The project
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 your workflow more clear and understandable for old and new users, with the grouping feature, they can group the components that have a similar purpose. They can also add a description to a group so others can easily understand what different groups within a workflow are doing.
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.
The process
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:
Approach
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.
Alignment
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.
