All work

Case Study — Education / Enterprise Software

Slate Temp Management

Simplifying Substitute Teacher Scheduling at a National Scale

Designed a modern substitute teacher scheduling system — built from user research — that launched in 18 months including deployment with the state's largest school system.

Role

Lead UX Designer & Researcher

Company

TAP Developers

Platform

Web · Mobile

The Challenge

Staffing public schools is a uniquely complex scheduling problem where the rules can change by the minute. A national education staffing agency approached me to create a new platform for managing schedules, absences, and substitute staffing in a market dominated by a legacy solution dating back to the mid-1990s—an application that had accumulated years of functionality without evolving into a modern, usable experience. The reality behind the software was even more complicated: staff needed to manage planned absences, long-term assignments, professional development, and sick calls that could arrive less than an hour before a school opened, while simultaneously matching substitutes with the right skills, availability, location, and willingness to work in particular schools or classrooms.

Against this backdrop, the CEO established an aggressive 18-month deadline to have a new solution operating in two schools for beta testing. The only way to succeed was to immerse ourselves in the business, understand how work actually happened—not how it was documented—and design a solution around the people navigating that complexity every day.

Application Screens

The Designed Experience

Slate app login screen showing brand logo, username and password fields, and login button
Login — brand entry point with tenant switching
Slate app schedule screen showing May 2021 calendar grid with a non-work day event entry
Schedule — monthly calendar with shift and event details
Slate app feedback screen with 5-star rating and open-ended questions about the placement experience
Feedback — star rating and placement quality questions
Slate app history screen showing past placement records and visit log
History — chronological placement and visit log

Process & Approach

01

User Research & Observation

Studied the workflow, conducted user interviews, and observed the process from the perspective of an employee actually performing the work.

02

Administrative Web Application

Designed an entirely new administrative web application serving both schools and the staffing agency.

03

Substitute Teacher Mobile App

Designed a streamlined mobile application focused on the few functions substitute teachers actually needed.

04

Rapid Development & Deployment

Delivered the complete system in 18 months including deployment with the state's largest school system.

Outcomes & Impact

18 mo

From kickoff to full deployment — vs. years for the competing system

Largest

State school system included in initial deployment

Hours

Of daily staff effort eliminated covering last-minute absences

We spent days embedded in the staffing operation, mapping workflows and understanding the collection of systems, spreadsheets, notebooks, Post-it notes, and countless text messages that employees had assembled to compensate for gaps in their existing technology. From that research, we designed and delivered a comprehensive web and mobile platform for iOS and Android, successfully launching the product into beta within the CEO's 18-month deadline. The journey required navigating staff turnover, demanding stakeholder schedules, board-level conversations, and the development team's competing workload—but the result extended well beyond delivering software.

I worked directly with executives and board members to communicate the product's value and to help shape its name, visual identity, marketing strategy, and sales approach. Slate transformed a chaotic, legacy-dependent staffing process into the foundation of a modern, scalable platform—proving that with deep discovery, persistent collaboration, and disciplined execution, even an exceptionally complex operational problem can become a product capable of serving an entire industry.