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https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620530533-2O6HPR0R2NO991YHZNDN/Flow+A003+HayU+Home+Page_1.2.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620679085-O89W33KBZZWJZD6BY43K/Flow+D003+%E2%80%93+7plus+%E2%80%93+Home.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620701977-A5UF5BJ8LUBEMW1QYLM6/Flow+A003_9+now+Home_1.2.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620712748-86R3AR6WZ9UYM3WBWYKK/Flow+A002+-+10+All+Access+Home+Page_1.1.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620732115-EVWMMDBMZX5O5SBW8RSH/Flow+A005+-+10play+Home+Page.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627620778778-QHJ1OOX5W71RQKY6ESNL/Flow+B002+-+ABC+iview+home+Hero+Carousel.jpg Project X https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1627698811811-I9MO395TEGK9DIIVDEW9/Home+page+with+carousel+banner.jpg Project X - Make it stand out Whatever it is, the way you tell your story online can make all the difference. http://www.audreyxu.com/landing-cacao daily 0.75 2021-08-08 https://images.squarespace-cdn.com/content/v1/578fe75b29687f20274b78c7/1493392916932-8XOLIL1ZVINPGLTSA2YB/chocolate0061.jpg Landing https://images.squarespace-cdn.com/content/v1/578fe75b29687f20274b78c7/1478027512596-PODX8Z08K39M28J4SIHF/image-asset.png Landing https://images.squarespace-cdn.com/content/v1/578fe75b29687f20274b78c7/1478028586755-8HEX385RVF9YWNNFLW2X/image-asset.png Landing https://images.squarespace-cdn.com/content/v1/578fe75b29687f20274b78c7/1478028599608-EJA0WY66TCLC13MKDZDC/image-asset.png Landing http://www.audreyxu.com/digital daily 0.75 2025-07-16 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/6e9d634a-1efe-4c72-94a8-933081c74073/Fetch+Square.jpg UI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1628605896137-3TX9SHSAUSQTYQLZKG1J/AFR-Cover-square.jpg UI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630411711856-RNNCSLFTEP2LKAJNXJJ5/Accountting-Cover-Square.jpg UI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630408958977-UDL3M5EWT64WU4FZHMFV/Jack%27s-cafe-Cover-Square.jpg UI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630412405245-GN5H237NSIY8KMZW1ANX/AMX-Cover-Square.jpg UI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1628643556471-CDLCRN0YBT8FOEW1Y2PN/Hungry%2Bjack%27s%2BCover%2Bimages.gif UI - Make it stand out Hungry Jack’s Digital http://www.audreyxu.com/designsystem daily 0.75 2025-07-16 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/5490a9b9-2fb7-416d-9837-476192c83b04/cover.png Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1687832592801-A001H2MFKWNUPNZ6C67Q/SV.png Design System - Service Victoria Design System http://www.audreyxu.com/amx daily 0.75 2021-08-31 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1628601810053-UQC4NQFNE14926UT450L/American-Express-Desktop-EDM.png American Express Web&Edm - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1628601903975-RFSMU1Q6Q65UBG2QBSZN/American-Express-MOB-EDM.jpg American Express Web&Edm - Make it stand out Whatever it is, the way you tell your story online can make all the difference. http://www.audreyxu.com/aussiebum-ui-web-redesign daily 0.75 2021-08-31 http://www.audreyxu.com/quickbooks daily 0.75 2021-08-31 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630295376331-OB913YG5OITMGXTP5L5S/QuickBook+Presentation+AX.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630295402168-WOGFBTWLLENPLPGAS7VT/QuickBook+Presentation+AX.003.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630295435350-3GZVYEOHZ7U81MY8XVSH/QuickBook+Presentation+AX.004.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630296045205-8I6Q9137SMS1B0EDTZG9/QuickBook+Presentation+AX.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630300578778-TDL48JX4EL333C8ZLH1A/QuickBook+Presentation+AX.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630300601102-M031M1N6ZWJXE4BSDYSH/Linkedinad Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630299550941-J6URXGZAWOI4DEEMP58E/Quickbooks+cover.png.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630297044381-8GJWAOJG90BC7T7FGSXY/Monile Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630297978827-21KMTOYK6L8J2ETPQDLY/QuickBook+Mobile.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630299627507-B5VQCPHM30KIY4V5Q69W/QuickBook+Laptop.001.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630298442814-61Z3AEB7E8DP83Y5ZH16/Full+Landing+Page Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630300325570-97ICAQKLYZ6Y61VTI3N7/design+system Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630300350548-D147ESBG2FZS0MNKTFRZ/QuickBook+design+system.jpeg.002.jpeg Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1630300381223-Z01H0Y8GL2NGXTWD534O/design+system Quickbooks - Make it stand out Whatever it is, the way you tell your story online can make all the difference. http://www.audreyxu.com/service-vic-app daily 0.75 2025-07-16 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/777ba5d8-15cd-4b85-a17c-c9d51c00ca41/Grid+System.jpg Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/70805fa4-66eb-4390-b1b4-1a1fc20f19ce/Typo+style.jpg Service Vic App Design System - Make it stand out This is the current typography. Too many duplicate font sizes and some of them are too small. It’s confusing and doesn’t create any value in the design system. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/17d9c9dc-fff9-472f-a1cb-08eb1cd56b1c/Comparative.jpg Service Vic App Design System - Make it stand out This is the comparison of current design & improved design. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/f6604fe9-727f-4ee7-8d4e-41cd8c553c29/Typographic+Properties.jpg Service Vic App Design System - Make it stand out Example of the typography https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/70fa4253-a7e4-476e-9373-b21176e220df/Icon+template.jpg Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/4a49a8d7-9222-43c1-b60c-c7d56d726e85/Icon+usage.jpg Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/ca095f22-18d5-4516-befd-b257cf2b01cb/Colour+and+contrast.jpg Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/f9f97bca-3cf9-48e1-98c6-dcc3bb6dc2a8/Screenshot+2023-06-27+at+11.30.27+am.png Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/a9ee03c8-3b9f-4efe-b17a-3cab3e509676/Screenshot+2023-06-27+at+11.31.25+am.png Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/90b89120-adfb-42e1-9976-d12f5c087267/Design+system+result.png Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/37bfdefb-67ae-4ea3-a354-3cdeb91d63dc/Elaboration+result.png Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/5490a9b9-2fb7-416d-9837-476192c83b04/cover.png Service Vic App Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. http://www.audreyxu.com/capsifidesignsystem daily 0.75 2026-03-03 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/072b738c-9baa-4f3d-a4d5-1d588003930d/Table.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/3fc3c867-ebff-4605-907a-42003b5527e1/Pie+Chart.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/a970f4fc-7676-4106-9c7f-1822e21c934a/Bar+Chart.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/49349264-89d9-41d5-8839-103677fc77f1/Reduction+in+UI-related+bugs+by+40%25__A+decrease+in+development+time+for+new+features+by+80%25__Improvement+in+user+satisfaction+scores+by+95%25.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/acb5848a-5c0e-45cc-9bad-4f8e2d76da8c/REF+D2.png Capsifi Design System - Make it stand out 1.5 Home page https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/591dcd76-c790-42fb-aba4-50873f24a02c/REF+D3.png Capsifi Design System - Make it stand out 1.5 Application Portfolio Management https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1357c812-9663-46d7-b29b-169ec104b6fe/Screenshot%2B2025-05-23%2Bat%2B8.59.45%E2%80%AFam.png Capsifi Design System - Make it stand out 1.5 Value Stream https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/6dd6327d-b0b2-4751-993e-5bbe3c269ddf/Screenshot%2B2025-02-18%2Bat%2B4.05.51%E2%80%AFpm%2B1.png Capsifi Design System - Make it stand out 2.0 Flyout Form https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/54f45cbe-9e2a-4815-ad14-64d0072f25d8/Home.png Capsifi Design System - Make it stand out 2.5 Home Page https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/578b309d-4399-4a70-b167-5dacb50cc557/Summary+Header+Collapse.png Capsifi Design System - Make it stand out 2.5 Value Stream https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/2ffb28bb-f99e-41e1-9917-a289a379b711/SH1.png Capsifi Design System - Make it stand out 2.5 Fly-out Read Only Table https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/c478db1b-1c52-42a8-b661-7e4969f2901f/SH1.png Capsifi Design System - Make it stand out 2.5 Fly-out Form https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/2be13df4-ea22-4ba8-89d4-1587f7412031/Design+system+Alignment+Gap+Analysis.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/9d58c348-00b9-4824-bcff-1116b44da018/Grids_Spacing.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/2465e6af-8aa1-4d3c-ba21-e440aa8ddf2a/Typography+token.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/f32bc498-a2bc-4416-9be9-cfce16443f27/Colour.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/81e2241a-ff55-486c-804a-45815a1b1502/Accessibility.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/25f56f5e-5a8b-425b-9605-5b65cade80f1/Single.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/92588537-ac0d-4a27-b8b0-19aa14076d99/Anatomy.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/60883276-dae3-4982-89c4-5c959627d04c/Size.png Capsifi Design System - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/17d9c9dc-fff9-472f-a1cb-08eb1cd56b1c/Comparative.jpg Capsifi Design System - Service Victoria Design System http://www.audreyxu.com/saasb2b daily 0.75 2026-02-27 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/3521dd02-588e-4d8d-a843-041b00851c4f/60%25+reduction+in+user+support+queries+related+to+navigation+and+overlays__50%25+faster+interpretation+time+due+to+better+interface+structure+and+interactivity__80%25+approval+rate+from+stakeholders+after+validation+sessions__10%25+increase+in+client+inte.png Enterprise UX / B2B SaaS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/9b0cdcda-cfc4-4fd1-ab9e-abb101504b3c/Screenshot+2025-05-23+at+8.59.45%E2%80%AFam.png Enterprise UX / B2B SaaS - Make it stand out Capsifi 1.5 (Legacy Experience – Before Redesign) The value stream was view-only and cluttered with low-signal information. Users had no ability to edit in context, and the visual density reduced clarity, making it difficult to understand ownership, progress, or next steps.. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/a7981381-7b97-4123-9f1c-4fbfd0edef16/UX+Flow+Map.png Enterprise UX / B2B SaaS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/60e207a6-7da1-499c-abb0-ca90e928afa2/SH2.png Enterprise UX / B2B SaaS - Make it stand out Early Direction — Direct Map Editing The initial concept allowed users to add and edit capability instances directly on the value stream map using drag-and-drop interactions. This would have created a highly interactive modelling experience. However, after reviewing with engineering, we identified that this approach required a significant architectural overhaul and exceeded delivery constraints. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/bf9fb038-4027-4289-aafa-577585017f50/SH3.png Enterprise UX / B2B SaaS - Make it stand out Option 1 — Inline Selection via Dropdown Users can select a capability instance from a structured dropdown within context. This approach: Reduced implementation complexity Maintained data relationships Allowed structured control over capability mapping https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/5175d3b9-3b15-43bf-bf1a-a1d78efe9e68/SH1.png Enterprise UX / B2B SaaS - Make it stand out Option 2 — Guided Selection with Controlled Editing Users can pick and assign capability instances through a contextual panel. This solution: Provides flexibility without breaking architecture Enables editing without leaving the page Balances usability improvements with technical feasibility https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/05617b99-47cb-43ab-b2bd-457febd1bf36/SH1.png Enterprise UX / B2B SaaS - Make it stand out 1.Contextual Editing on the Map In the final design, hovering over a connection (arrow) on the value stream map reveals an edit icon. Clicking the icon opens a contextual fly-out, allowing users to view and update capability instance details directly within the map view, without losing spatial context. This preserves flow while avoiding disruptive navigation. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/127e1dd9-89b7-4b45-8b42-c2796200c4e5/SH2.png Enterprise UX / B2B SaaS - Make it stand out 2. Lightweight Fly-out Panel (Architecture-Safe) Instead of rebuilding the map interaction model, editing is handled through a structured fly-out panel. This approach: Maintains system architecture integrity Minimises engineering complexity Enables structured data updates within context It delivers usability improvements without requiring backend redesign. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/59e77fe2-5c14-4f72-b73a-6832adfdd2dc/SH3.png Enterprise UX / B2B SaaS - Make it stand out 3. Bulk Selection for Efficiency Users can now select and update multiple capability instances at once, instead of editing each individually. This significantly reduces repetitive actions and improves efficiency for enterprise users managing large data sets. Bulk interaction transformed a previously manual process into a scalable workflow. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/dd15c7ed-9308-4d1d-aa4f-43647bff345d/Value+stream+User+testing.png Enterprise UX / B2B SaaS - Make it stand out User testing revealed that stakeholders preferred separate tables for each time dimension, making it easier to focus on specific time-based data without cognitive overload. To support deeper analysis, the final tab enables side-by-side comparison across time periods, helping users identify patterns, performance shifts, and change over time. We also introduced: Toggle controls to turn heatmaps on or off, allowing users to switch between raw data and visual insights. First- and second-level relationship views, enabling users to drill into connected capabilities and explore dependencies in “deep mode.” This structure balanced clarity with analytical power — supporting both quick scanning and detailed investigation. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/4abbab7d-e0d3-499f-8f8c-3add55f0fef6/Assessment.png Enterprise UX / B2B SaaS - Make it stand out Initial Constraint-Based Solution For the first release, full cross-table comparison was not technically feasible within the delivery timeline. To ship value quickly, we enabled comparison directly within the data table using visual heatmaps and structured columns. While not the long-term ideal, this approach allowed users to: Compare performance indicators side by side Identify patterns using color-based signals Maintain workflow continuity without navigating away This ensured we delivered immediate analytical value without delaying release. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/89c819cf-fd3d-4f88-8ba3-b6a0c9c05832/Assessment2.png Enterprise UX / B2B SaaS - Make it stand out Enhanced Filtering via Side Panel To improve usability within this constraint, we introduced a contextual side panel for advanced filtering. Users can now: Filter by assessor, region, time dimension, and deployment Narrow large datasets quickly Focus on relevant slices of data before comparing This improved clarity and reduced cognitive load when working with high-density enterprise data. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/d67d8008-9944-44ec-a8d8-49e5821b69f1/Screenshot+2025-02-18+at+4.05.51%E2%80%AFpm+1.png Enterprise UX / B2B SaaS - Make it stand out Version 2.0 — Inline Editing (Legacy) Editing capability instances required interacting directly within a dense form layout. Key limitations included: Limited visibility of related data Minimal guidance or system feedback Constrained scalability for multi-item updates High cognitive load when managing complex capability relationships The experience was functional but rigid, making bulk updates inefficient. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/10118d47-2c25-49e8-b15c-208c3f41a135/SH1.png Enterprise UX / B2B SaaS - Make it stand out Version 2.1 — Structured Fly-out Workflow The redesigned fly-out introduces a clearer, task-focused editing experience. Improvements include: Clear separation of time dimension and capability selection Bulk generation and editing of capability instances Contextual data preview within the same view Better system feedback and structured hierarchy This update reduces friction, improves scalability, and supports enterprise-level data management without overwhelming users. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/bef8cfc7-842a-42cb-bae1-46ea88d371ea/Quantified+Business+Impact.png Enterprise UX / B2B SaaS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/cf9e5a9a-8ec0-4836-ab9e-43cc31456bed/Screen+Shot+2025-07-09+at+12.18.23+pm.png Enterprise UX / B2B SaaS - Upload File Experience This case study examines the redesigned CSV upload process in an enterprise AI platform to minimize user errors, enhance guidance, and foster trust in AI-driven insights. http://www.audreyxu.com/capsifi-upload-experience daily 0.75 2026-02-27 https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/04cb7451-641b-4ad7-b1b0-dd01960fb30f/1.png Capsifi Upload Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/4415adc9-2c4c-4fed-885b-1ee244ed3c8a/2.png Capsifi Upload Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/f9f164b0-ab47-4978-8374-dfb45359787d/3.png Capsifi Upload Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/81b66234-311f-45be-b403-7711cb6b6563/Screen+Shot+2025-07-09+at+12.18.23+pm.png Capsifi Upload Experience - Make it stand out End-to-End Upload Flow Mapping to Identify Failure Points https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1dd37f93-e111-4fe9-83c0-7403fdcb0bfc/Screenshot+2025-06-04+at+3.23.00%E2%80%AFpm.png Capsifi Upload Experience - Make it stand out Confusing Action Hierarchy in Upload Entry Point The upload and library selection controls were placed close together without clear hierarchy, leading users to assume a dependency between them. The AI action button was also positioned in a way that implied availability at all times, even though it only functioned after selecting a business capability. This unclear visual hierarchy created hesitation, incorrect sequencing, and unnecessary support queries at the very start of the workflow. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/9c3f4cdf-0ded-4a90-8a3c-f4a05151c3f8/Screenshot+2025-06-26+at+9.56.38%E2%80%AFam.png Capsifi Upload Experience - Make it stand out Table Layout Hindering Left-to-Right Data Scanning The vertical table structure required users to scan down multiple columns before understanding relationships between fields. Because users typically process tabular data from left to right, this structure increased cognitive load and made mapping properties unclear. Combined with ambiguous language, this led to confusion and frequent abandonment during the upload process. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/7eda11d0-a59b-4a85-824f-684ad62e0fb1/Business+Capability+1.png Capsifi Upload Experience - Make it stand out Clarifying Entry Paths to Reduce Upload Errors The original layout presented Library selection and File Upload as visually competing actions, creating ambiguity about whether they were dependent on each other. Users often assumed they needed to select from the Library before uploading, even though the actions were independent. The placement of the AI button further increased confusion, implying functionality that was not yet available. The redesign clearly separated these entry paths, removed premature AI affordances, and surfaced the CSV guide earlier in the flow. This reduced hesitation and prevented avoidable upload errors at the start of the journey. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/ed8d9f21-6330-4abf-bfcf-292de391513f/Business+Capability+3.png Capsifi Upload Experience - Make it stand out Introducing Clear System Feedback During Upload Previously, users lacked visibility into what was happening after initiating an upload. The absence of clear progress feedback created uncertainty and increased abandonment. The redesigned flow introduced a structured, step-based process with visible progress indicators and inline validation. This made system behaviour more transparent and aligned with user expectations. By clarifying what the system was doing — and what the user needed to do next — the experience shifted from reactive error handling to guided completion. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/34c99fac-9e44-4383-9e2e-cfc43526cc48/Business+Capability+2.png Capsifi Upload Experience - Make it stand out Shifting from Generic Failure to Actionable Validation Feedback Previously, upload failures were presented as generic error messages without clearly indicating which part of the CSV file was invalid. Users were required to interpret lengthy rule lists and manually identify issues, increasing frustration and repeat failures. The redesigned experience introduced clearer validation messaging and highlighted the specific fields that did not meet import requirements. This reduced ambiguity and enabled users to correct errors independently, decreasing support dependency and repeated submission attempts. By making validation feedback specific and actionable, the system shifted from reactive error handling to guided correction. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/a90d7b58-b883-41a9-9107-24eb9eee439f/Business+Capability+5.png Capsifi Upload Experience - Make it stand out Making Validation Errors Specific and Visible Previously, validation errors were surfaced at a high level, forcing users to scan the table to identify which field required attention. This increased frustration and slowed progress. The redesigned experience highlights the exact dropdown cell with the issue and displays a clear, contextual error message. This directs attention precisely where action is needed, reducing ambiguity and preventing unnecessary rework. By making validation feedback immediate and location-specific, users can resolve issues quickly without leaving the workflow. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/9d206ed1-9cf1-47c8-9cfc-cc554fedfae1/Business+Capability+6.png Capsifi Upload Experience - Make it stand out Making AI Context-Aware Instead of Always-On Previously, the AI assistant was visible regardless of whether a business capability had been selected. This created ambiguity around when the feature could be used and what inputs were required, leading to confusion and premature interaction. The redesign introduced conditional visibility, ensuring the AI assistant only appears once a business capability is selected. This aligns the feature with user intent and prevents unnecessary cognitive load at the start of the workflow. By making AI context-aware rather than constantly present, the interface becomes more predictable and reduces misinterpretation of system capabilities.. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/1d3fc547-1f7e-4947-aba1-a6ef805978c5/Business+Capability+4.png Capsifi Upload Experience - Make it stand out Introducing Structured, Step-Based Import Guidance The original upload flow lacked clarity around what users needed to complete before proceeding. Required fields and dependencies were not clearly surfaced, leading to blocked progress and confusion. The redesigned interface introduced a structured, step-based flow with visible progress indicators and clear instructional messaging. This helped users understand their current stage, what inputs were required, and what actions were needed to move forward. By aligning the flow with a predictable progression model, the experience became easier to navigate and reduced abandonment during the import process. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/827e6bc2-dc4e-4d86-a501-3facdf41855d/Business+Capability+8.png Capsifi Upload Experience - Make it stand out Supporting Decision-Making with Contextual Guidance Certain fields required domain-specific understanding that was not immediately obvious to new users. Without guidance, users hesitated or made incorrect selections. Tooltips were introduced to provide lightweight, contextual explanations without disrupting the workflow. This allowed users to understand field definitions at the point of need, rather than relying on external documentation. By embedding guidance directly within the interface, the experience became more self-sufficient and reduced dependency on support or training. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/8a2f70fa-b4bb-45d4-b396-db50f6229a4a/Business+Capability+7.png Capsifi Upload Experience - Make it stand out Transforming AI from Button Action to Guided Assistant The original AI interaction was presented as a standalone action, offering limited guidance on how it could support users. The redesigned approach reframed the AI feature as a lightweight conversational assistant, capable of providing suggestions and contextual prompts based on selected business capabilities. This shift from static action to guided interaction improved discoverability, clarified expectations, and positioned AI as a supportive tool rather than an isolated function. By integrating AI into the workflow more thoughtfully, the experience balances automation with user control and trust. https://images.squarespace-cdn.com/content/v1/54c847b2e4b07306f6541a0c/8c75c043-ef14-414b-8d48-685c8265bc35/New+design.jpg Capsifi Upload Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference.