right. We compiled a list of critical trends that will be the biggest influencers on your business.

Following a period of reticence toward spending on longer-term strategic initiatives in favor of quicker wins, we believe there is pent up desire to tackle bigger picture initiatives. But the need to scrutinize big moves feels more important than ever as investment in the EdTech sector continues to reset to normal pre-pandemic levels. That means investors, stakeholders and buyers are seeking safe bets on viable solutions to well-researched user needs. Whether you are an early, mid, or late-stage EdTech product, you can’t afford to have a declining user experience.

Whoever receives a grant from your organization should assure you that those grant dollars will be put to good use. Especially if they’re an EdTech company designing products for better student outcomes, their ability to affect those outcomes is contingent on the quality of their UX research and design processes. Those elements are critical to their success as an EdTech — and yours as a grant foundation funding them. That means your grant program design must specify that applicants demonstrate a firm grasp of UX research and design best practices within the education industry.

Products, like people, don’t always age gracefully. When it comes to digital products, this aging process begins as soon as new features or bug fixes are introduced and it accelerates when you’re consolidating multiple products into one platform. Over time, as more and more changes take place, design debt (or internal inconsistencies that don’t match the product’s underlying design system) naturally begins to accrue. From minor visual discrepancies all the way up to broken functionalities, design debt fragments and undermines user experience.

Prototypes are essential tools to ensure efficient, cost-effective and ultimately successful EdTech products. But how do you know which prototype to use for every scenario? Our guide demystifies the process of choosing the right type of prototype with a detailed tour through the different stages—from initial paper sketching to functional iterating.

Gamification is a term that comes up frequently in user experience (UX) design. It’s a method whereby designers borrow design principles from video games to create products that are more intrinsically enjoyable to use. Think Duolingo: it’s a language-learning app with game-like features that keep users motivated to become fluent in a new language.

Actionable data holds the key to unlocking valuable insights that empower users to make informed decisions. But it’s challenging to decipher which data will inspire your users down a guided path versus which will only confuse them. This eBook explores how actionable data in data visualizations transforms the way your users interact with their information to achieve better outcomes.

Gone are the days of pandemic-era funding, when buyers at educational institutions were quick to adopt new EdTech. For the last few years, institutions had the financial bandwidth to try any and all EdTech that facilitated remote learning or in-classroom work. Now that in-person education is back, there’s less incentive to try new tools — and frankly, even less money to do so. Fewer buyers can draw from the well of stimulus money anymore. So what does that mean for your EdTech? It means there’s a higher burden of proof on your product’s value. That’s where data visualization comes in.

If you’re not designing your plan to help you meet your business goals, you’re missing a major opportunity. UX research plans aren’t just for mining feedback about a design or concept. Done well, a robust research plan paves a path toward meeting all your objectives. So how do you empower your UX research team to build a plan that incorporates your business objectives? In this four-step guide, we’ll show you how to set up your UX research team and your business for success.

You’re responsible for ensuring the successful development, launch, and management of your company’s EdTech products. But between internal politics, siloed communication, and limited resources for design and research, your job is anything but simple. Hiring a third-party agency like Openfield can provide the external support teams like yours so often need. We’re an ideator partner that isn’t beholden to internal politics, allowing for faster and more collaborative decision-making.

You know the value of usability testing, but are you prioritizing learnability testing, too? Measuring your product’s learnability, which is essentially the time it takes for users to acclimate and become efficient at its related tasks, is just as important as testing overall usability. However, learnability is rarely tested or represented in traditional usability tests. Overlooking learnability is short-sighted. If users can’t get beyond the onboarding stage of using your product, how can you expect them to integrate it into everyday usage?

To get the highest return on your UX research investment, you need to carefully evaluate each finding and focus on the features and fixes that yield the biggest impact — for your users and your product’s future. Download our four tips on how to properly prioritize your UX research findings and you’ll be on your way to doing just that.

When you think of inclusivity in EdTech product design, your mind probably jumps to accessible design principles. But truly inclusive design starts long before UX designers put pixels to prototypes. In fact, the seeds of inclusivity are planted in the earliest UX research stages. And it all begins with how you recruit and relate to test users. 

For your EdTech product to be as valuable as possible, it’s important to meet users where they are. But what if you don’t know exactly where that is? How can you develop new products that meet their needs? Or successfully maintain products that continue to do so? UX research exposes areas where users may experience frustration within your product. Many times, though, additional challenges happen adjacent to the use of your product — outside the product itself. However, these obstacles can still impact the use of your product. 

