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Case Study —

Tasseled: Designing for Debt-Free College Futures

tasseled.com
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Learn how Tasseled empowers high school seniors to make informed, affordable college choices. This redesign provides clear guidance on saving money through strategic transfers.
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Summary

Challenge

Process

Outcome

Team

In 2020, I lead design efforts to reimagine Tasseled, a planning tool for high school seniors seeking affordable pathways to college. This initiative included a rebrand and a comprehensive redesign of the user experience, strategically focused on boosting adoption and clearly guiding students through money-saving transfer plans.

What is Tasseled?

Tasseled (fka "JustTransfer") is a free web-based planning tool designed to help high school seniors save money on their college degree. Its algorithm compares college transfer tables to suggest general education courses at local community colleges, allowing students to build semester-by-semester plans for affordable degree pathways. By strategically using community college credits, students can transfer to 4-year schools with potential savings of up to 40% on their overall degree cost.

3 screens in device describing states of the plan dashboard and user home

[Fig 1.1]

The outcome of our design efforts for Tasseled 2.0.

Scope of Work

As the Principal Product Designer for Tasseled, I engaged in a wide range of activities with the founding team, from strategic workshops and brand development to leading cross-functional collaboration with Content, UXR, and Marketing. While my contributions were broad, this case study will specifically highlight my leadership and execution of the comprehensive redesign of the core Tasseled product experience aimed at improving user adoption and guiding students towards affordable college pathways.

Target Audience

The primary target audience is U.S.-based high school seniors planning to attend college and concerned about the cost of higher education and potential student loan debt. A secondary audience includes parents and guidance counselors seeking resources to help students navigate affordable college pathways.

Contribution

As a Principal Product Designer, I played a leading role in reimagining the Tasseled product. My contributions included:

  1. Co-facilitating product workshops with the founding team to establish product direction and goals.
  2. Shaping the overall design strategy for both the brand and the product experience.
  3. Leading the design efforts across various stages, from initial concepts and user flows to visual design and prototyping.
  4. Collaborating closely with Content Design, UX Research, and Marketing colleagues to ensure a cohesive and user-centered approach.
  5. Driving the redesign based on user research insights, focusing on trust, clarity, guidance, and confidence.
  6. Iterating on key user flows and UI elements, such as the dashboard and degree cost calculator, based on user feedback.

TL;DR: Outcome

In early 2021 the Tasseled MVP pilot launched in New York State successfully introduced a reimagined tool for affordable college planning, generating excitement and a waitlist. Early user research validated the strong need for a solution addressing college costs and debt, with positive responses to the clear guidance and potential savings offered by Tasseled's strategic transfer pathways.

To learn all about how we made that happen, check out the rest of the case study! 

Addressing the Rising Cost of College

The core challenge was to address the increasing financial burden of college and the lack of informed decision-making surrounding student loan debt. High school seniors often do not think to "shop around" for more affordable options, which in turn reduces the incentive for schools to offer competitive pricing. This lack of price transparency and common consumer behavior contributes significantly to the inflating cost of higher education, placing an unprecedented financial strain on young adults.

Overcoming the Stigma of Community Colleges

We also faced a significant negative social stigma about attending community colleges. The social perception, though totally unfounded, prevents many students and families from seriously considering more cost-effective routes to the same 4-year degrees. Because community college doesn't feel like a valid option, students unnecessarily limit their choices and face more debt, highlighting the need to destigmatize this cheaper pathway to higher education.

The "JustTransfer" homepage and audit notes

[Fig 1.2]

A screenshot from the audit of the "JustTransfer" experience.

Constraints and Limitations

The Tasseled project was undertaken with several key constraints that shaped our approach and initial scope:

  1. Urgency for Product Pivot: The slow adoption of the initial "JustTransfer" tool necessitated a rapid and effective reimagining of the user experience.
  2. Limited Initial User Insights: A lack of prior user research and analytics required a dedicated discovery phase to understand user needs from the ground up.
  3. Focused Data Coverage: Our initial transfer data was not comprehensive for the entire US, requiring a strategic decision to prioritize and focus on gathering data for all community colleges and four-year institutions within New York State for the MVP.
  4. Pilot Launch Strategy: The limited data coverage directly informed our decision to launch an MVP pilot program specifically within New York State.
  5. Scope Limitations: As an MVP, the initial redesign focused on core functionalities that prioritized key features and deferred future improvements for after the pilot launch.

Project Discovery and Alignment

We began by interviewing the founding team to understand the product's history, challenges, and vision. Product workshops were conducted to define the company's mission, vision, and Northstar statement, ensuring internal alignment on the product's future direction and value proposition. We also audited the existing "JustTransfer" product to identify usability issues, noting its outdated UX, visual clutter, and lack of mobile-friendliness.

A screenshot of a stakeholder interview summary with Vipul

[Fig 1.3]

Synthesis of our stakeholder interview with Vipul.

