Designing the End-to-End Participant Experience for a Quarterly Tech Bootcamp

Mapping and redesigning the journey for 80 attendees, 50 presenters, and 30 data center visits — quarterly, without errors.

Role

Solo Product Designer
Research, UX Design, Information Architecture, Visual Systems

Company

Enterprise Storage Provider Accelerator (ESPA)

Tools

Figma, HTML & CSS, Zapier, Notion, Webflow, Tally,

Timeline

8 Quarters, 2023-2024

Where enterprise storage professionals came to learn and stay connected

50

Presenters

80

Attendees

30

Data center tours

3 day event · every 3 months · 8 cycles

ESPA was a quarterly crypto ecosystem bootcamp to accelerate enterprise storage education and build a lasting professional community between cohorts.

Three days of live sessions, practitioner presentations, and hands-on data center visits gave every cohort the ingredients for lasting connection.

Problem

Information had no single home. Everything downstream broke because of that

I still need a confirmed slot . What's available?

Presentation.ppt

Presenter

Attendee

I wanted to sign up for the tour but didn't know how

application.pdf

The guest list we received didn't match who actually showed up

Presentation.ppt

Data Center Coordinator

GROUP INTERDEPENDENCE

Four groups all routed manually through one person with no system to support it.

Presenters, attendees, sponsors, and tour coordinators converging on one team, through email, with no routing logic and no shared record

1

Presenters

Repetitive scheduling and mistaken accidental booking

2

Tours

Double booked tours, missed confirmation

3

SPONSORS

Missed deadlines and unclear value from event organizer

4

attendees

Late onboarding, repeated questions, missed connections

CONNECTION WITHOUT CONNECTION

The coordination layer happened in emails.

A PDF form captured attendee data but scheduling, asset delivery, and confirmation each required someone to manually transfer that data to the next step , every quarter

Before

EMAIL CHAOS

After

STRUCTURED INTAKE

No shared system meant everyone absorbed the cost in a different way

ESPA team needed repeatable systems

~25 hours of manual work per cohort, rebuilt every quarter.

Partial records meant missing details lived in email.

Double booked tours and missed confirmations.

Participants needed clarity and continuity

Late onboarding, repeated questions, missed connections.

Presenters chased assets across separate email threads.

Community dissolved with no post-event hub to return to.

THE RESULT

High staff workload every quarter, poor data quality, and lost community value after every event was over.

RESEARCH CONTEXT

Coordinator role - direct visibility into every intake interaction

MC Role - operational responsibility for the experience

Research grounded in direct access, not approximation

The research came from direct operational experience. I wasn't studying the coordination problem from the outside, I was embedded in it. That access made visible the failures that had been normalized into invisibility

EXISTING SYSTEM — ITERATIVE PROCESS

Each cohort and iteration revealed a deeper layer of the same problem

The coordination system evolved across eight cohorts. Intake, tracking, communication, and scheduling lived in separate tools with no automation layer connecting them

Cohorts 1-2

PDFs

Cohorts 2-4

Email Threads

Cohorts 4-5

Google Forms

Cohorts 1-6

Google Sheets

COMPARATIVE UX AUDIT

I realized there were three critical functions needed

Registration UX

The existing intake was unstructured and informal for an enterprise audience

Conditional Logic

4 distinct participant types needed separate downstream flows from one entry point

Downstream Automation

Data collected at intake had to travel downstream for multiple purposes

The market had solutions. None of them fit this context.

Tool

Price (2026)

Registration UX

Conditional Logic

Automation

Google Forms

Free

Limited

No

No

Tally.so

Free/$29mo

Clean

Basic

No

Typeform

$25+/mo

Conversational

Basic

No

Eventbrite

3.7% + $1.79

Informal

No

No

Enterprise tools

$10K+·yr

Advanced

Full

Full

Designed Solution

Designed Solution

Header

$29/mo

$29/mo

Header

Advanced

Advanced

Header

Fulll

Fulll

Header

Full

Full

Header

Information Gaps

GAP 01

Which participant types needed separate downstream flows?

→7 routing flags from one entry point ->To serve 4 downstream consumers simultaneously: coordinator routing, automated communications, community directory, and participant profiles that outlast the event.

GAP
02

Where were the coordination failure points across the journey?

Missed shipping deadline

Unconfirmed DC guest list

Lost event momentum

Lost event momentum

-> 4 distinct failure moments across 8 journey stages: intake, presenter scheduling, asset delivery, and post-event community

GAP
03

GAP 03

What did each group need to receive at each stage?

Presenter

Slides Assets

Presenter Resources

Marketing Assets

Directions and Etiquette

Presenter

Slides Assets

Presenter Resources

Marketing Assets

Directions and Etiquette

Attendee

Registration confirmation

Check-in instructions

Tour slot details

Event schedule

Community access

Post-event resources

Presenters:

Slot confirmation

Booking link

Branded assets

Session briefing

Deadline reminders

Session recording

Sponsors

Sponsorship confirmation

Asset submission

Placement confirmation

On-site logistics

GOALS

"How might we design a participant experience that runs itself quarterly so the team focuses on content, not coordination?"

