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Case Study 001

Modernizing a 50-Year-Old Enterprise Scheduler

Consolidating 5 disparate subsystems into one unified experience for 20M+ weekly schedules.

Live in Production
Systems_ThinkingUX_ArchitectureLegacy_ModernizationCross-functional_LeadershipStrategic_Influence
legacy_scheduler_refactor.js
ReportCaster Explorer - Unified Schedule Management
UX Lead / UX Owner (End-to-End Ownership)·Cloud Software Group — WebFOCUS·Sept 2022 – Nov 2023, Jan 2025 | Shipped April 2024

So what are you going to do next?

— Customer feedback during Virtual User Group, after publicly praising the redesign

Customer Recognition

At a Glance

Situation

A 50-year-old scheduling system with five fragmented subsystems and no documentation. It powered 20M+ weekly schedules but needed modernization.

Task

Modernize the system while preserving what worked. Document what had never been documented.

Action

Volunteered for the project. Embedded myself in support calls to understand real pain points. Explored three architectural directions before finding the right approach.

Result

Integrated five subsystems into the Hub — no extra space, smart integration. Reduced schedule creation from 4 clicks to 2. Shipped April 2024.

Scale & Responsibility

Millions
of end users
Hundreds
of enterprise customers
20M+
schedules / week
Live in Production

Shipped as part of WebFOCUS 9.3 — actively impacting millions of users daily. Mission-critical system that couldn't afford to break.

Sound On · Director's Commentary

The Transformation

Narrated walkthrough of the Legacy friction vs. the Modern unified workflow.

Legacy RC Workflow

The old fragmented workflow: multiple disconnected interfaces, 4 clicks to create a schedule, hidden functionality in legacy menus. Note: The legacy workflow video is under NDA and requires password access to view.

Password Required

Click to unlock legacy workflow

New Unified Workflow

The new unified workflow: modal-based creation, 2 clicks to create a schedule (+ menu → create schedule), all functionality accessible from one place. (Note: This is a Figma prototype and may not reflect all final shipped changes.)

Video thumbnail

Key Differences

Before
  • Five disconnected subsystems
  • 4 clicks to create schedule/lists
  • 2 clicks to access Explorer
  • Hidden functionality in legacy menus
After
  • Unified modal-based workflow
  • 2 clicks to create schedule/lists
  • 1 click to access Explorer
  • All functionality accessible from Hub

Discover Deeply: How I Landed the Project

TL;DR

Volunteered for a deferred project with no documentation. Built structure from scratch using only sandbox access and tribal knowledge.

No onboarding deck. No design file. No documented history. Just a sandbox environment and the tribal knowledge of engineers who had worked on it for decades.
I spent the first weeks listening, mapping, and asking questions that revealed how little was actually written down. I documented the entire system, created the UX architecture, and eventually handed it off to two designers after establishing the foundation.

Empathize with the Ecosystem: Understanding Users and Constraints

TL;DR

Built relationships with support lead and team. Gained access to private internal tickets and historical insights. Anchored redesign on pain customers actually voiced.

Enterprise security policies blocked direct access to end users. No interviews, no usability tests, no direct feedback loops. This is the reality of B2B enterprise design—you often can't talk to the people using your product.
I found another way. I embedded myself in support calls, built relationships with the support lead, and gained access to years of internal tickets. I discovered that users were hacking the UI just to get their jobs done—creating workarounds for problems the system was never designed to solve.

Simplify the Chaos: Mapping and Integrating the Architecture

TL;DR

Mapped and unified five fragmented subsystems into one coherent mental model. Prioritized patterns, clarified undocumented rules, and made complexity digestible for everyone.

After accepting the project, I faced the reality: there was no onboarding, no spec, no design file, no historical rationale. Just: "Here's the sandbox. Figure it out."
This became a detective story. I pieced together the system from fragments: hundreds of screenshots, support tickets, conversations with the one engineer who knew it end-to-end, and patterns I discovered by using it myself.
// ARCHIVE_EVIDENCE

The Raw Sketchbook

Before pixels, there was paper. I believe thinking happens away from the screen. Here is a glimpse into the 100+ pages of notes, logic maps, and questions that built this system.

Full Access

View Original PDF

Making notes on legacy system

Making notes on legacy system

Mapping user journeys

Mapping user journeys

Identifying friction points

Identifying friction points

Brainstorming architecture

Brainstorming architecture

Simplifying complexity

Simplifying complexity

Unifying workflows

Unifying workflows

+8

more pages in the full archive

Iterate with Inclusion: Three Architectural Approaches

TL;DR

Three directions before finding the right one. Each rejection taught me something about platform constraints.

// UX_PRINCIPLES

Design Principles Applied

Cognitive Load ReductionUnified Mental ModelUser Control & FreedomMatch System to Real WorldProgressive DisclosureError Prevention

Grow Through Constraints: Aligning the Team Within the Ecosystem

TL;DR

Owned three major projects simultaneously. Onboarded 2 designers and remained the knowledge hub.

I was redesigning ML Functions and IQ Plugin simultaneously — three major enterprise systems at once. This taught me to prioritize ruthlessly: architecture first, polish second.
I onboarded 2 designers mid-project and remained the knowledge hub even after transitioning. The team could execute because they understood the "why" behind every decision.
// STAKEHOLDER_MAP

Onboarding 9 Stakeholder Groups

Most had never seen RC end-to-end. The documentation I created helped the team understand the full picture.

Cross-Functional Reach

// ENGINEERING
Lead Architect
Lead Engineer
Engineering Squad
// PRODUCT_STRATEGY
New PM
Leadership
SMEs
// QUALITY_&_SUPPORT
QA Team
Documentation
Support
// PROCESS_FLOW

Onboarding Activities

1
Discovery
  • Dozens of demos (old vs new)
  • Legacy quirks walkthroughs
  • Failure logic explanations
2
Alignment
  • IA & structural decisions
  • Interactive prototypes
  • Workflow documentation
3
Execution
  • Mediate engineer conflicts
  • Edge case documentation
  • Team handoff
// TRANSFORMATION_RESULT

Engineers who initially intimidated me became collaborators I respected — and who respected me.The documentation work gave me context to contribute meaningfully in cross-functional discussions.

Navigate Forward: Shipping Impact and Reflection

TL;DR

Requested: visual refresh. Delivered: foundational system architecture.

Key Metrics:4 → 22 → 1
The request was for a visual refresh. I delivered a foundational system architecture. What started as "make it look better" became "document, unify, and future-proof a 50-year-old system."
What shipped (April 2024):
  • 5 subsystems → 1 unified mental model
  • 4 → 2 clicks for schedule/list creation
  • 2 → 1 click for Explorer access
  • Live in production, featured in public demos
What I'd do differently:
  • Push harder for direct user research earlier — even in enterprise, there are ways
  • Document architectural decisions in real-time, not retrospectively
  • Build design system components as I go, not after
The architecture I created became the reference pattern for other modernization projects in the org.
// VISUAL_DIFF

Side-by-Side Comparison

🔒

Protected Content

Detailed artifacts and sensitive diagrams are available for authorized reviewers.

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