Macquarie Group · GEL

Workflows began as a way to assign tasks between analysts. It became the engine of MARS: every calculation, approval and audit in Macquarie's treasury platform now runs on the workflow system I designed.

MARS Workflows overview: complete Daily LCR table with the instance drawer open
Role
Product Designer. I led research, design and delivery of the Workflows feature end to end, as part of the broader MARS transformation.
Team
2 product owners, 5 developers, 2 feature/business analysts, 2 QAs — plus many users and stakeholders.
Duration
3 months across three releases — MVP, 1.1 and 1.2.

Segmented, auditable structure for processes that used to live in spreadsheets, email and Teams.

The solution

MARS Workflows overview flowchart from Start Task through Select Report, outcomes, and Submit

01 Segmented tasks on a linear progress bar

The Daily LCR Analysis became clear, ordered steps, so owners and reviewers could see at a glance where a task sat and who held it.

Delegated workflow steps: Root Cause Analysis in progress and Review Action not started

02 The side-panel model

The relevant asset stays visible on the left while workflow actions sit on the right, so analysts stop losing their place to tab-switching.

Audit log card for BFS Deposits NCO with an error identified comment

03 Approval built into the flow

The Calculation Peer Review step made review part of the process rather than a message sent somewhere else.

Child workflow: paused Analyse Results linked to Daily LCR Error Identification

04 Blockers, dependencies and child workflows

Errors get handled inside the system: a failure spawns a child workflow and blocks what depends on it instead of stalling silently.

Select Data and Make Adjustment dropdowns

05 Configurable, audit-ready forms

Forms captured user and action metadata automatically, so the audit trail was a by-product of doing the work.

MARS Workflows status dashboard with Active Daily LCR rows, tasks, and owners

06 Accessibility as a blocker to done

Semantic structure, keyboard navigation and screen-reader paths were mapped and documented, and QA treated accessibility as a condition of completion.

The process

Process

On a six-month deadline with no existing interface to build from, I ran discovery across the business, the platform and the users before drawing a single screen.

Across the work I used AI to synthesise research and capture decisions in product sessions, so more of my time went to the design itself.

The business

Goals and future scope

I engaged product owners, senior managers, directors and business-team representatives, and reviewed process maps and standard operating procedures. I didn’t have access to broader strategy documents or OKRs, so I grounded the work in the process artefacts and compliance requirements I could actually see.

The platform

Constraints of a no-code tool

The tool was Unqork, with limited design flexibility. I explored its constraints and integration needs early so the MVP — the Analyse, Review, Publish flow for the Daily LCR Analysis — was feasible from the outset rather than a nice idea we couldn’t build.

The users

Rebuilt from scratch

The personas I inherited were outdated — built through biased analyst research or diluted as they were retold. I ran a workshop with the first real users to map their routine and exceptional processes and undocumented workarounds. It surfaced what shaped everything after it: these users had been sold failed platforms before, so trust had to be earned with visible value early.

What began as a way to assign tasks became the process layer under everything the platform does.

Impact

01 Reduced compliance risk and easier audits

Structured steps, embedded documentation and clearer ownership meant a process could be audited as-is.

02 Safer changes

Stakeholders could update a workflow without deep technical knowledge, which reduced mistakes.

03 Clearer ownership

Process owners could see who was responsible for what, and when.

04 Fewer errors, and a system users preferred

A simpler interface helped people complete complex processes with more confidence, and they favoured it over what they had.

Impact here is qualitative by design — this was internal platform work measured by whether a process could be audited as-is, not by a conversion number.