Onboard Applications with Zero Coding Required
Focused on the initial phase of app management—onboarding and setup—by streamlining complex workflows for multiple user types and introducing visual UI alternatives to technical inputs such as code and policy configurations.
Project Outcomes
Made Application Onboarding a Breeze for Admins:
removed the need for coding, replacing it with intuitive graphic UI and easy-to-use configurations.
Reduced Support Effort by 40%, Created a Scalable Process:
contributed to long-term strategic goal that one Identity Cloud for all enterprise applications.
Design Process
How to Onboard an App?
The onboarding process begins with the primary flow design, where two personas collaborate:
- Admins handle the basic setup, including app name, description, and data import.
- App Owners focus on configuring technical settings.
Given the varying levels of familiarity among App Owners, some require guidance while others don’t. This led to the design of an assistance mode to accommodate both needs.
The Primary Flow: Assisted vs. Customized Modes
During wireframing and prototyping, I defined the core content for the primary onboarding flow, categorizing details into required vs. optional and business vs. technical inputs. For Assisted and Customized modes, I organized settings by functionality to create a more intuitive and user-friendly experience.
How to Flow Users on a Wizard?
Onboarding Wizard: Iterate the Step of Data Import Spotlight
A key challenge in the wizard flow was the step of Data Import, where I had to balance regulatory requirements with users' established habits for storing data. The challenge was to decide between technical limitations and to ensure the process remained business-friendly and easy-to-use.
Simplify Technical Settings by GUI
Many previous settings that only allowed code input were reworked with a graphic UI and simplified configurations for tools like the JSON Editor, Condition Writer, and Rule Designer. However, both visual and coding options were provided, as technical users may still prefer the coding method.
