Jessica Cheng

Vision Track

Team alignment through OKRs

UX ResearchCompetitive AnalysisUser InterviewsUser PersonaB2BSaaS
Check Out the Project

Overview

VisionTrack is designed to keep everyone on the same page in a remote, fast-paced workplace. Our aim was to help teams stay connected, aligned, and empowered to achieve both their individual goals and the company's broader vision.

Design Objective

Our main objective was to apply lean startup principles—experimenting, iterating, and pivoting quickly—to define an MVP that meets user needs. We aimed to address the core pain points around goal alignment, while testing innovative ways to keep teams focused and motivated.

Team

Chris Roth

Jessica Cheng

My Role

User Research:

I led the user research efforts, including defining hypotheses, conducting user interviews, synthesizing findings, and guiding the pivot toward a more viable target audience.

Time Frame

2 months

Workflow

Project workflow timeline showing hypothesis, research, and synthesis phases

Hypothesis #1

Target Customers

Startups in the US.

Pain Points (Assumed)

Startups struggle to stay focused on their goals amid daily distractions. They need effective ways to set, track, and achieve objectives efficiently.

Proposed Solution

A goal-alignment app with reminders (e.g., via Slack) to keep teams on track.

Why we chose this hypothesis?

I applied lean startup methodology to test our ideas quickly. We hypothesized that startups, given their fast-paced environments, would benefit from an alignment tool.

Research #1

Interviewed

5 Founders

Challenges

Budget Constraints: Founders often hesitate to pay for yet another tool.
Habitual Tools: Excel is already free and familiar.

Decision + Learning

Through these interviews, I discovered that while startups do struggle with alignment, many wouldn't invest in a dedicated goal-tracking solution. This prompted me to question our target market and refine our hypothesis to address a different segment. As a result, I made the strategic decision to shift our focus to SMBs and refine our hypothesis to better address their unique challenges and needs.

Hypothesis #2

Target Customers

SMB in the US (50-200 people).

Pain Points (Identified)

• High-level company goals become diluted or lost in translation.

• Employees struggle to connect daily tasks to broader objectives.

• Existing tools are overwhelming and fail to provide quick clarity.

Potential Solution

VisionTrack ensures seamless goal alignment from CEOs to individual contributors by translating objectives into tasks, sending reminders, and providing empathetic feedback indicators.

Research #2

Interviewed

20 People (Product manager, CTO, CEO, CPO, Founder)

Quotes

01 “Goals often get lost in translation—through constant updates or simply being forgotten.”
02 “Great leadership means catching all ideas, nurturing innovation, and knowing when to let go of those that don't fit.”
03 “We need a way to align our team without overwhelming them with yet another app.”

Pain Points

01 Translating abstract goals into actionable tasks.
02 Employees already juggling multiple logins.
03 Not everything is captured by KPIs alone—some critical tasks are unquantifiable yet vital.

Decision + Learning

We decided to focus on a single department within an SMB—specifically Marketing or Sales. This narrower scope makes it easier to pilot new tools, generate measurable results, and avoid developing a watered-down product trying to serve every department at once.

Value Propositions

Value proposition diagram showing different roles: IC, Manager, Top-Manager, and Board Member, with their respective workflows and motivations

Competitive Analysis

Competitive analysis table comparing different tools: ClickUp, Weekdone, WorkBoard, and Lattice, showing their focus, integrations, and key differentiators

Reflection

VisionTrack started as a research-driven project to explore how startups and SMBs align their goals. Through interviews with founders, executives, and product managers, I uncovered recurring pain points—lack of transparency, misalignment between high-level goals and daily tasks, and tool overload.

Although we didn't fully prototype and validate a final solution within the project's timeframe, this experience underscored the importance of balancing in-depth research with iterative prototyping and testing. In future projects, I plan to allocate more time to prototyping and user feedback loops, ensuring I can refine solutions based on real-world input as early as possible.

Let's make something users will love!

If you're looking for a design engineer who combines empathy, design thinking, and technical expertise, I'm here to help!