// Background

Canopy underwent a dramatic business pivot moving away from the sole practitioner to larger market clients. This left our practice management product behind in features, brand, and overall  user experience.

// Problem

New customers weren’t super excited about our product during demos, but when they did commit, the product didn’t deliver the value expected and users were disappointed and confused. Also, our brand team dramatically changed the companies look and feel. Our product needed to be aligned with this new direction.

// Process

• Audit of Product & Customers

  • Team app walkthrough to map current customer UX

  • Problem discovery and synthesis

• Project Goal Definition

  • Prioritize projects and scope of the work

  • Stakeholder research, alignment of goals

• Value Prop Ideation

  • War room team brainstorms

  • Wireframes, Mockups, Prototypes

• Prototyping & Testing

  • Interaction and UI ideas

  • Figma mocks and Maze user testing

  • Iterative, ensure defined goals were being met

• Development Support

  • Build new components hand-in-hand with dev

  • Release new designs, iterate on customer feedback

// Solution

We updated the entire look, feel, and interaction of the product to match new brand, improve overall readability, meet AAA accessibility goals, and ensure users can find the features and content efficiently.

• Created a new navigation bar to improve overall IA

• Matched workflows to new customer mental models

• Implemented new brand and color schemes

• Improved overall color contrast to meet universal design goals

• Update typeface and styles for better readability

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