My Deliverables
End-to-end UX/UI Design, Research, Analysis, Design Systems, User-Testing
Platform
Interaction Flat Panel Display (Android app), Responsive website
Timeline
Jul 2020 - Aug 2022, launched in Europe
Tools
Figma, Adobe XD, Zeplin, Illustrator, Photoshop
Team
Renee: Lead Product Designer for Creative Board
Winnie: Product Designer
Ariel: Product Manager
And of course Dev, QA, and all of the Product & Design Team
Introduction
Creative Board is a built-in annotation tool on the Opotma interactive flat panel display. Over time, with remote teams on the rise and its user base evolving, the existing experience couldn't handle the emerging use cases. In 2020, we set out to revamp the product to build a flexible collaboration platform that works equally well for everyone.
Outcome
As a result, the new collaboration experience was very positive in many ways, both in terms of critical business metrics and user engagement. Users have also given positive feedback on ISE 2023.

We saw a higher amount of engagement, more ideas, more visitors, and more collaborative interaction among users who came to our platform. Based on these numbers, our users have become more engaged and happier with their online collaboration experiences on Creative Board.
Learning & Takeaway
My first time designing and leading a large-scope project for a B2B product was an exciting journey. It was a pretty intensive period that all members in the team was working so hard for launching the product, we delivered a lot of good stuff and also struggled sometimes. I've learned a lot throughout this process, thanks to the amazing team!
System thinking
This project helped me broaden my thinking to be more micro-macro balanced and built a stronger connections with the team.
Decision making
How to find the balance among time, resources, constraints, and goal is really important, I learned that prioritization is very crucial for the team to speed up and focus on the right thing to do.
Work as a team
Everyone in the team should clearly understand the goal, plan, and problem to build a more meaningful product as a team.
Problem
While it is easy enough for people to collaborate in front of the large touch screen in the office. However, with digital co-workers growing, more workers say communication and collaboration from different places is a huge struggle.
Breaking down the problem
With the team members located in different places, follow-up action items are unclear and project tracking across multiple platforms is inconvenient.
It is not easy to view the presenting material across platforms with colleagues from different screens.
It is inconvenient for employees to view the document or resource across multiple platforms. (e.g. email, online message…etc.).
Defining the problem

Goal
Revamp existing experience to create a seamless collaboration platform that brings the team together to share ideas and stay connected anytime, anywhere.
Setting up criteria
Research & Ideation
01 COMPETITIVE ANALYSIS
Before starting designing, I decided to dive deep into existing competitor behaviors and features to better understand user needs.
02 Principles
I tickle out important items from my research and kept this key principle in my mind when designing. These principles helped me align and make design decisions more reasonably.
Key principles when designing
03 Challenges & Constraints
Then I start sketching the flow and find some conflict situations when designing for multi-users.
Conflicts in multi-user situations
04 User journey
To streamline user authority and entrance to the platform, I start sketching the flow for this crucial part with invites & join the online session flow. And wireframe the structure with this main flow.
Invite & Join online session flow
05 Visual style
My goal is to transform the image of sharp, cold technology into one of clean, elegant, and approachable design. Designing an interface that is minimal and simple to facilitate collaboration.
Final Design

DESIGN GOAL: simple
A clear primary navigation options
USER SCENARIO
Workers who schedule and participant the meetings everyday, have to setup meeting environment quickly. Finding what you need can take a lot of time and effort.
SOLUTION
With a clear hierarchy listing the sessions and an instant template, workers can quickly find the needed information and document.
DESIGN GOAL: Accessible
Join an online session with an ease
USER SCENARIO
Participants who don’t have an organization account want to use another way to access their online session.
SOLUTION
A quick way to join as guest, with simple type in session code and username to join.

DESIGN GOAL: Coherent
Infinite workspace to collaborate
USER SCENARIO
Real-time collaboration consists of powerful controls to bring teams and ideas together. But due to the high volume of attendees, it’s frustrating and limited when run out the space during the session.
SOLUTION
With an infinity canvas and the ability to add more workspace pages, attendees can interactively expand their ideas.
DESIGN GOAL: Simple
Simple, clear list for access control
USER SCENARIO
It's important for the host to be able to take quick actions and controlling a large number of attendee at the list itself.
SOLUTION
Separate invited attendee with collapse list and inline actions help host find and take action from the list itself.

DESIGN GOAL: Simple
Rich, easy to use white-boarding tool
USER SCENARIO
Workers have to express ideas immediately in a short time to instant share thoughts. Drawing and sketching ideas each time takes a lot of time and effort. Sometimes the results didn’t come out ideally.
SOLUTION
Instant shape and text tool help workers to share ideas correctly and immediately.
DESIGN GOAL: Accessible
Direct doc & browser all materials access
USER SCENARIO
It’s difficult to collect and combine all discussing materials from everyone and sharing the screen from different devices simultaneously can be hard.
SOLUTION
We Integrate with tools that employees already use featuring a share screen simultaneously, bringing a powerful platform and making communication more transparent and efficient.
Next steps
As a result of the launch of the rich design across the Optoma cloud platform, we have been able to unblock more ideas we'd like to build and test, and the foundation for our product has become stronger. We kept working on optimizing the end-to-end user flow, conducting user research to better understand our users and building more powerful features that make hybrid working more efficient.
user testing
45-min tests x 8 (small interview + usability testing) with real users
- To validate user personas.
- Validating the design decisions with real user feedback.
meeting stakeholders
1.5h meeting
- Validate project criteria and goals by mapping stakeholders' problems and needs.
- To review the current design and feedback.
Iteration
Design iteration based on users’ and stakeholders’ feedback.
keep improving
Continuing to follow our product roadmap and adhering to our design principles.
Due to NDA, I’m not able to share more details here.
If you're interested in the projects I worked on for Creative Board,
let's get in touch →