SaaS Workflow Redesign with 25% Task Reduction
Brief
This project focuses on identifying user pain points, clarifying task requirements, and simplifying the existing workflow. Through Task Flow Analysis, quantifying the number of steps, decisions, and UI transitions required to complete a task.
Role
As the UX designer at WITS, I owned the redesign of SaaS workflows based on client needs, uncovering friction points, refining task structures, and delivering a more intuitive, efficient, and scalable experience.
Period
2 weeks
The screens shown in this portfolio are for illustrative purposes only and do not represent the actual project interface. All rights belong to the original owner.
"I wasn't sure what the next step was."
"I couldn't tell where the newly added data went."
"I had to scroll up and down repeatedly to verify the information."
The action sequence was unclear, causing users to hesitate or repeat steps.
Table structure was confusing that data from different methods appeared in mismatched locations, making it difficult to verify results.
Excessive up-and-down scrolling disrupted user focus and task continuity.
Optimizing Task Flow for Clarity and Efficiency
Mapped and reorganized the existing task flow, then redesigned it to be more efficient and intuitive for users.
Clarifying Actions Through Better Visual Hierarchy
Placed the primary action beside each section subhead to clarify hierarchy and guide users to the next step.
Defining a Single Table as the Clear Destination
Establishing one unified table clarifies its purpose. Every new entry is added here, which removes confusion and ensures users always know where their data will appear.
Reducing Interaction Effort with a Streamlined Dialog
Utilized a dialog to replace repetitive scrolling and reduce unnecessary interaction effort.
Task Flow Analysis
I applied a structured task-analysis method (source attached) to compare the original flow with the enhanced flow. By assigning a weighted score to each action based on its level of complexity, I was able to quantify overall effort across both journeys.
Scoring method:
Scroll = 1 point
Click = 3 points
Type = 5 points
Key outcomes: 25% reduction in interaction cost, scroll actions eliminated, and clicks reduced by 23%.
Summary
I redesigned the original task flow and reduced overall complexity by 25%. By mapping the existing journey and identifying pain points, I removed unnecessary actions and created a smoother, more intuitive flow. I also clarified the purpose of the data table to improve hierarchy and reduce confusion.
Throughout the process, task flow analysis helped validate the improvements and confirmed the positive impact of the redesigned flow. In the future, usability testing would provide deeper insight into user behavior and emotional response. This project reinforced how intentional workflow design can meaningfully elevate the user experience.