I discovered from the team what they felt were the current challenges, based on their experience training and supporting hundreds of users over the years. I quickly learned the user personas, key use cases, and impersonated users to learn the software for myself.
To validate the language of the different users and understand task importance, I designed a survey to gather both quantitative and qualitative information about these areas. The survey was easily executed online, and we learned several useful pieces on information:
For example, the most important term for the “School Principal” persona, “Evaluations” was rarely displayed in the user interface.
In addition, the important Note and Photo Note taking and recording capabilities were inaccessible without several hard-to-discover clicks.