"How might we design a participant experience that runs itself quarterly so the team focuses on content, not coordination?"

"How might we design a participant experience that runs itself quarterly so the team focuses on content, not coordination?"

DESIGN CONTRAINTS

Repeatable

Must work for upcoming quarters quarters

Serves Multigroups

4 user groups · 1 unified system · no one left behind.

Human Centered

Automation handles logic · humans handle connection.

Experience Goals

Make the event feel clear, helpful, and memorable

Quick onboarding with accurate/timely information and community access.

Consistent messaging + immediate confirmation feedback to reduce cognitive load

Low activation energy for questions/next steps

Operational Goals

Run the event with reliable, repeatable systems

Reduce repetitive coordination through automation

Error prevention and data validation at entry

Balance automation with human touchpoints at key moments

Solution - SERVICE BLUEPRINT

Mapping what participants experience, what coordinators do, and what the system handles invisibly

The service blueprint maps the complete system across six layers — physical evidence, participant actions, automation touchpoints, and design infrastructure — across eight journey stages. This revealed not just what was broken, but where each failure lived in the system and which layer needed to be redesigned to fix it.

SOLUTION ONE

Structured attendee onboarding

Registration form designed with conditional routing — attendee type, data center interest, presenter status, and sponsorship all handled within a single form flow.

All routing flags collected in one submission — {attendee_type}, {dc_tour}, {is_presenter}, {is_sponsor} captured simultaneously.

Data center tour field checks capacity at intake — prevents overbooking at the 30-person facility limit.

Question sequence is load-bearing — {attendee_type} asked first because the answer determines which automation sequence fires.

SOLUTION TWO

Automated & Personalized Communications

One template produces unique outputs per participant

Zapier automation flow

T

Trigger - Form Submitted

Custom form submission fires the sequence. Attendee type collected at intake determines which path runs.

Replaces manual inbox triage

Route by participant type

Attendee, presenter, sponsor, or data center — one submission, four possible paths. No coordinator sorting required.

Send personalized confirmation

{name} and {session_details} pulled from form. Same template, unique output per participant.

Replaces manual follow-up email

🤚 Human gate — asset review

Coordinator reviews before delivery. Automation handles logistics; humans handle quality.

Human approval required

Deliver presenter assets

Branded materials delivered automatically after sign-off. Zero back-and-forth.

Replaces 50 manual emails

Example — Presenter Confirmation Email

From

ESPA Team <hello@web3espa.io>

To

{email}

You're confirmed to present at ESPA Cohort 6

Hi

{first_name}

,

You're confirmed as a presenter for ESPA Cohort 6. Here's what we have on file for your session:

Session

{presentation_topic}

Date      

{event_date}

Format  

{session_format}

We'll send your branded presenter card and slide template within 48 hours. If anything above looks incorrect, reply to this email and we'll fix it before anything goes out.

Looking forward to having you,
The ESPA Team

Automated routing eliminates coordinator sorting

Human touchpoints preserved where judgment matters

Automation handles logistics; humans handle connection.

SOLUTION Three

Presenter Automation & Branded Asset System

Calendly used as a UX layer for presenter scheduling — removed back-and-forth email coordination while preserving human confirmation at asset delivery.

Branded social card, auto-generated from presenter booking data.

Calendly as UX layer — booking UI designed around presenter mental model, not coordinator convenience

Asset templates — brand consistency enforced at system level, not individual review.

Approval preserved — coordinator sees delivery before send.

SOLUTION Four

Centralized post-event knowledge base

Notion chosen because its sidebar hierarchy maps directly to how attendees think about post-event resources — not how the org team produces them.

Information architecture structured around the attendee's question, not the org team's production order

IA structured around attendee mental model, content type over event date.

Contact CTA included for human connection inside self-serve system.

Same-day publish schedule designed. Delivery timeline was a design decision.

OUTCOME

80+

attendees onboarded per quarter with near‑zero errors

50

speakers coodination for a 3 day schedule

25 hrs

of operational overhead reduced, each quarter

Group

Before

After

Attendees

Manual email · no confirmation · no resources

Custom form → confirm → Notion hub day one

Presenters

Chasing assets · manual scheduling

Calendly → auto-asset delivery → zero coordinator involvement

ESPA Team

~25 hours manual coordination per event

Human involvement at 2 approval gates only

Data Center Visits

Separate threads · no source of truth

30 visits without confusion

Reflection

Designing for recurring systems is fundamentally different from designing one-off products. Every decision had to work for the 8th quarter as well as the first.

If I were to revisit this project I would add structured usability testing on the Typeform flow and conduct post-event attendee interviews to validate that the Notion hub structure matched how people actually looked for resources.

This project established my approach to systems design — understanding the full service before designing any part of it. That same methodology is now driving SalonSync, a live operations tool I am building and deploying for a 9-person nail salon in real time.

Designed with intention, built with love .✦ ݁˖⋆˙⟡

Navigation

Resume

_____ _ /_ o \/ | \_____/\_|

Designed with intention, built with love .✦ ݁˖⋆˙⟡

Navigation

Resume

_____ _ /_ o \/ | \_____/\_|