Confidential

2023

Reframing a technical migration as a trust crisis

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

marcelle.carlson@gmail.com

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

Project under NDA

This project is confidential. Please reach out to see the full case study.

marcelle.carlson@gmail.com

marcelle.carlson@gmail.com

Highlights

Expanding stakeholder perspective through comprehensive research

What started as a platform migration revealed something deeper through discovery: broken systems had eroded user trust so completely that staff abandoned digital tools entirely—creating duplicate work, data integrity issues, and direct revenue loss.

Transformed skeptical stakeholders into UX advocates within 4 weeks

Transformed skeptical stakeholders into UX advocates within 4 weeks

Transformed skeptical stakeholders into UX advocates within 4 weeks

Identified three revenue-impacting gaps (donations, subscriptions, campaigns)

Identified three revenue-impacting gaps (donations, subscriptions, campaigns)

Identified three revenue-impacting gaps (donations, subscriptions, campaigns)

Mapped workflows revealing: duplicate accounts, drop-off points, and alert fatigue

Mapped workflows revealing: duplicate accounts, drop-off points, and alert fatigue

Mapped workflows revealing: duplicate accounts, drop-off points, and alert fatigue

Significant implementation budget approved; all recommendations accepted

Significant implementation budget approved; all recommendations accepted

Significant implementation budget approved; all recommendations accepted

Retrospective

Earning trust to uncover truth

After cycling through over 10 different developers, stakeholders needed to see a different approach in action.

Through contextual interviews across six departments, I discovered that underneath the migration work was a bigger issue: usability failures had eroded trust. Staff had abandoned digital tools for paper backups. Customers called rather than ordering online, triggering a lengthy manual process. Even our team struggled to log in.

This wasn't just a technology problem—it was a trust problem. While the migration remained the focus, my research helped stakeholders understand that fixing how the system worked for users was equally important. By the end of 4 weeks, a team skeptical of "the extra expense" of UX was fully invested.

This client had never worked with a User Experience Designer and was unsure of the need for the 'extra expense.' By the end of the 4 weeks, they were fully onboard with the importance of UX expertise and the need for it on their project going forward.

This client had never worked with a User Experience Designer and was unsure of the need for the 'extra expense.' By the end of the 4 weeks, they were fully onboard with the importance of UX expertise and the need for it on their project going forward.

This client had never worked with a User Experience Designer and was unsure of the need for the 'extra expense.' By the end of the 4 weeks, they were fully onboard with the importance of UX expertise and the need for it on their project going forward.