Virtual & Hybrid Meeting
Enterprise SaaS
Mass-Audience
Led Design
August 15, 2024
Zoom Events Lobby
Seamless massive attendee join experience Client → Browser
Virtual & Hybrid Meeting
Enterprise SaaS
Mass-Audience
Zoom Events Lobby
Seamless massive attendee join experience Client → Browser
Event Lobby
Seamless Entry for Hybrid Events
Client → Browser
Webinar & Events
Opening Keynote
Live
8:00 – 9:30 AM
Eric Yuan
Join
Welcome to Zoomtopia, everyone!
How to grow your plant
Live
8:00 – 9:30 AM
Giving Tree
Preview
The Future of Work
Live
8:00 – 9:30 AM
Chris Costi
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Eva Everson
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Giving Tree
Preview
Event Lobby
Seamless Entry for Hybrid Events
Client → Browser
Webinar & Events
Opening Keynote
Live
8:00 – 9:30 AM
Eric Yuan
Join
Welcome to Zoomtopia, everyone!
How to grow your plant
Live
8:00 – 9:30 AM
Giving Tree
Preview
The Future of Work
Live
8:00 – 9:30 AM
Chris Costi
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Eva Everson
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Giving Tree
Preview
Event Lobby
Seamless Entry for Hybrid Events
Client → Browser
Webinar & Events
Opening Keynote
Live
8:00 – 9:30 AM
Eric Yuan
Join
Welcome to Zoomtopia, everyone!
How to grow your plant
Live
8:00 – 9:30 AM
Giving Tree
Preview
The Future of Work
Live
8:00 – 9:30 AM
Chris Costi
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Eva Everson
Preview
Powering Immersive Events
Live
8:00 – 9:30 AM
Giving Tree
Preview
Project overview
Reimagining the Attendee Journey for Zoom Events
The Challenge
As virtual and hybrid events become central to global SaaS operations—ranging from high-stakes product launches to internal all-hands—attendees are increasingly facing "Digital Fatigue" and "Information Overload." The core challenge was to transform Zoom Events from a static video conferencing tool into a context-aware, high-engagement ecosystem that respects the fragmented schedules of modern professionals.
The Strategy
I led the end-to-end design evolution focusing on three distinct behavioral archetypes: The Sniper (efficiency-driven), The Sponge (discovery-oriented), and The Juggler (multi-tasking). By mapping the unique frictions across the Pre, During, and Post-event lifecycle, I moved the product strategy from a "one-size-fits-all" catalog to a personalized, omnichannel experience that adapts to the user’s intent and device—be it Desktop, Mobile, or Meeting Room TV
The Impact
The result is a holistic event framework designed to move the needle on key business metrics: maximizing registration-to-attendance conversion, increasing session density per user, and extending the ROI of content well beyond the live broadcast. This project demonstrates how strategic UX can transform logistical complexity into a seamless, human-centric learning journey.
Role:
Product Designer (I was responsible for attendee and special role experience.)
The team:
Director of products
Product Manager
Developers
Customer success manager
Marketing
Timeframe:
Aug-Oct 2024
Success metric:
Registration-to-Itinerary Conversion Rate
Retention & Participation
Asynchronous Consumption Rate
Role:
Product Designer (I was responsible for attendee and special role experience.)
The team:
Director of products
Product Manager
Developers
Customer success manager
Marketing
Timeframe:
Aug-Oct 2024
Success metric:
Registration-to-Itinerary Conversion Rate
Retention & Participation
Asynchronous Consumption Rate
Attendee & Event Organizer Journey
Define the Purpose
Strategic Selection
Preparation & Collaboration
Resource Management
Last-minute Equipment Check
Last-minute Rehearsal
Set the energy, welcome attendees
Deliver concise, high-impact session content
Event review
Event resource (recording, summary...) sharing
Going?
Yes
No
Maybe
Yesterday, 1:00 - 2:00 PM
Brainstorming Session
Occurs every first of the month
Join
Meeting summary with AI Companion
Quick recap
Katie met with Terry, Haylie and the rest of the team to discuss some initiatives for the year 2024. Terry proposed innovative initiatives such as data analytics implementation, new plans, and budget allocation, with the executives expressing support and satisfaction with the overall budget.
