Boardable is a board management software that allows non-profits to prepare for meetings, engage with members, and take action on what matters most in an all-in-one platform.
YEAR
2022
ROLE
Research, UX, UI
SITE
INTRODUCTION
As an all-in-one platform for board management, Boardable wanted to create a video meeting integration.
Non-profit and for-profit boards face challenges like unorganized documents, poorly managed meetings, and low engagement. Since its startup launch in 2016, Boardable has addressed these issues with an all-in-one platform for board management and engagement.
Wanting to expand its features and cater to the needs of evolving board meeting requirements, Boardable Video was born. This enhanced customer satisfaction and loyalty, driving increased revenue and establishing Boardable as a reliable solution for board collaboration.
PROBLEMS
A one-stop-shop remote board meeting was needed.
Board meetings require several requirements to fit the legal requirements which often lead non and for-profits to use a "duck-taped" solution of multiple digital (Zoom, Google docs) and physical solutions (filing cabinets, the USPS).
We wanted to support members who are planning, conducting and joining these meetings. In developing Boardable Meeting, the Product Team faced these challenges:
Adapting a New Design System
Boardable was undergoing a new design system at the same time. So a UI design system for meetings needed to be distinct but on brand.
Understanding the Intricacies of Board Meetings
A pre-approved agenda distributed in advance, a quorum of members present to conduct business, accurate minutes documenting discussions were the few items we needed to understand when designing.
Mobile Centric
With the mobile app being built as well, meetings needed to be adaptive for all screens.
RESEARCH
Our journey towards a more user-centric app experience, started with a comprehensive UX strategy, which included:
Through competitive analysis, we identified market opportunities by evaluating competitors' strengths and weaknesses. Data analytics and heat maps revealed user pain points, guiding design improvements. Additionally, in-depth interviews with non-profit users provided critical insights into their challenges, enabling us to craft solutions tailored to their unique needs.
ATOMIC UI
An atomic UI element system involved breaking down the user interface into its fundamental building blocks.
The implementation of an atomic UI element system involved breaking down the user interface into its fundamental building blocks.
Recognizing the significance of maintaining a consistent user experience across both mobile and desktop platforms, we engaged in simultaneous mapping for these interfaces. This ensured that the core user experience remained coherent and seamless, regardless of the device used. Consistency is paramount in creating an intuitive and user-friendly product.
SUMMARY
Final thoughts
With Boardable, the all-in-one, Board management tool, a meeting integration was needed for the detailed board meetings that non-profit and for-profit meetings conduct.
Boardable Meeting was introduced in order to streamline agenda creation, attendance recording and meeting minutes.
© 2025 Neer Patel