Web: Roles & Term Management
A Passageways ProjectRoles and Term Management was a one-stop shop within the OnBoard application, where you could view (and edit if you had permission) all role types and their associated terms to ensure no individual dominated the board or committee for too long.
The problem
Historically, roles and their term limits were managed in Word or Excel files that were seldom referenced
Roles often sat on expired terms, due to lack of easy term tracking
Staff had difficulty pulling together all the necessary information for upcoming elections
The audience
Mostly commonly Secretaries or those who manage roles and term limits for a board and/or committee.
Team roles
I led design and worked closely with a Senior Product Manager, designated engineering, and QA team.
The process
This project kicked off with discovery calls with customers to see how they kept track and managed their board or committee’s roles and their terms. After gathering this data, the Senior Product Manager and I created a list of minimum functionality. From there, I created low and then hi-fidelity wireframes that I constantly ran by the engineering team to make sure it was something we could implement.
The outcome
The roles and term management feature launched after my tenure and it now provides a tool for OnBoard customers to organize their role and term information. This was also Passageway’s first feature that was purely data-driven with direct discovery with it’s customers. At the time, this feature was apart of the DEG (Data Enabled Gateway) company initiative. To read a little more about this feature, here’s the company feature page.
