Case Study
Connected Workflows: Designing In-App Communication to Unlock User Engagement
- Role: UX Manager / UX Lead
- Company: Yum! Brands
Core team: Lead Product Designer, Research Assistant, Graphic Designer
Partnered with: Product Owner, Business Analyst, Solution Architect, Engineers
Scope: UX leadership across research, strategy, stakeholder alignment, phased redesign, and rollout
Some details and visuals have been redacted or adapted to protect proprietary information. The case study emphasizes leadership approach and outcomes over exact designs.
1. Problem Statement
Our internal platform lacked a built-in communication system, which led to fragmented workflows for key user groups — particularly franchisees, field teams, and operations managers. Users were relying on external tools like email and WhatsApp to align on tasks, share updates, and escalate issues. This disconnect caused delays, reduced transparency, and created a lack of accountability within the platform itself.
Ops stakeholders raised concerns about delayed response times due to communication breakdowns. These bottlenecks not only impacted execution speed but also diminished trust in the platform’s ability to support day-to-day collaboration.
The issue was echoed in more informal settings as well. During on-site visits and casual chats at restaurants, several users openly complained about having to constantly switch between WhatsApp and email just to coordinate basic tasks. The frustration was clear: communication was happening around the platform, not within it.
This presented a strong opportunity to design a context-aware, in-platform communication layer that could reduce tool-switching, improve task clarity, and make collaboration more seamless and trackable.
2. My Role
I led the end-to-end design of a native communication layer to improve engagement by enabling cross-role collaboration within the platform. This involved aligning user needs with business goals and guiding a cross-functional team from research through rollout.
Role: UX Lead overseeing strategy, research, and execution
Responsibilities:
Drove strategic alignment across product, engineering, and operations
Led UX research synthesis and translated insights into product direction
Facilitated stakeholder workshops to shape solution requirements
Scoped MVP definition in collaboration with PMs and tech leads
Guided design delivery and QA throughout sprints
Supported design rituals and team processes to ensure velocity and quality
Maintained a strong focus on franchisee and operational needs across all phases
3. Discovery and research
To explore how users currently communicate across roles and platforms, we conducted qualitative user research early in the project. Our goal was to uncover friction points, unmet needs, and behavioral patterns related to daily communication and task coordination.
Research Method
Methodology: Semi-structured user interviews
Participants: 4 users across 2 distinct roles from 2 different brands
Sessions: 45–60 minutes each, conducted remotely and in person during field visits
Collaboration: Partnered with another designer for synthesis and note-taking
Tools used: Miro for affinity mapping, FigJam for synthesis
Key Insights
Information Loss & Uncertainty
Users reported regularly missing announcements and often couldn’t confirm whether important messages were received.Fragmented Channels & Tool Switching
Communication was split across email, WhatsApp, and internal tools — leading to context loss, slow responses, and manual duplication of effort.Cumbersome Reporting Workflows
Users had to download reports, attach them to emails, and manually remind recipients via WhatsApp — creating inefficiency and error risk.No Support for Scheduling
Users couldn’t schedule messages or reports for later, which was problematic during off-days or vacations.Reminder Fatigue
Managers resorted to phone alarms or personal hacks to remember daily and weekly report submissions, especially during high-pressure times.
4. Design strategy
After exploring multiple communication concepts, including chat-based threads, push-only announcements, and inbox models, we focused on a “feed-style” experience: a centralized, structured stream of updates anchored in key workflows and locations. The goal was to move teams away from fragmented tools and into a unified in-platform space designed for clarity, transparency, and ease of use.
🎯 Key Design Decisions
Feed Hierarchy by Location
Introduced nested group logic, where restaurants roll up into areas, and areas into regions: enabling scalable visibility filtering without overwhelming users.MVP Feature Scope Prioritized Attachments
Decided to support photo and file attachments in the first version, deprioritizing videos and learning content to focus on operational use cases.Two-Way Communication with Commenting
Included commenting functionality from day one, ensuring open visibility and full transparency for anyone with access to the post.Planned Future Integration with Task Management
Designed the feed architecture to accommodate future integration with manager tasks, aiming to merge discussion and action in a single place.Social-Native Notifications
Implemented push and in-app notifications modeled after familiar social media behaviors: new posts and comments would surface naturally through visual indicators.Deferred Scheduling Feature
Chose to exclude scheduling of announcements from MVP due to technical complexity and risk of disrupting real-time communication flow. The team identified it as a future enhancement.🛠️ Process Highlights
Developed low-fidelity flows across the entire user journey with weekly stakeholder reviews to align on direction early
Defined a strict MVP scope once feasibility and estimates were clear, keeping delivery lean and focused
The design team simplified flows to focus only on the most essential actions to reduce user friction at launch
Validated concept direction with users using interactive prototypes, confirming clarity around core interactions
Borrowed from familiar social media paradigms to create an intuitive and comfortable experience for managers, lowering the learning curve
5. Concept Validation
After defining the MVP scope and core interaction model, we conducted concept validation sessions to assess clarity, usability, and user confidence in the proposed solution.
Validation Format
Participants: 23 users across 2 roles and 4 brands
Team: 3 designers facilitated interviews and collected feedback
Method: Remote user walkthroughs of interactive prototypes, followed by structured Q&A
Goal: Evaluate intuitiveness of feed navigation, post creation, and commenting model
Outcomes
Overall Satisfaction:
Average usability score of 4.5/5, indicating strong understanding and comfort with the feature setTask Completion:
Users completed core feed tasks (posting, reading, commenting) with an 82% success rateMost Requested Enhancement:
Comment moderation controls, especially for high-stakes or sensitive updatesPopular User Suggestions:
Customizable Groups to target updates to specific audiences
Special post formatting (e.g., for official announcements)
Expanded emoji options to mirror informal chat behavior
Ability to mention individuals in posts
Key Takeaways
The feed model aligned well with users’ mental models shaped by social media platforms, validating our design principle of familiarity-first
Participants felt the feature would significantly reduce tool-switching and increase visibility of updates
The request for moderation and group logic reflected readiness for more scalable collaboration, which we noted for post-MVP planning
6. Outcome, Learnings & Impact
The feature was successfully launched as a contextual communication feed, aiming to centralize updates, announcements, and task-related discussions. It was designed with MVP focus, strong cross-functional alignment, and tested with a core user group. However, initial adoption was lower than expected.
Post-launch data and feedback revealed key barriers:
Users struggled to break habits around external tools like WhatsApp and email
Visibility settings led to confusion about who could see what
Lack of real-time triggers made it harder to build repeat usage or form new habits
What I Learned
This project gave me deep insights into launching communication features at scale, including:
Behavior change is a product of ecosystem design — UX alone isn’t enough
“Contextual” features need to be visible, timely, and clearly valuable to drive adoption
Launching internal tools requires internal champions, onboarding, and habit scaffolding
Adoption strategy must be designed alongside UX, not afterward
Most importantly, I realized we didn’t engage a wide enough user base during the initial research phase. While our concept testing was well-received, the limited participant pool didn’t reflect the full range of behaviors, tech comfort levels, and communication norms. This limited our ability to anticipate adoption risks across different regions and user types.
🔁 Impact & What Came Next
While adoption of the initial release was modest, the project became a strategic foundation for how we approach communication within the platform. Rather than investing heavily in expanding the current tool, we’re now focusing on embedding its core functionality into broader workflows through new feature designs. This approach allows us to build on the original vision while aligning more closely with natural user behaviors, operational routines, and platform scalability needs.