Automated Calculation Engine for Risk Management
UX Design
User Research
Sketch
Journey Map
User Interview
Observation
Invision
The project objective is to improve the user experience of the Workflow Manager. I'm the user researcher and UX designer.
Workflow Manager is an automated calculation engine in the cloud for risk managers and analysts consuming commodities and energy data. Users set up data source and algorithm (javascript) in Workflow, and then it will run the processes automatically based on pre-set schedules. Although Workflow is able to do complicated data derivation, it also has an unintuitive UI. Therefore, it usually takes a lot of implementation resource to help set up Workflow for new clients.
Learn about the type of computing models clients are currently automating and clients' experience using the tool. I also gave them a task to "Set up a Workflow that calculate the average of high and low value of a derivative product every day, and publish the average to a specific data feed" and observed how they complete it. The research is both conducted at client side as well as virtually.
Mapping out a general journey of using Workflow Manager with users, and understanding bottlenecks and challenges they've encountered.
Summarizing user research results and categorizing areas of improvements, ranked by desirability.
White-boarding and brainstorming with the team on solutions.
Interactive mockups are created, and tested with end users.
Since it's common that multiple Workflows have dependent relationship, i.e. the output of one Workflow is fed as the input of another, users hope to see status tracking on dependent Workflows to take proper actions.
Since version control is required for auditing and security purposes, users are hoping for a function that stores all versions of Workflow edits, and allows them to edit previous versions and compare them against the current version. They would also like to copy a specific version of Workflow to a different account.
Users are hoping to set up multiple data inputs at once to reduce the time spent on setups.
To help users understand what Workflow does and why it is powerful, I redesigned the product one-pager.
