Whova | Booth Selection Setup

Saved event organizers time spent on exhibitor booth mangement.

Saved event organizers time spent on exhibitor booth mangement.

Saved event organizers time spent on exhibitor booth mangement.

PROJECT & TIMELINE

0-1 project, from concept to launch
Dec 2023 - Apr 2024

MY ROLE

Lead Product Designer, collaborating with:
Product Team: 1 PM, 1 UXR, 1 DS
Engineer Team: 2 Engineers
Sales Team: 4 Sales Representative

MY CONTRIBUTION

User Research
Competitor Analysis
Product Design
Workshop Facilitation
Stakeholder Alignment
Prototyping & Testing

Overview.

Overview.

Whova offers an event management platform to help organizers handle event planning from start to finish—including registration, agenda planning, attendee check-in, and more.

As part of a 0 to 1 initiative, I led the design of a new Booth Selection feature to solve a long-standing pain point in exhibitor management. Organizers were managing booth assignments manually in spreadsheets—leading to confusion, errors, and time-consuming coordination. I partnered closely with the PM, engineering and sales team to design an integrated solution that organizers to set up booth maps, assign spaces, and manage post-registration changes all in one place—reducing time spent, improving visibility, and streamlining operations for 300k+ events.

THE PROBLEM & CHALLENGES

THE PROBLEM & CHALLENGES

The missing step in Exhibitor Registration

The missing step in Exhibitor Registration

Whova’s registration system supports ticketing and attendee management across different roles—attendees, sponsors, and exhibitors. However, for events with exhibitors needing physical booths, booth assignment wasn’t included in the registration workflow.

Organizers had to wait until registration closed, export the exhibitor list to Excel, and manage booth assignments manually—often juggling spreadsheets, email threads, and last-minute changes.

🧾 +30% Time spent on manual booth assignment

Without a feature to manage booths, organizers had to assign booths manually post-registration and keep everything in spreadsheets.

🔁 Hard-to-track process

Manual work made it difficult to track updates and adjust assignments as needs changed.

⚠️ Increased risk of error

Limited visibility and fragmented worflows led to more mistakes and miscommunications.

"Is there any way that we can have exhibitors choose their own booths during registration?”

"I have to assign booths to my exhibitors after they register and add the booth numbers to their profiles on Whova individually, and I have to do this for 100-200+ exhibitors."

Existing exhibitor ticketing and registration setup on Whova EMS

Existing exhibitor ticketing and registration setup on Whova EMS

How Might We support organizers throughout the booth management cycle—from initial assignment to post-registration adjustments, with a lean MVP that delivers the most impact?

How Might We support organizers throughout the booth management cycle—from initial assignment to post-registration adjustments, with a lean MVP that delivers the most impact?

GOALS

GOALS

Building a lean, focused solution to address what users needed most

Building a lean, focused solution to address what users needed most

Given limited time and resources, we prioritized a targeted 0-1 solution to addresse the most pressing user pain points over a time-consuming rollout—aiming for fast, measurable results. The process of defining the project scope and iterations was driven by measurable primary and secondary goals.

HIGH LEVEL GOAL 1 - BUSINESS

Feature Adoption & Conversion

  1. Ensure feature adoption without disrupting existing ticket and registration setup workflows.

  2. Secure user satisfation and boost Whova registration buy-in and retention.


    🔹 Feature adoption rate

    🔹 Whova registration retention rate

    🔹 Impact on % organizers using Whova Registration

HIGH LEVEL GOAL 2 - USER

Experience

We took an objective approach in design and testing to ensure:

  1. Learnability: Users should be able to understand and use the feature with little to no guidance.

  2. Efficiency: Users should be able to complete booth setup quickly and move on.

  3. Error Prevention: The feature should minimize the risk of mistakes during booth setup.

    🔹 Average time to complete booth assignment

    🔹 Drop-off rate during setup

    🔹 Support tickets related to booth assignment

SOLUTION OVERVIEW

SOLUTION OVERVIEW

Upload venue map. Drop booth pins. Track in real time.

Upload venue map. Drop booth pins. Track in real time.

Organizers set up an interactive booth map as part of exhibitor registration and track the entire booth assignment process in one place. Within 3 months of launch, we saw significant results:

40%

40%

Saved time on initial booth assignment

8.9%

8.9%

Feature adoption 3 month after launch

+2.2%

+2.2%

Whova Exhibitor Registration buy-in

Customize booth tier - Reduced decision fatigue

Save time with booth tiers synced from exhibitor ticket setup

Save time with booth tiers synced from exhibitor ticket setup

Save time with booth tiers synced from exhibitor ticket setup

  1. Pre-assign color to each exhibitor ticket tier to represent different booth tier.

  2. Switch tier color efficiently from the provided color palette.

Place pins on map - Efficiency focused & Error prevention

Track booth map setup progress with clear interactions and timely feedback

Track booth map setup progress with clear interactions and timely feedback

Track booth map setup progress with clear interactions and timely feedback

  1. Dedicated top sections for instructions and quick booth tier switching.

  2. Click to place a pin; edit details on the side; drag to reposition as needed.

Booth selection preview - Status visibility

Manage booths and track registration status with the real-time booth map

Manage booths and track registration status with the real-time booth map

Manage booths and track registration status with the real-time booth map

  1. Search by exhibitor name for the booths taken or reserved.

  2. Filter by booth tiers and booth status.

  3. View booth and exhibitor details right on the map.

RESEARCH

RESEARCH

How do the organizers currently register exhibitors outside of the platform?

How do the organizers currently register exhibitors outside of the platform?

At project kickoff, we had no clear requirements—only customer requests from support about having such a feature that allows exhibitors to choose their own booths.

To bridge the insight gap, I collaborated with the PM and research team to conduct user interviews and a survey, and led a round of competitor analysis. The insights we uncovered helped clarify the problem space and shaped the foundation for later project scoping.

Survey & User interviews

INSIGHTS

Booth assignment varies by event size. Smaller events are more flexible and open to adjustments, while larger ones tend to follow set rules based on:

  1. Ticket tiers: higher tiers get better locations and larger booths.

  2. First-come, first-serve: changes are allowed upon request.

  3. Exhibitor preferences: e.g., avoiding competitors or choosing spots near key facilities

Competitor Analysis

INSIGHTS

Organizers might already be familiar with certain UX patterns used in other products and expect new features to align with those standards:

  1. Side-by-side map and booth list display.

  2. Interactive maps with various interactions.

  3. Search and filter functions.

🤔 Some competitors offers Map Builder

Jobs to be done — Determing the must-have functionalities

Jobs to be done — Determing the must-have functionalities

Following the completion of research and analysis of the suggested features, my next step was to determine the feature positioning and establish feature implementation priorities.

We considered customer needs, impact on existing features and system, technical feasibility, and required resources, ultimately landing on a balanced solution for this milestone.

[JTBD] As an event organizer who needs to assign booths to registered exhibitors, I want to set up a venue map and map each booth to an exhibitor tier on the map, so that exhibitors can easily select from the booths during registration without me manually assigning them.

  • Upload a venue map with booth layout pre-defined, so the system can support booth selection without starting from scratch.

  • Map each booth to an exhibitor tier so that exhibitors can view and select according booths during registration.

  • Reserve certain booths to premium exhibitors

  • Track which booths have been claimed and by whom to avoid double-booking or confusion.

  • Make real-time updates or corrections if booth assignments or availability change.

USER FLOW

USER FLOW

Mapping the user journey by Jobs to Be Done

Mapping the user journey by Jobs to Be Done

To guide both the design and technical implementation, I broke down the experience into 3 bite-sized steps—each tied to a core job the user needed to accomplish. Rather than looking at each screen in isolation, I considered how every step connects with existing features to ensure a smooth, integrated workflow.

ENTRY POINT EXPLORATION

ENTRY POINT EXPLORATION

How Booth Selection setup can fit into the existing exhibitor registration flow

How Booth Selection setup can fit into the existing exhibitor registration flow

When exploring where to introduce Booth Selection, I considered multiple entry points—each with trade-offs in visibility, complexity, and potential disruption.

Guided by our core principle of ensuring adoption without disrupting ticket or registration setup, I mapped out the pros and cons and presented them to the team, and finally aligned on an entry point that felt intuitive, low-friction, and easy for users to adopt.

Why we chose this

Why we chose this

Why we chose this

Picked 🔵

Exploration 1

Exploration 2

Individual feature item in the side menu

Higher feature visibility that aligned better with business goals

Higher visibility as a menu item, which supports better feature adoption.

More space for onboarding, with a dedicated page to explain benefits and setup steps.

Less clarity in flow order between ticket setup and booth selection—but manageable as an edge case in later iterations.

Side-by-side tab view of ticket and booths

Mapping each booth tier with a ticket tier right away

Streamlined experience, keeping booth setup closely tied to ticket creation.

Limited visibility and onboarding space, as the new feature is nested within an existing flow.

High risk of disruption to a familiar and frequently used workflow, which could impact usability and adoption.

Booth Selection as the second step of ticket creation

Mapping each booth tier with a ticket tier right away

Higher feature visibility that aligned better with business goals

Picked 🔵

Exploration 1

Exploration 2

Individual feature item in the side menu

Higher feature visibility that aligned better with business goals

Higher visibility as a menu item, which supports better feature adoption.

More space for onboarding, with a dedicated page to explain benefits and setup steps.

Less clarity in flow order between ticket setup and booth selection—but manageable as an edge case in later iterations.

