2023
Role
Product Designer
Services
User Research
Visual Design
User Experience Design
Collaborators
Hank Lu (Senior Designer)
Red Note ERP system
As the lead designer for this ERP initiative, I reimagined ad campaign governance through three key contributions:
Role-Specific Workflow Engine
Cut task completion time by 70% with interfaces optimized for creators (high-density editing) and reviewers (compliance checklists).Scalable Design System
Built an component library achieving 65% reuse rate across 3 internal platform, supporting internal tools development without UX debt.User-Centered Process Design
Mapped 15+ user journeys via contextual inquiry, translating insights into adaptive interfaces that reduced onboarding time by 65% and boosted satisfaction scores by 40%.
This system now manages 200+ concurrent campaigns, replacing chaotic spreadsheets with auditable enterprise workflows.
Design Problem
Fragmented Coordination
Creators, legal teams, and clients used 6+ disconnected tools (Slack/Sheets/Email), causing version conflicts in 35% of campaigns.
High-Risk Operations
No real-time compliance checks led to penalties for banned content
Inefficient Role Handoffs
Creators spent 36% of their time chasing approvals instead of creating.
User Research
Contextual Inquiry
Shadowed 15 power users (MarTech Ops Managers, Creators, Compliance Officers) across 3 different branches
Job to be Done for Each Role
When producing 30+ daily content variations, I need to ensure all metadata (rights, versions, references) stays perfectly synced with my creative files, so I can avoid submission rejections caused by mismatched data.
Creator
When auditing 50+ assets daily, I need to instantly trace data lineage (who changed what, when, why) across versions, so I can certify compliance without manual forensic work.
Reviewer
Design Challenge
For Creator
Version drift between design files and briefing docs
Manual entry errors in copyright/usage fields
Lost feedback context during iterations
For Reviewer
Uncertain provenance of last-minute changes
Disconnected approval logs and asset metadata
No unified view of content + regulatory data
Campaign Workflow Engine
Unified Data Platform
Consolidated project data (tasks, feedback, versions) into a single source of truth.
Enabled filtering by project, timeline, or status, with historical data archiving.
Traceability Framework
Audit trails for process changes and version control.
Visualized risk points (e.g., overdue tasks flagged in red).
Role-Specific Interfaces
Based on user behavior, through design to automat the marketing campaign, providing accurate and effective guidance. For example: access to work messaging software, project status updates are automatically synchronized to the project leader through notifications.
AI-Driven Workflow Automation
Smart Task Routing:
Automated task assignment based on user roles (creators → reviewers → approvers).
Integrated with work messaging tools (e.g., Slack/WeChat) for real-time notifications.
Behavior-Triggered Automation:
AI predicted next steps (e.g., auto-scheduling reviews after creative submission).
Example: Campaign brief approval triggered material creation workflows.
Layout
Workflow Engine Information Architecture Structuring
Establish a three-tier navigation hierarchy (Header + Stages Info + Demand Info)
AI workflows
Behavior-Driven Automation
AI workflows reduced reliance on manual coordination.
(e.g., coordinating with Team/Slacks to send out reminder to Reviewer automatically)
Role-Based Access Control
Role-Driven Dynamic Interfaces
Design end-to-end process views (e.g., campaign request → approval → execution) with role-specific UI switching.
Different views for the “Activity Initiator” and “Viewer” to streamline the experience based on their roles.
