Workflows: Building the future of work management
Case Study
Role
Product Design
Team
3x Product Managers
1x Chief Technology Officer
3x Engineering Managers
Duration
8 months
Intro
As our team at Educative scaled from 50 people to over 600, a centralized repository of projects, communication, and documentation became necessary. The existing tools provided separate solutions, requiring a lot of context switching and maintenance. To solve this problem for multiple personas across the company, we set on to build a product called Workflows.
Competitive Research
We discovered competitors across 2 main areas: documentation and project management, with a lot of new potential products on the market.
User Interviews
I started by dividing our users into two groups of 5. People Managers and Individual Contributors. The assumption was that these two groups usually have different responsibilities. The goal was to identify the needs of each of these groups, how they use the existing tools for project management, and where the gaps exist in those tools.
I discovered several problems they faced with the existing tools. Below are some highlights from these interviews.
Wireframes and User Feedback
After spending some time synthesizing our findings, and settling on MVP features. I took a weekend to prototype a fully functional low fidelity wireframe containing the core experience to get initial user feedback.
Projects Homepage
This page shows a bird-eye view of all the projects on the platform.
Project Detail Page
This page was heavy on stats, the goal was to show useful information to the users without overwhelming them. The data had to be meaningful, scannable, and actionable.
Document Page
Defining the right layout for the document page was a challenge. It is a live multiplayer document editor with auto-save. The most prominent information like document status, reviews, and doc owners is at the top. The right sidebar is sticky and houses comments and tasks.
User Feedback on Wireframes
The feedback I received helped me identify how users view and track projects and their tasks. I was able to discover a lot of gaps and significant room for improvement in designs.
High Fidelity Designs
After consolidating the feedback, I moved to high fidelity designs. The designs were fully interactive with end to end flows.
Task Manager
I built a complete end-end task manager from scratch. Tasks are associated to Projects and Documents and can be assigned to anyone.
Review Manager
This feature is used to get the documents reviewed by anyone on the team. People can request reviews on their documents. The entire process can be seen in the flow here.
Project Manager
A project contains several tasks and documents. It can have a due date and multiple collaborators.
Document Viewer & Editor