Governance

Board Secretary's Swiss Knife

User-friendly experience to support board of directors and secretaries in their daily duties

Client iDeals
Category Governance
Year 2022

Board Secretary’s Swiss Knife

Overview

Daily instrument for overseeing board gatherings and guaranteeing all is set for significant choices.

Role Product Designer
Industry Board Management Software
Task Design sections of the revised version of the app
Result Sellable version of required sections, for each available device, in order with data received during User Research.

Initial Research

During the onboarding period I managed to collect insights from different sources. That included:

  • Talks with Team Members: I began by conducting discussions with various team members to gain insights into the existing pain points, challenges, and areas for improvement.
  • Market Overview: A comprehensive analysis of the market allowed us to identify trends and best practices within the industry. To get acknowledged with the state of things, I also visited professional portals with related articles.
  • Competitors Overview: We analyzed several key competitors, including Diligent, BoardPro, Boardable, and Onboard, to understand their strengths and weaknesses. This helped us define key points for improvement in our application.

It resulted with understanding of current app version flaws, competitors state and key points that’ll help us surpass them.

Competitive Audit


Continuous Discovery

To ensure the success of this project, we implemented a user-centric approach, which included ongoing activities such as:

Weekly interviews and ideas validation — Conducted weekly interviews with real-personas, allowing us to continuously gather feedback and validate design ideas.

Trio teams communication — Establish a shared understanding of priorities and tasks, integrating diverse viewpoints.

This resulted in common vision around the topic, and stable access to the base of users for validation, and strong personas.

Service Blueprint


Exploration & Ideation

As a product trio, we went through mapping down required sections structure, key and supportive user-flows, and even wireframed / brainstormed together.

Flow Diagram 1 Flow Diagram 2


Scope Shaping

Significant positive side of working in product trios, is that you are able to tweak your scope without stretching communication time. MSP scope was shaped with group voting. Such activities took place during the entire project.

Information Architecture


Wireframes & Mid-Fi UI

The same way our trio managed to cover low-fi stage. This gave:

  • UI framework limitation
  • Backlog projection on UI
  • Developer’s perspective on Design and how to work with it

This practice revealed many communication gaps, that existed between Devs and Designers through my career. But being able to discuss it in details, and at the same level of involvement, gave us a strong common ground, that accelerated exploration phase.

Wireframes 1 Wireframes 2


Final Design

The final hi-fidelity designs were produced for all available devices and screen sizes.

Final UI 1 Final UI 2 Final UI 3 Final UI 4 Final UI 5 Final UI 6 Final UI 7 Final UI 8 Final UI 9 Final UI 10

UI Library

The entire process followed by enhancing, and structuring UI library to ensure cross team alignment and visual consistency.

UI Kit 1 UI Kit 2 UI Kit 3 UI Kit 4

Summary

Completely different experience. Close collaboration, realistic result focus, and day-to-day growth as a specialist.