An image from the Enkaji website
 
From March to November 2024, I designed a core enterprise feature that positively impacted 9 products across 3 platforms - Solace Cloud, Broker Manager, and DevOps UI.
Collaborating on roadmaps, customer research, journey maps, workshops, kickoffs, story definitions, and design reviews with stakeholders, POs, architects, QAs, engineers, docs, and marketing.
 

GOAL

Enable environments to clearly separate resources and user permissions while aligning with the software development lifecycle practices teams already use across their tooling.

How might we...

1

Introduce environments as a first-class platform concept so resources, workflows, and context can be shared consistently.

2

Evolve the existing environments model beyond Event Portal without breaking current mental models or workflows.

3

Extend environments into Mission Control and other product areas that need to operate inside of environment boundaries.

4

Design a cohesive, platform-wide system that allows all products to work together seamlessly while supporting scale and governance.

METRICS OF SUCCESS

๐Ÿ‘ Environment management lives outside of a single product area

๐Ÿ‘ Environments are configurable to match real world relationships to each other

๐Ÿ‘ Teams are segregated in their environments

๐Ÿ‘ Build off existing environments so users donโ€™t need to re-learn navigation

๐Ÿ‘ The current environment in must be identifiable at all times

๐Ÿ‘ There is a consistency of experience across the platform

๐Ÿ‘ Users can navigate to different areas while staying in the same environment

 

CONTENTS

1.0 Discovery

Uncovering user needs, business goals, and technical constraints through research and stakeholder interviews. Defining the problem space and identifying opportunities for innovation.

User needs Business goals Prototypes Customer journey Test plan User interviews Competitive research

2.0 MVP & Vision Strategy

Prioritizing core features for a minimum viable product while establishing a long-term product vision. Balancing immediate user needs with strategic objectives to create a focused roadmap.

Use cases Requirements Success criteria Key features Future work Roadmap Milestones Epics Stakeholder alignment

3.0 Design & Implementation

Create detailed designs, prototypes, and specifications, then collaborate with engineering to build and iterate on the solution. Refine the user experience through feedback and testing cycles.

High-level flows Detailed mocks Visual specs PLM, Arch, Eng reviews Acceptances Bug Bashes

4.0 Post-Implementation

Validate the deployed solution with real users to measure success, identify issues, and gather insights. Use findings to inform future iterations and improvements.

User testing Analytics Usability issues Validation Feedback Future iterations


1.0 DISCOVERY

Why Environments Matter

In a cloud-native event infrastructure, environments arenโ€™t just labels. Solace Cloud uses environments to organize work across teams and lifecycle stages, letting organizations segment capabilities for dev, staging, and production use. This structure supports safer deployments, clearer ownership, while allowing resources to be shared across distributed teams.

An example of how products and resources live inside and outside of environments

 

Satisfying A Customer Need

Environments are used in many enterprise products as a governance and workflow framework. Instead of one monolithic space for all resources, users can separate them into environments. Each environment are then configured with differing controls, runtime policies, and deployment expectations, enabling clearer handoffs between stages of the delivery pipeline.

Because our platform was scaling, we needed to implement this key feature, match our competitors, and give our customers more control over their systems.

Research

1

Solidify product requirements, use cases, requirements, and personas

2

Create a user research test plan

3

Interview subject matter experts to understand feature expectations and gather user needs

4

Use interview findings to provide context for a stakeholder user journey workshop and align with business needs

5

Research competitors to understand existing implementations

Note: Research details cannot be given due to proprietary information.

An image of the user research test plan
A test plan was created for user research
An image of the results of our SME interviews
5 interviews were conducted with internal SMEs
An image of the customer journey workshop
A workshop was held to understand the desired user outcome

2.0 MVP & VISION STRATEGY

For this platform-wide feature, the product owner and UX worked together to break milestone features into a clear MVP and longer-term vision. I focused on defining the end-to-end happy path, while the product owner defined scope and priorities based on impact, risk, and dependencies.

Early Challenges

1

Smoothing out dependencies between resources that live inside and outside environments and minimizing chained errors

2

Allowing power users to view and manage segregated resources across all environments without having a centralized resource page

3

Migrating high volumes of existing customer resources into environments

4

Consolidating existing customers accounts which were used as a workaround without environments

5

Coordinating efforts and reducing knowledge drift across all teams and domains

A big challenge was not having an environment agnostic resource page for Middleware Integrators to manage their services. So I added a toggle in the environments menu that turned environment filtering on and off for their resources

 

6 User Persona Needs

An image of an administrator
The Admin needs to be able to allocate resources and access across environments for secure governance of the platform to align with their real world environments
An image of an enterprise architect
The Enterprise Architect needs to set the foundation and governance for all EDA to ensure other users build based on organizational best practices
An image of a middleware integrator
Middleware Integrations needs to build the infrastructure and templates to help other users leverage their system in a self-serve manner
An image of an application architect
The App Architect needs to implement EDA for their line of business within the system and ensure proper object management and security
An image of an developer
The Developer needs to be able to create new EDA and the supporting infrastructure from end-to-end in a controlled manner, then push it between environments in accordance with organizational procedures
An image of an business analyst
The Business analyst needs to be able to identify events that exist in specific environments to be bundled into event APIs and monetized from their platform

3.0 DESIGN & IMPLEMENTATION

I partnered closely with product owners, architects, development leads, and engineers to design multiple user flows for our personas. Together, we mapped complex scenarios into clear, intentional pathways that satisfied user, business, and technical needs. This collaboration resulted in a cohesive end-to-end user experience throughout the entire platform.

User Flows

1

Environment creation and configuration

2

User's first time use and default views

3

Navigation into environments through 3 levels of hierarchy

4

Resource creation inside environments

5

Managing datacenters inside environments

6

Navigating between products outside of environments

7

Navigating between pages and resources that straddle environments

8

Other role and permission scenarios

 

Pages of exploration, high-level mocks, detailed designs, and visual specs

 

Final Design Examples

An image of an environment list
The environments list page
An image of Cluster Manager
Cluster Manager with services in different environments
An image of Runtime Event Manager
Runtime Event Manager with modeled event meshes in different environments
An image of Micro-Integrations
Micro-Integrations with micro-integrations in different environments

4.0 POST-IMPLEMENTATION

User Validation

After implementation, we validated the feature with 5 subject matter experts. Using the original product requirements, we walked through 3 flows and asked them to complete 6 tasks. Feedback was largely positive. Each participant shared what they liked, their pain points, and how the experience aligned with their expectations.

"It's pretty slick!" - Participant 4

โœ… Successes

  • Everyone felt that environments was a great feature and filled a missing need

  • Everyone loved the icons and colours used to visualize environments

  • Everyone agreed that it meets expectations for how it should work in a SaaS product

๐Ÿšซ Pain Points

  • Implications of deleting environments werenโ€™t clear

  • When asked, everyone expected having the ability to move services between environments, but the process wasn't understood

  • Everyone felt that services in a single region should exist across multiple environments

  • Navigation wasnโ€™t consistent with participantsโ€™ mental models

โ€œIt's very neatly, nicely designed. It's easy to use." - Participant 2
 

ONGOING EVOLUTION

Environments is launched ๐Ÿš€

With no critical usability issues identified, the feature was validated as a successful design. A set of targeted enhancement tasks were created to incrementally improve clarity and guidance, which will be tackled in upcoming roadmaps. This will allow us to continually work towards our vision, and for the feature to scale sustainably as additional products are added over time.