Case Study 02

Case Study 02

Helping o9 Platform to transform into an absolute PaaS by integrating self-diagnostic and self-healing capabilities.

Helping o9 Platform to transform into an absolute PaaS by integrating self-diagnostic and self-healing capabilities.

Industry

Industry

B2B (Supply Chain)

B2B (Supply Chain)

Company

Company

o9Solutions

o9Solutions

Timeline

Timeline

4 Weeks

4 Weeks

Highlights

Highlights

My Deliverables

Mind Mapping

Designing for the web

Creative direction

Documentation UX testing

Designing for Accessibility

Tools Used

Figma, Sketch, Docs, Paper & pen

My Team

Shobhna: UX Designer I

Mayuri Mukherjee: Sr. Product Manager

Prashant Jhaba: Sr. Software Engineer

Hema Kumari: Sr. QA Analyst


UX Team and rest of the Team at o9!

Problem statement

Problem Statement

Problem Statement

Why Platform Health Report is needed?

Why Platform Health Report is needed?

Why Platform Health Report is needed?

Limited Insight into Component Health

The existing Platform Health Monitoring Service provides only basic metrics such as heartbeats & resource usage, resulting in a lack of comprehensive understanding of the overall health of platform components.

The existing Platform Health Monitoring Service provides only basic metrics such as heartbeats & resource usage, resulting in a lack of comprehensive understanding of the overall health of platform components.

Inefficiency in Problem Identification

Due to the absence of detailed health reports, users face challenges in accurately identifying and addressing potential issues within platform components, leading to inefficiencies in problem resolution and system maintenance.

Due to the absence of detailed health reports, users face challenges in accurately identifying and addressing potential issues within platform components, leading to inefficiencies in problem resolution and system maintenance.

Lack of User-Friendly Monitoring Tools

Without a high-level dashboard and detailed component-specific dashboards, users are unable to easily visualize the check status of all components and access detailed information, hindering their ability to effectively monitor and manage platform health.

Without a high-level dashboard and detailed component-specific dashboards, users are unable to easily visualize the check status of all components and access detailed information, hindering their ability to effectively monitor and manage platform health.

Vision

Vision

Goals

Autonomous Platform Diagnostics and Health Optimization

In today’s fast-paced digital landscape, ensuring platform reliability and uptime is critical. The vision is to create a self-sustaining, intelligent platform capable of autonomously assessing, diagnosing, and optimizing its environment. This system will not only reduce downtime but also enhance the user experience by proactively identifying and addressing issues in real-time.

In today’s fast-paced digital landscape, ensuring platform reliability and uptime is critical. The vision is to create a self-sustaining, intelligent platform capable of autonomously assessing, diagnosing, and optimizing its environment. This system will not only reduce downtime but also enhance the user experience by proactively identifying and addressing issues in real-time.

Goals

Self-Discovery

Enable the platform to autonomously identify & evaluate its component's performance, ensuring comprehensive coverage and accurate diagnosis.

Enable the platform to autonomously identify and assess its components, ensuring comprehensive coverage & accurate diagnosis.

Centralized Dashboard

Establish a centralized dashboard providing a holistic view of the platform environment. This dashboard will allow users to quickly assess the health of various components and identify any potential issues.

Environment Health Validation

Implement automated validation mechanisms to continuously monitor the health of platform environments. This will proactively identify and address any anomalies or potential issues, minimizing downtime and improving overall reliability.

Reduced Troubleshooting Efforts

Streamline troubleshooting efforts by leveraging self-diagnostic capabilities to identify and resolve issues in real-time. This will reduce manual intervention and accelerate problem resolution, enhancing user experience and platform reliability.

Streamline troubleshooting efforts by leveraging self-diagnostic capabilities to identify & resolve issues in real-time. This reduces manual intervention & accelerates problem resolution, enhancing user experience and platform reliability.

Environment Health Validation

Implement automated validation mechanisms to continuously monitor the health of platform environments. This will proactively identify and address any anomalies or potential issues, minimizing downtime and improving overall reliability.

Self-Discovery

Enable the platform to autonomously identify and assess its components, ensuring comprehensive coverage & accurate diagnosis.

Centralized Platform Environment Dashboard

Establish a centralized dashboard providing a holistic view of the platform environment. This dashboard will allow users to quickly assess the health of various components and identify any potential issues.

Environment Health Validation

Implement automated validation mechanisms to continuously monitor the health of platform environments. This will proactively identify and address any anomalies or potential issues, minimizing downtime and improving overall reliability.

