When batch, jobs, and operations become experience

Executive view

The case at a glance

As UX Lead, over 6 months I designed the first mobile version of Opti for Data Center Services management: from a Windows client in Visual Basic to a portable MVP to monitor batch, jobs, and alerts, with branding, UI kit, and secure login.

01 — Context

Primary users

Opti is a banking application for extracting process information, monitoring, analyzing, forecasting, and generating indicators that support decision-making and reporting automation. It provides critical information to operations and senior management about batch processes that are sensitive for systems.

The original version was developed for Windows with Visual Basic. With technological evolution and the need for mobile access, the same functionality and security had to be maintained on portable devices.

Before this version, the market had no app that offered a comprehensive view of batch processes in an accessible format. That gap was the opportunity: critical information, anytime and anywhere.

The primary users are batch-process managers, data services centers, and other technical profiles.

The challenge

Challenges and objectives

The main objective was to develop the first mobile version of Opti, business-oriented and under the concept of a Minimum Viable Product that was marketable and scalable. Specific objectives included:

02 — Process

Understanding the existing tool

To start the project, the backlog was prioritized according to the most critical, highest-impact needs for end users. A kickoff was held with all stakeholders to align expectations and a clear roadmap.

Defining the users

Development was structured in several phases. Discovery: interviews and field research to map the idea, preliminary analysis, functional documentation, and user flow. The tasks were:

03 — Product

Opti Mobile

The quick induction guide closed the handoff for those who operate the tool.
View quick onboarding guide

A promotional video I put together to present the product demo, and the close of phase 1.

Validation

User testing

Exhaustive tests were carried out with end users to validate every feature developed. These tests provided direct feedback and made it possible to make the necessary adjustments to improve the application’s usability and efficiency. Continuous validation was crucial to ensure the solution met users’ real expectations and needs.

04 — Outcomes

Conclusion

Developing Opti has been a meticulous process that involved close collaboration with the client and exhaustive testing with end users. We created a solution that not only meets the client’s expectations, but also delivers an exceptional user experience. Integrating advanced technology improved operators’ quality of work and quality of life, enabling more efficient and safer management of critical processes.

Learnings

Lessons learned: