Workflows
As part of a large-scale transformation initiative, I led the redesign of two critical workflows—CGI and Adaptation—supporting the creation and delivery of marketing assets into a global Digital Asset Management (DAM) system.
Both workflows involved multiple stakeholders, including internal teams and external agencies, and followed structured stages such as project briefing, reviews, cost approvals, production, and final asset delivery. Each had its own complexities: the CGI Workflow focused on cross-functional collaboration with external partners, while the Adaptation Workflow included internal marketing and quality assurance processes.
I worked closely with business stakeholders, end-users, and Sitecore developers to transform these processes into intuitive, user-friendly experiences. By applying design thinking, conducting global user research, and iterating through continuous feedback, we restructured unclear steps, improved usability, and enhanced collaboration across markets. The result was a scalable, efficient, and accessible system aligned with both user needs and technical limitations.
Role: UI/UX Designer & BA Role
Platform: Sitecore-based Internal DAM System
Brief
The CGI and Adaptation Workflows are two essential processes that support the creation, review, and delivery of marketing assets into the company’s Digital Asset Management (DAM) system. These workflows involve multiple stakeholders—from internal teams to external agency partners—and guide projects from initial briefing through production, multi-step approvals, and final asset publication.
Despite their importance, both workflows faced significant usability challenges, including unclear process steps, limited collaboration capabilities, and a confusing information architecture. The objective of this project was to redesign both workflows to enhance usability, streamline collaboration, and ensure efficient, accurate delivery of assets to the DAM—ultimately improving the experience for all global users involved.
Challenges Identified
Unclear Workflow Structure
Steps in both workflows were fragmented and difficult to follow, leading to confusion and inefficiency.Ineffective Collaboration
Communication between internal teams and external partners lacked clarity, making collaboration slow and error-prone.Poor Information Architecture
The structure of the platform made it difficult to locate, upload, or manage required documents and assets.Lack of Process Transparency
The asset upload, review, and approval stages—especially the two-tier approval—were confusing and lacked clear user guidance.Cumbersome Version Management
Users found it difficult to manage asset versions or understand when and how to upload updated files.Ineffective Notifications
System updates and alerts were often unreliable, overlooked, or difficult to interpret, resulting in missed actions and delays.
Approach
Stakeholder Workshops
Collaborated with key business stakeholders to gather requirements and understand objectives from both workflows.User Research
Conducted interviews and research with internal teams and external agency partners to uncover real-world challenges and user needs.Cross-Functional Collaboration
Worked closely with developers to ensure all design solutions were technically feasible within the platform’s constraints.User-Centric Design
Applied strategic design thinking and user-centered principles to reimagine the end-to-end experience with a focus on clarity, usability, and efficiency.Iterative Prototyping & Testing
Developed interactive prototypes and conducted multiple testing rounds to validate and refine design solutions based on user feedback.
Required points for CGI Workflow Journey.
Outcomes
Enhanced Usability and Clarity
Improved the overall structure and flow of both workflows to ensure each step is intuitive and easy to follow.
Streamlined Workflow Steps
Clearly defined each stage of the process to reduce confusion and support user navigation from briefing to final delivery.Improved Collaboration
Facilitated smoother collaboration between internal teams and external partners by enhancing communication points and process visibility.Refined Information Architecture
Simplified the document and asset upload processes with clearer structure and guidance, reducing user errors and frustration.Optimized Approval Process
Reworked multi-tier approval flows to make them more transparent and manageable for all involved stakeholders.Improved Notification System
Introduced more reliable and informative notifications to keep users updated throughout the workflow lifecycle.