A co-creation session is a powerful tool to unleash a wide range of new ideas for your EdTech product. Instead of waiting for user testing or other types of validation, you can generate ideas alongside your users. Co-creation is a beneficial exercise in upfront discovery as a method to gather early input from users. But it can also be used in later stages to either extend your product roadmap or uncover solutions when you have questions or features you want to update.

The discovery phase sets the stage for the successful launch of your EdTech product. Our latest resource guides you through the process and the tools to maximize this first step in the UX process. The result? Stronger alignment among your team and a better experience for your users.

Both project-based and long-term UX contracts have a place in the EdTech space. It’s not an either/or scenario. But each option for engaging an external UX partner comes with a unique set of considerations. The scale and scope of your project will play a significant role in your decision about the best approach. Regardless of which option you choose, there are a few things to keep in mind. At Openfield, we’ve worked with product owners in both contractual capacities and have learned what makes each one successful.

EdTech companies need to be serious about ADA compliance, and fast. The number of lawsuits filed against organizations has grown exponentially over the last few years, and COVID-19 has added a new dimension as users are challenged with adapting to remote conditions. It’s more important than ever to ensure your product won’t put you in the crosshairs in an era of heightened scrutiny. Simply put, making products accessible for ALL users is more than a requirement, it’s the right thing to do. On the business side, the consequences of not doing so include ADA lawsuits, declining sales, and negative brand perception.

Educators are among a rising group of individuals turning to data to inform their every day decisions. The most successful instructors often turn to data available from EdTech products for insights and recommendations to guide their students’ learning. When it comes to data, though, a natural tendency for product developers is to share everything available. But that can be overwhelming for teachers and in turn render the data useless. Data is no longer reserved for only analysts or “tech-savvy” individuals. And instructors shouldn’t have to struggle to use data that is available to them. Instead, data should help educators understand trends and make decisions about when students are achieving their goals and when instructors should intervene

A comprehensive approach to EdTech product development means more stakeholders are at the table. But when groups who should be working toward the same goal are at odds, it slows down the process and the progress toward your product’s launch. Developers are now joined by teams from content, marketing, customer support and other product groups (just to name a few). This diversity of roles and disciplines now represented on the team leads to a better product in the end. But the growing number of personalities and perspectives increases the potential for conflicting priorities. 

As an EdTech product manager facing time and budget pressures, you might be looking for a shortcut to get your product to market faster. In these instances, cutting UX research or testing may seem like the best approach. However, while many shortcuts are designed to make tasks quicker and easier, not all shortcuts produce desirable results. In the world of EdTech product development, cutting corners in UX simply isn’t an option. 

One of the most common challenges we help product leaders work through is how they can plan, build and adapt UX budgets over months, quarters and years. It can be very difficult when setting yearly budgets, for example, when you know unforeseen challenges and opportunities will inevitably require you to pivot along the way. In many organizations, tension arises when internal stakeholders, not to mention CFOs, learn that discovery work has unearthed new insights that will require your team to incur additional costs to address.

A speedier design process and a better end-product are possible when your UX designers and researchers work in lockstep. And that requires their continuous communication at all points of your product’s development process — especially in user testing. Download this free user testing worksheet that our UX designers and researchers created together in order to: track important user testing dates and links, describe users and research goals, and provide a list of research questions, tasks, and subtasks.

When you identify that you have cross-cultural product users or you want to expand to other regions, design complexity ensues. Your EdTech product’s UX design choices are important; everything from color to copywriting directly impacts how your users experience your product. Each design element either helps meet your users’ needs — or prevents them from being met.

In the EdTech industry, data drives business decisions — and that’s a good thing. Leaning into facts and metrics prevents you from being sidelined by assumptions and blinded by bias. Plus, data is available for your whole team to use. Shared data points can keep your team aligned and create ways for them to collaborate and connect. But data can be incredibly difficult to sort through; it’s not automatically helpful and instructive.

Part of making your EdTech product truly accessible is inclusive design; the other necessary part is inclusive copywriting. Both elements, when working in harmony, help create meaningful learning experiences. However, it’s important to recognize that product design processes may create dissonance between these two elements. Too frequently, copywriting is treated as an afterthought. And that may end up causing accessibility issues that get caught late in the game. Or not at all. 

Your EdTech product has a unique and constant challenge: It must meet the ever-evolving needs of your users. And UX research that includes frequent user testing is critical to identifying those needs. Your research can’t provide meaningful insights without the participation of the right users. Just who the “right” users are depends on the goals of the testing cycle. Unfortunately, product testing sessions tend to lean heavily on the involvement of the same users over and over again: power users. Power users know your product well and use it to its full potential.

