My role: UX Design Intern
Duration: Jan-May 2022 (5 months)
Tasking and Processes Team
(Principal UX designer, 2 Lead UX Designer,1 Senior UX Designer,1 Mid Level UX Designer, 1 UX Design Intern, 1 Product Manager, 6 Developers)
Figma, Slack, Miro, monday.com
Workiva is a multinational SaaS company that offers a variety of financial reporting solutions for businesses.
This spring of 2022, I interned at Workiva as a UX Design Intern in the Tasking and Processes team. My team helps to design and automate workflows to add flexibility in the data collection workflow. I was tasked to work on a new workflow that helps to make tasking and next generation certification process more efficient and transparent.
As the UX Design Lead for this project, my role consisted of:
As a result, I delivered a new flow of certification process that helps to make tasking and certification process more efficient and automate workflows to add flexibility in the data collection. This feature is released in Q1 of 2023.
Customers have a business requirement to create a signed certification letter. Often times the business requirement is tied to the need to submit these signed letters to regulatory agencies in order to comply with regulations. There are a lot of repetitive processes in the current classic certification, as well as some security concerns due to the need to log into unfamiliar systems.
Since this product has not yet been publicly launched, I am unable to share any more information about the project publicly. Please reach out to me for the password!
The scope of my project was quite large. There was a lot of ambiguity, strategic considerations, and possibilities for this new feature. This challenged me to learn how to communicate complex ideas into easily understandable concepts and adapt my storytelling based on my audience.
As an intern, it was hard for me to drive meetings, especially with cross-functional partners. I had to learn how to set and follow meeting agendas, stir conversations back to the agenda when needed, and decide action items needed from different cross-functions in order for me to progress on design. It was nerve-wracking to tell cross-functional partners what to do, but I quickly learned how important it was for the success of the project.
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