idgard cloud storage

Faster user management through sidebar preview, filters, and context-sensitive actions

Project duration

9 months (Q1 - Q3 2023)

idgard cloud storage

Faster user management through sidebar preview, filters, and context-sensitive actions

Project duration

9 months (Q1 - Q3 2023)

idgard cloud storage

Faster user management through sidebar preview, filters, and context-sensitive actions

Project duration

9 months (Q1 - Q3 2023)

Client

Uniscon (TÜV Süd)

Role

UX Designer

Team

2 UX Designers, 9 Developers, 1 Product Owner

Client

Uniscon (TÜV Süd)

Role

UX Designer

Team

2 UX Designers, 9 Developers, 1 Product Owner

Client

Uniscon (TÜV Süd)

Role

UX Designer

Team

2 UX Designers, 9 Developers, 1 Product Owner

New user management in idgard: user list with filter bar and sidebar preview
New user management in idgard: user list with filter bar and sidebar preview
New user management in idgard: user list with filter bar and sidebar preview

AT A GLANCE

Problem: Admins of large customers with 20,000+ accounts required numerous page changes. Lists sometimes took minutes to load.

My Contribution: In a designer tandem: Analysis of NPS data and 50+ support tickets, concept for sidebar preview, filter bar, and context-dependent actions, two rounds of testing (moderated and with Maze).

Result: Satisfaction with user management +16% compared to previous years, significantly fewer clicks, reduced workload for Support and Customer Success.

Project overview

Project overview

idgard is a cloud storage solution specializing in data security that enables protected collaboration in enterprise environments using patented Sealed Cloud technology.

As part of the further development of the idgard web platform, my design colleague and I took on the conceptual and visual redesign of the user management system. The goal was to make the administration of large user bases (up to 20,000+ accounts) more efficient and, together with product management and developers, systematically address existing performance and usability issues.

The catalyst was recurring feedback from NPS surveys and support data, which revealed significant usability weaknesses, particularly in the administrative area.

Initial Situation

Over several years, NPS surveys and support evaluations had highlighted recurring problems in user management. In particular, administrators who used the system regularly reported:

  • numerous page changes when editing individual users

  • a lack of filtering and search options

  • low efficiency with recurring tasks

In parallel, significant loading times occurred with large numbers of users (sometimes several minutes), which caused frustration, especially among enterprise customers. Support tickets and direct feedback from IT administrators made it clear that both efficiency and transparency in the workflow needed to be improved.

Previous user list
Previous user details page
My Role

I worked as a UX designer in tandem with another designer. Together, we were responsible for research, conception, prototyping, and validation within agile sprints. The project team consisted of a Product Owner, frontend developers, QA, test automation, and a Scrum Master.

My responsibilities included:

  • Deriving design decisions from NPS data, support tickets, and user testing

  • Conception of the new list and detail view UX

  • Development of clickable prototypes for single and bulk editing of users

  • Planning and conducting two rounds of user testing

Research & Insights

Research & Insights

Quantitative Analysis

We analyzed:

  • NPS data over several years

  • Free-text comments from surveys

  • over 50 support tickets related to user management

A clear pattern emerged: Missing features were not the issue, but rather a lack of clarity and inefficient workflows were the main problems.

Qualitative Validation

In two testing phases with internal and external enterprise IT administrators, we examined:

  • Navigation behavior

  • Time taken for individual tasks

  • Perception of complexity

  • Understanding of filter and selection mechanisms

During the course of the project, we partially switched from moderated to unmoderated tests using the tool Maze to get feedback faster and with a larger sample size. This noticeably increased the speed of iteration. Maze allowed us to track the mouse movements and clicks of our test subjects and generate heatmaps based on this data, which reflected the users' focus.

Central Insight: It was clear that the user list is perceived as a central working surface and page changes disrupt the workflow. Tasks such as role assignment, license allocation, and status verification of multiple accounts were particularly time-critical.

Design process

Design process

The new user management system has been designed so that administrators can find, edit, and control users more quickly.

1. User Details Without Losing Context
What Has Changed

Instead of separate detail pages, a side-drawer editing view has been introduced. Administrators can view and edit users without leaving the user list. This reduced navigation steps and improved orientation in the workflow.

Architekturdiagramm: Web-Client mit React, REST-API mit Express, Fachlogik, Persistenz und Datenbank; Authentifizierung mit JWT, RBAC und HTTPS; ein WebSocket aktualisiert belegte Zeitfenster live.
2. Context-Sensitive Actions and Efficient Handling of Multiple Users
What Has Changed

When selecting one or more users, the interface adapts contextually: relevant actions are highlighted, irrelevant ones are hidden.

Why This Is Important
  • Clearly Recognizable Next Steps

  • Especially Helpful with Large User Lists

Buchungsdialog mit Fehlermeldung: Die Fahrstunde lässt sich nicht buchen, drei Gründe: Doppelbelegung der Fahrlehrkraft, Doppelbelegung der Fahrschülerin und Verteilungsregel.
3. Introduction of a structured filter bar for targeted user selection
What has changed

User research revealed that administrators often work with large user lists and frequently need to filter by specific criteria (e.g., activation status or company affiliation).

To specifically support this workflow, we introduced a persistent filter bar above the user list. The goal was to make typical administrative tasks solvable not through navigation, but directly in the context of the list using combinable filters.

Wochenplan einer Fahrlehrkraft mit gebuchten und angefragten Fahrstunden.
4. Adjustment of the Design System

The previously used Material-UI library reached its limits in visualizing complex states and specific enterprise requirements. In the course of revising the user management, we therefore decided to introduce Flowbite as the new component basis. For a structured handover to development, we documented components, animations, and design rules in Supernova to ensure consistent implementation.

Zwei Ausschnitte des Wochenplans in schmaler Fensterbreite, die Bedienelemente stehen untereinander.
Zwei Ausschnitte des Wochenplans in schmaler Fensterbreite, die Bedienelemente stehen untereinander.

Final Design

Final Design

Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.
Terminalausgabe eines Testlaufs mit bestandenen Tests zu Anmeldung, Schnittstellen und Buchungsregeln.

Result & Impact

Result & Impact

After the release, a clear effect was observed:

  • Higher satisfaction of administrators with user management (Ø 3.4 / 5) representing an improvement of 16% compared to previous years

  • Positive feedback from two user test rounds and from existing customers

  • Noticeable relief for support and our Customer Success Managers

The UX of the administrative workflows has shifted from a limiting factor to a positive differentiating feature.

Drei gestaffelte Stufen: 1 Buchungs- und Dispositionssystem, 2 DriveWords, 3 Kommunikation; Fundament: Barrierefreiheit nach WCAG 2.2 AA.

Learnings

Learnings

The project showed me how important it is to adapt complex enterprise interfaces to the actual workflows of the users. Small changes like sidebar views or filter bars can significantly increase productivity without changing the existing system logic.

Additionally, I learned how valuable a systematic testing infrastructure is in an agile environment. The switch to unmoderated tests allowed for faster iterations and a broader validation base.

At the same time, it became clear to me that enterprise UX often has to be deliberately designed to be restrained: clear typography, reduced colors, and consistent layouts create trust and facilitate daily work.