Post-meeting Navigation

RingCentral Video is a crucial feature in RingCentral App ecosystem, offering a seamless video conferencing experience for RingCentral customers.

Project Impact

My Contribution

My Role

Collaborators

Duration

Significantly increased user engagement for post-meeting features by 21%.
Also raised the user satisfaction for overall post-meeting experience by 28%.
Redesigned a scalable cross-platform post-meeting experience that could accomodate more feature opportunities in future.

I revamped the information architecture, optmized core user flows, and redesigned a scalable post-meeting navigation experience utlizing user-centered approach and handed off the final hi-fi and visual design under tight timeline. I delivered a variety of tasks that contributed to the project success, including defining project scopes, conducting democratizing UX research, enacting design priorities, regular stakeholder sync-ups, conducting user testing, and followed up the final release with off-shore engineering team.

Lead Designer

1 product manager (Amy L.) & Engineering Team (Mario L.)

3 Months

Revamp the post-meeting experience for RingCentral customers: scaling a comprehensive and frictionless navigation approach to optimize users' workflow.

The Challenges

The main challenges include very tight time constraints, the lack of understanding of users' post-meeting behavior, and cross-platform redesign that smoothly accommodates both smartphone and tablet devices.

To overcome these challenges, I conducted agile user research on UserTesting.com, enacted key milestone goals with stakeholders, actively shared my work to stakeholders regularly and iterated based on feedback. I also documented my design thoroughly to increase the efficiency of cross-timezone collaboration.

Through these proactive approaches, I successfully navigated the challenges and demonstrated how much impacts that good UX can bring by delivering a user-centric cross-platform solution that enhances the overall post-meeting workflow for our customers.

Understanding the users and defining scope.

The Research

The Scoping

I conducted agile user research to understand users' needs for the post-meeting experience. According to the research, common user needs include access to meeting recordings and transcripts, reviewing meeting highlights and summaries, accessing chat and Q&A history, creating action items and follow-ups, and downloading meeting materials.

To better prioritizing new features, I quickly created an interaction map to understand the gap between current capabilities and users' desired features. After that, I kicked off a meeting with PM and ENG to finalize the project scope and new feature priorities based on our timeline and estimated efforts.

The Problem Statement

Users' needs after online meetings have not been adequately addressed, including access to meeting recordings, transcripts, and highlights. How might we redesign a comprehensive solution that accommodates these needs in a scalable way?

Expand the current post-meeting feature capabilities to boost users' productivity, while ensuring the new experience simple and scalable

The Principles

Revamping the information architecture/UIs and incorporating additional features for the post-meeting homepage

The solution overview

Design highlight 1: cross-platform adapadivity eusuring frictionless experience on different devices

The highlight I

Design highlights 2: designed and validated new features that increase users' productivity

The highlight II

Design highlight 3: taking care of edge cases

The highlight III

Reviewing success metrics and final results

The Impacts

After all, the ultimate goal of this project was to revamp the post-meeting experience by incorporating new features into the current framework, making it more comprehensive. To better evaluate the design's impact, I established success metrics with the project manager and validated user engagement statistics via Mixpanel after the launch of these new features, resulting in an increase of approximately 21%.

I also conducted a user satisfaction study following the feature release. Compared to the old version's design, the new design significantly increased the satisfaction rate of post-meeting tasks by 28%.