Industry

Banking

Client

Lakeside

Services

Product Design

Date

August 2025

Turning arbitrary data into actionable next steps

Turning arbitrary data into actionable next steps

Lakeside’s data capturing technology helps companies resolve IT issues before they reach the help desk.

Lakeside’s data capturing technology helps companies resolve IT issues before they reach the help desk.

While Lakeside was a powerful data source, its outdated UI made it unclear what was happening or how to act.

While Lakeside was a powerful data source, its outdated UI made it unclear what was happening or how to act.

With 23 generative and formative interviews, we found that even highly technical IT specialists struggled with the complexity of the app. Users relied on workarounds to complete core tasks, signaling excessive complexity and poor alignment with user mental models.

*Screenshot of Lakeside’s previous UI

Resolving multiple devices at once proved even more difficult since-

Resolving multiple devices at once proved even more difficult since-

Sensors typically only surface symptoms—not root causes. The same sensor can trigger for different reasons across 1000s of devices, and environmental and contextual differences made blanket resolutions rare.

Problem solving required switching between high-level trends to identify widespread patterns, and device-level views to pinpoint root causes and verify fixes. Investigation, resolution, and monitoring continuously had to inform one another.

Progressive disclosure of data to determine problem focus.

Progressive disclosure of data to determine problem focus.

We introduced progressive disclosure to clarify how users drilled into data. Users first saw overall environmental impact (health score), then progressively explored mid-level signals to identify patterns and isolate root causes.

Rather than grouping issues by generic failures (e.g., “application crash”), flows were organized by the affected application (e.g., Slack), dramatically narrowing the set of plausible causes.

An IT workflow that helped users interpret data and make informed resolution decisions.

An IT workflow that helped users interpret data and make informed resolution decisions.

We implemented a flexible guided workflow that could be used as a constant reference point when working on a specific subset of devices.

Users could drill down further to see case by case without losing their place in the main workflow.

Tracking impact gave visibility into the effectiveness of their solutions.

Tracking impact gave visibility into the effectiveness of their solutions.

Instead of blindly trying different solutions, users could leave and come back to workflows to check how effective each solution was over time. This reduces repeated tactics amongst IT experts and allows clear tracking over time.

In three months, the Method team transformed a fragmented, data-heavy product into a guided, insight-driven platform.

In three months, the Method team transformed a fragmented, data-heavy product into a guided, insight-driven platform.

By introducing allowing for progressive disclosure of data to determine focus, designing workflows around user goals instead of tools and making resolution impact transparent we reduced cognitive load, improved decision clarity, and rebuilt confidence in the platform’s value.

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