Mersive
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Problem: Currently, this can only be done with an outdated Windows app.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
My Role
How I worked on this project from conception to completetion in 2022.
Understand the scope and technical limitations
With discussions with various people in engineering, I learned what could be built to determine the type of solution.
Current to new flows
I worked to understand how the process currently works and what we need to implement in the new version.
Designs and beta testing
I created wireframes, designs, and added improvements with a beta release to select clients for feedback.
Understand scope and technical limitations
Over a series of discussions, I met with folks in engineering who had knowledge about this project.
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.
V2: other ways to add Pods
We also considered how to upload a file to enroll Pods as well as an option to scan your network to find Pods. The file upload was not implemented, but we used the network scan as part of our MVP.
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.
V1: manual entry flow
The initial UI was based on manual entry of Pods. We changed the progress screen to be more detailed to show the progress of each individual Pod.
Final: scanning network flow
After some iterations and discussion with the team on feature enhancements, we landed on a final version. This includes a more automated way to enroll Pods, showing different error states, and the ability to enroll failed Pods again.