Next steps
Ashlee York and Shawna Owen will develop a detailed proposal for the new data analytics platform.
Henry Park will conduct a competitive analysis and share the results with Rob and Max.
Allocate resources for the new marketing initiatives and establish KPIs to measure their success.
Summary
Introduction and Agenda Setting
Katie, Terry, Haylie and the rest of the group gathered to tackle a pressing challenge faced by their company. The meeting commenced with an introduction by the moderator, setting the agenda and encouraging active participation from all attendees.
Open Discussion and Idea Generation
The first phase involved an open discussion where team members freely shared their ideas, leveraging the virtual whiteboard feature to jot down key points. Encouraging an atmosphere of inclusivity, everyone had the opportunity to contribute, fostering a collaborative environment that sparked creativity.
Exploration and Evaluation of Ideas
Following this, the meeting transitioned into a focused exploration of the most promising ideas generated during the initial brainstorming phase. Through structured discussions and analytical thinking, the group delved deeper into each concept's feasibility, potential impact, and alignment with the company's objectives.
Consensus-Building and Prioritization
The third segment of the meeting involved group consensus-building. Facilitated by the moderator, the team collectively identified the most viable and innovative solutions that emerged from the brainstorming process. Through a voting system or mutual agreement, the top ideas were prioritized, ensuring that the final decisions were reflective of the team's shared vision.
Action Planning and Next Steps
As the meeting drew to a close, action items and next steps were outlined. Each selected idea was assigned to specific team members or subgroups responsible for further research, planning, and execution. Clear timelines, responsibilities, and metrics for success were established to ensure accountability and progress. The meeting concluded with a sense of enthusiasm and purpose, as the team felt empowered by the collaborative effort and committed to implementing the discussed strategies to address the company's challenges effectively.
AI-generated content may be inaccurate or misleading. Always check for accuracy.
View less
Host
Hi team, I would love us to have a sync on 2024 priorities.
Whiteboard: https://zoom.us/wb/doc/PPPAe61BQS-ljDlMq93oFw/p/175293943250944
Zoom Meeting host
Marcus Herwitz
Assets
All
Whiteboards
Files
Links
Q4 Roadmap
Zoom Whiteboard
filename.p7s
122.04KB
screenrecording1.mov
Erin Gouse, today 3:34 PM
sillyGIF.gif
Emerson George, today 3:41 PM
The New York Times
Emerson George, today 3:41 PM
Skipping the Olympics Is ‘Not an Option’ for Many Advertisers
Companies have spent more than $1 billion on ads timed to the Tokyo Games, which will take place in empty arenas as the pandemic lingers.
Zoom Video
Emerson George, today 3:41 PM
Video Conferencing, Web Webinars, Screen Sharing - Zoom
Video Conferencing, Web Webinars, Screen Sharing - Zoom
12 invitees
Katie Carter
Host
7 Yes, 2 Maybe, 1 Awaiting
Terry Calzoni
1
Introductions
Overview
Monthly Updates
Next Steps
Registration
Consideration and schedule session
Pre-event communications
Join session
Arranging and moving between different sessions
Networking
Interacting with speakers, sponsors and other attendees
Follow-up communication
Event content (slide, recording etc.)
Post-event survey
Review event summary
Pre-Event
During-Event
Post-Event
Q3 Roadmap
Zoom Whiteboard
Pre-meeting-video.mov
Erin Gouse, today 12:00 PM
Competitor-Analysis-Report.pdf
122.04KB
Marketing-Plan.pdf
215.62KB
Nametag
Activity
Look
Jane Victor
Account Executive
Larry Zhou
Senior Developer
Dune
Tanya Diggs
Design Consultant
Titanic
Imani Jones
Senior Developer
Avatar
What is your favorite music?
It’s time to break the ice...
Attendee & Event Organizer Journey
Define the Purpose
Strategic Selection
Preparation & Collaboration
Resource Management
Last-minute Equipment Check
Last-minute Rehearsal
Set the energy, welcome attendees
Deliver concise, high-impact session content
Event review
Event resource (recording, summary...) sharing
Going?
