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

 
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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