Advanced Workflows
Venminder
My Role:
- Primary Designer
- Research
- Wireframes
- High Fidelity Design
- Prototyping
- User Testing
Tools:
- Balsamiq
- Visual Studio
- Zoom
Team:
- Designer
- Product Manager
- 3 Back-end Devs
- 1 Front end Dev
- 1 QA person
Challenge:
In response to high demand, there was a client-initiated request for the automation of vendor management processes, aiming to streamline and automate as much of the workflow as possible.
Solution:
Developed an administrative feature housing pre-configured templates for onboarding, offboarding, and financial assessments. Clients have the flexibility to use these templates as they are, duplicate them for customization, or create entirely bespoke workflow templates.
Additional permission based abilities:
- Duplicate pre-configured workflows to customize them.
- Create custom workflows.
- Activate / deactivate workflows.
- Create workflow triggers.
- Edit/delete a workflow or step.
- Rearrange steps in a workflow.
- Ability to assign a workflow step to be dependent on the competition of another step.
Process Summary:
-
Discovery
- Discuss vision and direction with product manager
- Stakeholder interviews
- Identify personas
- Evaluation of existing product and processes
- Gather and review feedback from customers
- User mapping
-
Ideation
- Sketch ideas on paper
- High fidelity mockups using HTML prototype
- Internal Reviews, design iterations
- External reviews with select CAB (client advisory board) members
- Internal user stories, Size project
-
Validation
- Discuss vision and direction with product manager
- User testing with internal teams
- Pilot testing with select CAB members
- Post launch interviews with CAB members
Discovery:
Stakeholder interviews
User Mapping
Mapping here
Ideation:
Wireframes: Balsamiq
Balsamiq mock-ups here
Prototype: HTML / Javascript
Below: Workflows within the admin area. This view shows active, and non-active workflows
click to see full size