Workflows that flow

Master data matching and a drag-and-drop workflow configurator

Desktop UX UI Workflow Canvas

Context

  • Documents arrived. Matching stayed manual.
  • Workflows lived in lists — not on a canvas.
  • Time for two new features

Problem

  • Operators hunted records one by one.
  • Flows were configured in forms, not space.
  • Dense B2B. No room for guesswork.

Master data matching

  • Extracted fields need a home in master data.
  • Match, confirm, or create — in one place.
  • Ambiguous records get a decision. Not a guess.

Canvas

  • A canvas. Not a form.
  • The flow is the diagram.
  • See the path. Then ship it.

Drag and drop

  • Drag. Drop. Connect.
  • Nodes move. Links follow.
  • Build the path you mean.

Control

  • Confidence sits next to the match.
  • Operators stay in control.
  • Exceptions stay visible.

Conclusion

  • Matching is a feature — not a side quest
  • Workflows are built on a canvas
  • Drag, drop, connect. Then run.
  • Operators match records and build flows in one product.