Case study · Private

Bringing Workday into Microsoft 365 Copilot

Founding the first explorations of a cross-platform enterprise AI experience

Founding Product UX Designer·Senior UX Designer·Workday·2023–2025
Enterprise AICross-platform UXProduct incubationCustomer discoveryConversational interaction

In 2023, generative AI was beginning to change how people found information and completed work, but the interaction models for enterprise AI were still largely undefined.

As the founding product UX designer for Workday's original experience in Microsoft 365 Copilot, I helped define how trusted Workday information and actions could appear inside Microsoft's emerging conversational ecosystem.

Over two years, I moved the work from early vision concepts through customer discovery, working MVP demonstrations, and public product storytelling. The experience later continued to evolve after I transitioned to Workday Agent System of Record.

Original Workday Agent experience designed by me and presented publicly through Workday and Microsoft. Fictional data shown.

Original Workday Agent experience designed by me and presented publicly through Workday and Microsoft. Fictional data shown.

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