Task Dashboard
Drove cross-functional alignment from research through delivery, using low and high-fidelity prototyping to build a unified task dashboard.
Solved a top industry pain point for Fortune 100 customers.
reduction in issue
resolution for users
- Real-time visibility into workflow progress
- Efficiently identifying bottleneck issues
- Ability to troubleshoot and resolve
Critical Customer Need
Enterprise task management for Fortune 100 operators was fragmented across four disconnected legacy tools, causing operators to spend an hours each day context-switching to track workflow status.
I designed a unified task dashboard that reduced task-switching time by 70%, enabling real-time cross-team visibility and actionable governance controls deployed across 5 product teams and workflow use cases.
Organizational Opportunity
A unified, horizontal task management foundation could serve as shared infrastructure, reduce engineering overhead and improve governance compliance across verticals.
Design Lead
Led UX Designers, a Design Strategist, User Researchers, a Visual Designer, Product Manager, Architect, Developer
Strategic Leadership
Aligning on the Business and Platform Goals
We began with a general directive to improve the platform's workflow experience by building a dashboard, but the team lacked a clearly defined problem space.
As the design lead, I partnered with Product Management to bring structure to the ambiguity by establishing a research-driven strategy to deepen our understanding of user needs and align the team around a clearer, outcome-focused direction.
Framing Technical Constraints as Opportunities
In parallel, I collaborated with Engineering to identify key technical constraints and opportunities related to workflow data and system performance. For example, system data included time-stamped tasks when assigned, which we identified as an opportunity to surface overdue tasks.
User Research
Aligning Stakeholders Around a Shared Problem Definition
The team entered with strong assumptions about how organizations manage data governance workflows, but still needed to validate their assumptions. I aligned the team around the need to ground decisions with evidence.
Making the Most of Client Engagement
To accelerate learning within tight timelines, I partnered with UX Research to define a focused research plan and secured Product Management buy-in to recruit client participants.
We structured 60-minute sessions that combined generative interviews with prototype walkthroughs, enabling us to uncover critical pain points while validating early concepts such as surfacing overdue tasks on a dashboard to improve workflow visibility.
Scoping Design and Development
Based on research, I defined user stories, designed core functional flows, and created service blueprints instrumental in identifying front- and back-end capabilities and requirements.
From Ambiguity to Clear Alignment
I led design reviews with Product and Engineering to align the team around the core workflow architecture. Using system maps, I surfaced and negotiated tradeoffs between technical constraints and user needs.
Defined Archetype User Stories
- Requester needs to initiate internal requests to obtain, use or manage data.
- Fulfiller, data owner needs to complete data requests for assets.
- Builder needs to configure workflows so that end users can initiate and fulfill requests.
Divide and Conquer
After aligning on the workflow architecture, I structured the design work around two core experiences: the end-user workflow interface and the technical configuration experience.
Staying Aligned
Regular critique sessions ensured the experiences remained cohesive as we evolved and finalized designs.
Launched Adaptive Proven Framework
A comprehensive and implementable framework that responded to requirements and could adapt to giving product teams the same power to bring the product design into context, then adapt it.
Impactful Results
The result was not just a feature, but an extensible workflow framework embedded into the platform for on premises and SaaS customers.
- Earned IBM Technical Achievement Award
- Framework aligned with the Carbon Design System
- Ensured platform consistency and seamless product experience
- Reduced product development and implementation friction
- Strengthened IBM's competitive position as a Data and AI leader
Drove Adoption Across Products
Discover, curate,
govern, and share
data
Identify data
inconsistencies,
manage
duplicates
Enable sharing,
discover and
usage of data
products
Monitor and
resolve data
quality violations
Customizable
workflows to
manage the
lifecycle of data