Lockstep

Organizations want to gain insights from their data, but need to be sure customer data isn’t accidentally shared or opened for notifiable data breaches.

I designed a web app dashboard that allows “Lockstep’ Gatekeeper” to specify who can access what data, how they can access it and for how long.

Services

User experience – User flow – User scenario – Agile methodology – Desktop web app – User interface design – Wireframe – Prototype – Sketch – XD CC

Client

Unico
2019

My role

I had 6 weeks to deliver the admin dashboard POC.
When I started the project, the product owner had already done the competitor analysis, product roadmap, user journey map, user stories, and features prioritization.

I was in charge of designing a solution in Hi-Fi prototype. An agile methodology was adopted and I collaborated daily with BA, product owner, and developers. My focus was to allow an admin to create a new policy and add members and new users to it.

Context

PROTECTED DATA MEANS INSIGHTS ARE LOCKED AWAY

Data-focused organizations are looking to get more value out of their most valuable asset – the company’s data. However, General Data Protection (GDPR) and industry compliance, the risks of notifiable data breaches often limit the organization’s ability to open access to this data to internal department and partners.

Challenge

EMPOWERING SAFE DATA

Access to customer data should be stored safely within core platforms, but the insights on customer behaviors, purchase history, spend, and loyalty should not be locked away. Instead, allow access to the data without risking data breaches.

How might we get better insights into consumers and share their data, securely within the organization and partners?

Solution

CREATE POLICIES ACCESS RULES

Lockstep allows companies to open their data to trusted groups and de-risk it’s used to ensure they can only see what they should see, for only as long as they need it. Does a group no longer need access to some data? No problems, “Lockstep’ gatekeeper” will lock them out.

SECURE ENVIRONMENT
Your data is secured within the Lockstep environment. Nothing is shared with other companies.
ALWAYS UP TO DATE
Configure once, use forever (Lockstep solution keeps in synch with your core system).
BETTER INSIGHT
Marketing and business insights are available the moment you allow users access.

Design process

Research

FEATURES PRIORITIZATION

What features were prioritize?

Create, delete, edit a user
Create, delete, edit a policy
Add members and new user to a policy
Give and remove user access to a policy
Policy status
View user’s roles

USER FLOW

I regularly designed the structure of our information to ensure the best usability for the user. It helped to organize the prioritized features set for the product road map. I also went through the user stories daily to ensure we were answering user’s needs.

LIFE CYCLE OF A USER

I designed the life cycle of a user to highlight what features are needed for user profile.

User -> not logged in yet -> account status = not logged yet -> 0 invite policy ->0 active policy
User -> logged in -> account status = active -> 0 invite policy -> 0 active policy
User -> logged in -> invite as member of a policy -> account status = active -> 1 invited to policy -> 0 active policy
User -> logged in -> invite as member of a policy -> account status = active -> 1 invited to policy -> 1 active policy
User -> not logged in yet -> account status = not logged yet -> 1 invite to policy
User -> account status = suspended

When a user account is active?
When an admin creates a new user, the user receives an email. Then the user has to login to be able to be active.

Features to be designed accordingly

User name
User active policy
Invite user to a policy
User role
User status

LIFE CYCLE OF A POLICY

I designed the life cycle of a policy to highlight what features are needed for policy settings.

Incomplete (draft)
Complete (draft)
Complete and active
Complete and inactive
Complete and expired

Concerning the risk management to make active a policy complete in the draft, admin has to click a button “make it go live”.

Features to be designed accordingly

Policy status
Policy filter
Policy Name
“Make policy go live” button
Wizard

Ideation

Concept to design a drag and drop dashboard

The product owner opted to deliver a more conventional solution.

Wireframing

I spent quite some time to design the wireframes and iterate the expected features. 6 scenarios were designed to answer what problem we are trying to solve for the user.

Scenario 1

Unico admin invites users to log in to Lockstep dashboard

Scenario 4

Unico admin creates a new policy. Policy is not 100% completed

Scenario 5

Unico admin invites and add new users to a policy

Prototyping

#1 Prototype

Implementing material design language

#2 Prototype

Implementing my own style guide based on the material design language

Scenario 5

Unico admin invites and add new users to a policy

Reflection

What I learnt

This project has been a very good learning experience on how to collaborate with a team. As the product owner and the marketing team have done the UX research, I collaborated closely with them to get insights about their findings and the business goal. Through workshops, we prioritize the users’ stories and we redesigned user flows.

I have learned how to take initiative and communicate better about my design on our daily standup. We adopted an agile methodology with a team of a BA, a scrum master, a product owner, 2 developers and myself. To have worked in an agile environment has helped me a lot to understand the goals, the features to prioritize, and to evaluate my time better. To gain quick feedback from the team and iterate my solutions, I opted to design the wireframes by scenarios to clarify the problem we were trying to solve for the user.

When building the prototypes, I have improved my design skills by designing my style guide following the atomic design methodology, great!