Optimizing workflow automation in Boltic: A UX-centered approach for SaaS efficiency

Optimizing workflow automation in Boltic: A UX-centered approach for SaaS efficiency

Optimizing workflow automation in Boltic: A UX-centered approach for SaaS efficiency

ABOUT BOLTIC
ABOUT BOLTIC

What is Boltic ?

What is Boltic ?

  • Boltic is a no-code/low-code automation platform that enables users to create, manage, and optimize data workflows seamlessly.

  • It simplifies integrations, error handling, and workflow execution for both technical and non-technical users.

  • With features like database support, scheduling, and API endpoints, Boltic enhances efficiency and scalability

  • Boltic is a no-code/low-code automation platform that enables users to create, manage, and optimize data workflows seamlessly.

  • It simplifies integrations, error handling, and workflow execution for both technical and non-technical users.

  • With features like database support, scheduling, and API endpoints, Boltic enhances efficiency and scalability

TARGET AUDIENCE
TARGET AUDIENCE

Non technical user

Non technical user

  • Business professionals, marketers, operations managers, or analysts with minimal coding experience.

  • Business professionals, marketers, operations managers, or analysts with minimal coding experience.

Technical user

Technical user

  • Developers, data engineers, and IT professionals familiar with APIs, SQL, and automation tools.

RESEARCH & PAIN POINTS
RESEARCH & PAIN POINTS

Research methods: User interview

Research methods: User interview

  • Reviewed feedback from technical and non-technical users.

  • Reviewed feedback from technical and non-technical users.

Key findings

Key findings

  • Non-technical users struggle with error visibility and understanding workflows.

  • Lack of guidance: Missing step-by-step setup and testing guidance.

  • Usability issues: Payload data visibility is limited.

  • Manual Interaction for Trigger Configuration.

  • Lack of Static/Dynamic Toggle Placement and there inline guidance.

  • Integration limitations: Missing support for BigQuery, MySQL etc

  • Non-technical users struggle with error visibility and understanding workflows.

  • Lack of guidance: Missing step-by-step setup and testing guidance.

  • Usability issues: Payload data visibility is limited.

  • Manual Interaction for Trigger Configuration.

  • Lack of Static/Dynamic Toggle Placement and there inline guidance.

  • Integration limitations: Missing support for BigQuery, MySQL etc

CHALLANGE

Problem statement

  • Limited Error Visibility and Actionability.

  • Lack of Structured Workflow Guidance.

  • Manual Interaction for Trigger Configuration.

  • Lack of Static/Dynamic Toggle Placement and there inline guidance.

  • Payload data visibility is limited.

CHALLANGE

Problem statement

  • Limited Error Visibility and Actionability.

  • Lack of Structured Workflow Guidance.

  • Manual Interaction for Trigger Configuration.

  • Lack of Static/Dynamic Toggle Placement and there inline guidance.

  • Payload data visibility is limited.

CHALLANGE

Problem statement

  • Limited Error Visibility and Actionability.

  • Lack of Structured Workflow Guidance.

  • Manual Interaction for Trigger Configuration.

  • Lack of Static/Dynamic Toggle Placement and there inline guidance.

  • Payload data visibility is limited.

PROPOSED SOLUTIONS
PROPOSED SOLUTIONS

Simplify trigger configuration

Simplify trigger configuration

  • Automatically open the side panel when a trigger node is added.

  • Add default configurations to reduce manual effort.

Improve error visibility

Improve error visibility

  • Add visual error indicators directly on nodes.

  • Include actionable tooltips or hover messages explaining the error.

Introduce structure workflow guidance

Introduce structure workflow guidance

  • Introduce onboarding tutorials for first-time users.

  • Implement step-by-step guidance for setup, configuration, and testing.

  • Use progress indicators to show workflow stages.

  • Improve Payload data visibility.

More visibility through workflow history and run logs

More visibility through workflow history and run logs

  • Version history to see previous versions.

  • Execution history

Feedback

Feedback

  • Continuously monitor user feedback for incremental improvements.

AI assistance

AI assistance

  • AI chatbot for solutions if user get stuck or to create a workflow directly using it.

Simplify trigger configuration Enhance static/dynamic toggle

Simplify trigger configuration Enhance static/dynamic toggle

  • Align toggles directly with their input fields.

  • Include inline help to explain when to use Static vs. Dynamic options.

WEBSITE INSIGHTS
WEBSITE INSIGHTS

Explore My Design

Solutions

Explore My Design

Solutions

Explore My Design

Solutions

IMPACT
IMPACT

Quantitative improvements

Quantitative improvements

  • Reduced error resolution time by 22%.

Bounce Rate: Reduced by 12%.

  • Improved user satisfaction scores by 25%.

Qualitative improvements

Qualitative improvements

  • Users found the workflow interface more intuitive and less overwhelming.

CHALLENGES AND LEARNING

Challenge faced

  • Balancing simplicity for non-technical users with flexibility for advanced users.

  • Limited time for multiple iterations.

Learnings

  • Small incremental improvements led to better adoption.

CHALLENGES AND LEARNING

Challenge faced

  • Balancing simplicity for non-technical users with flexibility for advanced users.

  • Limited time for multiple iterations.

Learnings

  • Small incremental improvements led to better adoption.

CHALLENGES AND LEARNING

Challenge faced

  • Balancing simplicity for non-technical users with flexibility for advanced users.

  • Limited time for multiple iterations.

Learnings

  • Small incremental improvements led to better adoption.

FUTURE SCOPE
FUTURE SCOPE

Future Recommendations & area for improvements

Future Recommendations & area for improvements

  • Expand error diagnostics with predictive suggestions.

  • Implement an AI-driven real-time optimisation feature.

  • Expand database integrations further.

  • Presently there are lesser use cases for non-tech people.

Home

About

Work Experience

Projects

View Resume

View Resume

Home

About

Work Experience

Projects

View Resume

DESIGN ASSETS
DESIGN ASSETS

Design system, dev handoff & design QA

Design system, dev handoff & design QA

Design system, dev handoff

& design QA

akshitamaheswari006@gmail.com

LinkedIn / Behance

Home

About

Work Experience

Projects

Resume

akshitamaheswari006@gmail.com

LinkedIn / Behance

Home

About

Work Experience

Projects

akshitamaheswari006@gmail.com

LinkedIn / Behance

Home

About

Work Experience

Projects

Resume