Web app | Netenrich | 2021

Automating manual IT tasks

OVERVIEW

Netenrich is a SaaS company that focuses on AI ops and cybersecurity. This was a green-field project to design an experience for a self-service portal called "Automations" that allowed users to use pre-defined templates to automate repetitive IT tasks. I was responsible for the end-to-end design process from initial research to defining the features and providing development support.

ROLE

Lead designer - user research, end-to-end design process & implementation support

TEAM

3 VPs, CTO, 2 Product Managers, 3 Developers, Automation team, Design Manager and UX Designer (me)

DURATION

9 Months

Project details restricted due to NDA

Due to NDA restrictions, I'm unable to share the details of the project. This is just a brief overview. For a complete portfolio walkthrough, feel free to reach out! If you want to read about the entire project & have the password pleaseClick Here →

THE BEGINNING

How might we reduce manual intervention and find a way to automate day-to-day IT tasks?

At the beginning of 2021, I got pulled into a brainstorming session with the design and Automation teams where the VP had a vision to create a platform where users could come and automate repetitive tasks thus saving time and reducing manual intervention. Soon I was leading this exciting project.

THE PROBLEM

Existing Scenario

The manual method of managing different IT services is cumbersome and requires significant time and effort. The tasks and commands for different devices are stored in a spreadsheet linked to a GitHub repository. To perform a task, the user must create a separate script for each task and further create a separate task for each device manufacturer. This process becomes even more tedious as the scripts must be updated every time the device’s OS is updated.

Illustration of a spreadsheet containing templates with instructions to perform IT service tasks
OUTCOME

Over 300 workflows automated through Automations in September 2021.

Automations resulted in a 100% task completion rate and helped our analysts reduce their task completion time by 50%.

RETROSPECTIVE

What would I have done differently?

1.  Clearly defining the product roadmap: With multiple PMs and a changing vision of the product, one of my major learning was that without clarity on the goals, there can be multiple visions. Going forward, I would focus on detailing the use cases and clearly defining the acceptability criteria.

2. A/B testing: For design decisions that were heavily debated, I would use data to drive the decision. Given the opportunity, I would include usability testing for different features to choose a direction based on user data.

LEARNINGS

Preference to familiar patterns

Principles like familiarity matter. No matter how ‘good’ a design is, people might stick with an older version if it is not easy enough to learn.

Defining design processes for the future

Through this project, I was able to define processes such as documenting key decisions which were then implemented across the design team and in every project I did later on.