Fabric Quickconnect an efficient way to create virtual connections - Casestudy | Equinix

Equinix is the world’s most expansive, secure and sustainable data center platform which specializes in internet connection and digital interconnection related services. They own and operate a network of 220+ data centers in 44 major metropolitan areas and 22 countries on five continents.

Project Overview

Cloud Solution Architects can create virtual connections with Cloud Service Providers (Google Cloud) to their ports however, current process creates a fragmented experience by requiring users to hop between Fabric and Cloud service providers portals multiple times. If the user wants to create a pair connection (redundant) they need to go through the process twice, which can be time consuming.

Quick connect feature helps Cloud solution architects to instantly create redundant connection with their assets (ports, gateways) to cloud service providers network all inside Fabric.
We solved this by introducing Cloud Service Providers Sign in authentication step that allows Fabric to create redundant connection on behalf of users and automate the additional steps which required users to leave the Fabric portal. Resulting in a seamless and intuitive experience.

My Contributions

• Identified limitations of current create virtual connection user flow in Fabric Interconnection portal.
• Conducted user interviews with internal cloud solution architects and discovered painpoints related with existing create connection user flow.
• Synthesized insights and key findings in the form of user journey maps for 3 Cloud service providers and presented to key stakeholders using Miro board.
• Brainstormed and ideated on potential solutions in the form of interactive Figma prototypes.
• Gathered feedback from Technical Product Manager and Architectures and refined solutions for an improved create connection solution.
• Crafted Analytics Metrics in Analytics tool Amplitude to gain more insights on user interaction behavior as well as product metrics to drive future design decisions.


Quick Facts

My Role:
UX Designer (Individual Contributer)
I am the individual contributer to this project along with a Copy writer, Product Manager, Technical Product Owner, Sr. Backend Architecture and a team of 5 Engineers in Dragon Team. This project is currrently in hi-fidelity design state planned to be delivered in a duration of 6 months in two release cycles.

Team:
Gopal M.| Principal Technical Product Owner
David M.| Product Owner
Zoe H.| Design Director
John H.| Sr. Product Director
Sarah I.| UX Writer
Chris B.| Principal Product Owner


Time:
February 2022 - Current

Design Process
User interviews, Journey Maps, Wireframes Iterations, Design reviews, Prototypes, Hi Fidelity Mockups, UX Metrics

Tools:
Figma, Miro

Problem Statement
Current process of creating a connection to Cloud Service Providers has following limitations:

1. Multiportal Process: In order to create a connection, users need to visit Cloud Service Providers portal, generate the connection creation pairing key, use the key in Fabric portal to create the connection, go back to Cloud Service Providers portal and activate the connection. This results in a fragmented experience where user has to switch context back and forth between Fabric and Cloud Service Providers portal.

2. Only single connection at a time: Current connection creation flow only supports the single connection creation usecase, if the user wishes to create a redundant connection then they have to go through the multiportal fragmented process twice which can easily add more time to create connection as well as add to the user frustration.

3. Lack of activating the connection: Once the connection is created the user needs to visit the Cloud Service Providers web portal to activate the connection, this adds an additional step in the process of creating connection.

4. Lack of visibility for pricing quote and Naming of location unclear: Current connection creation process is a multipage form process which does not show the pricing details until the last step, if the user wishes to modify pricing attributes they need to swap back and forth in the multipage form to update their connection creation preferences resulting in a time consuming and frustrating experience. Also user research revealed that naming of locations (origin,destination) was not very clear becasue Equinix had defined their own way of explaining these vs the networking industry naming convention.


Goals
1. Simplify the connection creation process by providing required information to create connection eliminating additional visits to Cloud Service Providers.
2. Provide ability to activate the connection once they are linked.
3. Product Goal: Add the usecase to create the connection in case of pre-existing keys.
4. Product Goal: Add the usecase of creating redundant connection for primary and secondary connections.
5. Implement the Analytics and discover user and product metrics to drive future design decisions.

Overview of steps required to create and activate virtual connection (Fabric and Google Cloud portal)

Userflow to connecting to Google Cloud Platform Interconnection and Fabric virtual connection

Design Process - Overview
1. User Customer Interviews with Cloud Architects - 2 - 45 min interviews (Painpoints / key findings)
2. Synthesis (User flows, Journey Maps, Ideation)
3. Wireframes feedback with Stakeholders
— Round 2 - Ideation - a new form component fast, lightweight (Accordian and Panel approach)
4. Proposed solution


1. User Customer Interviews with Cloud Architects painpoints and key insights:
a. Limitations to finish the last step to create connection for fully activated Layer 3 connection which include Border Gateway protocol configuration.
b. The locations (origin and destination) were confusing as it was also referred to A-Side and Z-Side.
c. Users were looking for pricing estimates before placing the orders to share and get confirmations from their managers.
d. No option to 'activate' the VLAN attachments from the Google Cloud Side.
e. Cloud Service Providers Region determines the onRamp and customer asset location.
f. Usecases for networking configuration differ from Ports and Fabric Gateway.

