CST (Canadian Stock Transfer) trust company provides an online proxy voting platform to their issuers for running annual shareholders meetings. The users are people who could not attend the annual meetings but want to appoint a proxy to attend the meeting or cast their votes for the poll. To further streamline the proxy voting experience across mobile and desktop devices, our team is engaged to redesign this online proxy voting site.
The previous version of CST proxy vote platform was not intuitive to use, and the meeting information was not easy to find. The goal for the new design solution is to facilitate the proxy voting experience by providing easier access to the supporting information, such as meeting details, meeting materials, board members’ bios, and financial statements etc. Also, the platform is responsive design across smartphone, tablet and desktop.
Previous design – appointing a proxyholder page
Previous design – annual report opt in page
Previous design – confirmation page
To better understand general proxy voting process, I conducted research on other proxy voting platforms. In addition, I read through the business requirement documents and met with the project stakeholder and subject matter expert to understand the process.
I created a flowchart and hi-level user flow diagrams to document the user flow to validate the process and clarify the questions with the stakeholders and business analyst at client side before wireframing. This process helped me finalize the user flow and identify several special use cases and their related workflow.
Workflow diagram of the online proxy voting platform
User flow of completing a voting task
User flow of assigning appointee to the meeting
User flow of configuring preference settings
After several iterations of validating the user flow with the client, I proceeded to use low-fidelity wireframes to sketch out the interaction and layout with the consideration of being responsive across different devices.
Option 1: meeting materials are displayed at the right corner persistently
Option 2: display meeting materials within an overlay
Option 3: de-emphasize the recommended votes option
Option 4: display meeting materials at the right side as a collapsible item
After several iterations on desktop design, I worked with another UX designer and a visual designer to create tablet and mobile experience mockups. All the visual design mockups are done by Lucy Mao.
Landing page
User can either assign appointee as a proxy to vote for them or proceed to vote page.
Vote page. User can scroll to see more questions.
Click on candidate’s name to view their bio
Landing page
Click on burger menu to view meeting details
Vote recommended options and clear all button stick on top while scrolling
Candidate bio view is displayed in a whole page takeover
Burger menu includes meeting details, meeting materials and language option
The progress bar and vote recommended options stay still while scrolling
User can review their votes and change selections on review page
Confirmation page shows next available actions after users submit their votes