Reduced Troubleshooting Efforts

Streamline troubleshooting efforts by leveraging self-diagnostic capabilities to identify & resolve issues in real-time. This reduces manual intervention & accelerates problem resolution, enhancing user experience and platform reliability.

Insights, users and use-cases

Insights, users and use-cases

As the designer for the project, I collaborated with Mayuri (Senior Product Manager), who had already conducted the research for her project. Starting in 2022, she gathered survey feedback from 120 participants across various other departments within the organization. I reviewed the survey findings and created user personas and use cases to advance the process.

As the designer for the project, I collaborated with Mayuri (Senior Product Manager), who had already conducted the research for her project. Starting in 2022, she gathered survey feedback from 120 participants across various other departments within the organization. I reviewed the survey findings and created user personas and use cases to advance the process.

92%

It is critical in enabling users to monitor the health of the environments, swiftly diagnose issues & maintain overall system stability and reliability.

Participants wanted 'system health data access'

>87%

Agreed that there is

Lack of visibility

42%

Environment

System Admin

35%

Project Team

Members

23%

Executives

The categorization and number of participants involved in the survey facilitated the creation of focused personas later on.


>65%

Users got affected by delayed information about the environment diagnosis & resolution

Component-specific insights

76%

Users agreed to the importance in allowing users to quickly identify & resolve issues. To ensures smooth project progress and identify & resolves issues quickly.

>84%

Post-upgrade stability check

This will ensure system updates do not disrupt operations, enabling system administrators to maintain reliability and quickly address any arising issues.

23%

Executives

37%

Environment Admins

22%

Dev Ops

13%

Project Team

5%

R&D Team

User type responses

Total number of user responses received across cross-functional departments

Persona 1

Organisation

o9Solutions Inc.

Team

Sales & Consulting

Role

Executive

Needs

  • Rapid assessment of the environment's overall health to ensure smooth business operations.


  • Gauge the environment's status quickly without delving into intricate technical details.


  • Reliable data to support decision-making processes.


  • Notifications of critical issues to prevent disruptions.


  • High-level summaries that align with business goals and KPIs.

Wants

  • A concise, high-level overview of the environment's performance to make informed strategic decisions efficiently.


  • Key metrics and indicators are presented in an easily digestible format.


  • Visual dashboards with customizable views for different business aspects.


  • Automated reports are delivered at regular intervals.


  • Quick access to historical data for trend analysis.

Pain-points

  • Overwhelming technical details that are not relevant to their role.


  • Delayed information leading to uninformed decision-making.


  • Lack of clarity in reports and data presentations.


  • Inconsistency in the metrics reported.


  • Difficulty in correlating technical issues with business impact.

Persona 1

Organisation

o9Solutions Inc.

Team

Consulatation

Role

Executive

Needs

  • Rapid assessment of the environment's overall health to ensure smooth business operations.


  • Gauge the environment's status quickly without delving into intricate technical details.


  • Reliable data to support decision-making processes.


  • Notifications of critical issues to prevent disruptions.


  • High-level summaries that align with business goals and KPIs.

Wants

  • A concise, high-level overview of the environment's performance to make informed strategic decisions efficiently.


  • Key metrics and indicators are presented in an easily digestible format.


  • Visual dashboards with customizable views for different business aspects.


  • Automated reports are delivered at regular intervals.


  • Quick access to historical data for trend analysis.

Pain-points

  • Overwhelming technical details that are not relevant to their role.


  • Delayed information leading to uninformed decision-making.


  • Lack of clarity in reports and data presentations.


  • Inconsistency in the metrics reported.


  • Difficulty in correlating technical issues with business impact.

92%

It is critical in enabling users to monitor the health of the environments, swiftly diagnose issues & maintain overall system stability and reliability.

Participants wanted 'system health data access'

>80

Agreed that there is

Lack of visibility

42%

Environment

System Admin

35%

Project Manger

23%

Executives

The categorization and number of participants involved in the survey facilitated the creation of focused personas later on.


>65

Users got affected by delayed information about the environment diagnosis & resolution

Component-specific insights

76%

Users agreed to the importance in allowing users to quickly identify & resolve issues. To ensures smooth project progress and identify & resolves issues quickly.

>57

Post-upgrade stability check

This will ensure system updates do not disrupt operations, enabling system administrators to maintain reliability and quickly address any arising issues.

