Designing for the next generation of Workday AI

Workday, Inc. is a cloud-based software vendor specializing in financial management, human capital management (HCM), and student information systems.

Client

Workday

Role

Senior UX Designer

Project

Gartner Magic Quadrant & Workday Illuminate 2025

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Outcome

As a UX Designer, I led the design of scenario-driven prototypes showcasing Workday’s AI decision-support capabilities for the Illuminate Developer Conference and 2025 Gartner Magic Quadrant submission. I created interaction patterns and visual assets in Figma that emphasized clarity, accessibility, and alignment with Workday’s strategic narrative. Collaborating closely with PMMs, product, and engineering teams, I ensured that each prototype clearly communicated how Workday’s AI augments enterprise decision-making across core workflows.

celebration
June, 2025 Workday unveils next gen AI at Illuminate DevCon

Overview

Workday brought me on as a contract UX Designer to support two high-visibility initiatives: their 2025 Gartner Magic Quadrant submission and their 2025 Illuminate conference. Both events were centered around showcasing the next generation of Workday AI. They were looking for a designer who could translate complex AI capabilities into clear, human-centered experiences that resonate with users.

I took the role because it aligned perfectly with my passion for designing at the intersection of emerging technology and real-world usability. Workday’s vision for AI isn’t just about automation, it’s about enabling more intuitive, personalized, and adaptive tools for the evolving workplace.

Contributing to that vision, especially at such a pivotal moment in the company’s innovation story, was an opportunity I couldn’t pass up.

Research & Ideation

While the foundational research on Workday’s AI capabilities had already been conducted by internal teams, I complemented their findings with my own competitive analysis. I reviewed how leading companies like Salesforce, Microsoft, and ServiceNow are positioning and designing their AI agents—focusing on UX patterns, transparency, and the user’s role in the loop. This helped me identify opportunities to differentiate Workday’s AI narrative and design approach while aligning with industry expectations and emerging best practices.

Understanding AI flows to use the best approach based on business needs and story.
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Competitive benchmarking 'Best In Class' and researching how the sausage is made.
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Ideation

In partnership with Workday’s Global Tax Hub team, I led the exploration efforts to redesign key workflows for international tax compliance. Working closely with offshore designers and PMM partners in Ireland, we held a series of structured Figma wireframing sessions to rapidly translate abstract regulatory requirements into clear, actionable UI components. We used shared design libraries and real-time collaborative tools to iterate across time zones

A few hi-fidelity explorations based on requirements while adhering to Workday's design system.

Given the time, I normally try to create a few different approaches based off the requirements.

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Design

During the design phase, I collaborated closely with PMs and PMMs to iterate quickly and shape a narrative that made complex AI features feel clear and valuable. We used prototypes not just to solve problems, but to tell a compelling story while aligning design decisions with user needs and strategic messaging.

Global Tax Hub Future State

While working on AI decision-support for Workday’s current and legacy systems, I wanted to explore combining embedded and standalone form factors into a blended experience where the conversation panel can reference, control, or respond to GUI elements (and visa versa) for their Global Tax Hub.

In this example, an Agent will be processing invoices and flagging areas where a human needs to intervene, take any necessary action, and quickly move on with their day.

Future State screens.
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Accounts Payable

At Workday, I improved the invoice processing experience by surfacing the next Auditoria invoice and using ML to link invoice lines to purchase orders. I enhanced customer workflows with annotated invoice field highlighting, autoscrolling, and a dockable PDF viewer. For reviews, I designed agent-assisted exception handling for missing POs and billing errors, and created an aging review tool that categorizes and prompts resolution based on issue type.

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Workday Takeaways

One key takeaway from this project, especially in the context of Workday’s Innovation Summit and Gartner Magic Quadrant submissions, was a reminder that design isn’t just about creativity. It’s about communication.

Working under tight deadlines reinforced how essential it is to align quickly across teams, share context clearly, and stay adaptable. Strong collaboration and open dialogue helped us move fast without compromising quality, turning complex challenges into actionable, high-impact solutions.