Say goodbye to complex workflow of Role-based access control (RBAC) in B2B SaaS:
Enhancing permission management and streamlining workflow for Datafinder.
Project Overview
Datafinder, a cutting-edge product by Bytedance, empowering insights through advanced data analytics. Designed for diverse organizational needs, Datafinder's user management empowers administrators to efficiently control access and permissions, byassigning permissions to users based on their role within an organization. It offers a simple, manageable approach to access management that is less prone to error than assigning permissions to users individually.
For large corporates managing multiple entities or applications, Datafinder's current single-application approach limits data visibility to a specific project, creating isolated user experience. By implementing this capability, multiple applications can be consolidated under a single project, enabling aggregated statistics across platforms. This approach provides a clear view of user assets and simplifies user journey analysis across entities.
Our objective was to streamline user experience for role and permission management, facilitating intuitive navigation, collaborative workflows, and secure data access. Our redesigned interface empowers admins from onboarding to compliance tracking, enhancing their efficiency and effectiveness.
Product
B2B SaaS | Web APP UX/UI
Target Audience
Large Corporations, SME Business
My Role
Product Designer
Deliverables
Persona & Key JBTD, User Journey, Information Architecture, User Flows, UX & UI
Original Challenges
1. Complex RBAC System Due to Large Organizational Structure:
From a data model perspective, in Finder's current setup, analysis objects are uniformly defined through the "User" model, and the ID system is relatively singular. For more complex business systems, relying solely on a single user entity often falls short in describing the current business scenario and may even lead to inaccuracies. The existing design struggles to configure and oversee resource and data access among users, roles, and teams. Recent feedback underscores the need for a simpler, more user-friendly interface and process to address these issues.
2. Complicated workflow in Volcano Console Dashboard:
The Volcano Console's workflow isn't as straightforward as desired. Originally, it required binding corporate entities, projects, and DataFinder applications in a sequential manner. This division between user and role management and project management disrupted the flow, making usage difficult and prompting user complaints. Recent feedback emphasises the demand for a more streamlined process to hasten tasks and improve efficiency.
Opportunity Hypothesis
Our aim is to design a more intelligent and user-friendly permission management system for the Bytedance DataFinder while simplifying user workflows to improve their experience. We plan to achieve this through the following approaches:
1. Unified Console: Integrating user and role management pages with project management pages to create a unified operational interface, eliminating information gaps and enhancing process coherence.
2. Workflow Refinement: Streamlining the operational flow by simplifying the process from corporate entity binding to application binding, enabling users to complete tasks more swiftly and enhancing work efficiency.
Through these improvements, we are committed to providing users with a more efficient and user-friendly environment for permission management and operations, ensuring reliable support for the appropriate utilisation of enterprise data.
User Research
1. User Persona & Jobs-to-be-done
2. User Journey
Conclusion: User Painpoints & Product Opportunities
1. IA Re-org
Datafinder users faced a disruption when creating role settings, as it required navigating away from the application. To streamline this, a comprehensive IA overhaul was initiated, integrating project and user settings directly into the app.
2. Workflow Simplify
As the original page was developed by engineers only, without designers involvement. Users faced hurdles with outdated form designs, leading to confusion during creation. To tackle this, a comprehensive redesign strategy was implemented, aligning with contemporary UI/UX principles.
Design Strategies
1. Streamlining User Control - A Strategic Information Architecture Reorganization
Strategy & Benefits
Unified settings to boost productivity: Centralizing project configurations and user permissions within Datafinder removed the need for navigation between applications. One-stop settings management saved users time.
Logical Hierarchy to enable scalability: A hierarchical structure was introduced, grouping settings logically and enabling quick access. Hence to set the stage for future enhancements.
Simplified Navigation to ensure smooth onboarding: Consistent navigation elements ensured users could effortlessly manage their configurations.
2. Revamping User Experience - Redesigning ux for Enhanced Clarity
Redesign Strategy
Visual Hierarchy: The new design introduced a clear visual hierarchy, prioritizing information based on importance.
Grouping and Categorization: Information was thoughtfully grouped into sections, ensuring a logical flow and easier comprehension.
Intuitive Layouts: The redesign focused on intuitive layouts, with form fields strategically positioned for effortless interaction.
Minimalistic Approach: A clean and minimalistic design approach reduced clutter, allowing users to focus on essential information.
Design MVP
1. Role Management Workflow Refinement
2. Project Management
3. User Management
What's next...
By setting clear success metrics, conducting usability testing, and collaborating closely with the product manager on a Go-to-Market strategy, the redesign of RBAC user permission management can be effectively launch to Datafinder's Saas version, ensuring user satisfaction and success.
