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Improvising device onboarding experience in NMS

·1160 words·6 mins

Cisco CrossWorks is a Traffic Engineering tool used mainly by ISPs (Internet Service Providers) and CSPs (Cloud Service Providers). It helps them to run their network in optimal condition with minimal outages.

Introduction #

It uses technology called MPLS which uses labels to transfer packages instead of standard protocol. For the same reason it can monitor any network type regardless of the protocol it is running. It can actively monitor the network traffic and predict and resolve the issues even before it occurs. It has the capability to dynamically route the package traffic based on multiple inputs and always find the fastest route regardless of the network protocol or architecture of the network.

In short it works somewhat similar to the city traffic management system. It stands as a central server which monitors all the traffic in the network and reroutes the traffic for smooth transport of data. It does not follow the conventional package movement protocol. 

Is it one of essential tools for ISPs to generate more revenue utilizing their full resources, without making any investments. Clients can sign-up contracts with them and CrossWorks would care for the network performance and maintain it within the acceptable level of outage.

Project Goal #

To improve user experience  the device onboarding steps in CrossWorks. After repeated feedback from the customers, the project team had decided to improvise the overall usability of the application without breaking the current architecture. Two releases were dedicatedly slotted for the usability improvements. 

The app has 5 different modules which includes Traffic Engineering, Topology, Device Inventory, Security and Automation. 3 designers were involved in this project on which I was taking care of the Device Inventory and the Automation. We had only one UX researcher who would help us in interviewing users, designers are the primary owner of both research and design.

For this case study I have taken the use case of improvising device onboarding process and describing the process followed in arriving at the final design.

My Role

Research #

We are a small team, where designers are responsible for both design as well as research. To have reviewed the current device onboarding steps and noted the key steps and my hypothesis.  

After reviewing the current device onboarding steps, I have noted my hypothesis and planned the following research activities to deep dive into the details.

  1. I have tested it with multiple users (both internal and external) specifically who are  first time users.
  2. Collaborated with multiple stakeholders to synthesize feedback and improvement ideas.
  3. To run a competitor analysis to compare our app against our key competitor.

Usability Testing #

Tested with users from both outside and inside Cisco. Mostly selected users who are using it for the first time to avoid use of previous knowledge. It was unmoderated user testing, I have uploaded the prototype on and shared with users from different geography for testing.

Following questions were asked during the testing

  1. Look around the app and talk about what you think the site is about. What can you do here? What’s it for, what strikes you about it?
  2. What is the first thing you would do when you arrive on the app? Try to do that thing now - After compilation task rating 1 - 5
  3. Adding a new device to the inventory which is not part your network - After compilation task rating 1 - 5
  4. Add a device which is already from the network - After compilation task rating 1 - 5
  5. Add 300 devices using the CSV file provided - After compilation task rating 1 - 5

User Testing

Stockholder Expert Interview #

I have collaborated with PMs, TMEs and other field executives who work directly with the clients for their feedback. Also I have collected some of the known solutions which we can adapt. Here are some of the feedback which I have noted

Stack Holder Interview

Also I tried installing a session tracking tool to get more details about users behavior. But due to security reasons clients didn’t allow us to track.

Competitor Analysis #

As I heard from the multiple discussion I made a list of competitors who offer similar service and features like crossworks. We approached the Cisco Weapon team for this. They have access to most of our competitor apps with data. After discussing it we reduce the list to two important competitors for further analysis

Comparative Analysis

Juniper Paragon
Juniper Paragon


After analyzing we got lot of ideas on UI improvement

  1. Use of side panel instead of Module. We have seen that the side panel is being used to edit/vide additional information instead of opening in a new model or page. This helps the user to quickly navigate and view content clearly.
  2. We were missing auto-discovery, where both our competitors have that feature. It would look for new devices in the network frequently and notify them if anything needs their attention.
  3. Asking only the minimal required information while onboarding.

Design #

After the analysis, the following changes were proposed. 

  1. The new UI design was incorporated following Cisco guidelines
  2. Simplified Add device flow
  3. Simplify the Bulk upload by asking only required details in CSV and inline error rectification
  4. Auto Discovery feature
  5. Store the important details and reuse it instead of repeatedly asking the user
  6. Enhanced device details with visual representation of ports and connections.

Simplify Add Device Flow #

The flow was redesigned to ask any of the device identifiers like IP, Host Name etc. and fetch the available information automatically. User don’t have to enter the details which are already available.

Simplified Add Device Page

Other Options to add Device

Bulk Upload #

The device details will be verified and error items would be highlighted before they get added. Users can fix the errors within the panel and they don’t

Minimal CSV input format #

CSV import plays a crucial role in migrating networks. While importing 100s of devices bulk import would be preferred. In the current template we have 32 fields which is a difficult step to make. After analyzing we figured out only 8 fields are required from the user. Rest of them can be fetched from the device or reusable information which can be grouped and added before.

Before (32 Fields)
Before (32 Fields)

After (8 Fields for Quick Upload)
After (8 Fields for Quick Upload)

Reuse credential info #

Credential info and the server details are globalized and can be reused at multiple places.

Credential Profile
Credential Profile

Enhanced Device Details #

Port information was presented over the chassis image itself. Configuration back, easy rollback, topology view etc were added.

Device Details
Device Details

Auto-Detect the devices #

User can set up a IP range to monitor, hence a device added in the range would be automatically found and notify.

Setting IP Range for discovery
Setting IP Range for discovery

Device Automatically found
Device Automatically found

Other improvements #

  1. Use telemetry instead of SNMP if the devices supports
  2. Cisco recommended a software version. An easy upgrade.
  3. Support ZTP devices.

Final outcome so far #

  1. Lots of good feedback from the team and the customer.
  2. A detailed report is yet to be generated and compared.
  3. Separate backlog for the UX stories.