Empowering IT admins to be the hero of their organization, leading their users into the next generation of cloud-based communication.
My Role: Design Lead
Supporting I.T. Admins
A company administrator takes on the responsibility of moving his company’s information into the cloud, but administrators using the existing workflow faced a problem. They could only move one user at a time and had to switch between five different tools to accomplish the task.
the problem
We began by facilitating a workshop to create a common understanding of the problem, identify the target user and develop a high level to-be scenario.
After the workshop, we conducted interviews with several admins at a variety of companies and were able to better understand their integral place in the organization.
We also gained insight into how administrators handled the task of migrating a user to the cloud with their current toolset. The time commitment of planning who to move, finding those people and preparing them to be moved was a daunting proposition. To quote one admin “it was a mind-numbing process."
As-Is/To-Be Overview
To-Be Motivations
- Keep the admin in one context
- Let the admin complete without assistance from IBM
As-Is Pain Points
- Switching between multiple tools
- Confusing process
- Admins could not successfully complete on their own
Sketches
After getting alignment at the workshop, I began sketching out possible solutions to the prioritized use cases. See a sample below.
Wireframes
Visual Design




Outcomes
Migration time cut significantly
The previous workflow took hours to prepare users for the move. In the new tool, admins were able to prep a group of users in as little as 27 seconds.
Reestablished customer confidence
“We’re not going to gripe about [migration] anymore, I saw the enhancements and they are quantum leaps above what I had to go through when we were moving over those 1,500 people.”
- IBM Customer/IT Admin
“This is what the migration process should have been.”
- IBM Customer/IT Admin
Re-energized customer support teams at IBM
“The review of the design for the on-boarding improvements made a huge impression on the US support team.” - IBM Support Manager