Side-by-side tab view of ticket and booths

Mapping each booth tier with a ticket tier right away

Streamlined experience, keeping booth setup closely tied to ticket creation.

Limited visibility and onboarding space, as the new feature is nested within an existing flow.

High risk of disruption to a familiar and frequently used workflow, which could impact usability and adoption.

Booth Selection as the second step of ticket creation

Mapping each booth tier with a ticket tier right away

Higher feature visibility that aligned better with business goals

Picked 🔵

Exploration 1

Exploration 2

Individual feature item in the side menu

Higher feature visibility that aligned better with business goals

Higher visibility as a menu item, which supports better feature adoption.

More space for onboarding, with a dedicated page to explain benefits and setup steps.

Less clarity in flow order between ticket setup and booth selection—but manageable as an edge case in later iterations.

Side-by-side tab view of ticket and booths

Mapping each booth tier with a ticket tier right away

Streamlined experience, keeping booth setup closely tied to ticket creation.

Limited visibility and onboarding space, as the new feature is nested within an existing flow.

High risk of disruption to a familiar and frequently used workflow, which could impact usability and adoption.

Booth Selection as the second step of ticket creation

Mapping each booth tier with a ticket tier right away

Higher feature visibility that aligned better with business goals

DESIGN & TESTING

DESIGN & TESTING

Diving into design: validating decisions and navigating constraints

Diving into design: validating decisions and navigating constraints

After creating paper wireframes for the key screens, I developed an initial design for the 3-step flow and conducted a round of design and stakeholder reviews (PM, engineers).

The goal was to confirm the overall flow and provide the engineering team with a foundation for assessing technical feasibility.

Peer reviews

Stakeholder reviews

User testing with sales team

Testing & Iterations

Testing & Iterations

During the user testing stage, it was challenging to reach and schedule sessions with our customer organizers within the limited timeframe.

As a result, I conducted testings with 2 designers and 3 sales representatives. Since the feature doesn't require extensive domain knowledge and sales interact with our customers daily, their feedback was valuable for evaluating usability.

📋 Tasks

  • Locate the feature to set up a map for exhibitors to select their booths during registration.

  • Upload a floor map to the platform.

  • Set up tiered booth information (with 5 pre-created exhibitor tickets).

  • Place pins on map as booth, and complete the setup for at least 2 booth tiers.

  • Modify the tier information for an existing booth.

🎯 Goals for User Testing

⚠️ Observed problem & Impact

Things to observe

1 Overall usability and efficiency

Do users find the terminology and visual elements familiar and easy to understand?Does each step help users achieve their goals effectively?
Are there any steps where users frequently experience delays or confusion?

2 Information clarity

Are instructions clear and concise?
Is there any unnecessary information that distracts users from the main tasks?

3 Action discoverability and system feedback

Is the interaction with map intuitive enough for users?
Do users receive adequate feedback and instructions on how to proceed?

Addressing usability issues — Step 2 iteration

Addressing usability issues — Step 2 iteration

ORIGINAL EXPLORATION

INTERATED DESIGN

pushing pixels for action discoverability and clear system feedback — Step 3 iteration

pushing pixels for action discoverability and clear system feedback — Step 3 iteration

The final and most critical task was refining map interactions to improve action discoverability and surface system feedback at key user touchpoints.

I explored hundreds of interaction patterns to make the experience feel more intuitive. Throughout, I regularly synced with engineers to assess feasibility and iterated based on feedback from design reviews and stakeholder demos —ensuring what we shipped felt polished, purposeful, and grounded in real use.

📒 Takeaways.

📒 Takeaways.

Good design makes things obvious and puts users in control

One of my biggest takeaways from this project was how important it is to make things feel obvious and controllable—especially in a B2B SaaS tool where users are trying to get things done quickly and efficiently. I focused less on accommodating every user preference and more on streamlining the steps that mattered most across the workflow.

Another thing that stood out was just how impactful good system feedback can be. For many of our users—who aren’t always the most tech-savvy—getting a clear signal that their action was successful (or not) makes a huge difference. Providing confirmations, alerts, and suggested next steps isn’t just a UX detail—it’s a safeguard that helps keep users confident and on track.

There's not perfect design process

Introducing a new feature always involves experimentation and occasional failure. I encountered situations where user behavior differed from my expectations and where design adjustments were needed due to technical limitations discovered by the team along the way.

Embracing this process as part of design process and communicating early and often helped me navigate these challenges effectively.

Sometimes you have to diverge before you can converge

Design systems don’t always have ready-made solutions for new, complex features—especially something as interactive as a map-based interface. Early on, I had to step outside the system to explore what the experience really needed. Once the direction became clearer, I worked back toward alignment, adapting my solution to fit evolving system patterns. This approach let me move fast while still contributing to the design system’s growth in a meaningful, forward-looking way.