SmartFiles Dashboard

Overview

The story of how we redesigned the existing dashboard to provide storage admins visibility into key metrics to troubleshoot end user problems.


Product Line: Cohesity SmartFiles
My Role: Lead Designer

Timeline: Apr 2021 - Oct 2021 (6 months)

SmartFiles Dashboard

Overview

The story of how we redesigned the existing dashboard to provide storage admins visibility into key metrics to troubleshoot end user problems.


Product Line: Cohesity SmartFiles
My Role: Lead Designer

Timeline: Apr 2021 - Oct 2021 (6 months)

SmartFiles Dashboard

Overview

The story of how we redesigned the existing dashboard to provide storage admins visibility into key metrics to troubleshoot end user problems.


Product Line: Cohesity SmartFiles
My Role: Lead Designer

Timeline: Apr 2021 - Oct 2021 (6 months)

About Cohesity

Cohesity, located in San Jose, CA, is a company that specializes in data security and management. They provide software that consolidates different data infrastructure on one platform, allowing data center administrators to easily manage it with a single UI.

About SmartFiles

SmartFiles is part of the Files & Object data silo in the technology stack. It simplifies the management of unstructured data such as rich media, home directories, video surveillance, big data, and backup data sets.

Empathizing with the storage admin

Visibility problems with the existing dashboard

Verifying the issue through customer research

Reviewing internal support cases

How might we

How might we

Enable SmartFiles customers to proactively monitor performance and manage their deployments effectively.

Collaborating with XFN Team

  • Collaborated with a team of 21+ members throughout the project's lifecycle.

  • Iterated on product requirements with the PM team.

  • Received help from the sales and product solutions team in connecting with customers.

  • Worked with engineering to ensure feasibility and metric collection.

  • Collaborated with the technical writing team to simplify metric descriptions and review tech docs.

Defining the project goals

Setting the expectations and constraints

Solution

Making key metrics visible for storage admins

Process behind the solution

4+ Product Docs

I simplified the metrics sheet with UX writers and collaborated with PM and engineering on the Lean UX canvas to frame the problem, brainstorm ideas, and assumptions to validate. A formal PRD was then created for approval from other leaders to kickstart production, emphasizing the importance of detailed documentation for effective communication and transparency between XFNs.

10+ Usability Tests

With a design-focused PM, we emphasized early testing with customers and rapid iteration as we learned more about the right problems to solve. Together, we conducted over 10 tests with internal SMEs and customers to validate our product direction.

15+ Iterations

I iterated the designs over 15 times before selecting the final candidate.

2 Design critique sessions

I reviewed the experience with the larger design, product, and engineering team, took their feedback, supported design decisions, and iterated accordingly.

Handing off components for development

2 UI Reviews

During UI reviews, engineers shared implementation for feedback. I documented bugs and inconsistencies, created tickets, and followed up on updates, ensuring parity between design and development.

Reaching our goals and making an impact

FIN. Thanks for reading ❤️

FIN. Thanks for reading ❤️