
bulk assignments flow
A ground up redesign of the CCMS platform coordinated with a company rebrand.
In redesigning the assignments flow, my team focused on making significant advancements to enhance content operations up to 2022.
We integrated robust automation capabilities, allowing for the automation of routine tasks such as document updates and customer ticket routing, greatly improving efficiency and reducing errors.
Additionally, the enhancements facilitated seamless collaboration among multiple authors, enabling real-time editing and feedback within documents to streamline the content creation and review process.
My Role
Director of User Experience
The Team
2 designer, 1 researcher, 1 flex developer
Our Partners
1 digital product managers, 1 product owners, and 2 engineering teams
User Friction
Repetitive user assignments for large tasks
Streamline user assignments allowed clients to assign everyone in one flow
01
Outdated and clunky interface
Created a modern interface to match the updated overall styling
02
A separate flow for subject matter experts
Set the stage to automatically include subject matter experts in the flow
03
The redesign was a great first step for understanding what Heretto clients expected when creating assignments.
Project Impact
The new assignments flow significantly increased throughput but still had a few flaws. The software architecture leaned heavily on modals to navigate through different elevations. This was still confusing for clients wayfinding while assigning employees.