Simplified IT compliance management

Redesigned a platform that streamlines IT compliance management, helping businesses efficiently track and meet regulatory requirements while reducing risks and saving time.

This project is under NDA

About the project

Goal

As lead designer, I was responsible for co-facilitating user interviews, developing persona artifacts to capture our findings, identifying the product’s UX vision and high-level organization, driving conceptual ideation, creating high-resolution designs and documentation, and later testing the experience to ensure its quality.

Client

This IT Security company helps organizations detect security threats and stay compliant with critical policy frameworks (PCI, HIPPA, etc.)

Role

User research

Conceptual design

High-resolution design

Dataviz design

Date

Nov 2021 - Mar 2022

Phase 1

Research

We identified a core persona with two variants—IT Admin and SCM Admin—both analytical, averse to uncertainty, and proud of their ability to solve complex technical issues. My research uncovered three key challenges: users weren’t able to resolve issues efficiently, they weren’t able to navigate the product with confidence, and the product didn’t enable the collaboration necessary for them to accomplish their goals.

Phase 1

Research

We identified a core persona with two variants—IT Admin and SCM Admin—both analytical, averse to uncertainty, and proud of their ability to solve complex technical issues. My research uncovered three key challenges: users weren’t able to resolve issues efficiently, they weren’t able to navigate the product with confidence, and the product didn’t enable the collaboration necessary for them to accomplish their goals.

Phase 1

Research

We identified a core persona with two variants—IT Admin and SCM Admin—both analytical, averse to uncertainty, and proud of their ability to solve complex technical issues. My research uncovered three key challenges: users weren’t able to resolve issues efficiently, they weren’t able to navigate the product with confidence, and the product didn’t enable the collaboration necessary for them to accomplish their goals.

Phase 2

Ideation and definition

During this phase, we focused on allowing users to navigate the application more efficiently and confidently. Due to the client’s timing and budget constraints, after suggesting high-level concepts to address all the challenge themes mentioned above, we focused our effort on creating a landing page that would surface the most critical information and workflows.

Phase 2

Ideation and definition

During this phase, we focused on allowing users to navigate the application more efficiently and confidently. Due to the client’s timing and budget constraints, after suggesting high-level concepts to address all the challenge themes mentioned above, we focused our effort on creating a landing page that would surface the most critical information and workflows.

Phase 2

Ideation and definition

During this phase, we focused on allowing users to navigate the application more efficiently and confidently. Due to the client’s timing and budget constraints, after suggesting high-level concepts to address all the challenge themes mentioned above, we focused our effort on creating a landing page that would surface the most critical information and workflows.

Takeaways

Takeaway 1

For years, prescriptive and detailed requests from end-users drove the client’s strategy. As a result, their stakeholders and SMEs struggled to zoom out and imagine alternate approaches to their customers' underlying issues. Synthesizing the end-users' many pain points into actionable, user-centric themes allowed us and our client to ideate at a higher level and get out of the weeds.

Takeaway 2

IT Security and Compliance is a very dense subject, and discussions with the client’s team could get very technical. During the interviews, fairly experienced end-users reported having a limited understanding of some important aspects in that field (acronyms, concepts). This level of complexity can hinder progress when you come in as a consultant. We had to help our client get into the right level of detail to identify challenges and opportunities without getting bogged down into details that didn’t help us help the client. Taking the time to highlight the value of high-level thinking was hard at first, but paid off.

Takeaways

Takeaway 1

For years, prescriptive and detailed requests from end-users drove the client’s strategy. As a result, their stakeholders and SMEs struggled to zoom out and imagine alternate approaches to their customers' underlying issues. Synthesizing the end-users' many pain points into actionable, user-centric themes allowed us and our client to ideate at a higher level and get out of the weeds.

Takeaway 2

IT Security and Compliance is a very dense subject, and discussions with the client’s team could get very technical. During the interviews, fairly experienced end-users reported having a limited understanding of some important aspects in that field (acronyms, concepts). This level of complexity can hinder progress when you come in as a consultant. We had to help our client get into the right level of detail to identify challenges and opportunities without getting bogged down into details that didn’t help us help the client. Taking the time to highlight the value of high-level thinking was hard at first, but paid off.

Takeaways

Takeaway 1

For years, prescriptive and detailed requests from end-users drove the client’s strategy. As a result, their stakeholders and SMEs struggled to zoom out and imagine alternate approaches to their customers' underlying issues. Synthesizing the end-users' many pain points into actionable, user-centric themes allowed us and our client to ideate at a higher level and get out of the weeds.

Takeaway 2

IT Security and Compliance is a very dense subject, and discussions with the client’s team could get very technical. During the interviews, fairly experienced end-users reported having a limited understanding of some important aspects in that field (acronyms, concepts). This level of complexity can hinder progress when you come in as a consultant. We had to help our client get into the right level of detail to identify challenges and opportunities without getting bogged down into details that didn’t help us help the client. Taking the time to highlight the value of high-level thinking was hard at first, but paid off.

Simplified IT compliance management

Redesigned a platform that streamlines IT compliance management, helping businesses efficiently track and meet regulatory requirements while reducing risks and saving time.

This project is under NDA