Design debt — the natural accumulation of design-related inconsistencies — has a way of compounding over time, just like interest on a loan. And, like all debts with compounding interest, it can pretty quickly get out of control. If you don’t take it seriously, design debt can add up to poor performance of your EdTech product and unnecessary friction in your user experience. Use the 5 tips in this free guide to help your team skillfully manage design debt — and protect your bottom line.

The most successful EdTech products stay close to the evolving needs and preferences of users. The disruption in education caused by COVID-19 over the last couple of years  — and therefore in EdTech — have made that aim challenging indeed. Of course, it’s not just education that’s been rattled; the job market has been, too. Many employers are having a hard time finding and keeping workers. Both students and workers are asking how they can learn and grow more efficiently and effectively, and yesterday’s solutions just won’t do. In short, people are more focused on their personal goals and less willing to spend time on unrelated tasks with low or no payoff. 

When it comes to product development, user insights are invaluable. After all, it’s crucial you develop an EdTech product your users actually want and need. To glean that insight, you’ve got to understand how to effectively talk to users — without influencing their responses. Download our free guide to learn how to craft smart testing scripts that yield the most accurate, actionable user feedback.

When product leaders begin a partnership with an outside UX team, the discovery process presents a unique challenge. All stakeholders must gain alignment about the product problem to solve and come to a shared understanding about your users. And in order to understand your users, you need to consider their flows. Task flows, user flows, and user journey maps can all be useful in the UX discovery phase. All of these tools share a sense of establishing and tracking user movement. But they are discrete tools that have specific purposes and appropriate uses. You should know what outcomes each of these three tools provide, how they overlap, and how they support each other. That way, you’ll know where your efforts will be best applied in our discovery work together.

UX teams often view design systems as luxuries they can’t afford. But an effective design system is much more than a “nice-to-have.” It can increase efficiency, save money, and shift your team’s focus to creating delightful new features rather than untangling design knots. While the idea of building a design system may seem daunting, our guide will help steer you whether you’re starting small or jumping in feet-first.

In EdTech, your product and UX teams share a purpose: meeting the evolving needs of your users. You may be more likely to invest in improving the UX of the visible, user-facing parts of your product. That makes sense — it affects the bottom line. There’s no denying what students and instructors immediately see (like attendance, grades, and assignments) influences what EdTech product is purchased by or for them. These user-facing elements are made with internal course building tools, yet you probably make far fewer investments in them. From a UX perspective, this is a mistake. Internal tools — like the ones that build course templates — powerfully shape users’ overall experience with your product. 

Are your EdTech product’s data visualizations telling stories that are useful to users? If they don’t meet the thoughtful and consistent standards in your own style guide, they probably aren’t. When you access our Quick Action Guide, you’ll have all you need to empower your data visualizations with: uniform look and feel, quicker design process, overarching strategy for data reporting, first-rate user experience, adherence to accessibility requirements, data and product credibility.

UX research and market research both assess the value of your EdTech product for its users. These two distinct groups of researchers have pretty different ideas of what “valuable” actually means — and how it’s measured. Your UX research team determines your product is valuable when it meets the needs of students, instructors, and administrators in learning environments. The central question for UX is whether or not your product is helpful in an educational environment and easy to use. Market researchers, on the other hand, ascertain your product is valuable when your product is purchased. The most important questions for market researchers are, “Will this product sell? And to whom?” 

EdTech users expect more of your product than ever before. Not only does your product need to be easy for users to navigate, but it also must facilitate a superior learning experience. UX (user experience) and LX (learning experience) add up to a truly valuable EdTech product in today’s classrooms — and not just for students. It’s important for your team to remember that instructors are learners, too. Instructors need to feel comfortable and confident with your product. And ideally, they will be convinced of your product’s role in the achievement of learning outcomes. Your team needs to prioritize instructors’ engagement with your product — and prove it with exceptional instructor onboarding. 

EdTech product development rarely moves along at a predictable, constant pace. There are phases of frantic activity. And there are phases of watching and waiting. The ebb and flow inherent in your product’s life cycle keeps things interesting — and difficult to properly staff. Now more than ever, striking the right balance with resources is a job unto itself. And you may be considering hiring an outside UX agency to support you. Up to this point, you may not have felt the need for an external UX partner. Not so long ago, your product team probably spent time and energy focusing on nice-to-have features. And you had the capacity to do so. But the EdTech landscape is different now. You have to prioritize the features you know your users require in the post-Covid classroom.

One of the most important continuing conversations you’ll have about your EdTech product is about how it meets accessibility standards. Adhering to accessibility guidelines isn’t just about avoiding penalties. It’s just the right thing to do. All of your users deserve access to the same information, no matter what their physical or mental abilities. The World Wide Web Consortium’s Web Content Accessibility Guidelines (WCAG 2.1) are meant to ensure your product’s content is perceivable, operable, understandable, and robust. Making sure your product lives up to those principles is not a one-and-done affair. It requires constant evaluations and improvements. You may need to do an internal accessibility audit to work through small compliance issues. Or you may need to go a step further with a VPAT.

