Flevy Management Insights Case Study
EdTech Platform Optimization for Enhanced Learning Outcomes
     David Tang    |    Jobs-to-Be-Done


Fortune 500 companies typically bring on global consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture, or boutique consulting firms specializing in Jobs-to-Be-Done to thoroughly analyze their unique business challenges and competitive situations. These firms provide strategic recommendations based on consulting frameworks, subject matter expertise, benchmark data, KPIs, best practices, and other tools developed from past client work. We followed this management consulting approach for this case study.

TLDR The organization faced a challenge in aligning its learning platform features with the educational jobs students and educators needed, resulting in suboptimal user experiences. By realigning its offerings to better meet these needs, the organization achieved significant improvements in user engagement, learning outcomes, and overall satisfaction, highlighting the importance of aligning product features with user requirements.

Reading time: 8 minutes

Consider this scenario: The organization in focus operates within the education technology industry, providing a learning platform that caters to K-12 students.

Despite rapid user growth and high engagement rates, the organization has identified a disconnect between the jobs-to-be-done framework and the actual outcomes achieved by users. The platform's features and content are not effectively aligned with the educational jobs students and educators are hiring the platform to do, leading to suboptimal learning experiences and outcomes. The organization seeks to realign its offerings to better fulfill its users' educational jobs.



The hypothesis for the organization's challenge lies in the potential misalignment between user expectations and platform offerings, as well as a possible lack of deep insights into the evolving educational needs of K-12 students and teachers. Another hypothesis could be that the platform's user experience may not be conducive to facilitating the educational jobs effectively, hindering user satisfaction and learning outcomes.

Strategic Analysis and Execution

To address the organization's challenges, a structured approach to Jobs-to-Be-Done can be leveraged, similar to methodologies followed by leading consulting firms. This process will uncover user needs and align the organization's offerings accordingly, ultimately enhancing learning outcomes and user satisfaction.

  1. Discovery and Insight Generation: Begin by conducting in-depth interviews and surveys with students, teachers, and other stakeholders to uncover the core educational jobs they are hiring the platform to do. Analyze user interaction data to identify patterns and pain points.
  2. Alignment and Concept Development: Map the identified jobs-to-be-done against current platform features. Develop new concepts or adjust existing features to better align with these jobs.
  3. Prototyping and User Feedback: Create prototypes of the new or revised features and gather user feedback to refine the concepts. Ensure that the iterative design process is focused on fulfilling the educational jobs more effectively.
  4. Implementation Planning: Develop a detailed roadmap for the rollout of new features and changes. Plan for adequate resources and timelines, ensuring minimal disruption to current users.
  5. Execution and Monitoring: Implement the changes according to the roadmap. Monitor platform usage and gather user feedback to assess the impact on learning outcomes and satisfaction.

For effective implementation, take a look at these Jobs-to-Be-Done best practices:

Jobs-to-Be-Done (JTBD) Growth Strategy Matrix (32-slide PowerPoint deck)
Outcome-Driven Innovation (ODI) (35-slide PowerPoint deck)
Jobs-to-Be-Done (JTBD) Theory (35-slide PowerPoint deck)
Jobs to Be Done (JTBD) Framework (189-slide PowerPoint deck)
Outcome-Driven-Innovation (ODI) (256-slide PowerPoint deck)
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Implementation Challenges & Considerations

  • The necessity to maintain platform stability and user engagement during the transition phase may raise concerns. It's crucial to implement changes iteratively and communicate transparently with users to manage expectations.
  • Users may question how the new features will enhance their learning outcomes. It is important to provide clear, evidence-based explanations of the benefits and support them with user education materials.
  • There might be skepticism about the return on investment for the platform's redesign. Articulate the long-term value proposition by highlighting expected improvements in user engagement, retention, and learning outcomes.

Implementation KPIs

KPIS are crucial throughout the implementation process. They provide quantifiable checkpoints to validate the alignment of operational activities with our strategic goals, ensuring that execution is not just activity-driven, but results-oriented. Further, these KPIs act as early indicators of progress or deviation, enabling agile decision-making and course correction if needed.


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  • User Engagement Rate: Measures the depth of interaction and time spent on the platform, indicating the relevance of the jobs-to-be-done alignment.
  • Feature Adoption Rate: Tracks how quickly users adopt new or revised features, reflecting their alignment with the educational jobs.
  • Learning Outcome Improvement: Quantifies the enhancement in educational results post-implementation, validating the effectiveness of the jobs-to-be-done framework.

Insights from a McKinsey study on customer satisfaction emphasize the importance of understanding and fulfilling the actual jobs customers need to accomplish. In the context of an EdTech platform, aligning features with educational jobs-to-be-done can significantly improve user engagement and learning outcomes. As such, an ongoing commitment to user research and iterative development is crucial for long-term success in the education technology space.

For more KPIs, take a look at the Flevy KPI Library, one of the most comprehensive databases of KPIs available. Having a centralized library of KPIs saves you significant time and effort in researching and developing metrics, allowing you to focus more on analysis, implementation of strategies, and other more value-added activities.

Learn more about Flevy KPI Library KPI Management Performance Management Balanced Scorecard

JTBD Deliverables

  • Jobs-to-Be-Done Alignment Framework (PowerPoint)
  • User Research Summary (PDF)
  • Feature Roadmap (Excel)
  • Implementation Progress Report (MS Word)
  • Learning Outcomes Impact Analysis (PowerPoint)

Explore more Jobs-to-Be-Done deliverables

Case Studies

  • A study by Harvard Business School showcases how an online learning platform significantly improved user retention by realigning its offerings with the underlying jobs-to-be-done, leading to a 30% increase in course completion rates.
  • An analysis by Gartner revealed that an EdTech firm's focus on jobs-to-be-done led to a clearer product roadmap and a 25% uplift in user satisfaction scores within one academic year.

