Workflow Manager Redesign

My Role: Product Designer and Manager

Company: EasySend.io

Project Overview

Led the complete redesign of EasySend's workflow builder interface, evolving from limited sequential processes to a flexible, visual workflow builder that supports complex enterprise use cases and drives strategic customer engagement.

My Role

As a Senior Product Designer, I led end-to-end design strategy across two key initiatives:
‍Workflow Interface: Spearheaded user research, competitive analysis, and UX strategy resulting in a drag-and-drop flowchart builder
‍Operational Portal: Owned discovery through design execution for live process management and transaction tracking

EasySend's value proposition to enable SMBs and enterprises to replace complex manual data-intake processes with “digital journies” was undermined by fundamental product limitations:
Limited flexibility: Sequential-only workflows couldn't handle parallel processes or complex business logic
‍Poor visibility: Critical settings were buried in nested menus created cognitive overhead and difficuly understanding the overall processes.
‍Operational gaps: Scattered management tools prevented effective workflow monitoring and optimization

The Challenge

To better understand user needs, we conducted comprehensive user research that included user interviews and competitive analysis across form builders, BPM systems, and RPA tools to identify market opportunities and user pain points.

We Identified two distinct personas: Developers (workflow builders) and Operators (process managers), and mapped and prioritized they needs and missing capabilities.

Based on these insights, we formed the requirements, developed additional features, and designed a new building and tracking experience tailored to meet the core needs of each user type.

Research

Design Solution

1. Visual Workflow Builder
Designed an intuitive drag-and-drop flowchart interface that:
‍Reduced cognitive load through visual process mapping
‍Exposed hidden functionality via component-based architecture
‍Enabled parallel processing and complex business logic flows

2. Enhanced System Flexibility
Architected new building blocks and interaction patterns that:
Support asynchronous and simultaneous events
‍Enable complete end-to-end process coverage
‍Provide modular, reusable workflow components

3. Operational Command Center
Created a centralized portal for live workflow management featuring:
‍Real-time transaction tracking and performance monitoring
‍Streamlined operational workflows for process managers
‍Integrated toolset for efficient workflow administration