LTA Tax Academy Dashboard
Product DesignE-learning · SaaS · 2024 · 2 months

LTA Tax Academy

Redesigning an e-learning platform around the student journey.

RoleProduct Designer
Duration2 months
Year2024
UsersLatin American accountants in the U.S.
02
Context

A platform built for professional learning

LTA Tax Academy provides professional tax courses and certifications for Latin American accountants living and working in the United States.

The existing platform was built with WordPress and combined the marketing experience with the student classroom. As the platform grew, this created friction for both students and the internal team.

Before — Same platform

Marketing

  • Landing pages
  • Course catalog
  • Blog & SEO content
  • Sales CTAs
  • Promotions
Competing for attention
Before — Same platform

Learning Platform

  • Student dashboard
  • My courses
  • Course player
  • Certificates
  • Progress tracking
Buried under marketing

Students couldn't find what they needed. The platform wasn't built around their goals.

03
The Problem

Students weren't struggling with learning.
They were struggling with the platform.

Support tickets, course surveys, and stakeholder feedback revealed recurring problems across the student journey.

01

Find my course

Students struggled to find courses they had purchased or discover new ones.

02

Continue learning

There was no clear path to resume a course they had already started.

03

Use the platform

Slow performance, responsive issues, and WordPress limitations created additional friction.

Supporting Evidence
5–7

Support tickets per day — recurring, platform-related issues.

2.5/5

Average course satisfaction score, indicating broader dissatisfaction with the experience.

~1 mo

Typical membership duration before students churned from the platform.

04
Research & Discovery

Understanding the experience before redesigning it

The design process started with understanding the existing product rather than immediately creating new screens.

Existing platform evaluation

Evaluated the current platform to identify usability, navigation, responsive, performance, and content-structure problems.

Customer support tickets

Support tickets revealed recurring problems around finding courses, continuing courses, and platform performance.

Course surveys

Course feedback averaged approximately 2.5/5, indicating broader dissatisfaction beyond isolated issues.

Stakeholder conversations

Worked with the business and technical teams to understand student problems and internal operational constraints, including difficulties managing courses in WordPress.

Technical team discussions

Early engineering collaboration helped surface platform constraints that directly shaped design decisions.

Competitive research

Reviewed established e-learning platforms to understand how they structure learning environments, course discovery, progress, and retention-oriented experiences.

05
Key Insight

The platform was trying to serve two different goals.

Marketing
  • Acquire
  • Promote
  • Sell
Learning
  • Discover
  • Learn
  • Complete
  • Access certificates

The existing platform mixed marketing and learning into one experience. This created unnecessary competition for the user's attention.

Key Product Decision

Separate the marketing experience from the learning platform — so each can serve its own goal without competing for the student's attention.

06
Design Principle

Reduce cognitive load.
Improve focus and retention.

This became the main design principle for the new learning experience. Every major decision was evaluated against three questions.

01

Can users understand where they are?

02

Can users quickly find what they need?

03

Can users continue learning without unnecessary friction?

The goal was not to add more features, but to make the existing learning journey easier to understand and navigate.

07
Collaboration

Designing with engineering from the beginning

Before detailed execution, I worked with the technical team to understand the limitations of the existing WordPress implementation and evaluate a more flexible custom platform approach.

The goal was to create a platform that could be easier to maintain, scale, and evolve — not just a reskin of the existing structure.

Design
User research synthesisIA & user flowsComponent systemInteraction designPrototyping
Engineering
Technology evaluationArchitecture planningPlatform feasibilityScalability assessment
08
Information Architecture

From a complex website to a focused learning platform

The new platform was organized entirely around the student's primary tasks.

Core Navigation

01

All Courses

Discover available courses.

02

My Courses

Continue courses already purchased or started.

03

My Certificates

Quickly access completed certifications.

LTA Tax Academy
All Courses
Discover
My Courses
Learn
Certificates
Prove
Course detailEnrollStart learning
Resume courseTrack progressCourse player
View certificateDownloadShare

Main Learning Journey

Discover→Course Detail→Learning→Completion→Certificate
09
Student Journey

Making the learning path easier to follow.