A screenshot of a stakeholder interview summary with Nelson

[Fig 1.4]

Synthesis of our stakeholder interview with Nelson.

Definition and User Journey Mapping

We created a detailed journey map to document prospective college students' experiences, identifying key milestones, pain points, and opportunities. Using the "How Might We" framework, we hypothesized solutions and organized them into themes using affinity mapping. These themes were then prioritized into a feature roadmap based on criticality, effort, and feasibility.

A screenshot of part of the User Journey documentation from our UX workshops

[Fig 1.5]

An overview of the outcomes from our journey mapping workshop.

Some examples of "How Might We" statements

[Fig 1.5]

"How Might We" statement examples from our journey mapping workshop.

User Research and Validation

We conducted user tests with U.S.-based high school seniors to understand their college planning process, needs, and pain points. The research validated the need for a cost-saving tool like Tasseled, highlighted concerns about student loan debt and community college stigmas, and provided valuable insights into user expectations and understanding of the prototype. Key recommendations included positioning Tasseled around debt avoidance and providing more information about community colleges.

[Fig 1.6]

The prototype that we tested with High School seniors.

Visual Design and User Flow Optimization

Based on user research insights, I led the redesign of the user flow, aiming to improve navigation and reduce friction. The initial Kanban-style dashboard from the UXR prototype was replaced with more conventional UI patterns like pages, cards, and action sheets to enhance intuitiveness and mobile-friendliness. Key areas of focus included the "Degree Cost Calculator," where thoughtful language and visual hierarchy were employed to maximize clarity and emphasize potential savings. The design process involved iterative experimentation and collaboration with content design.

A screenshot of the userflow architecture of the Tasseled tool

[Fig 1.7]

An example of part of our architecture work.

a gif showing the evolution of our work on the Degree Cost Estimator

[Fig 1.7]

The structural evolutions of the "Degree Cost Estimator"

3 screens in devices describing the Degree Cost Estimator userflow

[Fig 1.8]

A wire flow showing how the user journey from dashboard to the granular details of the Degree Cost Estimator.

Product Launch and Initial Strategy

The initial plan for a nationwide MVP launch was strategically pivoted to a pilot launch in New York State in January 2022. This allowed for focused data collection and ensured comprehensive coverage of transfer tables for the initial user base. Alongside product development, the marketing website was redesigned to reflect the rebranding efforts and generate interest ahead of the pilot launch, including targeted notifications for students in New York State.

A screenshot of part of the Tasseled product roadmap

[Fig 1.9]

A snippet of our Roadmap, outlining MVP feature priorities and identified "fast follows."

Valuable Learnings from the MVP Pilot

Following the MVP pilot launch in New York State in early 2022, my direct involvement with the Tasseled founding team concluded. Review of the initial performance metrics and user feedback in 2024 revealed that the pilot launch did not achieve the anticipated user engagement. A significant bottleneck was identified early in the onboarding process, where users struggled to complete the initial questions required to generate a transfer plan. Notably, the data indicated that not a single user successfully navigated through these initial inquiries to the point of creating a personalized plan.

a screenshot of tasseled post pilot launch

[Fig 1.12]

The current state of the Tasseled tool.

Insight: The Barrier of Upfront Commitment

This outcome highlighted a crucial learning: the MVP's initial onboarding flow inadvertently created a barrier for our target audience. Unlike the more exploratory approach of the original "JustTransfer" tool, the MVP's immediate requirement for specific majors and target universities ("What are you studying?", "Where do you want to go?") proved to be significant hurdles for many 17 and 18-year-olds still exploring their options. The data strongly suggested that users felt they needed definitive answers before they could even begin to see the value of Tasseled.

Pivot and Personal Reflection

Post MVP pilot, the Tasseled founding team responded to this feedback by astutely pivoting back to a previous design pattern that allowed for a more flexible, "Mad Libs"-style input of minimal information. Going back to this pattern enabled students to do some initial exploration without the pressure of knowing exactly what they wanted to do (after all, they were coming to Tasseled to figure that out). The current iteration of Tasseled reflects this valuable learning and re-pivot.

This experience highlighted for me the critical need to right-size the level of guidance and rigorously validate assumptions through user testing. The outcome of the pilot strongly suggests that more extensive testing would have revealed the onboarding challenges earlier. Ultimately, this project reinforced that our failures offer invaluable lessons, reminding us that as designers, we are always in a state of learning and growth. Because of these insights, I often revisit the Tasseled project to practice new skills and deepen my understanding of user-centered design principles.

Project Team (A-Z)

Annie Pennell

Senior Software Engineer

Carlos Rocafort III

Principal Brand Designer

Christine Foote

Director of Marketing

Hoi Fung Ho

Principal UX Writer - All Turtles

Jes Labampa

Senior Program Manager

Li-Na Koh

Lead UXR and Content Designer

Micah Rivera

Principal Product Designer