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Introduction:

By implementing guest login support for our desktop application, we are enabling users – including guests – to access the app and its enhanced media call features from any computer in a shared space. Without this capability, users would not be able to use the desktop application.

Problem(s):

  • As a Nextiva customer, I would like to be able to invite non-NextivaONE customers to media call meetings in order to collaborate with them.

  • As a Nextiva customer, I would like to request the ability to invite non-NextivaONE customers to media call meetings in order to engage with our staff and learn more about our products and services.

  • As a Nextiva customer, I would like to request the addition of a conference room machine that allows anyone within my organization to join meetings as a guest. This will expand my capability to collaborate and communicate within my organization.

My role:

  • In my role as the main designer on this project, I worked as part of a cross-functional team including two product managers, a front-end engineer, and a back-end engineer.

  • As a designer-generalist, I was responsible for delivering the entire UX package, including conducting research, creating low-fi and hi-fi designs, creating flows and prototypes, providing annotations and documentation, and performing design validation and QA.

Similar experiences with similar scenarios

Finding a solution (Research, Concepting, Collaboration, etc.):

  • In this project, I collaborated with the product managers to understand their vision and gather requirements.

  • I also conducted competitive and comparative research and created multiple flows, which we reviewed as a team and iterated upon.

  • I validated prototypes and flows with the design and research teams, incorporating their suggestions and feedback.

One of initial flows / future vision

Outcomes / Success stats:

  • After several design iterations and close collaboration with the design and product management teams, we developed a final prototype that addressed both business needs and customer pain points.

  • We added an entry point for guest users above the footer of the page, which was de-emphasized but still visible.

  • Initially, we had considered adding a more prominent entry point for joining meetings as a guest, but we found that this group was unlikely to be significant in size.

  • We also created flows for tenant-to-tenant communication within the NextivaONE app, allowing companies to invite each other to video meetings.

  • Finally, we modified the video meeting invitation emails to include an option to download the app, with a motivational message encouraging users to do so for a superior user experience and better connection quality and audio.

Last version after several iterations/feeback

Hi-fidelity mock for joining a meeting

Updated invite to meeting email with added AppStore badge

Video meeting UI

Explore Figma file

Learnings:

  • To my surprise, it was challenging to align with several related departments and stakeholders who had different visions for this seemingly straightforward project. There is a possibility that this project may be de-prioritized as a result.