MathWorks · UX portfolio strategy · 2020–2023

Turning customer workflows into a UX portfolio operating system.

I helped build a shared language, prioritization model, ownership process, and advisory mechanism so UX and product teams could focus on the workflows that mattered most.

Unit of strategy One customer goal. One workflow. Many teams. Large enough to represent value, concrete enough to improve.
Company
MathWorks
Role
UX leader and operating-model contributor
Timeframe
2020–2023
Collaborators
UX leaders, product management, development, quality, documentation, and marketing
Scope
Lexicon, Top-N selection, ownership, evidence, advisory
Product state
Internal operating-model and pilot work, not a public product surface
Précis

A broad product portfolio created more possible UX work than a specialist team could address project by project. I authored Target Workflow and ownership artifacts and contributed to the collaborative lexicon, Top-N model, and advisory work; the resulting operating model connected priorities, owners, evidence, roadmap actions, and review.

Workflow became the bridge between customer value and portfolio action.

Context and stakes

Feature-local UX could not reveal the whole journey.

Workflow knowledge was scattered across product teams, studies, release plans, quality signals, support evidence, and institutional memory. Teams also used different language for journeys, stages, tasks, steps, and variants.

Senior stakeholders needed a clear view of important current workflows and strategic future workflows. Product teams needed owners, evidence, and follow-through. UX leaders needed a defensible way to focus limited specialist capacity.

Shared language

Make workflows comparable across products and teams.

Prioritization

Separate high-frequency work from strategic future opportunities.

Ownership

Move from one-time studies to maintained cross-functional work.

Capacity

Focus expert UX where complexity and strategic value were highest.

Role and collaboration

Direct system design inside a department-level effort.

I authored Target Workflow and workflow-ownership artifacts, contributed to Top-N selection criteria, shaped UX advisory workflow materials, and connected the method to portfolio priorities and scalable UX support.

The lexicon, selection model, and department advisory work were collaborative. Cross-functional workflow teams included product management, development, quality, documentation, marketing, and UX. My direct contribution was the Target Workflow and ownership work, alongside leadership contribution to the shared department program.

01 / LANGUAGE

Define a workflow language teams could share.

The method separated a user's role and goal from the workflow, its stages, tasks, steps, and variants. That structure was detailed enough to expose pain points without tying the definition to one interface or release.

It also made evidence attachable. Research, quality signals, customer requests, and benchmark data could remain tied to a specific part of a workflow.

02 / PRIORITY

Balance workflows of today and tomorrow.

The Top-N model separated high-frequency current workflows from strategic future workflows that could close a meaningful gap or create a new opportunity.

The criteria asked whether a workflow represented a real user goal, had enough public or internal reference material to inspect, aligned with product strategy, and justified coordinated attention.

Scope: the examples use generic workflow categories so the operating logic remains visible without disclosing product priorities or business rationale.
03 / OWNERSHIP

Connect ownership, evidence, and follow-through.

A workflow owner and core team could map the current state, add evidence layers, identify pain points, benchmark the experience, define roadmap actions, and revisit progress across releases.

The same structure improved advisory communication. Leaders could discuss customer work, evidence, ownership, and resource needs through one common frame that connected previously separate project updates.

A shared lexicon feeds a workflow inventory, priority decision, Top-N list, ownership, evidence, roadmap actions, advisory follow-up, and the next planning cycle.
Workflow portfolio operating systemOriginal explanatory redraw synthesizing the ownership artifacts I authored and the broader program our team developed, with confidential portfolio detail removed.
A user role and goal define a workflow, which contains stages, tasks, steps, and variants and can receive research and quality evidence.
Shared workflow lexiconOriginal explanatory redraw of the team-authored lexicon I helped apply to make customer work comparable while preserving variants and evidence.
Work in action

A repeatable portfolio cycle.

The operating model connected method, prioritization, delivery, and learning.

  1. Inventory

    Collect candidate workflows across product areas using one shared definition.

  2. Select

    Prioritize important current workflows and strategic future workflows.

  3. Assign

    Name a workflow owner and a cross-functional core team.

  4. Map

    Describe stages, tasks, steps, variants, pain points, and evidence.

  5. Act

    Translate the evidence into roadmap and release decisions.

  6. Review

    Communicate progress, revisit priorities, and refresh the inventory.

Outcomes

A stronger decision infrastructure for portfolio UX.

The clearest outcome was decision infrastructure: shared language, ownership, and a sharper way to direct specialist UX capacity.

Language
A common unit of strategy

Teams could discuss customer value through workflows that connected screens, features, and product areas.

Governance
Ownership with evidence

Workflow teams had a structure for mapping, benchmarking, roadmap action, and follow-through.

Capacity
Sharper UX focus

The portfolio frame helped distinguish complex strategic work from activities that could use lighter guidance.

Attribution: dated internal artifacts establish the operating model and my role. MathWorks' public UX page supplies organizational context; the local artifacts document this program.

Workflow is a practical unit for organizational action.

It connects a customer goal to cross-product decisions without collapsing the experience into one screen or inflating it into an abstract journey.

I would now build measurement into the operating model from the start: track maintained workflows, changes across releases, and the decisions influenced by the evidence.

Public context and evidence method

The case is grounded primarily in dated local working artifacts. The official public source provides organizational context, not proof of this internal program.

The diagrams abstract the internal work; confidential product, staffing, and strategy details are not reproduced.