Edge Signal l B2B SaaS MVP Design

UX/UI
0-1
Launched
Edge Signal is a B2B SaaS web application designed to streamline the management and deployment of edge devices and applications, simplifying edge computing for developers and enhancing operational efficiency for businesses.

Product Website

Duration

11/2021 - 09/2022 - 01/2024
Part-time to Full-time

My Role

Solo UX/UI Designer

Team

1 designer, 1 tech director, 8 engineers
1 owner, 1 marketer, 1 tech writer

Contribution

0-1 Product design and iteration
0-1 Webflow website creation
Rapid prototyping
Jira epics creation
Product-related materials
Context
Phase 1: Designing the MVP
In November 2021, when the product was in its early stage with a basic dashboard framework, I was hired with the mission of building “a REAL product” first. I faced challenges such as fast development pace, design from scratch with limited resources, and navigating a new and technically complex industry. I worked closely with my direct manager/Tech Director and engineers to gather insights to understand the product vision, user needs, feature requirements, and create reasonable product architecture, feature flow and UI screens through diligent explorations and active communications, leading to the successful launch of the MVP with essential features by the end of 2022.
Phase 2: Improving the Product and Brand
In this stage, my focus was on supporting high management in finding the market fit and driving product improvements based on heuristic evaluation, client feedback and evolving business needs. Meanwhile, I collaborated with the marketing team to enhance the product's brand and perception. Edge Signal has since established partnership with Amazon Web Services and Nokia, serving clients including Wesley Clover portfolio companies, global logistics company and more, spearheading hundreds of devices and deployments globally. And the product, the company, and its business still keeps evolving and growing.

Highlights

Dashboard Overview

Kickoff
Research

Upon joining, I started with some discovery activities to gain a basic understanding of the team’s vision. Questions in mind: What we already have/know? What our competitors are doing? What is our goal?

  • I walk through the platform, note down the IA; and went over the existing product materials I was provided such as system map, product plan deck, industry terms, SaaS concept;
  • I also did some secondary research on the Edge Computing industry
  • I learnt about the main competitor, Upswift, mapped out its IA, trying out basic flows.
  • Had one on one conversations with my manager to understand the product vision, the users, the expectations for me in product design.
Key takeaways:
  • The problem the business tried to solve: 
    Organizations subscribe to numerous platforms to manage devices operations which involves highly complex tasks requiring a lot tech experts, time and resources.
  • The users: Developers and IT managers/business owners, who need to manage and deploy software applications on edge devices.
    1. They expect a platform that reduces the complexity and time spent on those tasks.
    2. Many of them are not familiar with edge computing concept or the type of platform.
  • User tasks and features: Key tasks include register & mange device, create and manage applications and releases, create and manage deployment; create and manage projects, invite and manage users, create and manage alerts, monitor device resources...
  • The product goal: In the beginning phase, it needs proper design with consistency across the product; Need core features functioning in place, including devices, applications, deployments and projects; Need to work for different roles including system and account users, with main focus on end-users, developers;
Design Principles

I established design principles to help guide my design decisions going forward.

  • Usable: Clear hierarchy, sufficient key info, easy to understand user flow, for users to complete their tasks
  • Simple: Start with simple use cases, provide a clean design that reduces complexity and cognitive load for new users
  • Consistent: Consistency in design elements and interactions across the platform

  • Friendly: as a new tech tool, it should  users who are not domain experting guidance and support, preventing errors are critica

Long term:

  • Efficient, Flexible, Cohesive
Iterative Design Approach
With a fundamental understanding of the project, I started to be assigned with design tasks - user stories varying from a dialogue, a table, a page, to a feature with complicated flows and a experience across different touch points. In this agile scrum team, we’re constantly in a Ideate-design-implement-evaluate loop, I got to work with different developers on different implementation tasks they owned. Here I’ll share with you some highlighted design tasks I’ve worked on.

