Case Study 03 · IBM · Enterprise UX · Feb 2024–Present

IBM Symphony — Optimising a complex enterprise workflow platform for dramatic efficiency and satisfaction gains.

IBM Symphony had accumulated design debt — inconsistent patterns, cognitive overload, and fragmented task flows that slowed experienced users and overwhelmed new ones. I directed UX strategy and redesign: identifying highest-value friction through research, restructuring the information architecture, and delivering measurable improvements in efficiency and user satisfaction.

Role
Senior Product Designer
Company
IBM
Team
Individual Contributor
Scope
UX Strategy, IA, Workflow Redesign
01 — Executive Summary

What this project achieved.

↑ EFFICIENCY
80%
Efficiency Gain
Workflow completion time reduced through streamlined task flows and shortcut patterns
↑ SATISFACTION
90%
User Satisfaction
Post-redesign satisfaction measured via user testing and adoption surveys
02 — The Challenge

What was broken and why it was hard.

IBM Symphony is a complex enterprise workflow platform used by professionals across IBM. Over years of incremental development, the platform had accumulated inconsistent navigation patterns, overwhelming information density, and task flows that required too many steps for high-frequency operations. Experienced users had built workarounds. New users struggled to onboard.

The Broken State
Inconsistent Navigation
Cognitive Overload
Too Many Steps
User Workarounds
Productivity Loss
03 — Research & Discovery

Understanding users before redesigning anything.

Workflow analysis and stakeholder interviews revealed that users weren't slow because they lacked skill — they were slow because the platform didn't match their mental models. I combined workflow observation, task analysis, and user interviews to build a clear picture of where the highest-value friction lived.

User Interviews Workflow Analysis Task Analysis Stakeholder Interviews Heuristic Evaluation Wireframing Usability Testing
04 — Design Strategy

Three principles that shaped every decision.

01
Progressive Disclosure
Show only what's needed for the current task. Reveal complexity on demand. Users should feel in control, not overwhelmed.
02
Reduce Steps, Not Capability
Fewer steps for high-frequency tasks without removing power-user functionality. Speed for the common case, depth for the expert case.
03
Consistent Patterns
Every similar action works the same way everywhere. Build the mental model once — let users transfer it across the entire platform.
05 — The Solution

What changed and why.

The redesign focused on three structural improvements: unified navigation built around user task flows (not system modules), shortcut patterns for the top 20% of high-frequency operations, and real-time error feedback with progress indicators for multi-step workflows.

Redesigned State
Unified Navigation
Task-based IA
Shortcut Patterns
Real-time Feedback
Progress Visibility
06 — Impact

Measured outcomes.

↑ EFFICIENCY
80%
Efficiency Gain
Workflow completion time reduction through restructured task flows
↑ SATISFACTION
90%
User Satisfaction
Measured across post-launch usability testing and adoption surveys

The efficiency gains were concentrated in the high-frequency task set identified during research — exactly as the design strategy predicted. Users who had developed workarounds to cope with the previous design adopted the redesigned flows within their first session.

07 — Reflection

What I learned.

Before & After — Visual Mockup

What changed, rendered.

These annotated UI mockups show the concrete interface transformation — from a disorienting, overloaded platform to a streamlined, task-first workflow environment that achieved 80% efficiency gains and 90% user satisfaction.

BEFORE — Design Debt Accumulated Over Years
IBM Symphony · Workflow Management
Symphony Platform
Admin
Config
Reports
Settings
Help
Module A
Module B
Module C
Module D
Subsystem 1
Subsystem 2
Subsystem 3
Tools
Config
Reports
Legacy Tab A
Legacy Tab B
⚠ You are 4 steps into Workflow C. To complete task, navigate to Module B > Subsystem 2 > Config > Advanced.
STATUS A
12
STATUS B
7
STATUS C
23
STATUS D
4
STATUS E
18
Current Task — Step 4 of 9
1. Init
2. Select
3. Config A
4. Config B ← You are here
5. Validate
6. Submit A
7. Review
8. Approve
9. Submit B
⚠ No error feedback on form. If submission fails, you will need to start from Step 1. Error logs require separate system access.
FieldCurrent ValueStatusNotes
parameter_alpha_refMissingSee documentation v3.1
config_type_enumTYPE_03UnverifiedMust match Module B schema
legacy_override_flagFALSEOK
Problems: 12-item nav with system labels · 9-step workflow · No progress feedback · No error recovery · Cognitive overload · Built for modules, not users
AFTER — Task-First, Progressive Disclosure (My Redesign)
IBM Symphony · Dashboard
IBM Symphony
+ New Workflow
Quick Actions ▾
My Work
Dashboard
Active Workflows
My Tasks
Manage
Resources
Reports
Settings
✓ 3 workflows completed this week. Your efficiency is up 24% from last month.
Active Workflows
✓ Init
✓ Configure
→ Validate
Submit
Step 3 of 4 · Est. 2 min remaining
No errors found. Your configuration is valid. Proceed to Submit →
Workflows Today
6
+24% vs avg
Pending Review
2
Waiting on approval
Completed
3
This week
Recent Activity
WorkflowStatusLast ActionNext Step
WF-2041 · Resource ReqIn Review2h agoAwaiting approval
WF-2038 · Config UpdateCompleteYesterday
WF-2034 · OnboardingComplete2 days ago
Improvements: Task-based navigation · 4-step streamlined flow · Real-time validation feedback · Progress visibility · No context switching
Before — Key problems
12-item navigation built around system modules
9-step workflows with no progress indicators
Zero real-time error feedback
Failures forced users to restart from step 1
Information overload — 5 status metrics on every view
Experienced users resorted to manual workarounds
After — My contribution
6-item task-based navigation (user mental model)
4-step streamlined flows (+80% efficiency)
Real-time validation before submission
Progress indicators & estimated time remaining
Quick-action shortcuts for top 20% tasks
90% user satisfaction post-redesign