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21st.ai

A digital SaaS product empowering company management with cloud technology, analytics, and automated governance processes. Designed to enhance meeting efficiency, simplify decision-making, streamline document management, and improve strategic planning. By automating key tasks and providing real-time insights, the 21st apps enable businesses to focus on growth and performance.

Project scope

TIMEFRAME

09.2023 - 06.2024

TOOLS

Figma
Google Meets - interviews and testing
Clickup - project management

DISCIPLINE

UX research
UX design
UI design
User tests
Support development

RESPONSIBILITIES

  • UX audit: review existing state of the implemented product and conduct focus group interviews,
  • UX research: test scenarios, interviews, preparing flowcharts and user-flows,
  • Scale-up, maintain the design system and introduce the design tokens,
  • Improve the existing key features,
  • Ideate, prototype, design and validate new features
  • Prepare the Mobile version

🌱 Discovery

Primary problem

Ineffective corporate management can significantly increase overhead costs. Important decision-making in companies may be delayed, weak, and risky, harming strategic alignment and shareholder value. The lack of easily accessible financial data, reports, strategic documents, and follow-up on board meeting tasks can lead to harming company performance and shareholder value.

The context

When I joined the 21st product team, the app was in its private beta release with MVP features. A focus group of companies within the product owners' and stakeholders' network was continuously testing the product. 21st had already integrated with the Business Register of Norway (BRREG), allowing users with company admin or board member roles to manually create accounts and interact with the product's features. These included managing the company team (simplified user invitations), creating board or stakeholder meetings with pre-made agendas, and signing protocols.

All UX improvements and new feature requests were being managed through ClickUp, the product's primary management tool. The project scope was defined to meet technical and business objectives for the planned public launch in early 2024.

During initial meetings with the product team and stakeholders, we refined the general UVP to focus on delivering efficient governance management and best practices for meetings and protocols. Our goals were to reduce onboarding friction for new users, enhance collaboration and communication, and create an accessible interface. The technical challenges we faced included appification, as the product was initially implemented for desktop devices.

Why?

  • To enhance decision-making scalability and efficiency, ensuring all board members and shareholders remain well-informed,
  • To enable better quality assurance of company performance and governance,
  • To enhance communication and engagement among shareholders and board members,
  • To foster organizational growth and success.

How?

  • Streamlined document management and collaboration among board members,
  • Enhanced access controls and encryption to safeguard sensitive board documents,
  • Automated workflows for meetings, document reviews, and protocol signing,
  • Formalized strategic alignment and essential policies within organizations.

What?

  • Multiplatform SaaS product,
  • Industry catalog with companies and individuals synchronized with public registry,
  • Integration with business identity solutions,
  • AI-assisted tools for planning and tracking,
  • Integration with other project management and collaboration tools.

Potential impact and KPIs:

To address our diverse challenges, we identified KPIs to evaluate the impact of our strategies:

User engagement and adoption

  • Daily and monthly active verified users
  • Time to first meeting creation
  • User invitation and acceptance rate
  • Companies managed per user
  • User retention rate

Governance efficiency

  • Document review time
  • Document uploads per meeting
  • Average time for protocol signing
  • Meeting completion rate

Performance and automation

  • Meeting setup time
  • Average time for building agenda
  • Compliance report generation rate

User personas

Pains

  • Financial data isn't readily available or easily accessible
  • Reports and updates from administration aren't promptly prepared or easily accessible
  • Difficulty in finding, navigating, and sharing various strategy documents and previously processed board materials
  • Challenging to get an overview across of different company boards
  • To-dos from previous meetings are often inaccessible, not followed up on, delayed, or forgotten
  • Too many tools leading to fragmented processes
  • Data isn't integrated—it's scattered across various platforms
  • Low process quality due to the lack of a single source of truth

Needs

  • Centralized access to real-time financial data, reports, and strategic documents
  • A streamlined process to schedule meetings, create agendas, and approve key decisions efficiently
  • An overview of all managed companies in one place to monitor performance and identify risks early
  • Easy access to board documents and financial statements before and after meetings
  • Efficient communication tools to stay updated on key decisions and follow-ups
  • Transparency into how board actions align with company strategy and performance
  • Seamless integration with various management tools
  • User-friendly mobile app

Focus group

All active users involved in testing 21st's private beta met these assumptions. Throughout the development process, we consistently interviewed participants to gather diverse opinions and insights, helping us understand their perceptions, behaviors, and preferences. The focus group comprised company administrators managing multiple companies, board members, and stakeholders.

💡Ideate

Design System audit and preparation

At the beginning of my work, I inspected the Figma files and components organization. The first problem I noticed, which was also reported by the front-end developers, was inconsistency in the overall styling, making it hard to follow during implementation. This was caused by the incorrect use of components and, in some cases, detaching them to make local adjustments. The contextual elements was also scattered across various pages without a clear structure.

I recommended the global refinement for design files:

  • fix the existing components,
  • prepare new components for individual properties,
  • refine styles and add variables (colors, typography, etc.),
  • adjust component organization according to the atomic design methodology,
  • start using design tokens based on Figma variables feature,
  • review and fix all major pages.