*They’re not pixel perfect or fully updated to the latest launched version because sometimes we directly created actionable jira items without screen visuals for a faster product development.
Challenge 1

Device Management

Device management feature empowers users to efficiently oversee and control their network of edge devices. Users can easily view, organize, and manage all their devices from the Device List page. The Device Details page offers in-depth insights and control over individual devices.

User Story 1

I can easily register a new device/gateway to the platform

Approach: 1. Understand context, requirements and user needs. 2. Map out the task flow 3. Explore, communicate, design, and iterate according to feedback

Task Flow:

Design Decisions:

  • Put [Add new device] button on the topbar for easy access and all-time visibility
  • Provide guidance and support
  • Use radio button for single selection, preselecting the primary choice to reduce user effort
  • Communicate capability differences in context, providing valuable info & an upsell business opportunity
  • Provide one-click instant copy experience in a format familiar to developers to enhance efficiency

Final Solution:

User Story 2

I can check all devices to get an overall idea and perform easy management

Approach: 1. Understand context, requirements and user needs. 2. Map out the task flow 3. Explore, communicate, design, and iterate according to feedback

Requirements gathered:

Design Decisions:

  • Provide tab navigation in categories to offer easy access
  • Removed multi-selection functionality to ensure a safer experience - we keep deletion on details page only
  • Adopt and customize existing advanced datatable with sorting/filtering functionalities for easier implementation for developers

Final Solution:

User Story 3

I can have a comprehensive view of all details with access for management actions

Approach: 1. Understand context, requirements and user needs. 2. Map out the task flow 3. Explore, communicate, design, and iterate according to feedback

Requirements gathered:

Design Decisions:

  • Use profile page structure made of modular cards for scalability and building device identity
  • Show all details at once to reduce navigation efforts
  • Add a highly secured sign for user trust and safety
  • Enable in-page edit for basic info to avoid screen transfers
  • Active confirmation dialog to prevent users errors

Final Solution:

Outcome: Device management is the top 1 core feature of the platform.

Challenge 2

Application Management

An application is a piece of software that can be run on devices. Key user stories: 1. I can view all existing applications 2. I can add new applications to the system 3. I can create new release of an application 4. I can add settings for an application 5. I can view all in-depth info about each application, including its releases and configuration

The design of applications part went pretty smooth as we had build a powerful product UX/UI foundation through device management feature. There were some changes on the tech front and our engineering team was able to make the necessary changes directly on the backend without having me to keep refining the Interfaces.

Here's an overview of shipped applications feature, more details can be seen onproduct docs.

Challenge 3

Deployment Management

A deployment is a sets of applications deployed to the device. Deployment management feature enables users to efficiently manage the deployment of applications and configurations to their network of edge devices.
Key user stories: 1. I can  view all of the deployments and the status 2. I can create new deployment - deploy applications with specific configurations to the desired devices 3. I can view all in-depth info of a deployment and take critical actions

Final Solution: A streamlined, intuitive create deployment experience that enables novice users to configure deployment with ease
Prototype: *There are 2 of 3 deployment use cases included, #1 Device type #2 Gateway type

How I got there | The process of create deployment experience design

The brief
User stories: As an account user,
1. I can view all the deployment
2. I can create a new deployment (Focus area)
3. I can view all details of an deployment and manage as I need

Key user tasks
With rounds of communication and confirmation with my manager,  I was able to list out the required users actions and categorize the input info from users for each action.

Competitive Analysis

I walked through some competitors’ create deployment flow to learn more about the industry practices. Sadly I found out that both of them do not have the exact same capabilities or use cases as our product. However there’re still many helpful takeaways:

  • Stepper for Task Division: Consider implementing a stepper to divide complex tasks into smaller, manageable steps. This guides users through the process, making it easier to use the interface
  • Confirmation Dialogues for Error Prevention: Use confirmation dialogues to help prevent user errors, ultimately reducing costs associated with mistakes.
  • Clear Supporting Text: Ensure that supporting text is clear and concise to help users conduct tasks with ease.
  • Avoid Traditional Dropdowns: Traditional dropdowns for device/app/version selection may lead to a cumbersome user experience, requiring many clicks and potentially causing negative feelings.
  • Minimize Popup Modals: Using a popup over a popup modal can create a busy and tiring appearance. Consider alternative design approaches to avoid overwhelming the user.
Review the current flow | UX Audit

While working part-time, the team continued actively developing related features, utilizing the design system. One of our star engineers had crafted a functioning early version. I took the initiative to conduct a thorough review and engaged with the engineer to walk me through the process. Through this observation and communication, I identified aspects of the current experience that work well, as well as areas that could be improved.

