Empowering Clients with Self-Service Automation

In the past, Degreed relied on support teams to manage all automations, creating scalability challenges and limiting client flexibility. To solve this, we designed a self-service automation feature that allows clients to independently manage user workflows, learning campaigns, emails, notifications, and more.

My Role

I led research to uncover client needs and pain points, working closely with product and engineering to define requirements and craft a thoughtful solution. This demanded a deep understanding of technical constraints and careful consideration of existing client ecosystems, many of which had hundreds of pre-existing rules that needed to be migrated. I balanced these complexities while integrating new capabilities and ensuring the system could scale for future enhancements.