How can we make onboarding hardware easier?
IT Admins or installers need to enroll Mersive's hardware (called Pods) to their Cloud management site (called Solstice Cloud) so that they can manage the Pods.
Problem: Currently, this can only be done with an outdated Windows app. Folks with a Mac cannot enroll Pods.
Solution: Find a solution that works on multiple devices, and is easier to use.
It's a big deal to make sure I'm doing things right. You only onboard something incorrectly a few times before you're really careful with everything."
- Eric, Director of IT
How I worked on this project from conception to completetion in 2022.
Understand scope and technical limitations
Over a series of discussions, I met with folks in engineering who had knowledge about this project.
The ideal solution was something that could be built directly into Solstice Cloud. However this was not possible due to technical requirements. It also could not be a mobile app for the same reason. So it was decided it would be a desktop app.
I documented how user's currently onboard Pods in a Windows app, and worked with subject matter experts to make sure it was correct.
Getting the screens right
Once we got the flow down, I iterated on the screens for the initial version of the app.
V1: initial features
In the beginning, we had users enter Pods one at a time, check the Pods, come back with errors, and then enroll Pods once those errors were fixed.
Final lo-fi designs
The final iteration had the user entering Pods, enrolling the Pods, and showing any errors at the end.
UI design and prototypes
I used the same styles from the Solstice Cloud design system, since the users would go there after enrolling the Pods.
We also worked with the Marketing team on the app name and logo to make sure the branding fit with our other products.
Results and learnings
What happened after the designs were completed.
The app was released as a beta to some customers to try out and collect feedback.
Getting app to customers
We added a button on Solstice Cloud for users to download the app, and a banner in the app to install updates.
I drafted questions and collected a list of clients to talk to about their experience with the app. However I did not get to this due to other priorities.