Updating Meeting and Minutes Design and Workflows

Open
BoardSpace
Ottawa, Ontario, Canada
Pat Crosscombe
Founder & CEO
(32)
4
Project
Academic experience
120 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Product management UI design UX design Project management
Skills
project planning usability testing figma (design software) wireframing milestones (project management) auditing workflow management
Details

What is the problem your company is trying to solve by having this work done? What are your criteria for success?


The BoardSpace app has paying customers and is well-developed. We would like to conduct user testing on our current web application. We believe that insights coming out of these experiments will help us design a better product, provide insights into how to help our customers and offer a better experience to our customers.


The specific project would review the create meeting flow and the minute taking process.


We would like a group of students to conduct user testing scenarios on our product with a small group of current and potential customers and then report the results to us. The user group remains condo and non-profit boards of directors. Specifically, administrators could be nonprofit Executive Directors, Chief Executive Officers, Executive Assistants, Condo Directors or Association managers.


Deliverables
  1. Project Plan- Identify milestones and set a timeline for the project
  2. Review requirements and existing designs- Familiarize themselves with the existing product to understand the requirements, design work, and feedback that already exists, and to identify gaps to be filled in the next stage.
  3. Design Audit- work with Boardspace to identify a set or priority flows and/or features and audit the current user flow to identify pain points, bottlenecks, and areas for improvement.
  4. Usability testing- summary of key findings and recommendations or documentation of user testing sessions to understand users’ experience of and interaction with your product
  5. Redesign and/or redesign recommendations- design improved flows for the distinct user types. Workshop ideas and turn those into wireframes or mockups that show exactly how the solution could work. Further test and iterate as time allows.
  6. FinalizeHandoff all deliverables and findings in a package that allows for your work to be easily understood and incorporated into future projects.


Deliverables

  • Figma prototype
  • A final report detailing methodology, test subjects, tests, and outcomes / insights.
  • A presentation of the final report


Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Ottawa, Ontario, Canada
2 - 10 employees
Technology, It & computing

BoardSpace is an online portal for the volunteer directors and administrators of condos, HOAs, non-profits and charities. BoardSpace overcomes the daunting task of looking after hundreds of documents, attending lots of meetings, preparing agendas, approving minutes and keeping on top of to-lists by providing boards with the tools to get their work done more efficiently and in less time.

Pat Crosscombe founded BoardSpace due to her experience on a condo board. BoardSpace is on a mission to organize the boards of directors of the world and was built by a team that understands the needs of condo and non-profit boards.