case study for

payschools

the challenge

We helped create a better experience for school admins and parents when organizing and paying for school-related needs.

customer persona

school district administrators

they want easy and efficient tools to set up and manage the fees schools charge for meals, class costs, field trips, events, etc. 

customer persona

parents and guardians

the days of sending your kid off to school with lunch money are long gone. Parents add money to their kids’ school accounts and manage other fees through the school’s system.

our role

timing

specs

“It was a great pleasure of mine to work with shepx over the last couple of years. Their unique blend of design and functionality, creativity, and process gave us a user interface that our customers are very much enjoying. We first worked with shepx to help us with the UI/UX redesign of an existing end-user product. From that experience, we realized the outstanding mix of talents shepx brought. Dan and the shepx team asked great questions and really listened to who we were and what we needed. The process shepx uses is very clear. They did a brilliant job of setting our expectations about what was coming next, and our entire team was delighted with the end result. We will continue to ask Dan and his team to engage with us on more products, websites, and user experience initiatives. ”

Andy E. — payschools

user research and discovery

our process for creating better experiences is to start with the people who will use the product. we learn what their goals, motivations, blind spots, and challenges are. we then learn about the competitive landscape and what position our client brand holds. we then wireframe our ideas for each product to gain agreement on the overall experience.

PaySchools Marketplace

PaySchools Marketplace is a tablet-only app used by school staff in a variety of real-time scenarios where fees, merchandise, and more can be sold or managed.

PaySchools inventory

PaySchools Admin Inventory is a tool school districts use to manage all school fees and communication that parents and guardians receive. We have broken down a comprehensive suite of tools into smaller sub-products to provide a better user experience.

PaySchools dashboard

PaySchools admin is a massive suite of child products used by school admins for myriad tasks. our starting task was to create a unified, simple admin dashboard that served as a “lobby” for finding one’s way to the needed product.

PaySchools fees management

PaySchools fees management is part of the admin suite. Managing fees is the lifeblood of the entire operation. our task was to create an intuitive and efficient flow for the user to accomplish much with minimal time.

PaySchools reports

PaySchools reports is part of the admin suite and our task was to make a utilitarian tool into an efficient, intuitive resource.

PaySchools central

PaySchools Central is the primary public-facing app parents and guardians use to fund their children’s school experiences. During research and discovery, we learned that parents value apps like Central when the time required to use them is low. We redesigned the user experience to make it simple, efficient, and quickly in and out.