23%

Executives

37%

Environment Admins

22%

Devops Team

13%

Development Team

5%

Project Team

User type response

Total number of user responses received across cross-functional departments

Mind map

Mind map

Workspace

Navigation

Designer

Workspace

Model Library

Workspace

Platform Health

Report Workspace

Integration

Workspace

Demand Planing

Workspace

Tenants

Workspace

My Views

Workspace

Dashboard

Health KPI

Charts

KPI Tiles

Health List View

All environments

All Tenants

All components

Status

Filter/Sort

View more details

Actions

Enlarge view

Download List

Actions

Global search

Global filter

Filter by Tenant

  • Single

  • Multiple

Filter by Environment

  • Single

  • Multiple

Filter by Timestamp

  • Start Date Time

  • End Date Time

Filter by Status

  • Healthy

  • Unhealthy

  • No Response

  • Not Configured

Persona 1

Organisation

o9Solutions Inc.

Team

Executive

Role

Executive

Needs

  • Rapid assessment of the environment's overall health to ensure smooth business operations.


  • Gauge the environment's status quickly without delving into intricate technical details.


  • Reliable data to support decision-making processes.


  • Notifications of critical issues to prevent disruptions.


  • High-level summaries that align with business goals and KPIs.

Wants

  • A concise, high-level overview of the environment's performance to make informed strategic decisions efficiently.


  • Key metrics and indicators are presented in an easily digestible format.


  • Visual dashboards with customizable views for different business aspects.


  • Automated reports are delivered at regular intervals.


  • Quick access to historical data for trend analysis.

Pain-points

  • Overwhelming technical details that are not relevant to their role.


  • Delayed information leading to uninformed decision-making.


  • Lack of clarity in reports and data presentations.


  • Inconsistency in the metrics reported.


  • Difficulty in correlating technical issues with business impact.

Persona 2

Organisation

o9Solutions Inc.

Team

R&D

Role

Environment Admin

Needs

  • Detailed information post-upgrades or downgrades to verify the environment's stability.


  • Access to comprehensive data on system health and component status.


  • Real-time monitoring of system performance.


  • Tools for diagnosing and troubleshooting issues quickly.


  • Historical data for identifying recurring problems.

Wants

  • Comprehensive insights into system health and precise diagnostics to identify problematic components quickly.


  • Explanations or reasons behind any detected issues to address root causes effectively.


  • Customizable alerts for different types of system anomalies.


  • Detailed logs and reports for audit and compliance purposes.


  • Integration with existing monitoring tools for a unified view.

Pain-points

  • Inability to diagnose issues swiftly due to insufficient data.


  • Lack of visibility into specific component performance.


  • Difficulty in accessing historical data for problem analysis.


  • Inadequate explanations for detected issues.


  • Time-consuming manual troubleshooting processes.

Persona 3

Organisation

o9Solutions Inc.

Team

Project Team

Role

Team Member

Needs

  • Verify the functionality of their assigned areas and quickly identify any issues.


  • Specific insights into the health status of components relevant to their projects.


  • Real-time updates on project-specific metrics.


  • Access to component-specific data to ensure project success.
    Collaboration tools for team communication and issue resolution.

Wants

  • Tailored insights into the health status of specific components related to their projects.


  • Intuitive visualization of data to easily track project-related metrics and dependencies.


  • Automated alerts for issues within their scope of responsibility.


  • Detailed reports on component performance impacting their projects.


  • Easy access to data for status meetings and reporting.

Pain-points

  • Difficulty in isolating issues relevant to their projects.


  • Overwhelming amount of irrelevant data.


  • Lack of real-time updates on component health.


  • Inconsistent reporting affecting project timelines.


  • Communication gaps within the team due to insufficient collaboration tools

Lo-fi Wireframes

Lo-fi Wireframes

Step 1

Workspace Navigation

Select 'Platform Health Report'

workspace from the side navigation bar

Step 2

Platform Health Dashboard

The self-diagnosing dashboard shows diagnosis information for the last 15 minutes by default. Click on the diagnosis tiles to update the values in the table below.

Step 2

Platform Health Dashboard

The self-diagnosing dashboard shows diagnosis information for the last 15 minutes by default. Click on the diagnosis tiles to update the values in the table below.

Step 1

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

Iterations & Final Designs

Show Labels

Consistent find-ability for new workspcae

Navigation

User experiences are optimized by utilizing existing mental models that users are familiar with. This approach allows users to focus on their tasks without needing to learn new models.

KPI values tiles give a quick summarised view of the platform health report

Interactive health check report showing synced data with the KPI tile selected above

Report actions: download & enlarge view

Dashboard View

Simplifying the data for users who just want an overview of the platform health

Interactive KPI tiles synchronized with the report view below, providing an easier and quicker way to filter the view without applying filters.

