Mobile Digital Whiteboard Collaboration

Digital Whiteboard and Collaboration multi-platform that improved T-Mobiles Network Efficiancy by 7% and laid the product foundation for a T-Mobile For Business Product.

Photo of laptop showing the calling screen
Only iOS App is Shown for Brevity

Program Summary

Develop a digital whiteboard and communication multi-platform service for business and retail customers (Proof of Concept).

  • Type: Consumer and Small Business SaaS
  • Market: USA
  • Team: 3 Product Managers • 15 Designers • 20 Software Developers
  • Role On Feature: Multiple Roles from Individual Contributor to Team Lead as Project Evolved
  • Timeframe: 4-month Agile rollout • 2017

Challenge

Design multi-platform applications through experimenting and testing new technologies within the virtual communication and meeting space for various market segments with the end goal of improving T-Mobile's core network services. Each version was developed and shipped internally

First Proof of Concept Version: I was the sole designer for the meeting collaboration feature set. This encompased virtual meeting tools, screen sharing, and whiteboarding technologies for Native Android, iOS, Web form factors.

Second Proof of Concept Version: I was the creative team lead for the project and entire communication and collaboration feature set. This encompased product design, visual design, and design rituals. I coordinated feature priorities and design feature delegation with Product for Native Android, iOS, Web form factors.

Results

  • 7%
    Network traffic technology efficency improvement
  • 3-5 months
    Saved on research and development by incorporating features into other core commercial products e.g. DIGITS
  • 15
    Built a 15-member UX team to support CDSE division's multiple digital products
  • :-)
    Hired Full time and promoted to team lead overseeing the product design strategy of multiple products

Approach

How'd I get hired Full time from contracting

This is a good story as most are, but the short version is two elements.

  1. Design strategy and aligning product features to business problems
  2. Consensus building and communciation with leadership and engineering

As I began sorting through the technology that stakeholders wanted to include in the apps, I interviewed colleagues and friends on how they imagine desk-free virtual meetings could be. What sort of options they would need if they could detether from their desks, without having to lug a laptop. Open offices are unavoidable and they are distracting. Often there are never enough conference spaces.

  • Open office plans are noisy and it sucks taking meetings, there is never a meeting room available.

    - Participant 1
  • The guy next to me always talks so loud when he is on a call

    - Participant 3

Mobile First

In my process I started with iOS, then Android, and finally web. This was based on leadership and stakeholders being primarily iOS users.

Photo showing wireframe sketches of video calling and screensharing
Sample Wireframe Sketches

Three Core Features For the Proof of Concept

The 3 core features I was tasked to design a solution to test out the technologies we would use to run the network through it's paces and start to construct a viable marketable product were:

  1. Feature 1

    Virtual Meeting Room
  2. Feature 2

    Screen Sharing
  3. Feature 3

    Digital Whiteboarding

Execution

Product Design Solution

For brevity, I will only discuss a few user scenarios for iOS designs from this first proof of concept version.

Virtual Meeting Room

The technical product managers and engineers within the CDSE technology team had developed a basic virtual meeting SDK to test the network and brought me on board to create a product roadmap that would meet a business objective of replacing multiple third party communication softwares T-Mobile was using.

The first product design milestone was to identify features and design an experience for a meeting app.

User Scenario 1: A user is being invited to join an ad hoc meeting.
Steps to join a meeting from an ad hoc invite. User can select audio then joins the conference. User can swipe to see Attendee list or view from More actions.
Joining an Ad Hoc Meeting and Viewing Attendee List

The Host had certain administration controls they could avail themselves of to manage the meeting. A few of these are Lecture (Presenter) Mode, Lock Room, Mute All, Record Meeting, Admit and Excuse Participants.

User Scenario 2: A user is the host of the meeting and locks the meeting room so no new participants may join.
Sample Meeting Host Controls

Screen Sharing

Screen sharing on a mobile device in a meeting created some interesting Challenges around form factor and screen size, what to share, how to switch between the meeting controls and the shared content.

Any participant could instigate a screenshare within the meeting app unless the host put the meeting into Lecture mode.

