Workshop - Improvements for Workflows functionality

Workflow is a complex solution that provides business the tool to combine formulas and underlying data as the basis for a price calculation or forecasting. Formulas are represented by ‘formula blocks’ or ‘components’ that are connected together. When it reaches the point of engaging over >20 formulas, workflow becomes hard and overwhelming to use, especially for new users.

To make a workflow more clear and understandable for old and new users, we introduced a grouping feature. Users can group the components that have a similar purpose and add a description to a group. For this workshop, our goal was to find how we can make this feature even more efficient.

Workflow groups became a popular feature among our users. Even though the it made a huge difference to the use of a workflow, i wanted to identify, if there are any areas that I could improve, or features I could add.

To kick-off this initiative, along with Product manager, we organised a 1-hour workshop that involved both of us, a Product architect, Project manager, Solutions consultant and Pricing consultant. All of us united to solve the following:

We started by asking everyone to list the possible problems, that they see in current solution. As an active users of Gorilla who are exposed to out clients, the participants had a lot of things to mention.

Following this exercise, we wrote down simple Jobs To Be Done statements.

Creating these statements helped us to come up with opportunities.

Following the workshop, I went through all the ideas to map the opportunities against the problems we identified earlier, to make it clear how each problem can be solved and make output of the workshop more clear for stakeholders.

After discussing the output and going through solutions with Product manager and Product architect, we created an Impact/Effort to help us prioritise the areas of work and understand which ideas we really think we need to implement.