Problem Statement
Customers have hybrid data centers with multiple types of storage, when they plan to modernize their IT infrastructure, they would like to have an overview of the situation, followed up by simple solution to transform their legacy data and application into the cloud. Currently, depending on the type of legacy data, customers rely on many different existing tools to achieve similar goal. Market has demanded for a more simplified modernization solution to make IT modernization easy to execute, and I had the opportunity to lead Transform team designing the world's first agentic platform to complete faster and more efficient modernization tasks powered by AI.
Goal
Unify different types of migration and modernization tools onto one single platform.
Solution
Build a unified platform that leverage AI agent to streamline the modernization process, including 1/ Enable user to interact with digital agent for questions and guidance. 2/ Avail complex outputs for user to analyze and investigate.
Persona
Multiple personas are identified to complete the modernization journey. Here is a sample:
My Role
Lead the effort to design and launch new product from scratch.
Customer Journey Map
To better understand customer pain points and opportunities throughout their modernization journey, I created end to end journey map to illustrate the step, task, persona, tools and problems.
Due to sensitivity of the information, only an outline and blurred version of this artifact is shown.
Design
Based on customer journey map and information architecture, I led the team to create relevant design deliverables. We use low fidelity mocks to define the skeleton of product, vibe coding to explore design systems, and then produce high fidelity designs in our favorite designer tool for engineering production handoff.
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Design System
Outline design components to ensure consistency and scalability across the platform.
Usability improvements
I conducted qualitative and quantitative research with 11 internal users and 17 customers. Some of the research were conducted virtually, some were in person at customer conferences. I summarized the research result and feed those to the product roadmap afterwards.
Results
Mainframe demo | .NET demo | Public awareness
Launch brief
Development of the whole project was not completely smooth, gaps existed between the ideal experience vs. what can be done within the limited timeline. For example, the conversation experience was limited to text output only, the summary of each step was plain and minimum, progress indication could not be displayed in chat and left “Pausing” moments in the product. Team decided to launch the product within the planned timeline, quite a few interactions had to be put on the backlog. But with the support of usability study, many design interactions were able to be placed on immediate backlog.
