JPMorgan & Chase • 2020–2021
Workflow creation hub
Company
Role
Sr. Product Designer
Team
1 Product Manager
Skills
Product Design
Visual Design
UX/UI Direction
Tools
Figma
Overview
Workflow creation hub
I lead product design for an internal Workflow Designer that replaces fragmented tools with one creation hub. The audience is broad: more than 10,000 internal users across hybrid and non-hybrid teams, each with different line-of-business rules, initiation paths, and routing needs, who still have to ship consistent workflows the firm can run in production.
The challenge
Redefining workflow creation at scale
Workflow owners were juggling backlog limits, unclear defaults, and one-off configuration patterns. I focus the work on a single guided path that respects line-of-business variance while keeping terminology and structure consistent enough for operations and engineering to implement once.
Business goals
Deliver a high-fidelity, click-through prototype inside a three-month window so leadership can validate the full creation journey.
Brand goals
Align new UI with JPMC internal brand and component guidance so the hub feels familiar next to other enterprise tools.
Product goals
Increase flexibility (dynamic forms, routing, and task behavior) without pushing complexity onto every author on day one.
Research
Listening across hybrid and non-hybrid realities
I partner with PMs and engineers to map how workflows actually get authored today: where teams stall, which metadata is guessed versus enforced, and how initiation and routing differ between hybrid and non-hybrid users. We pull in line-of-business owners early and synthesize the patterns into a shared vocabulary, the language of workflow types, classifications, initiation levels, and routing, that the rest of the prototype is built on.
Ideation & wireframing
Sketching the hub before drawing the UI
With that shared vocabulary in hand, I translate the research into low-fi flows on paper and whiteboards. I sketch task chains, walk PMs and engineers through alternates, and pressure-test how a single hub could absorb the existing fragmented workflows instead of branching into a tool per team. The work converges on three core moments worth designing around: entering the hub, configuring a workflow, and reviewing the full flow before submission. These sketches are deliberately rough; they're the bridge between research synthesis and high-fidelity design, where we argue with structure before anyone gets attached to UI.
The solution
One hub, every workflow
The final hub is a single application that walks an author through the full creation arc, from a single home base through configuration, preview, and review.
Start at the dashboard
Every workflow, status, and recent action lives in one home base, so authors pick up where they left off instead of hunting across systems.
Configure with intent
Authors select a workflow type, anchor it to a classification, and configure metadata, tasks, initiation access, and per-task forms. Pre-integrated services like field-based and smart routing layer in so the hub adapts to each line of business without bespoke tooling.
Preview before promote
Each task can be previewed exactly as the end user would see it, and the full BPMN flow, including conditional branches, is reviewed end-to-end before submission.
The impact
A validated path from concept to prototype
0+
Internal users across hybrid and non-hybrid teams now served by a single workflow creation hub.
0
Workflow classifications standardized across the firm: Instruction, Exception, Breaks/Reconciliation, Inquiry, and Control.
0 mo.
From concept to a high-fidelity, click-through prototype validating the end-to-end creation flow.