Problem - To redefine enterprise business management software for a company with clients all over the world from a variety of industries — government, education, manufacturing, service and even zoos - and ensure it is adaptable for the different types of data and workflows required by their wide customer base. While the existing software was dated and extremely challenging to navigate, it allowed for a level of customization that was unparalleled. It was necessary to maintain this flexibility for our clients and their customers. 

Solution -  We wanted to make it easier for people to find and manage their work. Custom home screen widgets allowed them to quickly access the areas of the application they cared about while providing insights and statuses. Complex processes were illustrated to let the user know what stage an item was in and inform the user when they need to work on something and surface bottlenecks allowing the user to address them.  A task list was created to make it easier to identify what users need to work on and help make the system easier to work in for even an occasional user.  Based on the users' role and their role hand, information is raised contextually to help them be more informed and improve their efficiency.

Research

We interviewed stakeholders and key users. Working with the client we decided to focus on HR users and their workflow while continuously validating with other personas and workflows. 

Key Workflow High-Level Concepts

We identified key workflows focused on our HR user. We quickly white-boarded a variety of ideas and concepts, selecting the best elements to create our new workflows.