Participants could view the screen share in Portrait and Landscape mode. I made a design revision to screenshare in Landscape mode only.

Scenario 1: User shares content in a meeting from their mobile device and pinches with touchpoints to zoom into content.
User selects Present and begins screen sharing.
Instigating a Screenshare and Using Pinch and Zoom to Enlarge Content

Thinking about Annotating, the main design consideration was how advanced should this be particularly on a small screen like a mobile device. For the PoC I chose to have only one brush size and limit the color choice to one unique color for each participant.

Scenario 2: User starts annotation mode during a screenshare
Annotating within Screenshare

Accessiblity Issue: Some colors became problematic as they got lost depending on the content and some colors were not accessible. I fixed the Accessibility part by using 16 accessible colors and decided if some colors repeat for users that is an acceptable tradeoff. I also added a dropshadow to the brushstrokes which helped to prevent blending.

Digital Whiteboard

The digital whiteboard had an infinite canvas that all participants could simultaneously draw on or import files

too. Participants could also create multiple canvases. The host could also record the whiteboard session and it would automatically be saved. The participants invited to the session would have access to it at any time. Any participant could export the whiteboard as a snapshot.

/******* Old Shite *******/

Digital Whiteboard

The feature list was generated through internal discussions, product competitive analysis, and refined through internal user testing.

Whiteboard canvas showing recording the whiteboard session and how to add and remove whiteboard pages.
Whiteboard High Level Framework

The participant could choose between 3 types of brushes with varying widths and add text using 16.5 million colors.

Animation showing how brushes pop up from bottom of screen.
Whiteboard Drawing and Adding Media to Canvas Page

There were also tools to draw shapes, lines, arrows. The participant could add emoji’s and stickers to the canvas and import image files.

Adding text, shapes, stickers, and images to whiteboard. Image is of venice canal and text reads ciao bella. Rectangle shape covers gondala.
Whiteboard Drawing and Adding Media to Canvas Page

Audio and Video Calling Meeting Options

All participants can control how they connect audio in a meeting. Audio calls can be 1 on 1 or group calls. Participants can upgrade an active audio call into a meeting where they can screenshare or use the Digital Whiteboard.

Participants can also connect audio from a scheduled or ad hoc meeting. They can use their device audio, connect via phone by either having the conference call the participant or they can dial in.

Connecting audio by calling in, having the system call you, or using device audio. User can also transfer audio to another device.
First 2 Screens: Choosing How to Connect Audio. Second 2 Screens: Answering Audio Call then Upgrading to Meeting.

Participants can start a 1 on 1 video call or a group video call; they can also upgrade an audio call or meeting to a video call. Within a video call the participant can control which device camera they want to use and pause their video. They could switch between different video modes as well.

Hi Fi Visual Design

When exploring the visual style and language for the app, at the direction of stakeholders and the experience directors, we started with a dark themed palette. This reflects some of the early concepts and styleguide.

Colors and Typography

Impact

The product was not released commercially, however it accomplished:

  • Network traffic technology efficency improvements by 7%
  • Saving months of research and development by incorporating features into other core commercial products e.g. DIGITS
  • Investing in building a 15-member UX team to support a broader product portfolio
  • Promoting to Team Lead and overseeing the product design of multiple products
Once we had successfully completed this proof of concept the business began a strategy with product teams to utilize features of the apps to creeate a market viable product.

Challenge

Working initally with three other UX colleagues in phase 1, later expanded to fifteen in phase 2, we were tasked with creating a multi-platform communication application. The primary focus was to imagine a proof of concept with a secondary goal of testing out the network technology stack using real-life user scenarios with the intent to create a potential MVP.

My role on the product started with creating the product experience for the Virtual Meeting and Conference Feature; focusing on audio and video calling, screensharing, and Digital Whiteboarding. I started Mobile First for Android and iOS Native Apps, then I worked on the Desktop and Web platforms. My colleagues worked on the other features of the apps and the visual design.

Want to know more?

Connect with me and we can go as deep as you fancy.