Member Portal

Category
Desktop/Mobile App
Service
Product Design, UI Design, UX Strategy, Design System
year
2023
Member Portal
Background:

Membership organizations often use secure online member portals to share information with members, centralize event calendars and online registration, allow members to self-manage their involvement and interests, and permit members to share resources and collaborate with each other. Inkling Agency was approached by an association to design and build a Member Portal for them to manage their memberships and content.

**The Green Tomorrow Foundation is a fictional organization used for this case study.

My Role:

In this project, my role was primarily focused on design elements essential to the Member Portal's success. This involved creating the core navigational pages and crafting specific features, detailed UI elements, and establishing the design system from scratch. Collaborating closely with a UX Strategist, I conducted wireframing exercises, tested concepts, and consolidated user feedback to refine the platform's functionality. I also ensured that all features were responsive across all devices and worked closely with both front-end and back-end developers to guarantee precise content placement and a seamless user experience.

Stakeholder Interviews/UX

To ensure the Member Portal equally served the organization and membership, we led extensive stakeholder interviews with both parties to ensure the Portal solved the needs for everyone. With a focus on improving current communications, centralizing content and connecting back to the organization’s CRM, our UX design engineered solutions to define the design and development process.

Onboarding

The Member Portal access was strictly controlled by the organization’s CRM, which sent each user an invite and activation email. Through the onboarding process users could confirm their contact information, set their passwords and get a preview of the Portal’s primary offerings.

Home

The Portal’s home page centralized key content, events and updates from across the organization. With announcements and featured content front and center, members are able to clearly see the most important content from the organization.

Initiatives

The Initiatives page highlights topics and working groups a user is subscribed to, but also features the full set of initiatives from the organization to encourage active participation and content channels. The side bar showcases significant upcoming events from across the organization.

Events

The Events page consolidates recurring meetings and events across all Initiatives, organizing a singular view for members to see all activity at the organization. This view increases visibility to encourage participation both in initiatives they are already subscribed to, but also raise awareness for collaboration.

Member Company Profile

The Member Center page allows administrative users from each Member Company to manage their information, staff and key contact information. The page highlights key statistical data as it relates to their membership with the organization.

Credits:

  • Agency: Inkling
  • Client: Association
  • Creative Director: Edward Senf
  • Developer: Allen Vegh/Mustafa