Egnyte Secure & Govern: Transforming Data Management and Security
Egnyte Secure & Govern: Transforming Data Management and Security
Egnyte Secure & Govern: Transforming Data Management and Security
Co-designer
Co-designer
Co-designer
Released in different phases
Released in different phases
Released in different phases
Collection of multiple projects
Collection of multiple projects
Collection of multiple projects
I helped develop Egnyte Secure & Govern, driving a 71.26% increase in adoption over two years.
The solution integrated AI-powered knowledge bases, lifecycle management, and workflow automation to boost security, compliance, and efficiency.
I helped develop Egnyte Secure & Govern, driving a 71.26% increase in adoption over two years.
The solution integrated AI-powered knowledge bases, lifecycle management, and workflow automation to boost security, compliance, and efficiency.
Project Overview
Project Overview
Business Context
Business Context
Secure refers to the protection of data from unauthorized access and breaches, while Govern encompasses the policies and practices that ensure effective data management and regulatory compliance.
Secure refers to the protection of data from unauthorized access and breaches, while Govern encompasses the policies and practices that ensure effective data management and regulatory compliance.
01
AI-powered knowledge bases
AI-powered knowledge bases
Transformed help desk articles into AI-searchable databases, enabling user self-service and reducing support costs.
Transformed help desk articles into AI-searchable databases, enabling user self-service and reducing support costs.
02
Anomaly Detection
Anomaly Detection
Flagged suspicious or unusual behaviors like file access and sharing activities to enhance security and protect data.
Flagged suspicious or unusual behaviors like file access and sharing activities to enhance security and protect data.
03
Lifecycle Management
Lifecycle Management
Automated retention, archival, and deletion processes to improve compliance and reduce storage costs.
Automated retention, archival, and deletion processes to improve compliance and reduce storage costs.
05
Security Issue Remediation
Security Issue Remediation
Automated backup, archiving, and deletion, with integrated human reviews for timely issue remediation.
Automated backup, archiving, and deletion, with integrated human reviews for timely issue remediation.
06
Sensitive Data Management
Sensitive Data Management
Identified and managed redundant and sensitive content, minimizing risk and ensuring compliance.
Identified and managed redundant and sensitive content, minimizing risk and ensuring compliance.
04
Workflow Automation
Workflow Automation
Triggered approval processes based on file content, streamlining decision-making and reducing operational delays.
Triggered approval processes based on file content, streamlining decision-making and reducing operational delays.
Co-designer: Led design initiatives to simplify complex workflows.
Translated customer feedback into actionable design improvements by understanding user behavior, cognitive load, and choice architecture through competitive analysis, heuristic evaluation, user testing, customer interviews, and insights from NPS feedback and Pendo data.
Co-designer: Led design initiatives to simplify complex workflows.
Translated customer feedback into actionable design improvements by understanding user behavior, cognitive load, and choice architecture through competitive analysis, heuristic evaluation, user testing, customer interviews, and insights from NPS feedback and Pendo data.
My Role
My Role
Challenges
Challenges
Complex Data Management
Complex Data Management
Streamlining processes for managing sensitive, redundant, risk-prone, compliance content across large-scale data sources.
Streamlining processes for managing sensitive, redundant, risk-prone, compliance content across large-scale data sources.
User-centric Design
User-centric Design
Transitioning the product team’s mindset to prioritize user experience before technical implementation
Transitioning the product team’s mindset to prioritize user experience before technical implementation
Visual representation of other factors prioritized by executives/stakeholders over user experience.
Visual representation of other factors prioritized by executives/stakeholders over user experience.
Design Processes
1) Partnered with development team (Discovery)
- Facilitated brainstorming sessions with the development team and stakeholders to discuss customer pain points and feature gaps, while adhering to time constraints.
2) Research
- Studied similar applications to benchmark capabilities and user experiences.
- Monitored user feedback through Productboard, Mixpanel, and NPS insights to validate feature adoption and identify areas for improvement.
- Sketched and created low-fidelity wireframes to explore alternative workflows.
3) Design & Prototyping
- Designed interactive high-fidelity prototypes in Figma, showcasing multiple scenarios for each project (e.g., setting rules for auto-remediating issues and sensitive content locations, AI assistant for content lifecycle management on desktop app and webUI).
- Created accessibility-friendly designs to ensure inclusivity for all users.
4) Validation
- Conducted usability testing with 20+ users across varying demographics and user roles (roles based on their daily tasks in S&G).
- Iteratively refined designs based on user feedback, ensuring a polished and intuitive user experience.
