Product design · AI workflow

Ticked Off

Ticked Off

Ticked Off

Designing for retail repairs and maintenance in Australia.

Designing for retail repairs and maintenance in Australia.

MY ROLE

Product Designer

Tools

Figma, Figma Agent, Codex

Cross-functional team

Zhixiang Gao
Senior Frontend Engineer

Yunfeng Song
Lead Engineer

Vince Ge
Senior Tester

Tim Verdon
Product Manager

Sebastian Too
Product Owner

Editorial illustration of Ticked Off Admins working in an operations office, with a large Control Centre dashboard on the wall.

An operations platform first built by engineers.

An operations platform first built by engineers.

Ticked Off is an Australian facilities management company helping multi-site retailers coordinate repairs and maintenance. Its operations connect Work Requests, approvals, suppliers, attendance and financial processes across many locations.

Much of the platform was first built by engineers, before it had a dedicated designer. Ticked Off Admins (TOA) use it all day. My job was to add new features without breaking the patterns they already rely on.

I designed features for the platform, then directed AI to build the product knowledge and design system that let it do much of that work. This case study covers both.

120+

Jira tickets designed in my sprint files

7

user roles, each with its own navigation

18

product domains documented for AI

01 — Shopping Centre Batching

One supplier visit for several stores.

One supplier visit for several stores.

One supplier visit for several stores.

A Master Batch (MB) groups suitable Work Requests (WR) at the same Shopping Centre, so one supplier visit covers them.

Ticked Off already supported manual batching, but Ticked Off Admins did most of the coordination themselves. This project automated more of it.

HOW THE SAVING WORKS

Three visits become one.

SHOPPING CENTRE

Store AWR1 · FlooringOwn supplier visit
Store BWR3 · FlooringWR4 · UrgentEach gets its own visit
Store CWR5 · FlooringOwn supplier visit

Each Work Request gets its own supplier visit.

Ticked Off Admin

Arranges each visit by hand: three nominations, three schedules to follow up.

Supplier
Visit 1
Visit 2
Visit 3
3call-out fees for the flooring work, paid by Ticked Off
$$$

Three stores in one Shopping Centre each need flooring work, and Store B also has an urgent repair. Without Batch, each Work Request gets its own supplier visit, and Ticked Off pays three call-out fees for the flooring alone. Admins coordinate every visit by hand.

THE FLOWApprove as BatchWait in queueJoin a Master BatchNominate a supplierAccept, lead time, visitDark outline: a rule or a person decides.

Urgent work stays out. If a job cannot wait, the approver picks P1–P5 instead, and it is arranged on its own.

A second way in. During supplier nomination, a TOA can add a Work Request to an existing Master Batch, or nominate it separately.

Simplified, illustrative example. Grouping by subcategory was observed in a controlled Staging test; the rules are set per Shopping Centre and Category.

My responsibility

I owned the UX/UI for Shopping Centre Batching, from the Jira requirement through Ticked Off review, development, Staging verification and release. I clarified requirements directly with Ticked Off, and worked with the Product Owner when needed. I also designed the Batch features that came before and after this one.

I owned the UX/UI for Shopping Centre Batching, from the Jira requirement through Ticked Off review, development, Staging verification and release. I clarified requirements directly with Ticked Off, and worked with the Product Owner when needed. I also designed the Batch features that came before and after this one.

How I worked

How I worked

Editorial illustration: a Ticked Off Admin working at two screens showing requests and locations.

STEP 01

Understand the workflow

I worked with Ticked Off Admins to understand their daily workflow. I then reviewed the Shopping Centre Batching requirements with a Ticked Off manager, walking through the product together.

Editorial illustration: a designer at his desk in front of a wall of design options and flows.

STEP 02

Compare the options

I compared designs for settings, approval and supplier selection, and checked how they worked together as one flow.

Editorial illustration: a designer presenting a Control Centre design to colleagues in a review.

STEP 03

Review and refine

I discussed the designs with Ticked Off, engineers and QA, then revised the affected screens.

Fitting Batch into a product people already use

Fitting Batch into a product people already use

Batch touched five parts of the product, from setup to monitoring. In each one, I kept the existing pattern where I could, and left the decision to a person where it mattered.

Select a decision to see the screens and the reasoning.

Give Batch its own tab.

Problem

The original requirement put Batch controls inside the Shopping Centre settings page. That page already held addresses, trading hours, induction notes and contacts. Adding automation rules made the edit form longer and the view page busier.

Decision

We recommended a separate Batch Configuration tab inside each Shopping Centre, with its own view and edit screens.

Trade-off

One more tab and one more edit screen. In return, general details and Batch rules each have a clear place.

Dedicated Edit Batch Details screen with general settings, nomination thresholds and Master Batch settings.Only the Batch rules, in their own screen
Selected design. A dedicated Batch editor: eligibility, nomination thresholds, capacity and attendance lead time.
Shopping Centre view with General Details and Batch Configuration tabs; the Batch Configuration tab shows batch details and exclusive suppliers.The new Batch Configuration tab
The Batch Configuration tab in the Shopping Centre view. The design also includes Exclusive Supplier settings. Field labels evolved across versions.
Eligibility
Whether this Shopping Centre can use Batch.
Nomination
A manual minimum, plus a target size and a maximum wait before work is offered to a supplier automatically.
Capacity and lead time
The most Work Requests a Master Batch can hold, and the minimum time before attendance once the supplier accepts.
Maximum wait is before nomination. Lead time is after acceptance. They are separate settings on purpose.

One visit for the supplier. Separate bills for each store.

One visit for the supplier. Separate bills for each store.

Grouping visits must not mix up the money. On the supplier side, the Master Batch shows each job’s costs and one call-out fee for the shared visit. On the store side, each bill still comes from its own Work Request, so one store’s costs never appear on another store’s bill.

Grouping visits must not mix up the money. On the supplier side, the Master Batch shows each job’s costs and one call-out fee for the shared visit. On the store side, each bill still comes from its own Work Request, so one store’s costs never appear on another store’s bill.

SUPPLIER SIDE

One visit, one call-out fee

Store A · Work Request

job costs

Store B · Work Request

job costs

Store C · Work Request

job costs

Master Batch

call-out fee

The supplier is paid for one visit, shown in the Master Batch financials below.

STORE SIDE

Each store, its own bill

Store A bill

its own Work Request

Store B bill

its own Work Request

Store C bill

its own Work Request

Each store is billed only for its own Work Request. Sharing a visit never merges the bills.

Master Batch financials: three Work Request rows, one call-out fee row and the total cost.
Master Batch financials: three Work Request rows, one call-out fee row and the total cost.

Supplier side in the product: the Master Batch financials, with one row per Work Request, one call-out fee row and one total. Sample data from the design file, not real jobs or measured savings.

02 — The AI workflow

AI could read a Jira ticket. It didn’t know the product.

AI could read a Jira ticket. It didn’t know the product.

AI could read a Jira ticket. It didn’t know the product.

A ticket describes a change, not the whole product. When I gave AI only the ticket, it guessed. So I set AI up to build two things it could rely on: its own product knowledge, and a design system it could build with.

INPUT

Jira ticket

What should change

AI BUILT · I DIRECTED

Product Truth

What is true today, with evidence

AI BUILT · I DIRECTED

Design system

Approved parts and rules

AI

Draft

Codex and Figma Agent

DESIGNER

Review

What is right for the product

A · PRODUCT KNOWLEDGE

AI learned the product before it touched Staging.

AI learned the product before it touched Staging.

I gave Codex the product code and the product documentation first. With that knowledge, it walked through the whole Staging version of Ticked Off on its own.

It created roles, set up permissions, raised Work Requests and stepped through each approval level, checking what the code and documents said against what the product actually did.

Every finding became a fact with its source. I called the result Product Truth.

01 · I SUPPLY

Code and documentation

How the product is built, and what it should do

02 · CODEX

Walks through Staging

Creates roles and permissions, raises Work Requests, runs each approval level

03 · CODEX

Cross-checks all three

Where code, documents and the real product agree, and where they don’t

RESULT

Product Truth

Facts with their sources, and open questions kept open

The order matters. Sent into Staging with no knowledge, AI hits walls everywhere. With the code and documents already read, it knows what to try and what to expect, so the walkthrough is fast.

WHAT THIS UNLOCKED

With this knowledge, AI could work on a Jira ticket with confidence, and even question it: pointing out where a proposal conflicted with an existing rule, or left a case uncovered.

With this knowledge, AI could work on a Jira ticket with confidence, and even question it: pointing out where a proposal conflicted with an existing rule, or left a case uncovered.

ONE EXAMPLE, FROM THE BATCH WORK ABOVE

THE QUESTION

Do all Batch jobs at one Shopping Centre go into the same Master Batch?

A Jira ticket rarely answers this. Without product knowledge, AI can only guess.

THE FACT IN PRODUCT TRUTH

CONFIRMED

No. In a Staging test, flooring jobs and air-conditioning jobs at the same centre formed separate Master Batches. Jobs of the same type joined the same open Master Batch until it was full.

Source

One controlled Staging test

Last checked

Not recorded

Fact ID

BATCH-RULE-811ADEE8

WHAT IT RAISES IN THE REVIEW

Which types of work can share one visit?

Can a new job join a Master Batch that already has a supplier?

What happens when a Master Batch is full?

RULES AI MUST FOLLOW WHEN IT USES PRODUCT TRUTH

01

Show where every answer comes from.

02

Say how sure it is.

03

Treat a Jira ticket as a plan, not proof that something shipped.

04

If the evidence is missing or disagrees, say so. Do not guess.

18

parts of the product covered

1,810

facts written down

391

evidence files linked

163

open questions, kept open instead of guessed

Investigating is sometimes slower than asking the Product Owner. The difference is that the answer stays available for the next ticket, for me and for AI.

B · DESIGN SYSTEM

A design system AI can keep up to date.

A design system AI can keep up to date.

Ticked Off’s design files had passed through several designers, each with their own specs. Rebuilding the system every time a new designer joins does not scale, and the product keeps growing.

So the system had to be maintainable by AI from the start. People set the master patterns; AI generates the variants for each situation.

01 · DESIGNER

Set the master

One master pattern with its rules.

02 · FIGMA AGENT

Generate the variants

One for each role or situation.

03 · DESIGNER

Review

Check every result against the master.

01 · THE MASTER

Names AI can follow.

I designed one Master Menu first, with a clear layer structure: Left_menu, Clickable area, Menu + Logo, Nav - item.

With clear, repeated names, Figma Agent can find the same layer in every variant and change it the same way, instead of a designer editing each one by hand.

Figma layers panel for the Master Menu component: Left_menu, Frame 1, a column of Clickable area layers, and Menu + Logo, next to the selected 36 by 36 clickable area on the canvas.

The Master Menu’s layer structure in Figma.

02 · THE VARIANTS

Figma Agent used the Master Menu, with screenshots of each role’s real navigation, to generate all seven role variants: work that would otherwise be built by hand, one role at a time. I reviewed every role.

A Master Menu template and seven role-specific navigation variants side by side.

Master Menu and role variants. Selected work in progress from an ongoing client design system; the full library is not shared.

03 — What changed in my role

AI took over the routine drafts. The judgement stayed.

AI took over the routine drafts. The judgement stayed.

AI took over the routine drafts. The judgement stayed.

With product knowledge and a component system in place, AI can draft much of the routine UI for a ticket. I built it that way on purpose. What is left is the work this case study is really about.

01

Deciding what is true

When docs, code and Staging disagree, someone has to mark it unknown or conflict instead of guessing.

02

Weighing the business

Batch trades waiting time for lower supplier cost. Where it sits in the approval list, and who can choose it, are product decisions.

03

Setting the master

AI can generate the variants. Deciding the master pattern they all follow is design.

Next, I want to work where design, code and AI meet: building with the tools directly, and owning the decisions around them.

Next, I want to work where design, code and AI meet: building with the tools directly, and owning the decisions around them.