Team
Operations Team, Product, Engineering
Product
Back office experience
Context
Operational processes needed streamlining
Constraints
Majority of tasks required manual input
My role
Fractional Lead designer
Outcome
10% increase in operational productivity
A cumbersome workflow
In today’s digital workspaces, managing transactions should be effortless right? At the time, this wasn’t practical for Philanthropi’s operational team. I tackled the challenge of enhancing a non automated workflow into a productive environment with their Mission Control experience. I ran stakeholder interviews with the operations team and created weekly cadences with the extended group members.
Insights
Getting scrappy
Our team syncs with product, operations, and engineering involved live design sessions for brainstorming and on the spot prioritization. We addressed essential use cases, while expanding on best practices for enhancing usability, and user controls. Because the company was still in its infancy, this was a good opportunity for operations to re-address their frustrations and business to comprehend the value of Lean UX frameworks.
Accounting for data segments
Based on the identified segments, I built out various flows and low-fi wires to give the operations team a view of the layers of information and data collection to be accounted for. Next, I ran impromptu user studies with our clickable prototype to get immediate validation for our assumptions.
Digging deeper
I leveraged our existing design system to expedite our handoff process, as well as resync with product and operations to determine how we might further enhance productivity with automation? Since we were a few sprints ahead, I was able to vision out and plan for opportunities in interpretability and multi-agent workflows and processes.
