Case Study: Pocket Prep stays aligned on big-picture product goals with Whimsical

How Pocket Prep Uses Whimsical to Focus on the Big Picture

Pocket Prep, a provider of test prep solutions for professional exams across nursing, EMS, IT, and behavioral health, needed a better way to keep product teams aligned early in the design process. By using Whimsical, the team could slow down, focus on high-level goals, and ensure they were addressing user needs before diving into details.

Whimsical helped Pocket Prep run Brainwriting sessions to surface ideas, align on what mattered, and organize key insights into themes. The result was a clearer foundation for product decisions, stronger team engagement, and better alignment around goals and feature scope. No specific quantitative impact was reported, but Whimsical was described as simple, easy to use, and effective at keeping the team focused on the big picture.

Pocket Prep

Heidi Baggerman

Lead Designer