Each step in the journey was designed to reduce uncertainty and cognitive load — so students could focus entirely on learning, not on navigating the platform.

01
All CoursesClear entry point for discovery
02
Course DetailWhat's inside, who it's for, how long
03
Start CourseZero friction enrollment
04
Course PlayerFocused, distraction-free learning environment
05
ProgressVisible progress reduces abandonment
06
CompletionClear end state — course finished
07
CertificateImmediate access to proof of completion
10
Key UX Decisions

Designing around the student's primary tasks.

Decision 01

Clear navigation

Problem

The original navigation mixed marketing links with platform tools, making it hard for students to orient themselves.

Design Decision

A simplified navigation structure makes the student's primary tasks immediately visible — no hunting, no confusion between catalog and personal library.

Clear navigation
Decision 02

My Courses — Continue Learning

Problem

Students who had purchased courses had no clear, dedicated place to resume them. They had to search through the platform.

Design Decision

My Courses provides a dedicated space for continuing learning — the most frequent student task — always visible from the main navigation.

My Courses — Continue Learning
Decision 03

Course discovery

Problem

Course catalog and personal library were mixed together, creating confusion between 'courses I can buy' and 'courses I own'.

Design Decision

All Courses creates a clear entry point for discovering new learning opportunities, visually distinct from the student's personal library.

Course discovery
Decision 04

Focused learning dashboard

Problem

The student dashboard was buried among marketing content and promotional banners, making it hard to focus on actual learning.

Design Decision

Separating the platform from marketing content allows the dashboard to prioritize what matters most — the student's current progress and next steps.

Focused learning dashboard
Decision 05

Certificate access

Problem

Students had no clear way to quickly access, download, or share their completed certificates — a key value moment of the product.

Design Decision

Certificates are surfaced as a primary navigation item, giving students immediate access to their proof of learning completion.

Certificate access
11
Design System

A system designed for clarity and consistency

The visual system was built to support a focused learning environment — not to impress, but to disappear into the content.

Typography

Aa

Plus Jakarta Sans

A modern, highly readable typeface selected to support clear hierarchy and a focused learning environment.

Headingtext-2xl
Bodytext-base
Labeltext-xs
Color

Base

#0a0a0a

Surface

#ffffff08

Primary

#249480

Primary dim

#249480/20

Text

#ffffff

Icons

Iconify

Used to provide a flexible and consistent icon system across the platform.

Base
Surface
Primary
Primary dim
12
Final Product

The new learning experience

01 — Dashboard

Student Dashboard
The new dashboard surfaces the student's current progress and next steps — without marketing noise or unnecessary chrome.

02 — My Courses     03 — All Courses

My Courses
My Courses — a dedicated space for continuing an existing course. The most frequent student task, now front and center.
All Courses
All Courses — a clear course catalog for discovering new learning opportunities, visually distinct from the personal library.

04 — Platform Overview

LTA Tax Academy — platform overview
Platform overview — the new learning environment, cleanly separated from marketing.

05 — Course Detail     06 — Navigation

Course detail and enrollment
Course detail — clear structure, enrollment CTA, and course outline visible before committing.
Navigation system
Navigation — simplified structure with the student's primary tasks always visible and immediately accessible.
13
Outcomes

From friction to measurable improvement

The redesigned experience reduced friction across the core student journey while improving satisfaction and supporting stronger membership retention.

↓86%

5–7 tickets/day → ~5 tickets/week

Reduction in recurring platform-related support requests.

4.0/5

2.5/5 → 4.0/5

Improvement in average course satisfaction score.

+20%

Increase in students maintaining their membership after the redesign.

4.0%

Current conversion rate after the new learning experience.

Results are observed outcomes after the redesign. Multiple factors contribute to platform performance; correlation should not be interpreted as direct causation.

14
Reflection

What I learned

This project reinforced that improving a product is not always about adding functionality. The biggest opportunity was simplifying the experience around what users actually came to accomplish.

Separating marketing from learning and restructuring the platform around the student's core tasks created a more focused and scalable product experience. The project also reinforced the importance of involving engineering early when product architecture and UX are closely connected.