Expand and collapse all action on Report details columns might help users

Too many filters might confuse the new users,

Report details are collapsed by default to not overwhelm the user with information

Tabs Navigation

The majority of users requested an overview of the platform's status and whether the environment was operational. The cause of the failure is not crucial for everyone, except for specific roles, as all the report details are initially hidden.lt.

Manual click to see each report details in this view.

Other tab is specially focused on providing the reasons for failure to the user with other details

Details View

This diagnose details tab is relevant to specific roles focusing on finding the reasons for failure and to help them resolving the issue.

The user (System architect) cannot directly assign the issue to the team from here or track the progress.

Video Loop

Interactive KPI Tiles with relevant information show a quick view of the platform's overall health.

Detailed diagnosis information is also available if required.

Iterations & Final Designs

Show Labels

Consistent find-ability for new workspcae

Navigation

User experiences are optimized by utilizing existing mental models that users are familiar with. This approach allows users to focus on their tasks without needing to learn new models.

KPI values tiles give a quick summarised view of the platform health report

Interactive health check report showing synced data with the KPI tile selected above

Report actions: download & enlarge view

Dashboard View

Simplifying the data for users who just want an overview of the platform health

Interactive KPI tiles synchronized with the report view below, providing an easier and quicker way to filter the view without applying filters.

Expand and collapse all action on Report details columns might help users

Too many filters might confuse the new users,

Report details are collapsed by default to not overwhelm the user with information

Tabs Navigation

The majority of users requested an overview of the platform's status and whether the environment was operational. The cause of the failure is not crucial for everyone, except for specific roles, as all the report details are initially hidden.lt.

Manual click to see each report details in this view.

Other tab is specially focused on providing the reasons for failure to the user with other details

Details View

This diagnose details tab is relevant to specific roles focusing on finding the reasons for failure and to help them resolving the issue.

The user (System architect) cannot directly assign the issue to the team from here or track the progress.

Video Loop

Interactive KPI Tiles with relevant information show a quick view of the platform's overall health.

Detailed diagnosis information is also available if required.

Consistent find-ability for new workspcae

Navigation

User experiences are optimized by utilizing existing mental models that users are familiar with. This approach allows users to focus on their tasks without needing to learn new models.

KPI values tiles give a quick summarised view of the platform health report

Interactive health check report showing synced data with the KPI tile selected above

Report actions: download & enlarge view

Dashboard View

Simplifying the data for users who just want an overview of the platform health

Interactive KPI tiles synchronized with the report view below, providing an easier and quicker way to filter the view without applying filters.

Expand and collapse all action on Report details columns might help users

Too many filters might confuse the new users,

Report details are collapsed by default to not overwhelm the user with information

Tabs Navigation

The majority of users requested an overview of the platform's status and whether the environment was operational. The cause of the failure is not crucial for everyone, except for specific roles, as all the report details are initially hidden.lt.

Manual click to see each report details in this view.

Other tab is specially focused on providing the reasons for failure to the user with other details

Details View

This diagnose details tab is relevant to specific roles focusing on finding the reasons for failure and to help them resolving the issue.

The user (System architect) cannot directly assign the issue to the team from here or track the progress.

Video Loop

Interactive KPI Tiles with relevant information show a quick view of the platform's overall health.

Detailed diagnosis information is also available if required.

Iterations & Final Designs

Step 2

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

Step 1

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

Step 2

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

Step 1

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

Step 1

Select 'Platform Health Report'

workspace from the side navigation bar

Workspace Navigation

  • I tried to keep the design aesthetics synced with the company's design language


  • I tried to keep the design aesthetics synced with the company's design language


  • I tried to keep the design aesthetics synced with the company's design language


  • I tried to keep the design aesthetics synced with the company's design language

92%

It is critical in enabling users to monitor the health of the environments, swiftly diagnose issues & maintain overall system stability and reliability.

Participants wanted 'system health data access'

>80

Agreed that there is

Lack of visibility

42%

Environment

System Admin

35%

Project Manger

23%

Executives

The categorization and number of participants involved in the survey facilitated the creation of focused personas later on.


>65

Users got affected by delayed information about the environment diagnosis & resolution

Component-specific insights

76%

Users agreed to the importance in allowing users to quickly identify & resolve issues. To ensures smooth project progress and identify & resolves issues quickly.

>57

Post-upgrade stability check

This will ensure system updates do not disrupt operations, enabling system administrators to maintain reliability and quickly address any arising issues.

23%

Executives

37%

Environment Admins

22%

Devops Team

13%

Development Team

5%

Project Team

User type response

Total number of user responses received across cross-functional departments