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Redesigning Workflows to Enhance Engagement and Drive Growth

The Challenge

Centific’s OneForma platform faced significant challenges with its main page workflow, including low engagement and high drop-off rates. These issues hindered user retention and satisfaction, resulting in significant annual revenue loss due to missed opportunities and reduced platform utilization.

The company needed a solution that would address user pain points, optimize the workflow, and align with its strategic goals.

Task

Develop and implement a user-centered redesign of the main page workflow to:

Action

To tackle these challenges, we implemented a comprehensive, collaborative approach:

User Research

  • Worked with the Product Director and Community Manager to gather insights from surveys, support tickets, and user feedback sessions.
  • Identified specific pain points and needs of high-value users to guide the redesign process.

Workflow Redesign

  • Partnered with Product Engineers to create a streamlined and intuitive main page workflow.
  • Addressed friction points, improved navigation, and prioritized critical user actions to enhance the overall experience.

Prototype Development & Testing

  • Created wireframes and prototypes of the redesigned workflow.
  • Conducted user testing with a select group to gather actionable feedback and iteratively refine the design.

Implementation & Performance Monitoring

  • Collaborated with engineers to launch the redesigned workflow in phases to a subset of users.
  • Implemented tracking mechanisms to measure engagement, retention, and task completion rates post-launch.

Result

The redesigned workflow delivered measurable improvements across key metrics:

Impact

This initiative transformed the user experience on Centific’s platform, directly addressing its core challenges while delivering substantial business benefits.

By combining data-driven design solutions, collaborative teamwork, and continuous optimization, the project not only improved immediate outcomes but also set the stage for sustained growth and innovation.

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