If you’re developing your EdTech product in an environment of rapid iteration, tension can run high. Even though you’re moving fast, you still need to stay close to the reason you are creating a product in the first place: your users’ evolving needs. And that means you’ve got to simultaneously conduct UX research and keep up the pace. Some research methodologies are better than others at different points of your product development. When you’re working under a tight deadline, you need research results in a matter of days, not weeks. User surveys can be effective research methods when you need actionable insights fast. Your research should always be rigorous and comprehensive, so you can make the best product decisions for your users. Keeping up the momentum while gleaning and integrating new insights? That’s a tall order. 

Data visualizations can be powerful assets for your EdTech product. They tell clear stories that engage and inform your users. When designed simply and used selectively, data visualizations enhance learning experiences. Unfortunately, though, harnessing their power can be easier for some more than others. Like all other features of your product, data visualizations should be accessible to all users, including those with disabilities. Accessibility guidelines for data visualization aren’t explicitly defined under Web Content Accessibility Guidelines (WCAG), so it’s easy for your team to deprioritize them. And sometimes your product designers may inadvertently neglect accessibility in their processes. 

Whether you’re a new EdTech startup or one with a substantial track record, you’re facing similar challenges when ramping new products and features. You need to define how your new product fits into your overall vision and meets user needs. And you’ve got to make smart judgments about how to use your resources. As you try to handle a slew of competing interests, each with a price tag, hiring an external UX partner might feel like an investment you can’t afford. After all, you’re working with clear budget constraints. Funneling assets outside your organization may feel unwarranted.

Knowing how and when to conduct UX research is mission critical for your EdTech product. With well-timed research, you have the insights you need to make the best product decisions. And most importantly, research provides a window into the minds of your product users. Your user journey maps are case in point. Mapping your user’s journey without UX research is like a modern-day cartographer working without satellite images. EdTech products shouldn’t rely on journey maps designed out of probabilities. It’s like using a compass and telescope when you have specialized mapping software at your disposal. 

UX research is the cornerstone of your EdTech product — without it, you won’t be tapped into your users’ evolving needs. Knowing your goals is one vital aspect of research — and another is creating fruitful conversations with your research participants. As a product leader, you’ll want to make sure your research is being conducted in a way that provides the least biased and most productive results. If research conversations aren’t adapted and adjusted to get the most out of your participants, insights are being left behind. In order to meet your UX research objectives, your team ought to define suitable interview demeanor and refine strategies with participants.

For EdTech companies the beginning of a new UX project is critical. Unless your entire team gets on the same page about your discovery process and big-picture project goals, you risk inadvertently duplicating work and missing deadlines. Team members’ opinions about processes can come into conflict. The success of the project depends on the entire team coming into agreement — and that starts with a kickoff meeting. An effective kickoff sets the tone for what will be a collaborative effort — one that ensures all stakeholders are heard. The goal is to work toward consensus of discrete problems from disparate points of view. Here’s how to take full advantage of your kickoff meeting.

You already know UX research is integral to developing EdTech products users can’t live without. Whether you’re launching a new product or taking an existing one to the next level, research is a skeleton key with the power to unlock your users’ needs, preferences, pain points, and mental models. But with each successive round of research, your insights can quickly add up to an embarrassment of riches. You can’t possibly tackle everything at once. Not only that, but not all UX research findings are created equal. So how do you choose which of the many findings your research team uncovers to focus on first?

The best EdTech products aim to meet the evolving needs of their users. What’s also true is that the best EdTech products are working diligently to uncover new opportunities for teaching and learning. In the world of education, meeting your users’ needs means more than simply crafting a seamless user experience. It means facilitating improved learning outcomes. The future of EdTech will be one in which products are evaluated for their usability and the efficacy of their educational content. In other words, does your EdTech product provide a better education for its users?

During the coronavirus pandemic, educators turned to EdTech to bridge the gap between traditional and remote learning environments. Demand for EdTech products spiked as companies like yours worked overtime to accommodate wave after wave of new users — and adjust to radically different user needs, too. It was a wildly turbulent year, one that required your team to work at a breakneck pace while managing the stress of living through a global pandemic. And it was equally wild from a business standpoint. With so much new demand, the past year was, for many EdTech companies, an unprecedented success. 

Competition in the EdTech space is fierce. So it makes sense that you keep a close eye on what your closest competitors are up to. You’re probably acutely aware of any gaps between your own product’s capabilities and those of your biggest rivals. So much so that achieving feature parity may be a top priority when planning your product’s roadmap. No doubt about it: It’s crucial to understand and keep pace with your competitors. But just because the most comparable EdTech product on the market offers a particular feature or functionality doesn’t necessarily mean you should, too.

As instructors, students, and casual learners alike embrace a personalized, learn-at-your-own-pace ethos, self-paced and adaptive learning products are growing in popularity. This approach represents a key opportunity for EdTech products like yours — but it comes with an added layer of responsibility. All EdTech products must be user-friendly to succeed. However, when it comes to self-paced products and adaptive products, the pressure to deliver a seamless and intuitive user experience (UX) is much higher.

Your EdTech product serves an international, multilingual, and multicultural audience. That’s true even if your product is only ever used in schools and colleges within the United States. You see, whether your product is geared toward K-12 or higher education, the demographic trends are the same: American schools are increasingly composed of non-native English speakers.

As an EdTech leader, you know your product needs to be user-friendly to succeed in the market. And you also know user research is key to designing solutions that satisfy and delight. At the same time, though, you may have a hard time defining the true ROI of your UX investment. Without the ability to directly connect UX activities to measurable business outcomes, you may struggle to justify your UX spend — whether that’s to your board, your funders, or even yourself.

Your EdTech product serves a range of users in different situations with different needs. That’s true even if your product is lean and focused. But as your user base and feature set grow over time, so too will the number of use cases you must account for in your UX design. Growth is a good thing. Yet when it comes to EdTech products, more use cases mean more complexity. And complexity is often the enemy of usability. 

As the coronavirus pandemic continues to upend life as we knew it — including the usual in-person educational models — students, teachers, and administrators are more stressed than ever before. You’ve seen it with your own eyes. Your EdTech product users are struggling with unprecedented challenges. And they have the elevated anxiety to match. To design the right solutions within your product — and effectively reduce user stress — you must first look at your users’ lives outside your product. 

You already know that user testing is critical to the success of your product. But for many EdTech companies, actually sourcing test users is a perennial challenge. You see, when it comes to user testing, not just any users will do. You can either build a bespoke set of actual users of your product or you can utilize a service that brings their own preselected group. In order to get meaningful insights, you need to start with the right users.

User testing is the key to creating an EdTech product your users will love. That’s the whole reason you do it in the first place: To uncover critical user insights and leverage them to make smart, user-centric design decisions. But the truth is that simply conducting the research — even well-designed research — isn’t enough. In order to get meaningful takeaways from your research findings, you must apply the right level of statistical rigor.

The EdTech market is ripe for disruption. Between pandemic-driven changes to educational models and an influx of investors, the industry is now in a state of rapid flux. Which means the pressure is on for your EdTech company to bring useful new features to market as quickly as possible. Of course, that’s easier said than done. EdTech has long marched to the beat of its own industry-specific drum, often moving at more of a leisurely canter than a breakneck gallop.

The primary trend in 2020 was the sudden shift to remote learning. As the COVID-19 pandemic forced everyone to go remote, educators scrambled to find fast, effective digital solutions to facilitate their new reality. While we’re all relieved to be in 2021, many challenges remain. We’ve already established that when it comes to EdTech tools, digital doesn’t equal remote. And EdTech companies are still working to develop or optimize tools to support online classes.

2020 was most clearly defined by one thing: COVID-19. That was true for the world at large, and it was also decidedly true for the smaller world of EdTech. The pandemic forced a handful of industries into the spotlight. Chief among them? Health, finance — and education. As schools everywhere rushed to assemble remote learning protocols, EdTech products and other tech companies (hello Zoom!) stepped up in a major way to fill the gaps. But that doesn’t mean it was seamless. Far from it.

Accessibility is a fast-growing concern for all EdTech companies. If your EdTech product doesn’t effectively serve all of its users (including those with disabilities) then you have a problem. You aren’t just excluding whole categories of users. You’re shortchanging your overall user experience — and setting yourself up for possible lawsuits to boot. Don’t put your product’s accessibility on the back burner. Start planning your accessibility audit and remediation plan today. Your users (and your legal team) will thank you.

Are you adapting to meet your users’ changing needs in the pandemic as quickly as your competitors? As an established EdTech company, you’ve already carved out a unique spot for your product (or suite of products) in the market. Now that you’ve solidified your place within the EdTech space, your focus has shifted from staking a claim to defending and growing your marketshare. But if you’re not listening carefully to them and adapting your product quickly enough, someone else may beat you to it.

In the world of consumer digital products, the buyer is almost always the end user. And in many ways, this makes everyone’s job easier, from business executives to your sales and marketing teams. But in the world of EdTech products, the same thing can’t be said. Students are by far the largest EdTech user group, yet they almost never have the power to decide which products they will be required to use as part of their education experience.

