BenQ K-12 Education Solution Onboarding Research

Investigating product onboarding to enhance technology integration in K-12 schools.

ROLE
  • Product Designer, collaborating with 3 designers.
  • Analyzed qualitative data to identify pain points and user needs.
  • Synthesized findings to create actionable insights for product development

TOOL

Figma, FigJam, Otter.ai

IMPACTS

  • Developed a comprehensive user journey maps.
  • Categorized schools into three technology integration types.
  • Identified design opportunities to improve onboarding.

TEAM

1 Product Design Manager, 3 Product Designers

DURATION

3 months
CONTEXT

What's BenQ Education Solution?

BenQ Education is an educational solution from BenQ that provides a wide variety of hardware—such as interactive electronic whiteboards and projectors—and software, including teaching apps. These tools are designed to help educators create interactive and immersive learning environments.

Increasing Demand for Technology Upgrades in U.S. K-12 Schools during Pandemic

Before Pandemic, BenQ Education mainly focused on Taiwan, where it had a strong presence. However, the pandemic changed education dramatically, especially in the U.S., where schools quickly shifted to online and hybrid learning. As districts rushed to incorporate digital tools like electronic whiteboards, the need for flexible and effective educational technology increased.
PROBLEM

One Solution Doesn’t Fit All

The K-12 education system in the U.S. is very different from that of Taiwan. U.S. classrooms tend to have larger class sizes, and school districts vary greatly in their technology resources. Because BenQ’s solutions were designed for smaller, more centralized educational settings, they struggled to meet the unique needs of U.S. schools.

Additionally, there was little guidance for U.S. teachers and IT staff during onboarding, leaving many feeling overwhelmed by the new technology. With limited training time, teachers found it challenging to use the tools effectively, meaning the full benefits of the products were not realized in classrooms.
(Image taken in the classrooms at the Gladewater Independent School District.)
PROJECT GOAL

Improving the Onboarding Journey for U.S. K-12 Educators to Incorporate BenQ Products

Our goal is to provide a seamless onboarding experience for K-12 schools in the United States. We would like to explore the pain points and needs that teachers and IT personnel encounter when using BenQ Education products. Ultimately, enhancing the educational environment for students.
RESEARCH PROCESS
DISCOVER

What Challenges Do Educators Face in the Current Onboarding Process?

In the early stages of our research, we aimed to define the project’s scope and prioritize our objectives. To achieve this, we conducted preliminary interviews with field application engineers (FAEs) from BenQ Taiwan to gain insights into the existing product onboarding process, identify key stakeholders, and uncover potential issues. Below is an overview of the current BenQ product onboarding journey and the associated problems.

Unclear Onboarding Results in Ineffective Value Communication

Our initial research revealed that the value of BenQ products wasn't being effectively communicated to IT staff and teachers. Their limited learning time made it challenging to absorb all the instructional content quickly. Additionally, there is currently no comprehensive onboarding guidance tailored specifically for the U.S. market, making it difficult for users to access instructional materials even after training.

Diverse Classroom Cultures and Educational Environments

Taiwan and the U.S. have significantly different educational cultures and systems. In the past, we have not conducted in-depth user research focused on the U.S. education environment or the product onboarding process. As a result, we lack a clear understanding of the key stakeholders, product usage contexts, and potential pain points during onboarding in U.S. K-12 schools.
RESEARCH QUESTION

Moving Forward: Defining the Research Questions

With a clear understanding of the current challenges in the onboarding process, we shifted our focus toward identifying specific areas for improvement. To guide our research, we formulated key questions aimed at addressing the gaps in onboarding and enhancing overall product utilization.
EXPLORE

Exploring the Product Onboarding Process Through On-site Research

Diverse Voices from BenQ and K-12 Education

In total, we recruited 27 participants, which included 3 from BenQ and 24 from 6 U.S. K-12 schools. Our group comprised 2 school principals, 10 IT staff, and 12 teachers. We visited 4 schools in person and connected with 2 schools remotely.

Understanding the Training Approach

For our participants from BenQ, we selected 1 field application engineer (FAE) and 2 key people managers (KPMs) who are responsible for delivering BenQ products to schools and training IT staff and teachers. We conducted in-depth interviews with these three individuals, asking them about their approaches to product training.

Engaging with School ITs

When recruiting school participants, we specifically targeted users who were well-acquainted with BenQ products, focusing on heavy users who had interacted with over 100 BenQ boards and had significant software experience. We conducted in-depth interviews with 10 IT staff members from these schools.