Yes
No
Maybe
Yesterday, 1:00 - 2:00 PM
Brainstorming Session
Occurs every first of the month
Join
Meeting summary with AI Companion
Quick recap
Katie met with Terry, Haylie and the rest of the team to discuss some initiatives for the year 2024. Terry proposed innovative initiatives such as data analytics implementation, new plans, and budget allocation, with the executives expressing support and satisfaction with the overall budget.
Next steps
Ashlee York and Shawna Owen will develop a detailed proposal for the new data analytics platform.
Henry Park will conduct a competitive analysis and share the results with Rob and Max.
Allocate resources for the new marketing initiatives and establish KPIs to measure their success.
Summary
Introduction and Agenda Setting
Katie, Terry, Haylie and the rest of the group gathered to tackle a pressing challenge faced by their company. The meeting commenced with an introduction by the moderator, setting the agenda and encouraging active participation from all attendees.
Open Discussion and Idea Generation
The first phase involved an open discussion where team members freely shared their ideas, leveraging the virtual whiteboard feature to jot down key points. Encouraging an atmosphere of inclusivity, everyone had the opportunity to contribute, fostering a collaborative environment that sparked creativity.
Exploration and Evaluation of Ideas
Following this, the meeting transitioned into a focused exploration of the most promising ideas generated during the initial brainstorming phase. Through structured discussions and analytical thinking, the group delved deeper into each concept's feasibility, potential impact, and alignment with the company's objectives.
Consensus-Building and Prioritization
The third segment of the meeting involved group consensus-building. Facilitated by the moderator, the team collectively identified the most viable and innovative solutions that emerged from the brainstorming process. Through a voting system or mutual agreement, the top ideas were prioritized, ensuring that the final decisions were reflective of the team's shared vision.
Action Planning and Next Steps
As the meeting drew to a close, action items and next steps were outlined. Each selected idea was assigned to specific team members or subgroups responsible for further research, planning, and execution. Clear timelines, responsibilities, and metrics for success were established to ensure accountability and progress. The meeting concluded with a sense of enthusiasm and purpose, as the team felt empowered by the collaborative effort and committed to implementing the discussed strategies to address the company's challenges effectively.
AI-generated content may be inaccurate or misleading. Always check for accuracy.
View less
Host
Hi team, I would love us to have a sync on 2024 priorities.
Whiteboard: https://zoom.us/wb/doc/PPPAe61BQS-ljDlMq93oFw/p/175293943250944
Zoom Meeting host
Marcus Herwitz
Assets
All
Whiteboards
Files
Links
Q4 Roadmap
Zoom Whiteboard
filename.p7s
122.04KB
screenrecording1.mov
Erin Gouse, today 3:34 PM
sillyGIF.gif
Emerson George, today 3:41 PM
The New York Times
Emerson George, today 3:41 PM
Skipping the Olympics Is ‘Not an Option’ for Many Advertisers
Companies have spent more than $1 billion on ads timed to the Tokyo Games, which will take place in empty arenas as the pandemic lingers.
Zoom Video
Emerson George, today 3:41 PM
Video Conferencing, Web Webinars, Screen Sharing - Zoom
Video Conferencing, Web Webinars, Screen Sharing - Zoom
12 invitees
Katie Carter
Host
7 Yes, 2 Maybe, 1 Awaiting
Terry Calzoni
1
Introductions
Overview
Monthly Updates
Next Steps
Registration
Consideration and schedule session
Pre-event communications
Join session
Arranging and moving between different sessions
Networking
Interacting with speakers, sponsors and other attendees
Follow-up communication
Event content (slide, recording etc.)
Post-event survey
Review event summary
Pre-Event
During-Event
Post-Event
Q3 Roadmap
Zoom Whiteboard
Pre-meeting-video.mov
Erin Gouse, today 12:00 PM
Competitor-Analysis-Report.pdf
122.04KB
Marketing-Plan.pdf
215.62KB
Nametag
Activity
Look
Jane Victor
Account Executive
Larry Zhou
Senior Developer
Dune
Tanya Diggs
Design Consultant
Titanic
Imani Jones
Senior Developer
Avatar
What is your favorite music?
It’s time to break the ice...
Attendee & Event Organizer Journey
Define the Purpose
Strategic Selection
Preparation & Collaboration
Resource Management
Last-minute Equipment Check
Last-minute Rehearsal
Set the energy, welcome attendees
Deliver concise, high-impact session content
Event review
Event resource (recording, summary...) sharing
Going?
