Inside the team
A project manager overloaded with manual work
- Customer support
- Legal questions
- Requesting documents
- Reviewing documents
One mistake while reviewing a document could cost the organization of a process as complex as a CSE election.
Project
← All projectsElectis
Electis, CSE election planning platform
- Problem
- CSE elections were organized by exchanging emails, with an overloaded project manager on one side and confused clients on the other.
- Solution
- A platform that orders the process for both: a personalized calendar, document templates turned into auto-completed tools, legal steps turned into tasks, and a place for every document and answer.
- My role
- Product Designer, in charge of the project from the MVP to the final delivery and its operation.
- Skills
- Methodology
- MVP first, then iterations up to delivery, designed and built with AI almost 100% of the time on top of the design system we already had.
The interface reuses the design system we already had for the voting platform, designed in Figma on top of Material Design.
My first project made with AI: I worked with AI almost 100% of the time.
- Platform
- Web
- Users
- HR teams organizing CSE elections · Electis operations team
- Design system
- The voting platform’s system (Figma, based on Material Design)
- Stack
- AI-assisted design and build · HubSpot CRM · Figma
Product decisions
A simpler architecture
With a small team and limited resources, I proposed solutions that simplified the product and even its architecture.
The client in one place
The dashboard is connected to HubSpot, the CRM, so every contact with a client lives in a single place. The operations team has one place with all the client information.
Automate the repetitive
Emails, reminders, templates and frequent questions stopped being manual work for the operations team.
WorkUX/UI / Web
01
The problem
Before the dashboard, a CSE election was managed by exchanging emails between the client and the project manager. It was slow and fragile on both sides.
On the client side
A complex process, unknown to the people who hire us
- Users were almost always confused
- They had many questions
- Documents were not filled in correctly
Every incomplete document stalled the process, and the experience with it.
Before
Emails back and forth between the client and the project manager.
After
One dashboard that orders and simplifies the process, for the client and for the team.
02
User flow
From the first email to the closing of the election, the client always knows which step comes next.
01Access
- Welcome email
- Activate account
- Login
02Setup
- Company size
- Type of election
- Announcement date
- Calendar preview
- Calendar generated
03Preparation
- Tasks for each step
- Seat calculator
- PAP / DUE generator
- Configuration file
- Sent to Electis
04Election
- Candidates
- 1st round
- 2nd round
- Minutes signed
- Closing
+Always available
- Knowledge base
- Messages with the team
- Templates
- Welcome meeting
03
A calendar that builds itself
The client answers a few questions and gets a calendar based on the type of company, its size and its needs. Every legal deadline is calculated automatically.
04
Tools instead of templates
Documents that used to travel by email became guided tools: the client fills in a few fields and the document is generated, pre-filled with what the dashboard already knows.
05
Answers before the question
The questions users ask most are organized in a knowledge base that follows the same order as the election, so the answer is there before anyone has to write to the team.
06
Getting in
The access flow was designed with the product: welcome email, first sign-in, login and password reset.
07
Connected products
The dashboard sits in the middle of the tools the team and the clients already used.
| Product | How it is used |
|---|---|
| HubSpot | CRM, hosted templates and guides, secure forms to send documents, and booking the welcome meeting. |
| Electis voting platform | Receives the configuration and conduct files generated in the dashboard. |
| Electis library | Source of the knowledge base: every article links to its full version. |
| Yousign | Electronic signature of the minutes at the end of the election. |
| Sign in with Google, and Meet for calls with the team. | |
| Word, Excel and PDF | Formats of the generated documents: agreement, configuration files and calendar. |
| YouTube | Video tutorials linked from the articles. |
| French public services | Reference links: company directory, TéléAccords, Légifrance and the labour code. |
08
The outcome
Lighter work for clients and for the operations team that supports them.
~70%
of client operations optimized, by automating what the team used to do by hand.
- Emails
- Reminders
- Document templates
- Frequently asked questions
- Personalized calendars
- HubSpot CRM sync