There’s no such thing as a one-size-fits-all UX metric. Rather, there are a number of key metrics you can pull from depending on the situation. Your prototype’s fidelity, the scope of what you are testing, your test objectives, and your internal stakeholders’ preferences all play a role in determining which metrics make the most sense at any given time. Here’s what you need to know to select the right metrics for your EdTech product. 

As an EdTech product leader, you understand how important user research is to your product’s success in the market. You know you need to invest in UX research. But how? You may be weighing the pros and cons of hiring your own internal UX researcher versus partnering with an external UX team. Hiring an external UX research team like Openfield comes with many benefits.

As an EdTech product owner, you know that your team is only as efficient as the systems and processes you put in place to manage production. And those systems and processes are, in turn, shaped by the design and engineering tools you use. That’s one of the reasons why the decision to migrate to a new design tool is such a big deal. But it also means that switching tools — for whatever reason — represents a key opportunity to reevaluate and optimize your workflows.

UX research is a critical component of product development. It’s the key to unlocking your users’ needs and preferences. And it’s what enables you to build the best, most user-centric EdTech product possible. Of course, you already know to include key workflows and features in your user testing plan. But what about your broader business objectives — the quarterly and annual goals by which you measure your product’s progress?

The discovery phase of any EdTech project — whether a new product launch or a feature update — is all about gathering information. Of course, this usually includes a variety of activities. You might simultaneously be hammering out business objectives, performing a competitive analysis, and interviewing your users, among other activities. The goal? To emerge with a full understanding of your big-picture problem, as well as a keen sense of how best to solve it.

If your EdTech company is committed to your product’s UX, then you already know UX research isn’t a one-and-done activity. It’s an ongoing, holistic part of your product life cycle. Which means that your UX team may generate dozens of research reports over the course of a single year. Each individual report tells a story and provides actionable insights. But as your research scales, so does your data. Before you know it, you can amass an avalanche of information — with no simple way to make sense of the bigger picture story it tells. 

Say the words “exclusive design,” and the average person probably starts picturing high-end fashion brands and electronic devices. After all, in the world of marketing, “exclusive” is a good thing. But in the context of digital products, exclusive design isn’t a positive feature. It’s a preventable failure. When it comes to EdTech products, an exclusive design pattern is one that doesn’t meet the needs of all of its users. In other words, it’s a design pattern that only works well for certain groups of people, such as visual users or those with a mouse in addition to a keyboard. 

As an EdTech leader, you know firsthand how challenging it can be to strike the right balance between production costs, time to market, and quality. You must ship great products that generate revenue for your bottom line, build customer confidence in your brand, and ensure that your user and business needs are adequately addressed. That’s a pretty tall order, especially considering that you’re probably also under pressure to tighten your proverbial belt, given the current economic times. As a result, you may be grappling with the inevitable need to trim production costs in the form of UX research, design, and engineering.

As a product owner, you’ve been trained to put your users’ needs first. But you also know from experience that you don’t have the luxury of developing EdTech products in a vacuum. While your users should ideally drive everything you do, you must also contend with a host of competing pressures, from budgetary constraints to compressed timelines. The truth is that your feature requests and production timelines are often driven by business needs. But your users are the reason you created your product in the first place.

Your EdTech company’s UX team relies on digital tools to do their jobs, from design work and prototype creation to UX testing and managing internal workflows. Chances are, your team is fully dialed into a suite of tools that works reasonably well for them. Sure, your tools aren’t perfect. But the familiarity you’ve gained with them enables your team to create smooth, efficient workflows. Or do they? Stop and look a little closer. Your team may be using more workarounds than any of you realize — workarounds that are so deeply ingrained they no longer even seem like workarounds.

You already know that design systems are critical when it comes to creating consistent user interfaces. In fact, you may already have invested in a design system for your EdTech product. You’ve seen some benefits, sure. But you’ve also found that it’s opened up a whole new Pandora’s box of sticky design questions. Rather than arming your team with the information necessary to make confident decisions, they are frequently bogged down with uncertainty and indecision. It seems like every new use case results in a debate over which version of a component should be used or whether new variants should be created. 

Your EdTech company may already be in the practice of utilizing focus groups. They can be a great way to bounce new concepts off your users and glean insights about their preferences and mental models. But what about digital focus groups? You may be cringing at the very thought of hosting these events at all, let alone digitally. You might be concerned that they are less personal or effective when hosted remotely. However, with the right approach and tools, digital focus groups can be an extremely engaging and cost-effective way to gain crucial feedback. Here’s what you need to know. 

