UX DESIGN
Uncovering User Insights to Drive Innovation in EdTech
This project for Open Assessment Technologies focused on uncovering deep user insights to guide the development of TAO Studio, a SaaS assessment platform. Through strategic UX planning, workshops, and mixed-method research, the work identified key user needs, clarified personas, and provided actionable insights to enhance engagement, shape product strategy, and explore opportunities for leveraging AI in education.






The Problem to Solve
Open Assessment Technologies (OAT) sought to transition from a customisable education assessment platform to a SaaS provider. This shift revealed gaps in understanding core Users, prioritising features, and delivering value.
The goal was to align OAT’s business growth ambitions with meaningful User engagement by clarifying key personas and addressing their needs.
Our Solution
For OAT’s shift to a SaaS product (TAO Studio), we built a user‑centred foundation. We aligned stakeholders via UX workshops, distilled 15 profiles into three evidence‑based personas, and mapped current/future journeys to reveal early‑engagement gaps.
Through mixed‑method research—interviews with District/State leaders and surveys of 100+ U.S. educators—we validated assumptions and surfaced six unmet needs, including opportunities for AI to cut task time and mental effort.
The Result
A focused UX roadmap, AI opportunities to cut task time and mental effort, and stakeholder clarity—accelerating OAT’s shift to SaaS and improving adoption and engagement.
Deliverables
- Validated, evidence-based personas representing key User profiles
- Optimised Customer journey Map, engaging Users earlier in the assessment cycle to drive adoption
- Strategic insights report shared with leadership for informed decision-making
- Mixed-method research findings (qualitative + quantitative) to identify six key unmet needs
- Clear recommendations for leveraging AI to reduce cognitive load and streamline tasks