{"id":1199,"date":"2025-09-17T04:44:50","date_gmt":"2025-09-17T04:44:50","guid":{"rendered":"http:\/\/192.168.86.62\/?post_type=portfolio&#038;p=1199"},"modified":"2026-04-30T18:16:59","modified_gmt":"2026-04-30T18:16:59","slug":"approval-workflow-system","status":"publish","type":"portfolio","link":"https:\/\/www.rossomando.net\/index.php\/portfolio\/approval-workflow-system\/","title":{"rendered":"Approval Workflow System"},"content":{"rendered":"\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile\" id=\"Image1\"><div class=\"wp-block-media-text__content\"><h2 class=\"wp-block-post-title\">Approval Workflow System<\/h2>\n\n\n<p class=\"wp-block-paragraph\" style=\"padding-bottom:20px\"><strong>Role:<\/strong> Lead UX\/UI Designer<br><strong>Company:<\/strong> Allvue Systems<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Context<\/h4>\n\n\n\n<p class=\"is-excerpt wp-block-paragraph\">This project introduced a structured approval workflow for sensitive record updates across enterprise client management tools. Previously, critical record changes such as contact details and financial account information could be updated without oversight, creating compliance and accuracy risks. The new approval workflow ensured these changes went through a review and approval process before being finalized.<\/p>\n<\/div><figure  class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1536\" height=\"1024\" alt=\"\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Featured-Image.png\" class=\"wp-image-1200 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Featured-Image.png 1536w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Featured-Image-300x200.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Featured-Image-1024x683.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Featured-Image-768x512.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-tertiary-background-color has-background\" style=\"padding-top:1px\" id=\"Image2\"><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content-1024x710.png\" alt=\"\" class=\"wp-image-1202 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content-1024x710.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content-300x208.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content-768x532.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Properties-and-Entities-with-No-Content.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><div class=\"wp-block-media-text__content\">\n<h4 class=\"wp-block-heading\">My Contribution<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">As the UX\/UI Designer, I created a configurable and intuitive interface for both administrators and end users:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Profiles &amp; Applications:<\/strong> Designed configurable approval profiles for different user groups to support varying review and approval requirements.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile\" id=\"Image3\"><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Entities &amp; Forms:<\/strong> Built a drag and drop form builder so administrators could configure approval workflows with custom sections, labels, and helper text.<\/li>\n\n\n\n<li><strong>Field Rules:<\/strong> Designed field level rules for read only states, approval requirements, and required field validation while aligning with existing system rules.<\/li>\n<\/ul>\n<\/div><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section-1024x710.png\" alt=\"\" class=\"wp-image-1206 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section-1024x710.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section-300x208.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section-768x532.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Form-Builder-Step-Dragging-Where-There-Is-No-Section.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-tertiary-background-color has-background\" style=\"padding-top:1px\" id=\"Image4\"><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added-1024x710.png\" alt=\"\" class=\"wp-image-1208 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added-1024x710.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added-300x208.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added-768x532.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Email-Template-Filled-out-with-Image-Added.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Notifications:<\/strong> Designed configurable email templates with dynamic placeholders so users received clear updates throughout the approval process.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile\" id=\"Image5\"><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Permissions &amp; Indicators:<\/strong> Created role based permission controls with visual conflict indicators when approval permissions overlapped or conflicted.<\/li>\n<\/ul>\n<\/div><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions-1024x710.png\" alt=\"\" class=\"wp-image-1213 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions-1024x710.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions-300x208.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions-768x532.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Assign-Users-and-Permissions.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-tertiary-background-color has-background\" style=\"padding-top:1px\" id=\"Image6\"><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items-1024x710.png\" alt=\"\" class=\"wp-image-1217 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items-1024x710.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items-300x208.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items-768x532.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2025\/09\/Maker-Checker-Dashboard-All-Items.png 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Dashboard Experience:<\/strong> Delivered a centralized dashboard for approvers to view pending requests, compare old vs. new values, and bulk approve\/reject changes.<\/li>\n\n\n\n<li><strong>Audit &amp; Compliance:<\/strong> Incorporated an exportable audit trail showing who submitted, who approved, and what was changed.<\/li>\n\n\n\n<li><strong>Visual Design:<\/strong> Designed the experience to align with the broader platform\u2019s visual system instead of the legacy system styling, creating a more consistent user experience.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group has-background-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-df5f80fc wp-block-group-is-layout-constrained\" style=\"padding-top:5%;padding-right:25%;padding-bottom:5%;padding-left:5%\">\n<h4 class=\"wp-block-heading\">Outcome<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The approval workflow system created a flexible and auditable framework for managing sensitive record changes. It improved compliance, reduced the risk of unauthorized updates, and gave clients more confidence in their data management processes. Building on lessons from earlier approval workflows, this solution expanded into a broader and more configurable system that could scale across multiple enterprise tools.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This project introduced a structured approval workflow for sensitive record updates across enterprise client management tools. Previously, critical record changes such as contact details and financial account information could be updated without oversight, creating compliance and accuracy risks. The new approval workflow ensured these changes went through a review and approval process before being finalized.<\/p>","protected":false},"featured_media":1200,"template":"portfolio-template","meta":{"_acf_changed":false,"footnotes":""},"company":[12],"class_list":["post-1199","portfolio","type-portfolio","status-publish","has-post-thumbnail","hentry","company-allvue-systems"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/portfolio\/1199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/portfolio"}],"about":[{"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/types\/portfolio"}],"version-history":[{"count":13,"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/portfolio\/1199\/revisions"}],"predecessor-version":[{"id":1810,"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/portfolio\/1199\/revisions\/1810"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/media\/1200"}],"wp:attachment":[{"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/media?parent=1199"}],"wp:term":[{"taxonomy":"company","embeddable":true,"href":"https:\/\/www.rossomando.net\/index.php\/wp-json\/wp\/v2\/company?post=1199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}