Last Update: May 2025

Last Update: May 2025

Last Update: May 2025

Product Area

Workflows

Workflows

Roles

UX/UI Design

User Research

Prototyping

Product Strategy

UX/UI Design

User Research

Prototyping

Product Strategy

Team

1 Product Designer

1 Product Manager

3 Developers

1 Product Designer

1 Product Manager

3 Developers

Timeline

11/24 – Present

11/24 – Present

Workflows to

Work Intelligence

Workflows to

Work Intelligence

Workflows to

Work Intelligence

Redesigned Workflows to boost adoption, reduce friction, and pave the way for AI-driven automation.

📉 -27% CX Tickets

👥 +53% Internal Usage

📈 +88% Workflow Adoption

Overview

Laying the groundwork for Ridgeline's AI strategy.

Laying the groundwork for Ridgeline's AI strategy.

Laying the groundwork for Ridgeline's AI strategy.

Ridgeline is turning real workflows into structured logic—so agents can automate actions, suggest next steps, and drive smarter decisions across the platform.

Ridgeline is turning real workflows into structured logic—so agents can automate actions, suggest next steps, and drive smarter decisions across the platform.

Problem

Workflows were powerful, but barely used.

Workflows were powerful, but barely used.

Workflows were powerful, but barely used.

Audit

I conducted an audit of the experience.

I conducted an audit of the experience.

I conducted an audit of the experience.

Findings

From our audit, three gaps became clear:

From our audit, three gaps became clear:

From our audit, three gaps became clear:

Ideation

I proposed ideas and vision to address the pains.

I proposed ideas and vision to address the pains.

I proposed ideas and vision to address the pains.

Collaboration

We focused on driving impact fast.

We focused on driving impact fast.

We focused on driving impact fast.

Innovation

We introduced a new mental model.

We introduced a new mental model.

We introduced a new mental model.

Final Designs

Want a deeper look at this work?

Want a deeper look at this work?

Want a deeper look at this work?

Let's chat—I'd love to walk you through it!

Product Area

Integrations

Integrations

Roles

UX/UI Design

User Research

Prototyping

Product Strategy

UX/UI Design

User Research

Prototyping

Product Strategy

Team

1 Product Designer

1 Product Manager

4 Developers

1 Product Designer

1 Product Manager

4 Developers

Timeline

04/24 – 09/24

04/24 – 09/24

Integrations Hub

I identified a high-impact opportunity through usability sessions, secured it on the roadmap, and led it from concept to launch.

⚙️ +60% Faster Set Up

🎟️ -36% Less CX Tickets

📈 +64% More Integrations Built

Overview

Integrations Hub unifies third-party connections, streamlining workflows in Ridgeline.

Integrations Hub unifies third-party connections, streamlining workflows in Ridgeline.

Integrations Hub unifies third-party connections, streamlining workflows in Ridgeline.

Before IHUB, users relied on external tools, leading to inefficiencies. Now, they can schedule automations and monitor real-time data flows—all within Ridgeline—reducing errors and improving operational efficiency.

Context

Ridgeline’s 2024 strategy focused on streamlining the user experience.

Ridgeline’s 2024 strategy focused on streamlining the user experience.

Ridgeline’s 2024 strategy focused on streamlining the user experience.

Problem

Users struggled with integrations scattered across bespoke pages.

Users struggled with integrations scattered across bespoke pages.

Users struggled with integrations scattered across bespoke pages.

100%

of firms are migrating from outdated systems

64%

of users have never switched platforms before

Interviews

Users faced inconsistent workflows, frequent errors, and limited visibility into integrations.

Users faced inconsistent workflows, frequent errors, and limited visibility into integrations.

Users faced inconsistent workflows, frequent errors, and limited visibility into integrations.

“It’s difficult to understand where everything is.”

Scott P. (Business Operations)

“It’s painful to run the integrations often.”

Daniel R. (Operations Specialist)

“There’s nothing worse than when a PM comes to you and says the data doesn’t match.”

Keith L. (Director of Operations)

“There’s nothing worse than when a PM comes to you and says the data doesn’t match.” Keith L. (Director of Operations)

“If there are errors in the data, everything crashes and there’s no way to predict whether the integration will be successful.”

Victor V. (Operations Associate)

Old IA

Before, users had to navigate multiple bespoke pages to manage integrations.

Before, users had to navigate multiple bespoke pages to manage integrations.

Before, users had to navigate multiple bespoke pages to manage integrations.

Ideation

Early concepts focused on centralization, visibility, and efficiency.

Early concepts focused on centralization, visibility, and efficiency.

Early concepts focused on centralization, visibility, and efficiency.

Integration Page

Connections Dashboard

Runs Dashboard

Integration Store

New IA

IHUB consolidates all integrations into a single, structured interface.

IHUB consolidates all integrations into a single, structured interface.

IHUB consolidates all integrations into a single, structured interface.

Summary

IHUB streamlined onboarding, reduced errors, and improved efficiency.

IHUB streamlined onboarding, reduced errors, and improved efficiency.

IHUB streamlined onboarding, reduced errors, and improved efficiency.

By replacing a fragmented integration process with a centralized hub, we simplified workflows, reduced manual work, and enhanced the overall user experience.

Final Designs

Curious to learn more?

Curious to learn more?

Curious to learn more?

Happy to walk through the full process—feel free to reach out!

Contact

Let's make something special together

ryanyee00@gmail.com

Email

LinkedIn

Resume

VidMob

I also designed a feature enabling marketing teams and creatives to review work more efficiently.

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