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Case study

Equinix had one MVP and seven monitoring surfaces. I designed the system that held them together.

I took over SmartView after its MVP, rebuilt the missing product model, and designed a responsive module system for remote data-center monitoring.

Client
Equinix
Role
Product designer, post-MVP takeover
Engagement
2016 to 2018
Handoff
Detailed visual design

Case study details

01 / The brief

Problem

SmartView had an approved MVP, but the handoff included little documentation and no shared system for the product to grow into. The existing experience was desktop-led even though technicians needed to monitor hardware away from the data center.

Environmental, power, mechanical, electrical, alarms, and alerts each carried dense operational data. Treating each surface as a separate design would multiply the inconsistency and the development cost.

Response

I reverse-engineered the MVP into requirements, a sitemap, a persona, and user flows before redesigning the interface. That work gave the product team one picture of the system and exposed the repeated structure beneath the individual screens.

One responsive grid, one section template, and one exception model then carried all seven surfaces. The same foundation could serve direct customers and resellers without creating a second product.

02 / Setup

Role

  • Requirements mapping
  • Information architecture
  • Responsive UX and detailed UI

Team

  • Producer
  • Product manager
  • Development team of ten or more

Scope

  • Seven operational surfaces
  • Four responsive form factors
  • Direct customer and reseller access
The process

Reconstruct the product before redesigning it.

03 / Method

The project started in the middle. I first worked backward from the approved MVP and the available research, then moved forward through discovery, definition, structure, prototyping, and detailed visual design.

01Discovery
02Define
03Ideate
04Prototype
05Implement
04 / Research goal

Understand a DCIM product I had not designed and recover the logic behind the approved MVP.

Identify which monitoring tasks needed one shared structure and where the structure had to change.

Make remote operational status readable from desktop through mobile without hiding exceptions.

05 / Evidence and limits

What survives in the record

  • The original requirements map and reconstructed sitemap.
  • A persona derived from prior Equinix research.
  • The original use-case framework and responsive breakpoints.
  • Before and after screens for six monitoring surfaces.
  • Interactive recreations grounded in the archived designs.
7operational surfaces designed on one responsive system.
06 / Constraint map
01

The design problem was a system, not a screen

01

Handoff

Missing product model

The approved MVP arrived with little documentation and no shared structure.

02

Operator

Remote, multi-location work

Technicians needed account, facility, subsystem, and asset context at every step.

03

Information

Dense, live infrastructure data

Healthy states had to recede while alarms, alerts, and trends stayed visible.

04

Delivery

Seven surfaces, four viewports

The first monitoring pattern had to reduce the cost of the next six.

Reconstructed from the surviving project record. No original constraint chart survives.
07 / Market context

Equinix framed enterprise and enabled cloud service providers as an opportunity above $20 billion. The archived competitor review showed a narrow window: several providers had internal tools, while customer-facing DCIM products were planned, limited, or power-only.

02

Customer-facing monitoring was still an open position

ProviderInternal systemCustomer position
EquinixSmartViewPlanned
Digital RealtyEnvision / FieldViewLimited availability
CenturyLinkSchneiderPlanned
NTTCompass / FieldViewPlanned
TerremarkOSIsoft PIPower only
InterxionSchneiderPlanned
Transcribed from the archived competitive review. Positions reflect the project period.
08 / Requirements

Two jobs, one artifact

Mapping the requirements against the MVP let me learn the DCIM domain while recovering the product logic. It also gave the producer, product manager, and engineering team a shared reference for what existed and what remained.

03

Every requirement was traced to a visible response

  1. 01
    Operator needMonitor remotely
    Product requirementAccount and IBX context
    Interface responsePersistent location and subsystem frame
  2. 02
    Operator needDetect exceptions
    Product requirementAlarms and user alerts
    Interface responsePersistent exception banner and filtered histories
  3. 03
    Operator needUnderstand change
    Product requirementCurrent and historical readings
    Interface responseTrend first, detailed table second
  4. 04
    Operator needFind the source
    Product requirementFacility, subsystem, asset
    Interface responseDirectory or asset map with detail
  5. 05
    Operator needWork at any viewport
    Product requirementDesktop through mobile
    Interface responseOne responsive module grid
Portfolio reconstruction based on the MVP, archived requirements, and surviving screen set.
09 / Existing structure

The approved MVP had no sitemap in the handoff. I reconstructed one from the product so the team could see the account, dashboard, reporting, notification, and monitoring branches as one system.

04

The handoff became a recover, model, and design sequence

  1. 01
    Evidence
    • Approved MVP
    • Prior research
    • Customer feedback
  2. 02
    Recovered model
    • Requirements
    • Product hierarchy
    • Operator tasks
  3. 03
    Design rules
    • Persistent context
    • Exception continuity
    • Shared modules
  4. 04
    Delivery
    • Seven surfaces
    • Four viewports
    • One system
The source record supports the inputs and outputs. The sequence is a portfolio reconstruction.
10 / Who it is for

Data-center technician

Prior research described an operator responsible for uptime across accounts and locations. The technician needed real-time data, remote access, responsive support, automation, and a way to find the affected asset quickly.

