Creating interactive process artifacts for research administration

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Turning complex workflows into interactive decision maps

Managing pre- and post-award research administration in large university systems is notoriously complex. For business analysts in central research offices, the biggest hurdle is traditional documentation: standard spreadsheets and static PDFs are either too dense for executive leadership or too vague for technical staff.

This disconnect creates three core strategic liabilities:

  • Information overload: Technical details overwhelm high-level decision-makers.

  • Fragmented knowledge: Critical context gets buried in static meeting notes rather than living assets.

  • Standardization gaps: Disparate departments speak different operational languages, leading to misalignment.

To bridge this gap, modern research offices are moving away from passive diagramming and building interactive, layered process hubs using the Lucid Work Acceleration Platform.

Three pillars of layered process architecture

1. Layered transparency and interactive drill-downs

Instead of forcing users to wade through massive, cluttered flowcharts, analysts use hotspots and action buttons to build hierarchical navigation.

  • Executive leadership views the top-level strategic overview.

  • Technical staff click directly into granular, nested subprocesses only when needed.

This hides backend complexity behind an intuitive interface, turning a process map into an accessible landing page.

2. Standardized process repository

Establish a universal language across diverse research departments offices and deploy a master blueprint on an infinite canvas:

  • Centralized hub diagrams that allow for high-level visual frames segment pre-award and post-award workflows on a single canvas.

  • Strict BPMN standards to ensure technical precision and cross-departmental consistency.

  • Guided navigation with integrated link actions guide users through nested frames, keeping them oriented within the broader institutional strategy.

3. Shift from passive meetings to active discovery

It’s very important to ensure documentation reflects real-world operations rather than theoretical models, research offices use virtual whiteboards ( in Lucidspark) for collaborative stakeholder workshops. Raw ideation and real-time input seamlessly migrate into formal mapping tools (in Lucidchart), capturing true institutional knowledge from discovery to execution.

At the end of the day

"The focus is on creating environments that guide users through complex research workflows with the simplicity of a website."

— Lead Business Analyst, University Research Office

Replacing static files with a dynamic, interactive visual repository, enables central research offices to elevate operational transparency, protect institutional knowledge, and equip both technical staff and executive leaders with the exact level of detail they need.

About Lucid

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. airfocus, an AI-powered product management and roadmapping platform, extends these capabilities by helping teams prioritize work, define product strategy, and align execution with business goals. The most used work acceleration platform by the Fortune 500, Lucid's solutions are trusted by more than 100 million users across enterprises worldwide, including Google, GE, and NBC Universal. Lucid partners with leaders such as Google, Atlassian, and Microsoft, and has received numerous awards for its products, growth, and workplace culture.

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