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CGI Workflows

The CGI Workflow is one of several key processes developed to support the creation and delivery of assets into the Digital Asset Management (DAM) system. This particular workflow involves collaboration between both internal teams and external agency partners, making clarity, usability, and efficiency essential.

The workflow consists of several critical stages: 1. Project and Brief Creation – Internal users initiate the project by submitting a detailed brief. 2. Agency Review – An external agency reviews the brief and either accepts or requests changes. 3. Cost Approval – If applicable, a cost estimation is submitted and approved internally. 4. Production & Approval Process – Once the project is greenlit, production begins. Assets go through a series of review and approval stages. Once approved, final assets are published to the DAM for global use.

Throughout this project, I worked closely with business stakeholders, users, and Sitecore developers to design a user-friendly, end-to-end solution. By applying strategic design thinking, conducting user testing, and maintaining continuous feedback loops, we identified pain points and transformed a complex multi-stakeholder process into a smooth and intuitive experience. The redesigned workflow not only aligned with technical constraints but also significantly improved usability and clarity for global teams handling high-volume asset creation and approval.

Role: UI/UX Designer & BA Role

Platform: Sitecore-based Internal DAM System

Brief

The CGI Workflow is a critical process used to create and deliver assets into the company’s internal Digital Asset Management (DAM) system. It involves multiple stakeholders—both internal teams and external agency partners—and is responsible for coordinating production from briefing through to final asset delivery.

However, the current workflow presented significant usability challenges, including unclear steps, poor collaboration tools, and a confusing information architecture. The goal of the project was to redesign the CGI Workflow to improve usability, streamline collaboration, and ensure assets are efficiently and accurately delivered into the DAM.

 

Challenges Identified

  • Steps in the workflow were not clearly defined or easy to follow.

  • Internal and external collaboration was hampered by unclear communication flows.

  • Users struggled to upload required documents due to poor information structure.

  • The asset upload and approval process lacked transparency and user guidance.

  • Notifications and updates were unreliable, often missed or difficult to understand.

Approach

  • Conducted stakeholder workshops to gather business requirements.

  • Interviewed internal and external users to map real-world challenges.

  • Worked closely with developers to ensure technical feasibility.

  • Applied user-centric design principles to redesign the end-to-end experience.

  • Created iterative prototypes and conducted testing throughout.

 

Required points for CGI Workflow Journey.

 

Outcomes

  • Improve the overall usability and clarity of the CGI workflow.

  • Define and structure each step in a way that’s intuitive and easy to follow.

  • Support better collaboration between internal teams and external agencies.

  • Clarify the process of uploading documents and assets with a more intuitive Information Architecture.

  • Streamline the approval and asset delivery stages.

  • Improve the notification system to keep users informed at every step.