CoachHub: A Responsive Web App for Wellness Coaching
CoachHub is a mobile coaching platform we buit with ORCAS — integrating with their suite of self-management tools, as well as other vetted third-party apps — and providing users with anywhere, anytime access to varying levels of support via video chat, in-app messaging, public Q&A, webinars, and support groups. Users browse coaches, send messages, request appointments, post questions, and grant permissions for coaches to view their progress. Coaches create a profile, manage daily tasks, make appointments, post answers to questions, view user progress, and set alerts for relapse prevention and escalation of care. The product is currently being used by the US Military and Coast Guard for internal health coaching.
What They Needed
ORCAS partnered with OddBird to build a custom, mobile-responsive, web application — a hub to connect clients with health coaches for easy access to personalized wellness guidance and support. The new software needed to work with ORCAS’s existing suite of apps, especially MoodHacker, a tool for self-management of emotional well-being.
Studies show that telephonic health coaching can be effective, but ORCAS identified several barriers keeping clients from getting the right level of support when they need it. In designing the CoachHub web app, we aimed to create an inviting space for clients and coaches to quickly and easily access one another in dynamic and effective ways.
Planning & Discovery Phase
Collaboration & Coordination
Since we use a tightly integrated and collaborative process, we started by establishing a communication schedule with ORCAS - Monday video meetings with both teams to demo new features, Thursday video sprint-planning meetings for team leaders to review priorities and discuss upcoming features, and a dedicated Slack chat for continuous conversation throughout the week.
Vision & Strategy
For an in-depth understanding of the CoachHub project and its place in the market, we created a vision & strategy document with ORCAS — getting to the core of the problems faced by coaches and clients day-to-day, how our software could most help solve those problems, where CoachHub would fit in relation to various competitors, and what approaches would make it unique.
Together, we created profiles of the desired users — asking who they were, how the application would fit the schedule of their day, and what they needed to accomplish at different times from different devices? We identified three distinct users — health coaches, individual clients, and business partners who would include CoachHub as part of a benefits package — and detailed the significantly different motivations and needs of each persona.
Out of that conversation, we documented user stories in Pivotal Tracker, where we could easily track progress, assign tasks, and manage priorities. Each story describes one goal that a specific user would want to accomplish on CoachHub — as a <user-type>, I want to <accomplish x task>. We also used Tracker to provide itemized estimates for each story, allowing ORCAS to add, prioritized, and remove stories before we started, and throughout the project — remaining up-to-date and in control of the project cost and scope.
Design & Development Phase
Site Architecture & Information Design
In order to get the whole team using the same language, we created a glossary of terms (client, coach, chart, goal, permission, etc.) and the relationships between them. A client can have one or more coaches, every client has a chart with apps, and can grant detailed chart-app permissions to each coach. That glossary defined a shared basis for both database design and user-facing information architecture.
Mapping our glossary relationships onto the User Stories, we were able to lay out possible user-flows for any given situation. For each step in the flow we asked how did the user get here, what do they need to achieve, and where were they going next? We created an interactive web of static-HTML content templates — a living draft of the site architecture, with samples of real content. Interacting with the template architecture helped us find patterns. We replaced the browse-coaches page, and the my-coaches page with an ever-present sidebar giving you one-click access to coaches.
Several pages stood out as important starting-points, and those pages moved into the site navigation. We also added a dashboard to give a quick overview of activity on the site.
Before developing any real functionality, we already had a live, interactive, and testable prototype of the information architecture and user-experience flows. Building features would be a matter of replacing static content with live data.
We worked with ORCAS to pinpoint the emotions and associations they wanted the CoachHub brand to evoke, and created a friendly, distinct brand identity. Like their existing apps — MoodHacker and BlipHub (pictured below) — the CoachHub logo and overall brand are bright, cheerful, and hopeful.
We started with three basic brand colors and derived a full color palette from those. The palette gave us the wide range of colors we would needed to create a vibrant garden throughout the app.
The leaf logo, with its rounded edges and playful curl, evokes feelings of friendliness and movement as well as the ideas of new life, change, and hope: turning over a new leaf.
We then created hundreds of unique avatar designs from just a few unique leaf graphics dynamically rendered using light and dark contrasts of our colors and rotation of the leaves. Because each of ORCAS’s partners will have the option to re-brand, we designed CoachHub to easily accommodate alternate logos and color palettes.
Responsive & Interactive UX Design
User experience design guides feature development. Working feature-by-feature, we created rough sketches of each features to get a sense of the components and their layouts. With approved sketches, we moved on to more fleshed-out designs and live implementation. As time went on patterns developed, and features began moving directly from sketch to code, helping us move quickly and efficiently. Integrating design and implementation helps us minimize any wasted time and money implementing poorly-considered features.
We designed wireframes and mockups for mobile devices first. Starting with designs for the smallest, most restricted screen sizes helped further clarify and prioritize relevant information for each user.
CoachHub has many interactive features including the appointment calendar that allows coaches to set availability and clients to request appointments in available slots. There are side panels that appear to request appointments, take wellness tests, and set preferences. CoachHub offers realtime chat and notifications that fly in at the top of the screen.
Interaction can become distracting if implemented for its own sake. In CoachHub these interactive features serve the needs of the user, highlighting particular features or important information.
ORCAS staff lead usability testing at several stages throughout the development process with one or more OddBird team members observing. Sessions were recorded for later reference. Usability testing guided us in prioritizing feature development, making adjustments along the way, and ensuring that CoachHub would be useful and relevant to their users and partners.
This step proved vital to the UX design of complex and interactive elements such as the appointment calendar. As we watched users navigate the app, it became clear that the appointment calendar needed different views and interactions for coaches and clients.
We designed several different landing pages based on user type and status with unique calls-to-action to motivate engagement and highlight next steps. In conversation with ORCAS’s internal team, we designed graphics, recommended and edited text, and identified important “call to action” steps to create a relevant and compelling marketing message.
CoachHub launched with a minimum viable set of features, and room to grow. We continue to work periodically with ORCAS’s internal development team, consulting on the design and flow of new features as CoachHub expands to accommodate the needs of their growing user-base — people who use it every day to improve their health and wellness, or as part of their work coaching others.
Let’s Build Something Together!
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