Workflows
A key focus of this project was the redesign of two critical workflows (CGI and Adaptation), both of which involve multi-step processes and multiple user roles that must operate in sync. The goal was to simplify these complex, interdependent flows and ensure that each role could efficiently complete their tasks at the right stage of the process.
In close collaboration with stakeholders, we identified core pain points and system limitations impacting usability and efficiency. Based on these insights, I redesigned the workflows by introducing a step- and role-based task bar, providing users with clear guidance on their responsibilities, current progress, and next actions. This approach improved clarity, reduced friction between roles, and supported smoother progression of projects from initiation through to completion.
Role: UI/UX Designer
Platform: Sitecore
Brief
Redesigned complex CGI and Adaptation workflows by introducing a role- and step-based task system, improving clarity, coordination, and efficiency across multi-user processes.
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.