Ready to test the experience.
Not ready for private client data.
Keep refining wording and layout while trusted testers use only example information. Start a true beta after the security and storage items are complete.
Clickable usability test
✓ Clickable student, parent and owner experiences
✓ Full intake-questionnaire structure
✓ Scholarship-specific Essay and Video Studio
✓ Human approval workflow design
✓ Source, effort and tradeoff transparency
✓ Beta interest-form experience
Functional beta foundation
○ Protect every client route with role-based permissions
○ Save profiles, matches, progress and drafts in the hosted database
○ Send beta applications to the scholarship expert’s inbox and owner dashboard
○ Create secure student and parent invitations
○ Connect AI parsing and essay coaching with usage limits
○ Deliver scheduled push/email reminders
○ Add private document and video storage
○ Test data export, deletion and account recovery
Closed beta steps
□ Choose the first one or two testers
□ Finalize pilot scope and support boundaries
□ Publish Privacy Policy and Terms
□ Create branded business email
□ Test every role with separate accounts
□ Import one tracker only after account verification
□ Collect structured feedback for two weeks
Finish edits, then run an example click-through with two people.
Ask them to complete the questionnaire, open a match, start an essay, switch to the parent view and explain what they believe will happen next. Record every point of confusion. Then freeze the design for the first backend build.