2. Synthesis (User flows, Journey Maps, Ideation)
Proposed reduced steps by introducing Google Signin inside Fabric Portal overview.

Proposed User flow for Quick connect to GCP with Single and Redundant Solution with User and System actions

Proposed full detail user journey of system and user actions for Ports, Fabric gateway, single and redundant usecases.


One of the key principles that played a major role for ideation was Progressive Disclosure as research revealed that Cloud service providers location determined which assets were available for connection. Also, our design team helped on doing a quick design storm session where I gathered their ideas and thoughts on possible approaches to layout the form keeping the key points in mind (quick, lightweight, ability to view prices).


Variation initial Wireframes ideas based on ideation




With the timeline for release I was tasked to present solutions which would be light on the Engineering effort and would be the fastest and MVP solution that addresses the major painpoints.
Stepped approach better for progressive disclosure, error handling and aligned with new Design system.


Pros and Cons



3. Wireframes feedback with Stakeholders
After proposing the solution with existing Workflow shell component from Design system, stakeholders and users revealed the concern of too lengthy form becasue it had several unnecessary steps baked in the form increasing complexity. Sr. Product Director said, "This approach is anti-quickconnect". Which allowed us to go back to the drawing board and challenged us to come up with a new pattern that will address the complexity, length of form. I wanted to make sure the experience stays light weight, with least cognitive load for the user as well as is faster and gives the idea of instant connection creation experience. After synthesizing all the feedback from stakeholders as well as design brainstorming exercise, I proposed the below options:
1. Accordian approach - which breaks steps down in accordian vertically and still gives user access to pricing info in fixed spot.
2. Panel approach which is similar to two column forms but with a different layout and light minimal UI elements, creating a lightweight with limited steps and guided approach to form filling.

Panel Form Quickconnect - Walkthrough




Accordian Form Quickconnect - Walkthrough
4. Final Proposed Solution
Based on stakeholders feedback and Design System team feedback I decided to go forward with the Panel form approach because it provides a light weight and fast form connection, allows user to have access to all the information readily available (pricing) on the view port for reference purposes, has a guided flow (progressive disclosure) which can be helpful for error handling scenarios, reduced steps for creating connection and added functionality of creating redundant connection all at once inside Fabric portal.


Metrics
Quick connect is planned to be launched to our internal users in the BETA state and I wanted to gather some user metrics which will help us gain some insights around the User metrics as well as product metrics. I am currently instrumenting these metrics in the analytics tool we are using called Amplitude. I hope to gather the data along the below themes which will help me guide the upcoming design decisions as this features evolves.
1. User Metrics
— a. Retention Rate, Churn rate - checking if the time spent on portal increased via user session time tracking.
— b. Gathering value moment feedback on the create connection success page.
— c. Measure number of Connections created with Quickconnect connection creation flow vs Service Profile connection creation flow.
— d. Measure number of users not opting out for Activating VLAN Attachments and going to Google portal for activation.

2. Product metrics
— a. Time user spend on creating connection via Quickconnect vs Service Profiles
— b. Time it took users to discover new feature as BETA
— c. Average time spent on a screen, time it took to finish the connection creation process
— d. Customer journey and dropoff rate while creating connection using Quickconnect

Future States
Quick connect has gone through various states and solves major painpoints for our users, as it grows further here are the theme that product team is considering to introduce the below add ons in upcoming features. I can't wait for it to become more scalable and address multiple core features that improves connection creation process for our users.
1. Scale Quickconnect for other assets
2. Scale Quickconnect for Other Cloud service providers
3. Utilize the Google OAuth features to include Layer 3 connection creation scenarios

Key Learning points
1. Networking context is helpful while designing the networking products - I got to learn about the connection creation process in depth, gained technical knowledge around location and regions mapping for Google Cloud and Equinix interconnection network.
2. Gathering limitations and potential roadblocks will guide decisions - I learned about the limitations from Equinix when it came to saving user data while using Google OAuth due to privacy concerns.
3. Validation from stakeholders along the way is key - I got to present and validate the prototypes with Google Alliance Team which included Google Cloud Solution Architects.
4. Collaboration with all impacting teams (legal, design system teams, product design teams, UX writing, Engineering) is crucial for a successful design delivery - I got to partner with Legal team to define the terms and conditions copy, I had fun learning about the capabilities of Google Cloud REST API and ways that can be utilized for future sprints, design team helped my fine tune the layout and design language to create a compelling Design.