Deliverable 01 · Discover

Project Brief & Strategy

Goals, success metrics, scope, stakeholders, a competitive audit, the content inventory and the 14-week timeline.

The challenge

A college with a 130-year story and a website that could not tell it.

Palmetto Ridge Junior College serves 2,450 students across the Lowcountry: 41% are the first in their family to go to college, 34% are adults 25 and older, and 410 are military-connected. Most of them meet the college first on a phone. The legacy site was an aging, unstructured CMS with about 640 pages, PDFs in place of real content, no mobile layout and admissions forms that dropped into a shared inbox where inquiries sat for days.

The college asked for more than a new look. It needed a website that helps a prospective student pick a program and ask a question in minutes, a portal that tells current students what is due, and a CMS that lets a small communications team publish the same day without calling IT. We framed the work as a redesign and CMS modernization on Drupal 11, delivered in 14 weeks across four phases: Discover, Define, Design and Develop.

All participants, figures and quotes are part of this fictional case study.

At a glance

Project snapshot

Client
Palmetto Ridge Junior College, Cypress Landing, SC
Engagement
Website redesign and CMS modernization
Timeline
14 weeks, four phases
Team
Strategy lead, UX researcher, content strategist, visual designer, two Drupal developers, QA and accessibility
Platform
Drupal 11, custom theme “Palmetto”
Standard
WCAG 2.2 AA

Goals & success metrics

Six goals, each with a number we agreed to measure before launch and again 90 days after.

Enrollment

+40%

Request Info conversions

Every program page ends in one short form. Inquiries become private records Admissions can track, not emails in a shared inbox.

Mobile

90%

Mobile task completion

Find a program, check a deadline and request info on a phone without pinching, zooming or opening a PDF. Baseline was 52%.

Editors

Same day

Time to publish, down from 5 days

A plain-language Dashboard and a clear Draft → Needs review → Published workflow replace tickets to IT.

Content

33 of 33

Programs as structured content

Every program has the same fields: pathway, credential, length, format, cost and outcomes, so the program finder can filter them.

Accessibility

AA

WCAG 2.2 on every template

Automated checks in the build plus manual screen reader and keyboard testing before each release.

Service

−30%

Phone calls about deadlines

Deadlines, holds and announcements live in the Hawk Portal and are managed in the CMS, so students see them before they call.

Scope

We drew the line early and in writing, so the 14 weeks went to what students and staff use every day.

In scope

  • Public website on Drupal 11 with the custom “Palmetto” theme, mobile-first
  • Program finder with filters for all 33 programs in 6 pathways at /academics/programs
  • Request Info form that creates private Inquiry records for Admissions
  • Staff Dashboard at /admin/dashboard: quick actions, review queue, inquiries, upcoming events
  • Hawk Portal at /portal: classes, holds, balance, degree progress, deadlines
  • Editorial workflow with revisions and five roles
  • News, events, directory and 11 athletics teams
  • Content migration and redirect map for legacy URLs

Out of scope (phase 2)

  • Live integration with the student information system (portal uses sample data)
  • Online application and payment processing
  • Native mobile app
  • Full Spanish translation (key admissions pages only at launch)
  • Learning management system changes
  • Brand identity refresh and paid media

Stakeholders

Eight groups, each with a different reason to care. We met with every one of them in the first three weeks.

StakeholderWhat they need from the siteInvolvement
President’s officeA site that reflects the college’s history and its growth story to the community and fundersSponsor Approves goals and design
AdmissionsMore qualified inquiries, tracked in one place with clear statusCore Weekly working sessions
CommunicationsPublish news and events the same day, keep the brand consistentCore Owns content after launch
Academic AffairsAccurate program details, credentials and outcomesReview Signs off program content
AthleticsSchedules, rosters and results for 11 teams without waiting on CommunicationsReview Own editing role
Student AffairsDeadlines, holds and advising reach students before problems growReview Portal content owner
ITA secure, supported platform with fewer one-off requestsAdvise Hosting, security, SSO plan
StudentsFast answers on a phone: programs, cost, deadlines, what is dueResearch Interviews and usability tests

Competitive audit

We reviewed four peer colleges a student in the Lowcountry might also consider. Names are withheld; the patterns are what mattered.

CriteriaPeer A – regional technical collegePeer B – state community collegePeer C – private two-year collegePeer D – large urban system
Program finder with filtersStrongBasicNoneStrong
Mobile experienceFairGoodPoorGood
Cost shown on program pagesNoLinked PDFNoYes
Request info in under a minuteLong formYesEmail onlyLong form
Adult and evening learners addressedYesBuriedNoYes
Spanish contentNoSomeNoYes
Accessibility (automated scan)FairGoodPoorFair

What we took from it

1No peer showed cost, length and format together on a program page. Doing that became our clearest point of difference.

2The best finders filter by outcome (“start working fast”, “transfer”) as well as subject. We added both.

3Short forms win. Peer B’s four-field form converted best in our test clicks, so ours asks for just five required fields.

4Adult learners are an afterthought almost everywhere. With 34% of students over 25, Palmetto Ridge speaks to them on the homepage.

Content inventory

Before designing anything we counted what was there. The numbers made the case for structured content on their own.

640

Legacy pages

212

PDFs, many the only source of key facts

38%

Pages outdated by a year or more

9

Different page templates

0

Structured programs

Every program was a free-form page with a different layout. Nothing could be filtered, compared or reused.

Content health (640 pages)

Keep and migrate: 31%

Rewrite into structured content: 27%

Merge with another page: 14%

Retire and redirect: 28%

Timeline

Fourteen weeks in four phases, with overlap where research and design could safely run side by side.

Discover Define Design Develop ◆ Milestone

W1W2W3W4W5W6W7W8W9W10W11W12W13W14
Kickoff & stakeholder interviews
Interviews
Student research & survey
10 interviews, 900 surveys
Content inventory & analytics
640 pages
Personas & journey maps
Personas
Information architecture
Sitemap, card sort
Content model & workflow
Types, roles
Wireframes & user flows
Wireframes
Visual design & design system
Palmetto theme
Usability testing
Prototype tests
Drupal build: theme & content types
Build
Dashboard, portal & inquiries
Staff & student tools
Migration, QA & launch
QA, training

1The client asked to see and approve the complete design before any build began. We moved the design approval to week 9 and started development the same week, so the request cost no time.

Team & governance

Small team, clear owners, one weekly decision meeting.

How decisions were made

  • A steering group (President’s office, Admissions, Communications) met weekly for 30 minutes and made every scope call.
  • Communications owned final copy; Academic Affairs signed off program facts.
  • Each phase ended with a written sign-off before the next began.
  • Accessibility issues were treated as defects, never as nice-to-haves.

After launch

  • Five roles set up: Content Editor, Communications, Admissions, Athletics, Student
  • Editor training and a one-page guide built into the Dashboard
  • Quarterly content review owned by Communications
  • 90-day metrics review against the goals above

See the program finder

Palmetto Ridge Junior College is a fictional institution. This case study demonstrates process and deliverables for portfolio purposes.