When your team decides to build a new feature for your EdTech product, you likely start by holding a discovery workshop. You use the workshop to bring all the necessary stakeholders together, brainstorm ideas, and come into alignment about the underlying user needs and business objectives driving the new feature. The mechanics of putting on a virtual discovery workshop may seem overwhelming. But with a little planning and a few best practices, you’re sure to get the most out of your team — wherever they are.

As an experienced EdTech professional, you already know that technology is transforming the way educators share knowledge and interact with students. But the technology boom is changing more than just the way education is delivered. It is also generating an unprecedented quantity of data — data with the potential to revolutionize the way administrators, instructors, and students manage schools, teach, and learn. EdTech companies are in a unique position in that they are the ones generating and collecting this sort of data.

You probably already know that you can conduct meaningful usability tests with as few as five users. This widely-adopted tenet of UX research and design has endured two decades because it’s both surprising and heartening. After all, it shows that UX research doesn’t have to be expensive and time-consuming. To the contrary, it can be quick, accessible, nimble, and cost-effective. That’s good news. And in general, the guideline holds true. However, it’s important to recognize that the “five users rule” is more rule of thumb than rule of law.

The coronavirus pandemic continues to rapidly change (and challenge) the world in myriad ways. With social distancing a must for the foreseeable future, educators around the globe are scrambling to migrate to online learning. As a product leader at an EdTech company, you are in a unique position to help educators and students in this tumultuous situation. Chances are you’re already doing just that by offering your product free of charge for the duration of the pandemic.

As an EdTech product owner, you likely know the drill when it comes to UX testing. You work with your UX research team to identify testing priorities. Next, your research team goes off and conducts user tests. A week or two later, you receive research findings. But there’s a better way — a very simple tweak to this process that allows you to be more engaged in user testing, drive more value out of each round of UX research, and iterate more quickly? The solution can be found in what we call “early research recaps.” 

Our best experiences outside of the digital world are made up of much more than what we can see. Think of walking in the woods, petting a dog, or eating a warm, flaky croissant. These real-world experiences engage all of our senses — not just sight — to create meaning and elicit delight. However, most digital experiences revolve around just one of our senses: sight. No surprise there.

Using a new product for the first time is a little bit like meeting a new friend or coworker. In fact, users assess new products in much the same way we assess new people: with personality, looks, and ease of interactions all coalescing to form a positive or negative association. Those initial interactions quickly add up to a powerful first impression — one that can be hard to dispel over time.

Most digital products, such as social media, budgeting, and news apps, appeal to users on the basis of their utility or entertainment value. Individual users make the personal decision to purchase or download these products because they want to use them. EdTech software, on the other hand, is different. They are undoubtedly useful. But for student users, they may not seem like much fun when they are required to use them.

Being a great product leader requires a constant balancing act between meeting the need to release immediate improvements while simultaneously planning for what’s coming in the next year and beyond. Dealing with today’s concerns, such as Accessibility compliance and onboarding issues, has a way of getting in the way of planning for bigger trends that will have an impact on the success of your product.

As your product needs evolve over time, the ability to scale your UX resources up or down is crucial to maximizing your product’s growth — and your UX budget’s impact. In fact, that’s one of the reasons we encourage EdTech companies to think of their UX spend as an investment rather than a strict, project-by-project budget. When you invest in UX as an ongoing project (on a quarterly basis, for example), you free up your product and UX teams to work more efficiently and productively as they identify solutions and resolve problems. 

As a product leader, one of your primary responsibilities is to connect the leadership team’s vision of their EdTech product with the actual needs of the product’s users. To do this well, you must execute leadership’s vision responsively. This means modulating the product roadmap as your product team surfaces new information about user needs or identifies risks associated with leadership’s vision. Leadership teams are naturally more future-focused.

Usability problems can crop up in EdTech products for any number of reasons. An incomplete understanding of user’s needs. Inadequately defined product requirements. Insufficient user testing. The list goes on. Many of these issues can be headed off simply by incorporating UX and user-centered design best practices in the product development process. But no matter how attentive your team is to its users, and no matter how airtight your approach, there’s another usability problem that is sure to materialize with time: design debt. 

When we begin a UX engagement with a new EdTech client, our first priority is to quickly learn as much as possible about our client’s product and users. Our collaborative process begins with a phase of research and user understanding that includes an in-person discovery session. The discovery session allows a products’s stakeholders to identify problems, clarify goals and priorities, and align around a shared vision for their product – before identifying solutions. Here’s what you need to know about this critical planning session — and how you and your UX team can make the most of it. 

