UVote

UVote

AGM Managment

AGM Managment

Making complex AGM operations clear, accessible, and trustworthy

I translated the end-to-end AGM into a connected digital system, structuring 20+ administrative activities across preparation, live operation, and reporting while enabling shareholders to join, participate, vote, and receive results online.

YEAR

2023 - 2024

ROLE

Product Designer

CONTRIBUTION

UI Design - Interaction Design

TEAM

1 PO - 2 BA - 3 Developers

01 / Context

Digitizing More Than the Meeting

Digitizing More Than the Meeting

An Annual General Meeting is more than the event itself. Organizations need to prepare shareholder information, meeting materials and voting before the AGM begins, operate the meeting while it is happening, and process results and records afterward.

An Annual General Meeting is more than the event itself. Organizations need to prepare shareholder information, meeting materials and voting before the AGM begins, operate the meeting while it is happening, and process results and records afterward.

For shareholders, participation also depends on being able to access the meeting, verify their identity, follow the event and cast their votes without being physically present.

For shareholders, participation also depends on being able to access the meeting, verify their identity, follow the event and cast their votes without being physically present.

BEFORE

Prepare meeting

Shareholder information

Documents

Voting preparation

→

DURING

Operate meeting

Shareholder participation

Voting

Announcements

→

AFTER

Voting results

Reports

Meeting records

Future meetings

"Digitizing the AGM meant translating an entire process, not simply moving the meeting online."

“Digitizing the AGM meant translating an entire process, not simply moving the meeting online.”

“Digitizing the AGM meant translating an entire process, not simply moving the meeting online.”

02 / product Challenge

Making a Complex Process Understandable

Making a Complex Process Understandable

The AGM contains different activities, responsibilities and levels of information across its lifecycle. Organizers need visibility over the whole process to prepare and operate the meeting, while shareholders only need the information and actions required to participate and vote.

The AGM contains different activities, responsibilities and levels of information across its lifecycle. Organizers need visibility over the whole process to prepare and operate the meeting, while shareholders only need the information and actions required to participate and vote.

MEETING ORGANIZERS OPERATES

"What needs to happen?"

Understand meeting progress

Prepare required information

Operate the live meeting

Manage participation

Monitor voting

Process results and reports

SHAREHOLDERS PARTICIPATES

"What do I need to do?"

Access & Verify

Join the meeting through livestreaming

Check ballots

Vote within eligible shares

Check announced results

Check unscheduled meeting and updates

03 / Solutions

One AGM, Connected Across Platforms

One AGM, Connected Across Platforms

I designed UVote around the real AGM lifecycle, connecting meeting preparation, live operation, shareholder participation, voting and reporting within one digital process.

I designed UVote around the real AGM lifecycle, connecting meeting preparation, live operation, shareholder participation, voting and reporting within one digital process.

BEFORE AGM

DURING AGM

AFTER AGM

AGM CONFIGURATION PLATFORM

FOR AGM ORGANIZER

PREPARE

12 administrative activities

OPERATE

4 administrative activities

REPORT

4 administrative activities

LIVESTREAM

BALLOT

Q&A

AGM PLATFORM

FOR SHAREHOLDERS

JOIN

→

BALLOTS

→

VOTE

→

RESULTS

INVESTOR PAGE

Post-AGM Access

BEHIND THE KEY FLOWS

20+

FEATURES

2

languages

240+

Screens & Interaction States

AGM CONFIGURATION PLATFORM

See what has happened—and what needs to happen next

See what has happened—and what needs to happen next

The Admin experience covers 20 activities across preparation, live operation and post-event reporting. Instead of presenting them as disconnected modules, I organized them around the real AGM lifecycle.

The Admin experience covers 20 activities across preparation, live operation and post-event reporting. Instead of presenting them as disconnected modules, I organized them around the real AGM lifecycle.

LIVE STREAMING & BALLOT MANAGEMENT

Connecting operation & partipation

Connecting operation & partipation

During the AGM, actions on the administrative side determine what shareholders can see and do.

During the AGM, actions on the administrative side determine what shareholders can see and do.

AGM CONFIGURATION PLATFORM

FOR AGM ORGANIZER

AGM PLATFORM

FOR SHAREHOLDERS

Q&A

Ballot

Managment

Result Announcement

Livestream

INVESTOR MANAGMENT

Keeping Shareholders Connected Beyond the AGM

Keeping Shareholders Connected Beyond the AGM

A dedicated space where shareholders can access their investor information and return to upcoming meetings, extending the experience beyond a single AGM.

A dedicated space where shareholders can access their investor information and return to upcoming meetings, extending the experience beyond a single AGM.

04 / Outcomes

Simplifying Operations

Without Compromising Trust

Simplifying Operations

Without Compromising Trust

By bringing meeting preparation, operation, voting, and reporting into one digital process, UVote reduced the effort required to run an AGM while maintaining secure and transparent shareholder participation.

By bringing meeting preparation, operation, voting, and reporting into one digital process, UVote reduced the effort required to run an AGM while maintaining secure and transparent shareholder participation.

80%

80%

Operation

Time Saved

100%

100%

Secure &

Transparent

100+

100+

Successful

AGMs

300k+

300k+

Shareholders

Served