Capturing Teacher-Student Dynamics with BenQ Products

To better understand how teachers engage with students using BenQ products, we conducted contextual inquiries and classroom observations with 12 teachers.
SYNTHESIS

Exploring Potential Design Solutions

After conducting user research, we uploaded user interviews and other qualitative data onto FigJam. We categorized the data based on different user types, such as teachers, IT personnel, principals, etc. Following this, we grouped similar-themed sticky notes and created a new category.
Through several team discussions, we refined our categories, reclassified the sticky notes, and documented our interpretations of user behavior as revealed in the interviews.
RESULT

Success in EdTech Onboarding: Key Stakeholders and School Types

In our research, we found that schools with well-defined organizational roles, such as having a Director of Technology and Instructional Technologist under the superintendent, are better equipped for successful technology onboarding. These stakeholders play a crucial role in integrating BenQ products into the learning environment.
Schools with sufficient human resources and clear organizational roles often have a director of technology and instructional technologist working under the superintendent.

3 Types of Schools and Their Approach to Technology Integration

Initially, the settings included options for source, resolution, and white balance, but users struggled to find what they needed during testing. In response, I reorganized the interface to categorize settings into three clear sections: source, image, and capture.

Type A: Tech-Leading Schools

Examples include Crandall ISD, Gladewater ISD, and MsAlester Public School. These schools have ample IT staff and well-structured technology plans. Teachers here actively use BenQ products in the classroom, with some even setting up innovative programs like the planned BenQ Lab at MsAlester.

Type B: Tech-Developing Schools

Menahga Public School fits this category. Though smaller, these schools have sufficient resources and are beginning to integrate technology more fully. Both IT staff and teachers are growing their familiarity with BenQ products and actively plan for more in-depth integration.

Type C: Tech-Beginning Schools

Schools like Independence USD 446 and Pittsburg School District have limited IT resources and no solid technology plans. These schools are in the early stages of exploring BenQ products, and teachers are seeking more structured training to improve usage.

User Onboarding Journey: Key Challenges and Opportunities

Initially, the settings included options for source, resolution, and white balance, but users struggled to find what they needed during testing. In response, I reorganized the interface to categorize settings into three clear sections: source, image, and capture.

Problem 1: Inefficient Device Management Tools

Technology directors often need to manage hundreds of BenQ boards, but the current system lacks a way to bulk manage them. This creates a significant pain point, particularly in U.S. K-12 schools. Features like naming and grouping devices are not intuitive, adding to the complexity for educators and administrators, especially before they've received adequate training.

Problem 2: Inadequate Training Resources

Both IT staff and teachers have limited time for training, making it hard to absorb all the product details in just a few hours. BenQ's current resources lack structured, step-by-step guides or videos. As a result, when issues arise, users struggle to troubleshoot on their own. The high turnover rate of teachers means that retraining is frequently needed, further complicating the onboarding process.

Problem 3: Limited Post-Sales Support

With the growing demand for BenQ products, the available field application engineers (FAE) and key personnel managers (KPM) are stretched thin, making it hard to provide timely post-sales support. This issue is particularly problematic for schools with smaller IT teams, where troubleshooting can involve long wait times for FAEs to travel and resolve issues in person.

Opportunity 1: Demand for Better Data Management and Insights

School technology directors and IT staff have expressed a strong need for tools that allow them to remotely monitor and manage how BenQ products are used. They want insights into how teachers are utilizing the boards and software in classrooms. While BenQ's current education solutions collect some data, there’s potential to expand these features to meet evolving needs.

Opportunity 2: Enhancing Interactive Teaching Tools

Initially, some teachers were hesitant to adopt BenQ boards because it disrupted their familiar teaching methods. However, after experimenting with the boards and related educational software, they noticed improved student engagement. Teachers are now eager for more integrated educational tools from BenQ to further enrich interactive learning and boost student outcomes.
CONCLUSION

A Deeper Understanding of Technology in Education

Collaborating with UX designers on this user research project has provided me with valuable insights into three key areas.

Importance of Pre-Interview Research

This project also allowed me to explore different educational systems. Having studied in Taiwan, I gained insights into American educational culture and recognized common goals among educators worldwide: fostering proactive, lifelong learners.
LEARNING

A Deeper Understanding of Technology in Education

Collaborating with UX designers on this user research project has provided me with valuable insights into three key areas.

Importance of Pre-Interview Research

Navigating the variety of products in BenQ's education solutions was a significant challenge. To address this, we conducted thorough research on stakeholder interests, BenQ’s product offerings, and relevant data about the schools involved. This preparation helped us identify genuine user needs during interviews.

Keeping Qualitative Data Contextual

I learned how crucial it is to maintain context within qualitative data. Initially, we struggled with overly fine distinctions, which made it difficult to interpret user behaviors. This experience highlighted the need to retain enough context in our analysis to accurately visualize user experiences.

Shared Educational Goals Across Cultures

This project also allowed me to explore different educational systems. Having studied in Taiwan, I gained insights into American educational culture and recognized common goals among educators worldwide: fostering proactive, lifelong learners.