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Proceedings Manager

Conference proceedings are where research often appears first, and in 2021 organisers were running them on email, spreadsheets and journal tools built for something else. Over eighteen months I helped Proceedings Manager grow from basic paper management into a platform for peer review, supplementary materials, content checks and role-based collaboration.

Morressier · Senior Product Designer · UX Researcher · 2021–2023

Proceedings Manager conference overview with call for abstracts, reviewer settings and invitations
  1. Context
  2. Strategy
  3. Supplementary materials
  4. Content checks
  5. Peer review
  6. Roles and collaboration
  7. Results
Scope
Peer review, supplementary materials, content checks, roles
Team
6 engineers, QA, data engineer, PM, EM, user researcher
Timeline
Aug 2021 – Jan 2023

Outcomes

8
publisher deals closed
75%
less time assigning reviewers
24 h → 50 min
metadata for 150 papers
About a minute. The full story adds the detail.

Context

Proceedings are snapshots of science in motion: the first public record of work that may later reshape a field. Publishing them takes organisers, editors, section editors, reviewers, publisher representatives and authors, each with different tools and permissions.

In 2021 the landscape had four problems. Expensive misfit solutions: journal platforms forced onto conference workflows, with steep learning curves and price tags, or custom systems that did not scale. Fragmented tools: three or four disconnected systems per organiser, for submissions, reviews, author communication and final preparation. Manual processing: papers by email attachment, versions in spreadsheets, review progress in email chains. Quality-control gaps: journals had verification processes, proceedings often did not, so publishers had little visibility into what they were agreeing to publish.

Proceedings Manager sat in the gap between file management and heavyweight publishing systems. I joined after its first release as Senior Product Designer and UX Researcher on a team of three backend and three frontend engineers, a QA engineer, a data engineer, a product manager, an engineering manager and a shared user researcher.

Strategy

Workshops with product, customer success and sales mapped the proceedings lifecycle and set three priorities: streamline the publisher hand-off, add flexibility to peer review, and improve collaboration through user management.

Rather than rushing to add features, we mapped the whole lifecycle on Miro boards, from paper submission to final publication. Customer success brought what users struggled with daily; sales brought what prospects asked for and what blocked deals. Five workflows needed work: submission and metadata extraction, quality checks, peer review, team collaboration and oversight, and the publisher hand-off.

A high-level process flow of abstract and proceedings management with sticky notes marking decisions and rules
The proceedings lifecycle mapped end to end, with the rules and decisions pinned where they bite.

Supplementary materials

Prefaces and editorial notes belong in the publication; consent forms and open-access receipts are legal requirements. A two-tier structure separated them, and auto-matching linked legal forms to their submissions.

August to October 2021. The platform already accepted supplementary files, but the real needs were more specific. A standalone Peer Review Statement section reflects its importance in validating proceedings. Attach Additional Files splits into files that go into the published volume (prefaces, editorial notes, volume-wide content) and copyright and legal forms (publisher consent, open-access agreements, compliance documents), with auto-matching that connects each form to its submission so nothing is missed at hand-off.

Organise Publication: the statement, the extra files and the table of contents in the order a publisher needs them.

Content checks

After rebuilding metadata extraction, we introduced the first checks visible to publishers and organisers: manual-upload detection, author pattern analysis and citation pattern detection. This is the seed of the later Research Integrity product.

November 2021 to January 2022. Better metadata extraction was groundwork rather than a feature: it enabled validation, search and insight later. The first checks were deliberately lean and visible only to publishers and organisers. Manual-upload detection flags papers that bypassed the submission flow. Author pattern analysis flags authors with several papers in one volume, which can mean preferential selection. Citation pattern detection looks for authors who dominate a paper's references and for organisers or editors being cited, both signals of possible bias.

Review Volume screen with content check highlights: authors with multiple submissions, papers uploaded by the organiser, papers with potential citation issues
Content check highlights on a volume under review, each one a filter on the table of contents.

Peer review

Automatic reviewer assignment by expertise, workload and conflicts, with organisers able to override; multiple review rounds that include only the reviewers who asked for changes; and full version history as an audit trail.

February to August 2022. Societies that publish several conferences a year manage reviews for hundreds of thousands of papers; matching expertise, balancing workloads, tracking rounds and keeping a record all grow with volume. Automatic assignment suggested reviewers from domain knowledge, current load and conflicts, and organisers could adjust the suggestions.

Validation is rarely one pass. A paper with three reviewers, two of whom requested changes, can go to a second round with just those two. Each round preserves previous reviews, feedback and decisions, so the history shows how a paper evolved and who took part, which proved invaluable for final acceptance decisions.

Auto-assign: reviewers matched to 200 papers by topic, with the suggestions open to adjustment.
Research showing a suggestion to request another review, the confirmation modal selecting reviewers, and review history by manuscript version
Another round: choose who reviews the revision; the version history keeps every round.

Roles and collaboration

Everyone had access to everything. Section editors changed that: a scoped view of their topic, their own reviewer networks, and a framework that later extended to reviewer pools.

August to December 2022. The Editor-in-Chief oversees the whole proceedings but relies on domain experts for specific tracks. Section editors see only the papers in their topics, manage reviewer assignment and communication there, and make recommendations about publication. The role framework was built to extend, and reviewer pools mapped to topics followed the same structure.

Collaborators with roles: section editors only edit submissions in their products and topics.

Results

Eight closed deals with medium and large publishers, reviewer assignment time cut by 75 percent, and metadata extraction for a 150-paper batch down from more than a day to under an hour.

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