After two weeks of refining the design system, I prepared the following structure. The design system is constantly being expanded, incorporating new atoms, molecules, organisms, and pages.

Expanding existing features

Meetings
User acquisition
Company dashboard
Website

Designing the new features

Personal Dashboard
My documents
Onboarding
AI web scraper
Mobile version

⚡️Execute

Low-fidelity prototyping

In the early stages of the design process, I prepared low-fidelity prototypes to quickly explore and present ideas for validation. I created numerous sketches and descriptive wireframes for ad hoc synchronization, which helped determine content and usage of existing components. For more complex features and cases, I designed flowcharts and user flows. These served as starting points for discussions within the product team. Although these prototypes might be difficult for users to interpret, they could be easily replaced with more detailed wireframes and presented during user interviews.

Here are three examples of low-fidelity prototypes in Figma:

  • Meetings flowchart
    • Descriptive wireframes connected with a flowchart to illustrate improvements in the meeting process
  • Personal dashboard components
    • Showcase of reused existing atomic components and requirements for new ones in the Personal dashboard feature
  • Request to company flows
    • User flow for requesting access to a company, validating process complexities and discussing implementation

High-fidelity prototyping

A key component of high-fidelity prototypes is organizing all designs into separate scenarios. These are detailed user flows that map out every possible action a user might take. These scenarios provide a clear, structured view of how each feature should function, covering all necessary potential variations. For every feature, whether it's an improvement or a completely new addition, we prepare a list of scenarios that is constantly updated with new ones.

We created a list of scenarios grouped by different user types. The single source of truth was maintained in our ClickUp repository. The main challenge was managing and consistently following all scenarios, as there were about 200-250 of them. We categorized them based on which ones covered key features and set priorities for user testing and development.

Below are three examples of prepared scenarios ready for user testing. Each includes both desktop and mobile screens.

Designs

A showcase of the 21st interface, highlighting its key features and overall aesthetic.

✅ Validate

User testing

A challenge we faced was that most users from the focus group weren't available for ad hoc interviews. To address this, we scheduled weekly sessions to discuss with participants throughout the product development process.

Usability tests were conducted via Google Meet using the Wizard of Oz methodology to simulate user interactions with the app. At the start of each session, I outlined the scenarios to be tested, providing context for the feature. For instance, I said, "Today, we're exploring the process of requesting company access from both User and Company Admin perspectives. Here are the scenarios I'll present."

Typically, I shared my screen, showing only the scenarios without describing flows or actions. Starting from the initial screen, I asked participants what they would do next at each step, encouraging them to share additional real-time insights using natural language. This approach delivered valuable qualitative feedback, surpassing the insights gained from typical surveys.

For some cases, I prepared Figma prototypes that users could test independently and leave comments on. Additionally, two product team members based in Norway worked closely with the focus group, enabling in-person meetings and feedback collection. This specific approach helped us reach more users and gather diverse perspectives.

We chose to conduct primary user tests this way to gain early insights before investing time and resources in potentially risky development.

Analysis

User interviews were recorded and stored in the ClickUp repository's Scenarios section to preserve all valuable data. During meetings, I noted comments by pinning them in Figma, writing them by hand, or summarizing them in personal notes immediately after. All results were attached to the tested scenarios, categorized, and prioritized.

In internal UX sessions, we revised scenarios and updated them with potential refinement tasks. In cases where the first round failed, I prepared refined versions of scenarios based on the outlined issues. These were then tested internally with the product team, presenting findings and solutions on how feedback was integrated. After analysis, we prepared metrics of pain points and goals to evaluate the success of the further round of tests.

We continued this iterative process, refining and retesting, until we resolved all major usability issues.

📐 Handoff

Dev-ready designs

The initial design system, before I handed over maintenance, was based on a Tailwind UI components library—a framework familiar to our developers. Most components were already implemented, so during the design system refinement, I focused on outlining global styling changes, including a simplified approach to using design tokens. This proved challenging for our front-end developers, as much of the styling had been adjusted locally based on previous designs. To reduce development time for future changes, I recommended revising and cleaning up styles at the outset.

To achieve this, I prepared all core and semantic values using Figma variables as a source. From the large number of previously used inconsistent colors for backgrounds, borders, typography, and other elements, I minimized the actual usage semantically. This approach is easily scalable if needed in the future.

To further organize the design system structure, we applied the atomic design methodology. This approach provides a clearer way to navigate and follow the system, maximizing the use of reusable components and optimizing development processes.

The design system is built for easy scalability. Every side app of 21st can utilize the reusable components for multi-brand purposes.

In addition to the 21st UI file serving as the main library, I also handover the Scenarios to developers. This file provided comprehensive context about technical aspects, offering more detail than separate pages with limited information. To prevent an overwhelming list of pages, we synchronized with the ClickUp repository and used Figma page labeling to differentiate states.

Testing and review

The implementation first went to the staging environment, where we could test it internally with a focus group. Anyone could easily report potential bugs, bringing them to the developers' attention. We applied an iterative process here as well. Throughout all stages, I supported development whenever design changes were needed.