Yes
No
Maybe
Yesterday, 1:00 - 2:00 PM
Brainstorming Session
Occurs every first of the month
Join
Meeting summary with AI Companion
Quick recap
Katie met with Terry, Haylie and the rest of the team to discuss some initiatives for the year 2024. Terry proposed innovative initiatives such as data analytics implementation, new plans, and budget allocation, with the executives expressing support and satisfaction with the overall budget.
Next steps
Ashlee York and Shawna Owen will develop a detailed proposal for the new data analytics platform.
Henry Park will conduct a competitive analysis and share the results with Rob and Max.
Allocate resources for the new marketing initiatives and establish KPIs to measure their success.
Summary
Introduction and Agenda Setting
Katie, Terry, Haylie and the rest of the group gathered to tackle a pressing challenge faced by their company. The meeting commenced with an introduction by the moderator, setting the agenda and encouraging active participation from all attendees.
Open Discussion and Idea Generation
The first phase involved an open discussion where team members freely shared their ideas, leveraging the virtual whiteboard feature to jot down key points. Encouraging an atmosphere of inclusivity, everyone had the opportunity to contribute, fostering a collaborative environment that sparked creativity.
Exploration and Evaluation of Ideas
Following this, the meeting transitioned into a focused exploration of the most promising ideas generated during the initial brainstorming phase. Through structured discussions and analytical thinking, the group delved deeper into each concept's feasibility, potential impact, and alignment with the company's objectives.
Consensus-Building and Prioritization
The third segment of the meeting involved group consensus-building. Facilitated by the moderator, the team collectively identified the most viable and innovative solutions that emerged from the brainstorming process. Through a voting system or mutual agreement, the top ideas were prioritized, ensuring that the final decisions were reflective of the team's shared vision.
Action Planning and Next Steps
As the meeting drew to a close, action items and next steps were outlined. Each selected idea was assigned to specific team members or subgroups responsible for further research, planning, and execution. Clear timelines, responsibilities, and metrics for success were established to ensure accountability and progress. The meeting concluded with a sense of enthusiasm and purpose, as the team felt empowered by the collaborative effort and committed to implementing the discussed strategies to address the company's challenges effectively.
AI-generated content may be inaccurate or misleading. Always check for accuracy.
View less
Host
Hi team, I would love us to have a sync on 2024 priorities.
Whiteboard: https://zoom.us/wb/doc/PPPAe61BQS-ljDlMq93oFw/p/175293943250944
Zoom Meeting host
Marcus Herwitz
Assets
All
Whiteboards
Files
Links
Q4 Roadmap
Zoom Whiteboard
filename.p7s
122.04KB
screenrecording1.mov
Erin Gouse, today 3:34 PM
sillyGIF.gif
Emerson George, today 3:41 PM
The New York Times
Emerson George, today 3:41 PM
Skipping the Olympics Is ‘Not an Option’ for Many Advertisers
Companies have spent more than $1 billion on ads timed to the Tokyo Games, which will take place in empty arenas as the pandemic lingers.
Zoom Video
Emerson George, today 3:41 PM
Video Conferencing, Web Webinars, Screen Sharing - Zoom
Video Conferencing, Web Webinars, Screen Sharing - Zoom
12 invitees
Katie Carter
Host
7 Yes, 2 Maybe, 1 Awaiting
Terry Calzoni
1
Introductions
Overview
Monthly Updates
Next Steps
Registration
Consideration and schedule session
Pre-event communications
Join session
Arranging and moving between different sessions
Networking
Interacting with speakers, sponsors and other attendees
Follow-up communication
Event content (slide, recording etc.)
Post-event survey
Review event summary
Pre-Event
During-Event
Post-Event
Q3 Roadmap
Zoom Whiteboard
Pre-meeting-video.mov
Erin Gouse, today 12:00 PM
Competitor-Analysis-Report.pdf
122.04KB
Marketing-Plan.pdf
215.62KB
Nametag
Activity
Look
Jane Victor
Account Executive
Larry Zhou
Senior Developer
Dune
Tanya Diggs
Design Consultant
Titanic
Imani Jones
Senior Developer
Avatar
What is your favorite music?
It’s time to break the ice...