Design Processes
1) Partnered with development team (Discovery)
- Facilitated brainstorming sessions with the development team and stakeholders to discuss customer pain points and feature gaps, while adhering to time constraints.
2) Research
- Studied similar applications to benchmark capabilities and user experiences.
- Monitored user feedback through Productboard, Mixpanel, and NPS insights to validate feature adoption and identify areas for improvement.
- Sketched and created low-fidelity wireframes to explore alternative workflows.
3) Design & Prototyping
- Designed interactive high-fidelity prototypes in Figma, showcasing multiple scenarios for each project (e.g., setting rules for auto-remediating issues and sensitive content locations, AI assistant for content lifecycle management on desktop app and webUI).
- Created accessibility-friendly designs to ensure inclusivity for all users.
4) Validation
- Conducted usability testing with 20+ users across varying demographics and user roles (roles based on their daily tasks in S&G).
- Iteratively refined designs based on user feedback, ensuring a polished and intuitive user experience.
Design Processes
1) Partnered with development team (Discovery)
- Facilitated brainstorming sessions with the development team and stakeholders to discuss customer pain points and feature gaps, while adhering to time constraints.
2) Research
- Studied similar applications to benchmark capabilities and user experiences.
- Monitored user feedback through Productboard, Mixpanel, and NPS insights to validate feature adoption and identify areas for improvement.
- Sketched and created low-fidelity wireframes to explore alternative workflows.
3) Design & Prototyping
- Designed interactive high-fidelity prototypes in Figma, showcasing multiple scenarios for each project (e.g., setting rules for auto-remediating issues and sensitive content locations, AI assistant for content lifecycle management on desktop app and webUI).
- Created accessibility-friendly designs to ensure inclusivity for all users.
4) Validation
- Conducted usability testing with 20+ users across varying demographics and user roles (roles based on their daily tasks in S&G).
- Iteratively refined designs based on user feedback, ensuring a polished and intuitive user experience.
Egnyte's Secure & Govern (S&G) enhances data protection and compliance through features like AI-powered knowledge bases, anomaly detection, automated lifecycle management, and workflow automation.
Summary
These capabilities streamline processes, manage sensitive content, and reduce operational risks.
The project improved user adoption by 71% and automated tasks for over 2,000 users, prioritizing user experience and continuous feedback to ensure effectiveness.
If you would like to explore the released product, please try Egnyte application Start free trial
If you would like to explore the released product, please try Egnyte application Start free trial
If you would like to explore the released product, please try Egnyte application Start free trial
Results
Results
Increased application adoption within 2 years
Increased application adoption within 2 years
71.26%
71.26%
Reports were generated in just 2 months of launch
Reports were generated in just 2 months of launch
Users used auto-remediation workflows
Users used auto-remediation workflows
2000+
2000+
114
114
Lessons Learned
Lessons Learned
1) Leveraging AI: Automation reduces cognitive load for users, simplifies decision-making processes, and enhances operational efficiency by automating repetitive tasks and minimizing errors.
2) User-first Mindset: Fostering a culture of design-first thinking and aligning product outcomes with user needs.
3) Resilient design: In technical projects like this, gathering edge cases and error scenarios from the development team is critical to ensuring comprehensive and resilient design solutions.
1) Leveraging AI: Automation reduces cognitive load for users, simplifies decision-making processes, and enhances operational efficiency by automating repetitive tasks and minimizing errors.
2) User-first Mindset: Fostering a culture of design-first thinking and aligning product outcomes with user needs.
3) Resilient design: In technical projects like this, gathering edge cases and error scenarios from the development team is critical to ensuring comprehensive and resilient design solutions.
Designs
Designs
(Swipe using your mousepad to view more)
(Swipe using your mousepad to view more)
Egnyte's Copilot integrates AI to suggest specific actions and features within/about folders, using prompts, clickable cards, and a chatbot, personalising users' daily operations.
Egnyte's Copilot leverages AI for contextual recommendations across all Egnyte applications.
Admins can manage and secure data on large-scale cloud sources, opting to perform direct actions or delegate tasks to team members.
Admins can monitor delegated tasks, while Data Owners can perform these tasks contextually, having access to detailed overviews of issues and sensitive content.
The Permissions page showcases user and group access details for each folder, highlighting duplicates and unused permissions.
The User/Group View displays a list of folders accessible to a specific user or group, providing a clear overview of permissions assigned
Admins can set complex policies such as retention, deletion, archiving, legal holds, and more, to facilitate comprehensive content lifecycle management.
Admins can configure multi-condition rules to automatically remediate any issues detected.
© 2024 All Rights Reserved | Parmi Mehta
© 2024 All Rights Reserved | Parmi Mehta
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