Role: Interaction designer
Team: 3 people including myself (a user researcher, interaction designer)
Techniques: wireframing, prototyping, usability testing
Tools: AdobeXD, Qualtrics
Upgrades are a tedious process, and it is important for the backup admin to perform upgrades so that the software is the latest and greatest version with updated features. They need a simple and intuitive way to upgrade their instance (application) so that the instance can be up and running quickly so that the backup admin can perform other tasks.
- To provide the backup admin with updates of the entire upgrade process so that they can track it
- To make the flow simple, intuitive, and informative
We discussed the feature with the PM, architect, and engineering to understand the majority use cases and the technical aspects. Since this was an established product, we had to incorporate this upgrade feature into an already existing product flow. What we learned from our stakeholders was that:
- The backup admin needs a 24-hour period to test the upgrade
- They need to be informed about what is happening during the upgrade progress
There were two main use cases to consider in order to upgrade:
- If the application is running – the admin should be notified that their current processes are running and they will be stopped to perform the upgrade
- If the application is stopped – the upgrade will proceed
The instance upgrade wizard provides a simple experience to upgrade. There is informative messaging throughout the upgrade process to inform the backup admin what is happening.
I created paper sketches to validate the flow – I met with the PM and architect to validate the technical aspect as well as discuss the lo-fi wireframes.
After validating the wireframes, I translated them into hi-fi mockups.
Initiating the upgrade
Select the instance and then select the upgrade operation in order to launch the upgrade process.
Provide helpful information and guidance to perform the upgrade on an instance.
Commit or Roll back instance
After instance has been upgraded, the backup admin can choose to either commit the upgrade or roll back the upgrade to the previous version.
My teammate and I, along with our user researcher, tested the designs by recruiting participants from our customer database.
We specifically screened to find participants with background knowledge and experience configuring, deploying, and managing appliances.
During the user research sessions, I actively took notes and asked questions to the participants.
We tested 18 people through a Qualtrics survey combined with Adobe XD prototypes.
Highlights from the sessions were:
- The upgrade flow was perceived as being straightforward and the UI messaging is helpful and easy to understand
- Different use cases have different requirements on the post-upgrade time window
- Actions on the instance details page are useful
We tested our two options of the commit and roll back action in the details page so that we could understand which resonated with our users.
After we gathered all of the data, we had a debrief.
What we learned about the two options:
12 participants preferred this option
5 participants preferred this option
Based on the feedback from the usability testing, I iterated the designs. I collaborated with my team and we reviewed the iterations during the readout with the PM and engineering team.
We proposed combining both Option 1 and Option 2 because the roll back and commit actions are important and that they should be upfront. Additionally, having the toolbar accessible, on the details page, is essential because the user needs to perform actions on the instance.
Uncovering what information and actions displayed during the upgrade process was a vital part in the success of the design. It is necessary to ask the interviewees if they have all of the information that they need to make a decision. Asking this question allowed us to learn that our messaging was straightforward and that we needed to combine our design options for the commit and roll back.
Watch me demoing the implemented feature.