Savvy Giving by Design

Streamlining the onboarding experience for interior designers, boosting confidence and clarity by 60%.

b2b tool

0->1 redesign

agile methodologies

Project
Details

timeline

6 months

(01.2023 - 06.2023)

role

✦ UX/UI Designer

✦ Content Design / Content Strategy

✦ UX Researcher

Tools

✦ Figma

✦ FigJam

✦ Adobe Creative Cloud

✦ Airtable

disciplines

✦ Training & education

✦ Compliance & policy

✦ Pro-bono

Project Details

Timeline

6 months (01.2023 - 0762023)

role

✦ UX/UI Designer

✦ Content Design / Content Strategy

✦ UX Researcher

Tools

✦ Figma

✦ FigJam

✦ Adobe Creative Cloud

✦ Airtable

disciplines

✦ Training & education

✦ Compliance & policy

✦ Pro-bono

Summary and Impact

Strong onboarding sets the stage for a successful, seamless program

successful projects post-onboarding integration — shared by savvy

successful projects post-onboarding integration

Upwards Business Model

3 months post implementation, Savvy reported a 20% increase in interior designer inquiries for future projects.

Business Wide Growth

Savvy gained confidence reaching out to new sponsors as XFN collaboration became smoother and more transparent.

No Longer Skeptical

70% of designers felt less burdened and more confident continuing their projects, finding the onboarding helpful.

Cognitive Load Reduced

Designers responded positively, finding the new onboarding comprehensive and informative rather than overwhelming.

Solution

Empowering interior designers to start confidently and creatively

I leveraged Thinkific to design a cost-effective, scalable onboarding experience that’s intuitive for non-technical users and provides a structured training flow. By combining videos, visuals, and interactive content, designers gain clarity on their responsibilities, available resources, and how to balance communication with families and Savvy alike.

Savvy’s redesigned onboarding enhances partnerships and collaboration with designers by:

1

Delivering a curriculum-style training that supports different learning styles.

2

Guiding designers to start projects efficiently while abiding by protocols.

3

Reducing friction → more focus on crafting a meaningul room makeover.

Introduction

What is "Savvy Giving by Design"?

Savvy Giving by Design is a San Diego non-profit that brings comfort and healing to families with children facing medical challenges by partnering with interior designers to help transform their living spaces.

The Problem Space

Disoriented interior designers struggle, slowing and complicating the room makeover process

Unclear Expectations

Emma began the onboarding process but walked away with little clarity due to unstructured and non-informative content.

Feeling Out of the Loop

Emma found herself constantly reaching out to the CEOs for clarification, disrupting workflows and making alignment difficult.

Walking a Rocky Road

Emma frequently revisited unclear materials, leading to stalled timelines and uncertainty on how to meet both the child's and Savvy's needs.

Unclear Expectations

Emma began the onboarding process but walked away with little clarity due to unstructured and non-informative content.

Feeling Out of the Loop

Emma found herself constantly reaching out to the CEOs for clarification, disrupting workflows and making alignment difficult.

Walking a Rocky Road

Emma frequently revisited unclear materials, leading to stalled timelines and uncertainty on how to meet both the child's and Savvy's needs.

Defining the problem

Savvy recruits interior designers to bring each child’s dream space to life, but unclear expectations and responsibilities in the onboarding process created confusion, misalignment, and friction across the partnership.

Amy W.

"The current training process is too long and uninformative. There weren't any successful examples referenced or clear expectations, it was like being left in the dark.”

interior designer

15 yrs of experience

How might we simplify and humanize the onboarding experience to empower designers to quickly understand their role and focus on creating healing, joyful spaces for kids?

User Surveying / Initial Interviews

Minimal guidance made it difficult to complete a successful room makeover

Across 6 interviews, interior designers shared that existing resources in the current training process offered limited guidance to feel fully prepared. There lacked practical insights on project feasibility, family communication, budget, sustainable materials, etc.

chloe s.

"After onboarding, I was unsure how to go about communicating with parents to accommodate the child’s needs by using compliant materials."

interior designer

7 yrs of experience

Little to No Value

83% of designers mentioned that the text-heavy, insight-lacking onboarding felt tedious and unrewarding.

Wary Commitment

65% mentioned how the unhelpful onboarding left them unmotivated and hesitant to start projects.

SWOT Analysis

Evaluating durable solutions to strengthen internal processes

Choosing the right platform meant creating a clear, structured training experience that would equip interior designers to confidently understand their responsibilities and uphold Savvy’s protocols.

iSpring Learn

✦ Provides structure and compliance help but high cost; unaffordable.

✦ Scalable but editing has a very steep learning curve.

✦ Provides structure and compliance help but high cost; unaffordable.

✦ Scalable but editing has steep learning curve.

Thinkific

✦ Affordable; good long-term feasibility.

✦ Course builder is user-friendly and follows curriculum-like style.

EdApp LMS

✦ Friendly for non-tech users to make quick edits for short lessons.

✦ Built for quick courses but has a steep payment plan.

Teach:able

✦ Cost-efficient yet becomes expensive when scaling.

✦ Designed more for selling courses rather than hosting/building one.

✦ Cost-efficient; expensive when scaling.

✦ Designed more for selling courses rather than building one.

Transforming onboarding into a sustainable engine for growth and impact

Thinkific validated how a simple yet structured platform could empower designers while supporting Savvy’s long-term growth by being/incorporating:

1

Cost-effective & scalable

Affordable to maintain as Savvy grows without heavy monthly costs.

2

Curriculum-style learning

Offers diversified content that match designers’ preferred ways of learning.

3

Built-in support systems

Provides forums, FAQs, & quizzes that give designers continued clarity.

User Surveying / Initial Interviews

Minimal guidance made it difficult to complete a successful room makeover

Across 6 interviews, interior designers shared that existing resources in the current training process offered limited guidance to feel fully prepared. There lacked practical insights on project feasibility, family communication, budget, sustainable materials, etc.

chloe s.

"After onboarding, I was unsure how to go about communicating with parents to accommodate the child’s needs by using compliant materials."

interior designer

7 yrs of experience

Little to No Value

83% of designers mentioned that the text-heavy, insight-lacking onboarding felt tedious and unrewarding.

Wary Commitment

65% mentioned how the unhelpful onboarding left them unmotivated and hesitant to start projects.

User Flows

I mapped an end-to-end user flow to clarify the vision and simplify each step students would take

This blueprint became my north star, guiding what features to prioritize and shaping an interface that felt intuitive and intentional from the start.

Design System

A familiar visual language creates a smoother, more inviting transition

I built on Savvy's existing style guide, color palette, and typography to maintain credibility and give designers a familiar, trustworthy experience.

Reflections & Takeaways

Understanding how Savvy’s designers learn and what the organization stands for reminded me that good design starts with empathy and ends with impact. To stay grounded in that, I:

  1. Immersed myself in designer needs and learning styles to shape clearer, more intuitive pathways.

  2. Built a system that eases onboarding and lightens Savvy’s operational load.

  3. Saw the real-world value when my work helped streamline their mission to support more families.

Get in touch

Send an email or ping me, I'd love to chat furtherᝰ.ᐟ

Omar Khalil ⓒ [Last Updated: November 2025]

Made with care ;D

Get in touch

Send an email or ping me, I'd love to chat furtherᝰ.ᐟ

Omar Khalil ⓒ [Last Updated: November 2025]

Made with care ;D

Get in touch

Send an email or ping me, I'd love to chat furtherᝰ.ᐟ

Omar Khalil ⓒ [Last Updated: November 2025]

Made with care ;D

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