Create journeys that customers will complete
Journeys & workflows

Users often abandon purchase, registration and onboarding journeys due to simple-to-solve issues, such as being asked for too much information, lack of clear instructions, and poor functionality.
What we will do
Existing experience
We will work with you to establish what is not working within an existing workflow or journey, and provide the best possible experience within existing constraints. We offer two complementary routes to reorientating content to convert and sell:
- Test your existing flows with new and prospective customers
- Conduct a heuristic review of flows benchmarking against competitors and best practices
Using the insights gained, we will work with you to address the issues discovered within your time, budget, and technical, parameters.
New experience
We utilise research and discovery findings to develop, and test, user journeys and workflows from scratch, and to develop prototypes with which to test and evaluate the designs.
What’s included
Existing experience
When working on existing journeys, we will:
- A report in simple, concise language, which explains the findings from user testing & desk research
- A prioritised list of improvements accompanied by a rationale
- Offer the option to conduct a cost-benefit analysis, a feature prioritisation workshop, and a UX design
- Offer the option to progress to implementing, and testing, the proposed changes
New experience
We conceive, map, wireframe, prototype, test, and document, workflows and user journeys. When working in a waterfall-based project management structure we will provide the following before prototyping:
- High-level designs of the user journey, designing the happy paths and also working out how to handle the unhappy paths
- Document the proposed journey with wireframes, details of interactions and copy.
Journeys & workflows case studies

Configuring a complex financial services product
Understanding the rules and relationships of both the product and the underlying data enabled the development of workflows that guide users as they configure a highly complex product via easy-to-follow steps.
Financial services

Creating step-by-step workflows
Redesign of a self-service B2B platform, introducing workflows, and data management, where none previously existed. The new interface guides users through easy-to-follow step-by-step journeys.
Silicon valley tech company

Reducing call handling times
Mapping the workflows associated with these call centre screens enabled more effective flows to be developed. Benefits included reduced training time to competency, shorter call times.
Financial services