Design Goal

With the previous analysis, I had a better understanding of the deisng goal of the create deployment experience:

An intuitive, user-friendly experience that allows users to easily select targets, configure settings and achieve their deployment goals efficiently

Define key factors

Key factors that can contribute to the success of the create deployment experience:

  • Clear Information Architecture
  • Simple and Intuitive Stepper
  • Effective Multi-Selection Experience
  • User-friendly Configuration Modal
  • Supportive Data Validation
  • Clear and informative Review Process
  • Consistent UI for similar experiences
Success metrics

Ideal metrics include:

  • Task completion time
  • Task error rate
  • User feedback
Design Strategy

The existing version of create deployment is a good start, I'd build upon it and make it better with a focus on 3 key factors:

  1. Simple and Intuitive Stepper that guides users smoothly through each step of a process without overwhelming them
  2. Effective Multi-Selection Experience that allows users to select one or multiple items with ease  
  3. User-friendly Configuration Modal that allows users to configure various settings without too much cognitive load
Explore Common UI Pattern

During the design phase, I engaged actively with familiar web tools, sought out UI examples and design patterns/guidelines, and explored our design kit to inform my design decisions. My main research topics included creating new experiences, implementing a stepper, designing selectors for multi-selection, and configuring settings.

Key takeaways:

  • A vertical, split-view stepper provides a clear information architecture and effectively utilizes horizontal screen space, especially for web app where the main menu is on the left.
  • A scrollable listbox enables a efficient viewing and selection experiences.
  • Submenus and tabs helps categorize all types of available settings for configuration, can improve efficiency by reducing cognitive load and task complexity.
Explore MUI design system components

To create a quality product and keep it professional, usable, and easy to maintain in the future while working on a tight deadline and limited resources, I stick to our current design system and aim to create our own design with the minimal effort required from design and development front

Major base components:

StepperCard, Checkbox list, Tablecell list item, Add task modal...

MVP Solution

Focus 1: Simple and Intuitive Stepper

Focus 2: Effective Multi-Selection Experience

Focus 3: User-friendly Configuration Modal

MVP Outcome

Following the implementation of the entire deployments feature (including the deployment list page, create deployment feature, and deployment details page), we observed significant positive outcomes:

  • 0 inquiries from clients via Freshdesk regarding how to create a deployment, reporting usability issues, or requesting improvements since the MVP launch.
  • Positive client feedback: During various meetings with existing clients, potential clients, and investors, our team received commendable feedback, particularly highlighting the create deployment flow and deployment feature. This positive reception has boosted management's confidence in presenting our product.
  • Management satisfaction: Management expressed their satisfaction with comments such as "I really like it" and "It's all good! Great job!"
  • Team satisfaction: Our developers, who also use the system, found it easy to use, with no concerns or suggestions raised later.
Next Steps
  • Iterate, iterate, iterate: As the management keeps validating the products in the market, we'll iterate the product based on stakeholder and client feedback. And I'll continue to conduct heuristic evaluation, identify areas for improvement.
  • A more holistic user testing: Run user testing to measure user performance and identify insights to improve the usability of the platform as a whole.
  • Customization: Provide the flexibility to customize the dashboard, features and settings to better serve clients based on their unique business needs.
Learnings
  • Lean Start-up and Lean UX: Test out an idea with minimal effort.
  • Take advantage of existing resources/guidelines, no need to re-invent the wheels.
  • Proactively gather information, feedback and insights to inform design decisions.
  • Prioritization is critical.
  • Don't try to make things perfect, be good-enough to move forward and keep bettering the product along the way.
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