User Research, Information Architecture, Grammar
Conceptualization, Wireframes, Prototype
Axure, Adobe Photoshop
September to October 2017 (6 Weeks)
Manisha Goenka, Saai Kishore
Workato is an enterprise workflow automation software for helping various team manage their tasks efficiently. It allows users to create new recipes or use community based recipes. For this project we worked on simplifying the onboarding for business users. We also designed a new dashboard which allows for better decision making.
For the project, we were given below MVP requirements. This was a real-world project with feedback and inputs from the Workato team.
Our focus was to improve the experience and help new users who are not extremely tech-savvy but have deep business knowledge to onboard easily and start using Workato.
We also want to create a new dashboard design catering to particular user’s needs and help them in automation task. Every design decision we made carefully considered how much knowledge or lack of it does the user have.
We presented our final prototype to the Workato company executives. It was attended by Nishtha Mehrotra Tyagi (UX Designer), Huilin Yang (Product Manager) and Amal Debnath (VP Customer Success). The team really liked our linear recipe creation flow and appreciated us for making user-centered design decisions.
We started our process by researching and understanding the what and why of Workato. We interviewed several users based on business use cases and created two personas. We also conducted heuristic evaluation to identify issue and usability principles violations.
After research synthesis, we broke the user stories into Object- Action Grammar and Task Prioritization Matrices. For the dashboard we identified the measures and dimensions. Finally, we created low fidelity and high fidelity Axure prototypes for our final design.
PRODUCT OVERVIEW - WHAT IS WORKATO?
The average enterprise uses over 1000 different applications. These frequently include both cloud-based and on-premise applications. In addition, personal and business productivity applications such as chat, social media, calendar, are a key part of daily work and data from these is often unintegrated with other business data. Workato solves the problem of workflow automation for enterprises.
Without automated integration, organizations cannot leverage the full power of data in their multiple applications. They need to re-enter data multiple times across applications, constantly context-switch across applications to accomplish tasks, and so on.
Competitive Analysis helped us to synthesize information before jumping on to features and actual design. We did a comparative study of three workflow automation applications - IFTTT, Zapier and Workato. For each of the selected competitors, we evaluated their onboarding process and interaction design.
Finding Usability issues
A list of usability issues was discovered during user interviews and also while we tested recipe creation on the Workato application.
User Interviews & Workato Team discussion
Since the product is meant for particular, it was important to get into the shoes of the actual user and observe them. For this purpose, we conducted simple contextual enquiry to understand pros and cons of the automation system.
For this project, we also sought the help of Workato Product team via Google docs to comprehend the business goals along with users.
We created 2 personas to understand user’s goals, their needs and the pain points associated with using Workato. Doing personas helped us evaluate what is essential in user’s journey and how could we help them achieve their goals and in an easy way. It also helped us understand the different professional groups using Workato.
To translate the requirements into design components, we deconstructed the existing information architecture into object and action pairs and associated attributes.
Object - Action Matrix
Using the above information, we refined this matrix to create a clear and condensed version since the larger the matrix the more the cognitive load associated with the design.
As a tool it helped me to define the Information Architecture of the product and structure all the pages and elements. Our goal was to find and group related object-action pairs together.
We also created a prioritization matrix based on the frequency of use and volume and cross persona swim lane analysis. Based on this matrix the important features can be highlighted and the Rare features can be in the secondary layers.
Measures and Dimensions
This formed the anatomy of the quantitative data to determine what story is to be told. It is an Interaction Design decision inclusion picking the default value for the graphs.
Experience Flow Diagram
After constructing the matrix, I created the user flow to indicate one of the many path the user will take to accomplish the priority task for on boarding in Workato.
I sketched low fidelity screens on whiteboard to determine various alternatives and also to quickly iterate upon my ideas for the flow. I went ahead with Object item based menu for our final design. To create a consistent smooth flow, I sketched all of the screens.
We created a medium fidelity prototype in Axure with all interactions and visual design to help users to accomplish the onboard to Workato and create their first recipe. We also defined the grids which helped me to arrange the objects and their attributes within the grids.
MADE WITH IN 2021