Workflows 2.0 - Workshop

Workflows 2.0 - Workshop

Workflow is a complex solution that provides business the tool to combine formulas and underlying data as the basis for a price calculation or forecasting. Formulas are represented by ‘formula blocks’ or ‘components’ that are connected together. When it reaches the point of engaging over >20 components, workflow becomes hard and overwhelming to use, especially for new users.


6 months

Ideation

JTBD

Improvements

Utilities

6 months

Main responsibilities

  • Preparing and facilitating the workshop

  • Aggregating the outputs

  • Leading follow up sessions

  • Conducting a UX audit of the application

  • Identifying pain points in a manual portfolio creatin and transaction tracking

  • Designing intuitive and efficient solutions to simplify asset management workflows

Process

Ideation

Brainstorming sessions & sketching

Brainstorming session

Wireframes

Alignment

Low to mid fidelity

What are the solutions to each problem?

Testing

Prioritisation

User testing & iterations

What can be started first?

Starting point

To make a workflow more clear and understandable for old and new users, we introduced a grouping feature. Users can group the components that have a similar purpose and add a description to a group. For this workshop, our goal was to find how we can make this feature even more efficient


To make a workflow more clear and understandable for old and new users, we introduced a grouping feature. Users can group the components that have a similar purpose and add a description to a group. For this workshop, our goal was to find how we can make this feature even more efficient.


How might we make workflow groups more efficient and less complicated?

We started by asking everyone to list the possible problems, that they see in current solution. As an active users of Gorilla who are exposed to out clients, the participants had a lot of things to mention.

We started by asking everyone to list the possible problems, that they see in current solution. As an active users of Gorilla who are exposed to out clients, the participants had a lot of things to mention.

Finding opportunities

Jobs To Be Done

Create portfolio redesign

Following this exercise, we wrote down simple Jobs To Be Done statements.

Ideas

Creating these statements helped us to come up with opportunities.

Alignment

Following the workshop, I went through all the ideas to map the opportunities against the problems we identified earlier, to make it clear how each problem can be solved and make output of the workshop more clear for stakeholders.

Prioritisation

After discussing the output and going through solutions with Product manager and Product architect, we created an Impact/Effort to help us prioritise the areas of work and understand which ideas we really think we need to implement.


© 2025 Portfolio. All rights reserved.

© 2025 Portfolio. All rights reserved.

© 2025 Portfolio. All rights reserved.

© 2025 Portfolio. All rights reserved.