Sora Workflow Builder Redesign
Working with the founders, I led a team of designers to improve the workflow creation experience of HR automation software.
Rethinking the workflows
Sora is a SaaS company that automates tedious human resource tasks through simplified and streamlined workflows.
The existing workflow page is so demanding that it takes a Sora employee six weeks to create workflows for a new customer.
Over the course of three weeks, we redesigned Sora's workflow page to be more intuitive and scalable.
PROBLEMS AND SOLUTIONS
Sora workflow page before and after our redesign
Sora workflow page before our redesign
Workflows are so complex that the current page design feels like a never-ending scroll.
Cards lack important information like task assignees.
There aren't enough visual cues for task and subtask dependency.
It's difficult to find information on the page.
Sora workflow page after our redesign
An interactive timeline represents workflows chronologically, the same way HR professionals perceive their work.
A drag-and-drop library of task templates makes creating workflows an easy process.
Improved information architecture makes important information more prominent.
Color coding adds a visual connection between tasks and subtasks.
"Creating a workflow and editing a task was pretty easy and straightforward."
"We've struggled with the workflow page for a while. New design will definitely help both our employees and customers. I love it!"
New design well-received and under active development
From my testing, the redesign reduces the time needed to build a workflow from scratch significantly and has received very positive feedback from Sora users and employees.
As a result, Sora is actively implementing my design right now. Given that workflow management is such a core part of Sora, I'm confident that the new design will improve Sora's net promoter score, workflow creation success rate, and total time needed to onboard new customers, the three business goals I kept in my heart in the process and will monitor once the design is implemented.
My goal for the project was to redesign the workflow page so that HR managers can easily create and manage complex workflows using Sora.
Current Sora workflow dashboard. Click the image to enlarge
I managed the project and led a team of four designers working directly with the founders.
My responsibilities included user research, market research, prototyping, wireframing, and testing.
Creating a new task in the current Sora design. Click the image to enlarge
My design process
Design process. Click the image to enlarge
WHAT IS SORA
Automate tedious HR tasks
Sora is a SaaS company for HR departments. People teams use Sora to connect HR tools, sync employee data, and automate HR processes.
Current Sora integrations. Click the image to enlarge
Competitors aren't as flexible and customizable
"Onboarding employees is expensive but can make or break retention success."
"Creating a workflow from scratch is like doing the work of an entire team."
Creating workflows is like the work of an entire team
I conducted five user interviews with HR professionals to understand their daily routines and the difficulties they face implementing workflows like new hire onboarding.
I also interviewed Sora's employees and customers to learn how users create workflows, their experience with Sora so far, and the issues with the workflow page.
Workflows have too many steps and change too fast.
Updated user flow for workflow creation and editing
Updated Sora user flow. Click the image to enlarge
Click the image to enlarge
Four initial concepts for testing
Before putting a pen to paper, I researched how people organize and visualize information, which gave me inspiration for three concepts: workflow wizard, interactive table, and freehand creator. Additionally, we also liked another teammate's idea of a timeline.
Four redesign concepts. Click the image to enlarge
"I have a hard time starting off a new workflow. It's nice to see task options to drag and drop."
"It's difficult to say which one is my favorite because each design offers a feature that I'd like to use."
CONCEPT TESTING RESULTS
Users loved a little bit of everything
After turning the sketches into four concepts, I shared them with HR professionals, Sora customers, and founders, and gathered their feedback.
It turned out that everyone loved a little bit of everything, for example when creating a workflow from scratch, users wanted to have a workflow wizard to guide them; when editing an existing workflow, users wanted to see it as a timeline or a table to have a general overview.
MID-FI PROTOTYPE TEST RESULTS
Users want more visual consistency and clarity
Visual inconsistency between tasks inside the toolkit and on the canvas.
Triggers are unclear and easily go unnoticed.
Participants are uncertain what "assignee" means and want a picture of whom a task is assigned to.
Oops, something is not right...
When I tested the color palette provided by Sora, I found that there were several areas where type and color failed to meet accessibility standards.
Type and colors provided by Sora
Our updated accessible colors
Our update on type and color to meet the accessibility requirements. Click the image to enlarge
STYLE GUIDE AND UI KIT
Updated style guide for Sora
My updates to Sora's style guide and UI kit. Click the image to enlarge
HI-FI USABILITY TEST RESULTS
Some elements are still not discoverable in hi-fi
My hi-fi prototype received positive feedback from test users, including the founders. There were still a few minor visibility issues, but fortunately, no major usability problems.
Search isn't noticeable
Timeline titles may be too long
Changes are saved isn't noticeable
Add tooltips that guide users how to start
Add name and position to assignee picture
I can't solve all the problems but I solved the core ones
There are a number of issues Sora’s users encounter, but due to time constraints, I had to prioritize the most urgent concerns.
It was challenging to remain focused on solving only the most pressing problems, but I successfully stayed within the project time and scope.