Building a Customer Education & User eXperience Function from the Ground Up.

  • A SaaS company had strong product potential but lacked the structure to support user adoption, learning, and experience design at scale.

    There was no dedicated Customer Education function and limited UX maturity; resulting in fragmented experiences, inconsistent usability, and missed opportunities to drive engagement and retention.

    I was brought in to establish and scale Customer Education and UX (Product Design) as core capabilities within the organization.

    • No formal Customer Education function or strategy

    • UX/design practices were inconsistent and not embedded in product development

    • Users struggled with adoption and understanding product value

    • Learning and product experiences were disconnected

  • Issues

    • Users struggled to understand how to use the product effectively

    • Learning resources (if they existed) were disconnected from the product experience

    • No structured way for users to build knowledge over time

    • UX inconsistencies increased cognitive load and reduced confidence


    Goals

    • Integrate product experience and education into a cohesive learning system

    • Make it easy for users to learn by doing within the product

    • Create structured pathways for progressive skill and knowledge development

    • Reduce friction so users can confidently navigate and use the product independently

  • Customer Education function

    • Defined strategy, structure, and role of education within the business

    • Designed scalable learning experiences aligned to user needs and product usage

    • Established programs to support onboarding, adoption, and ongoing learning

    UX / Product Design practice

    • Introduced design principles and standardized practices across teams

    • Improved product usability and clarity through structured design approaches

    • Embedded user-centered thinking into product workflows

    System integration

    • Aligned product experience and education into one cohesive journey

    • Ensured learning reinforced product usage and vice versa

    • Increased product adoption by 35%

    • Improved engagement across key workflows by 30%

    • Reduced support dependency through improved UX

    • Established two scalable, cross-functional capabilities

  • Most organizations treat product, education, and UX as separate functions.

    I design them as a connected system:

    • Product drives capability

    • Education drives understanding

    • UX connects the two

    This alignment is what enables adoption, not just feature delivery.

    • Adoption gaps require education + experience design, not just product improvements

    • Building a function requires systems, alignment, and clarity; not just output

    • When UX and education align, user confidence increases significantly

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“We've always been impressed by her innovative approach, strategic thinking, ability to consult with cross-functional partners to get things done, and her diverse skill set. She brings a design and people-centric approach to problem-solving and consistently thrives in complex and challenging environments.” 

— SaaS Executive Team

If users aren’t fully adopting your product, the issue is often not what you’ve built, but how it’s experienced and learned.

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