Workday success plans

As the product moved to a new design system, the primary challenges were a misaligned team, limited customer understanding, and uncertainty around where improvements would create real value.

Background

The project lacked clear product ownership and direct insight into client needs.

Without a shared direction, clear product leadership, or regular customer input, the team struggled to make confident decisions.

This created an opportunity to bring structure to the team and focus the work on changes that would have real impact.

Coordinating the team

I facilitated a kickoff workshop to align the team and uncover early insights and risks. As a new member of the project, this created a clear baseline for goals, ideas, and expectations across a team that had not been closely aligned.

I established a twice-weekly rhythm with key stakeholders to build shared product understanding and define how we’d address gaps.

ux and product strategy

I spoke with client admins and organized insights into 7 themes.

After identifying insights with a teammate, I organized them in Miro, which resulted in the following themes:

Now, Next, Later framework

I framed insights for stakeholders using a Now, Next, Later approach, helping distinguish what to tackle immediately versus what could wait.

We identified the most immediate needs across these remaining themes:

Content is King - defining the information architecture

Stakeholder conversations, along with some follow-up work, led to the actions below.

Navigation and IA

I created an early concept to align stakeholders early on navigation and tab structure, helping ensure we were all working from the same understanding.

The original design grouped Activity and Plan Info under one tab, but we split them into separate tabs to better meet user expectations and business goals.

Design Strategy

I used the following wireframe to align stakeholders on the UX approach, with insight cards positioned above actionable content in each tab.

I explored multiple concepts and landed on this approach for it’s extensiblity and simplicity of execution - view more concepts

Final decisions

Final tab structure

The final design simplifies into 4 tabs: Requests, Activity, Plan Details, and Metrics

Insight Cards

A significant value add are the insight cards that give data points helping client manage and optimize their WSP team efforts.

As a team, we defined the different states the card needed to support, including zero states and other conditions that would vary by client.

Clients responded overwhelmingly positively to the insight cards, noting they filled a significant gap that had previously existed.

Feasibility challenges

News and Insights was intended to use AI to highlight underused features, but when AI wasn’t ready for launch, we pivoted to News and Announcements to support custom updates created by the business team.

Final Output