Innovation within the EdTech space can sometimes feel painfully slow. That’s especially true when compared with digital products in other spaces, such as social media, finance, and health apps. This innovation drag is felt not only by EdTech companies themselves, but by users, too.  Student users, in particular, are quick to notice when EdTech products aren’t on par with the many other apps they use on a daily basis.

User testing is a critical component of the product development process. You need your users’ feedback to shape your EdTech offering in a way that meets their needs and creates an enjoyable user experience. But when it comes to following the best practices of effective UX testing, not just any users will do. The reliability of your tests depends on your ability to recruit the right mix of users at the right time.

As EdTech products grow more complex in terms of the data they manage and the analytics they produce, data visualization is poised to become an indispensable tool. To date, many of these products have yet to fully embrace data visualization design in their product interfaces. As the expectations of students, instructors and administrators grow, it will almost certainly be considered a baseline requirement soon.

When you’re observing users in the wild, one thing’s for sure – there’s a lot going on. To help you capture key insights, observations and ideas on-the-fly, we’ve created this worksheet you can download and print to make sure you don’t miss any important details when you’re in the field.

Most EdTech companies now understand the importance of UX research in developing products that meet the needs of students, instructors, and administrators. But the thing about UX research is that it’s actually only the first half of the equation. Without thoughtfully prepared reporting, your UX research is really just a pool of data. By adopting effective presentation strategies for reporting research results you can ensure your findings are carried through the rest of the development process.

Over the past few years, the UX of EdTech products has improved by leaps and bounds. That’s true at the individual application level, anyway. But it’s a whole different story when you look at the user experience of product integrations that bridge two or more applications. It’s hard enough to integrate platforms in situations where you have complete control, but it can be incredibly difficult to integrate third-party platforms in a meaningful, seamless fashion.

Your EdTech company is thriving. Your product is growing and so too must your team. It’s a good problem to have, of course. But for companies considering working with an outside UX agency, it can be hard to know exactly how to gauge their value. It’s easy to see why this can feel like such a challenging decision. The idea of spinning up an internal team is daunting, but the idea of working with an agency brings its own set of concerns and unknowns that can lead to misinformed buying decisions.

The launch of a new product represents a huge leap, but it’s really just the first big step in a series of many. Over the course of a healthy product’s lifespan, your team will continue to work inside the product for years to come, fixing bugs, pushing out updates, making UX improvements, and adding new features. New features require efforts from UX, engineering, and product teams with each leading at different times.

At Openfield, we found that the same old design review process didn’t quite fit the bill anymore. Instead of formal, infrequent design reviews, we needed to develop a design feedback loop that was as agile and iterative as the development process itself had become. And that’s how we landed on a system of daily design reviews.

Minimum Viable Product. Minimum Awesome Product. Minimum Loved Product. No matter what you call it, your product needs to delight users on the first release and every iteration beyond that, or it will fail.

User testing is a crucial component of successful product design. Without the insights that on-the-ground testing yields, designers can only guess at how users will actually interact with their products.

Truly inclusive product design aims to create products that work seamlessly for all people, in all situations. This may seem like a tall order, but it really should be your company’s goal. Not only is it an ethical imperative, but it’s good for business, too.

A harmonious integration of customer experience (CX) and user experience (UX) is especially important in EdTech, where educational IT managers and instructors have become accustomed to not just strong products, but also to comprehensive, personalized service.

When most people think EdTech, they naturally imagine students and instructors in K through 12 or higher education settings. But learners and teachers can be found everywhere from boardrooms to living rooms. And while the reasons for learning vary, companies that make learning products for corporate and personal use can benefit greatly from the knowledge of their counterparts who target K-12 and higher ed sectors.

If you’re an advocate for user research in an organization that doesn’t value it, you might feel like you’re shouting into the wind sometimes. Too often, stakeholders (and we’re talking about executive leadership and even designer/developers) consider research an obstacle to rapidly launching a product or update. Recruiting users to interview, analyzing results and reporting on findings takes time, and in a quick-turn release cycle it may be too late by the time you get the answers you need.

From administrative tasks like taking attendance and grading quizzes to features that enable students to learn and succeed, EdTech products have become more and more powerful. But that power can make these tools more complicated for users. Learn how to align tools with common mental models from search, retail, and gaming.

Often, design systems are treated as “one and done” initiatives — drafted, agreed upon and set in stone. Many a design team has embarked on a fool’s errand, thinking they could anticipate every design need that may arise in the future. If you instead adopt a continuous release approach for ongoing improvements to guidelines, you essentially mirror the product development process itself.

Remember that you’re creating products for two audiences with distinct but overlapping needs. Instructors select the tools for their classrooms, so tech companies often develop products with them in mind. But for every one instructor there may be 600 student users, and if something goes wrong with the app, instructors get 600 emails about the problem.