Stream One Ion - Techdata

Stream One Ion  is a cloud software reselling platform of Tech Data (Stream One Cloud Management & Stream  One Enterprise Solution.) Platform allows reselling capabilities of cloud products in subscription, Solution, Service models. Platform users have access to multiple storefront, vendors, products, Billing, reporting etc., Application is migrated to a new technology Platform to offer multi-tier reselling capabilities.

Outcome
Standardized Stream One Ion Existing application, rolled out Create Storefront feature with some existing functionalities.
Completely redesigned Stream One Ion and Set standards for the future state application.

 

CLIENT
Techdata

ROLE
UX Architect

TIMELINE
4 Months

STATUS
Shipped

 

Track 1 - Migration Stream One Ion

As part of the existing process, all resellers needs to be migrated to Stream One Ion Platform. Legacy SCM & SEC platform users are migrated to Stream One Ion for Multi tier Capabilities.  I was helping out the Platform Admin & marketplace Scrum teams and responsible for UX delivery.

 

Track 2 : Redesign - Stream One Ion

Stream one Ion design activity was going on for close to three years, with so many vendors and so many designers it was evident that the existing design is outdated and there are many inconsistencies in terms of patterns, components and experience.

I was responsible for Planning, Research, Started working on the on the design concepts as part of the redesign activity.

 

Plan is to implement incremental changes to the platform via the redesign activity.

Migration Track

GOAL
Goal is to complete Stream one Ion Migration activity to New platform and design multi tier reselling capabilities.

I was handling Platform Admin and Marketplace Pod. 

 

Intermediate State
Techdata doesn't want  to completely revamp the product as there are challenges. But understanding the features has to go to market and there  is a delay in the release date. UX improvements has moved to lesser priority, even though there are some red flags.

Plan is to implement incremental changes to the platform via the redesign activity. 

Analysis

AUDIT

Heuristic Evaluation

UX Benchmarking

Design Standardization

As part of the process I evaluated the application and documented gaps, inconsistencies etc.,

UX DELIEVERY

Marketplace Update

Global Terms

Profile Terms

I was also taking care of the UX delivery of Platform admin & marketplace features in the existing platform.

Discovery & Research

USERS
Producer
Reseller
Aggregator

 

Heuristic Evaluation
I conducted heuristic evaluation in Safe Trac applications and identified Key improvement area, pain points etc.,

User Interviews
Interviewed Ramp Agents, Supervisor as part of this activity.

Field Studies
As part of the engagement I also observed 03 Ramp agents loading/unloading bags in arrival & Departure.

Stake Holder Interview
We understood the business process through multiple stakeholder interviews & business process walkthrough.

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Design Concept

Based on the Analysis and research data I created concepts for Safe Trac.
Goal is to keep the flow simple even through we have 5 modules to combine.
User should be able to view locations, modules from all screens. Key is to focus on task based approach, were any agent could be assigned to any task.

Problem# 1

Agents needs to work in multiple locations in a shift. To scan bag tags in BSO, Claims, Pier agents needs to log out and log in in each location. Switching from one location to other location & scanning bags is a time consuming process using the legacy tool. Application needs to be robust.

Wireframes - Location Change

 

  • User could navigate between location with out hassle.

  • User can change location in the application via scan or manually using the application.

Redesigned Navigation & Location Change.

Problem# 2

Existing navigation is 3 levels. Agent needs to go through the a step by step process to complete a bag tag related action. If the bag tag is wrong user needs to start the process from the menu screen again.

Flow

Wireframe

 

Problem# 3

Agent does lots of unplanned task, agents needs to stop one process and start another. Every time the user quits a task there is no way in the existing system to save the task & open a new task. User always repeats the same steps if a task is quit in-between for some reason.

Agents can save a task from the task details page at any point of time and retrieve the task from multi-tray.

Agents can access the multi-tray from the navigation.

 

User/Business Feedback

I presented the design solutions to users & business. Overall the response was satisfying,

  • Most of the users like the modern approach and the hassle free way of switching locations, task.

  • Received Positive feedback on the robust & dynamic nature of the application.

  • Agents like the task based approach vs the role based approach in legacy.

  • Most of them agreed that multi-tray could be a huge time saver.

  • Few agents felt a dark mode will be helpful for them, because they work in all weather & conditions.

  • Business users felt that task based approach is good but on a long term, when the process are streamlined a role based approach would be better.

Next Steps

  • Understand project plan & roll out strategy for Safe Trac 2.0.

  • Kick off project, share common understanding/goals, plan, Identify resources, timeline etc.,

  • Rollout UX strategy of research, design, usability testing plan vs budget & timeline.

  • Plan & test prototype to identify gaps, user expectation & business alignment.

  • Implement analytics to understand the overall apps performance.

  • Measure user success rate and report to business team.

  • Ensure Delta’s business metrics for 2019 is met.