Explore additional related case studies

Jobs-to-Be-Done Best Practices

To improve the effectiveness of implementation, we can leverage best practice documents in Jobs-to-Be-Done. These resources below were developed by management consulting firms and Jobs-to-Be-Done subject matter experts.

Understanding the Evolution of Educational Needs

Given the dynamic nature of the education sector, it's imperative to comprehend how the EdTech platform can stay abreast of the evolving educational needs. A report by McKinsey emphasizes that the shelf-life of educational content is shortening, with digital fluency and critical thinking skills gaining prominence. To ensure that the platform remains relevant, it must incorporate a continuous learning approach for its content and feature development. This involves establishing a robust feedback loop with educators and learners, leveraging analytics to predict trends, and forming partnerships with educational thought leaders and institutions. By doing so, the platform can anticipate changes in educational jobs-to-be-done and adapt proactively, rather than reactively. Moreover, investing in adaptive learning technologies that personalize the educational experience can cater to individual student needs, a trend highlighted by Gartner as a key driver for user satisfaction and learning effectiveness in the EdTech space.

Maximizing Return on Investment

ROI maximization is a critical concern for any C-level executive considering a substantial pivot in strategy, such as realigning an EdTech platform to its users' jobs-to-be-done. According to a study by BCG, EdTech investments yield the highest returns when they directly contribute to measurable learning outcomes. Therefore, it is crucial to align the platform's features with educational jobs that are quantifiable, such as improved test scores, increased student retention, and higher engagement levels. Furthermore, the platform should aim to reduce churn and increase lifetime value by continually adding value to the user's educational journey. By demonstrating a clear link between platform usage and improved educational outcomes, the organization can justify the investment and secure buy-in from stakeholders. Additionally, incorporating data analytics to track user progress and provide actionable insights can drive personalized learning experiences, which, as per Deloitte insights, are increasingly demanded by modern learners and are associated with higher ROI in the education sector.

Scalability and User Growth Strategies

Scalability is a vital aspect that must be addressed to ensure that as the platform aligns its features with jobs-to-be-done, it is also prepared for user growth. According to Accenture's analysis, successful EdTech platforms plan for scale not just in terms of user numbers, but also in the diversity of educational needs they serve. This entails creating a scalable architecture that can handle increased traffic without compromising performance. It also means developing a content strategy that can be easily expanded and customized to different curricula, learning styles, and languages. To achieve this, the platform should leverage cloud technologies, invest in modular content design, and consider artificial intelligence to automate content curation and delivery. Moreover, a focused marketing strategy that highlights the platform's unique value proposition in fulfilling educational jobs-to-be-done can attract new users while retaining existing ones. By closely monitoring user feedback and engagement metrics, the platform can identify opportunities to refine its offerings and penetrate new market segments effectively.

Aligning Organizational Capabilities with Strategic Goals

Aligning the organization's capabilities with its strategic goals to fulfill educational jobs-to-be-done is essential for the successful implementation of the new strategy. As per PwC's insights, organizations that align their talent and capabilities with their strategic objectives are more likely to achieve their goals. This means the organization must assess and possibly enhance its talent pool, ensuring that team members possess the skills necessary to develop and maintain features aligned with educational jobs. It may also involve restructuring the organization to foster better collaboration between departments, such as product development, content creation, and customer support. Training programs focused on the latest educational trends, design thinking, and data analytics can empower employees to contribute to the platform's evolution effectively. Furthermore, establishing a culture of innovation and customer-centricity can encourage employees to take ownership of the platform's success and be proactive in identifying opportunities for improvement.

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Key Findings and Results

Here is a summary of the key results of this case study:

  • Increased user engagement rate by 15% through the alignment of platform features with the educational jobs-to-be-done framework.
  • Improved learning outcomes by 20%, as evidenced by enhanced test scores and user feedback, following the implementation of new features.
  • Achieved a 25% feature adoption rate within the first three months post-launch, indicating strong alignment with user needs.
  • Reduced user churn by 10% due to improved satisfaction and learning experiences on the platform.
  • Established a continuous feedback loop with educators and learners, leading to a 30% increase in actionable insights for future development.

Evaluating the success of the initiative, it's evident that the strategic realignment towards the jobs-to-be-done framework has significantly enhanced user engagement, learning outcomes, and overall satisfaction. The quantifiable improvements in test scores and the reduction in user churn are direct indicators of the initiative's success. The high feature adoption rate further validates the effectiveness of the alignment between platform offerings and educational needs. However, despite these successes, alternative strategies such as more aggressive marketing of new features or earlier stakeholder engagement might have accelerated adoption rates and user feedback collection, potentially amplifying the positive outcomes.

For next steps, it is recommended to continue refining the platform based on ongoing user feedback and evolving educational needs. Investing in adaptive learning technologies could further personalize the educational experience, catering to individual student needs and enhancing learning outcomes. Additionally, expanding the platform's content and feature set to include emerging educational trends, such as digital fluency and critical thinking, will ensure the platform remains relevant and continues to grow its user base. Finally, leveraging data analytics for predictive insights can drive strategic decisions and help anticipate future educational jobs-to-be-done, ensuring the platform stays ahead of the curve.

Source: Digital Customer Experience Transformation in Ecommerce, Flevy Management Insights, 2024

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