Design consequence

Healthy status could stay quiet. Alarms, alerts, asset context, and trend history needed to remain visible as the technician moved through the system.

11 / How might we

How might we make the exception visible without turning every healthy state into noise?

How might we let a technician move from facility status to one affected asset without losing context?

How might we design the first monitoring section so the next six cost less to design and build?

12 / Decisions and alternatives

The alternatives below come from choices documented in the project archive. Where the record does not preserve a formal option set, the case states only the opposing path that the source directly describes.

Starting point

Recover the product model firstMap requirements, structure, users, and flows before redesigning screens.Taken
Patch the approved MVP screen by screenMoves faster at first, but preserves the missing shared model.Not taken

Monitoring architecture

One modular section templateTrend first, controls next, detailed data underneath, exceptions persistent.Taken
Independent layouts for each subsystemFits local content, but multiplies patterns and delivery cost.Rejected

Long asset lists

Directory tree for MechanicalGroup assets on the left and show the selected set on the right.Taken
Force every surface into the shared gridPreserves consistency, but does not solve the customer-reported list problem.Rejected
13 / Structure

One product tree, redrawn as accessible nodes

This redraw transcribes the named destinations in the original sitemap and groups the repeated monitoring sections under one facility branch. It is a portfolio redraw, not an original 2016 deliverable.

05

One dashboard leads into four clearly named branches

20 nodes4 levels0 gates
  • SmartView
    • Dashboard
      • Facility monitoring
        • Environmental
        • Power Draw
        • Mechanical
        • Electrical
      • Exceptions
        • Alarms
        • Alerts
      • Information
        • Reports
        • Notifications
      • User settings
        • Accounts
        • Profile
        • Permissions
        • Notification settings
        • Password
        • Log out
  • Destination
  • Gate, not a page
Accessible redraw based on the surviving SmartView sitemap and project requirements.
14 / User flows

The archived use-case framework preserves the major transitions but not every branch or validation state. These diagrams rebuild three complete paths and label them as reconstructions.

06

Three tasks, each with a visible decision and recovery route

01
Investigate a facility

Move from overview to the affected asset without losing location context.

  1. TechnicianOpen SmartView01
  2. SmartViewShow global dashboard02
  3. TechnicianSelect account and IBX03
  4. SmartViewPresent subsystem status04
  5. TechnicianOpen affected subsystem05
  6. SmartViewShow asset and history06

ContinueFault: continue to subsystem and asset

RecoverNormal: return to overview

02
Trace an alarm

Carry a fault from its persistent signal to enough evidence to act.

  1. SmartViewSurface persistent alarm01
  2. TechnicianOpen alarm record02
  3. SmartViewShow facility and asset context03
  4. TechnicianInspect affected asset04
  5. TechnicianCheck whether context is enough05
  6. TechnicianResolve or escalate06

ContinueEnough context: resolve or escalate

RecoverNeed more: open trend, then return

03
Create an alert

Turn an asset condition into a validated, routed notification.

  1. TechnicianOpen source asset01
  2. TechnicianChoose Create alert02
  3. SmartViewShow alert settings03
  4. TechnicianSet condition and recipients04
  5. SmartViewValidate setup05
  6. SmartViewConfirm alert is active06

ContinueValid: save and confirm

RecoverInvalid: preserve values and identify fields

Reconstructed from the archived use-case framework, requirements, and screen set.
15 / Screen map

Seven screens form the operating model: one overview, four monitoring surfaces, and two exception surfaces. The map shows the repeated navigation and the transitions between status, asset detail, alarms, and alerts.

07

The dashboard is the hub; assets and exceptions form the loop

EntryGlobal dashboardAccount · IBX · status

Monitor

EnvironmentalPower DrawMechanicalElectrical
Asset detailCurrent state · history · map or directory

Respond

AlarmsAlerts
ActionResolve · escalate · configure · return

Every route preserves account and facility context, then returns to the dashboard.

Seven recreated screens and their named transitions. Contents trace to the archived designs.
16 / Wireframes

These low-fidelity frames isolate the shared layout decisions from the detailed visual design. They are reconstructed for this case from the surviving screens.

08

Seven screens resolve to four repeatable page structures

01
Global dashboard
Global navigation
Account
Exceptions
Facility status
02
Environmental
Facility navigation
Range filters
Temperature and humidity
Sensor table
03
Power Draw
Facility navigation
Power metrics
Draw trend
Utilization table
04
Mechanical
Facility navigation
Asset directory
Selected assets
05
Electrical
Facility navigation
Asset filters
Asset map
Asset status
06
Alarms
Global navigation
Severity and IBX
Alarm history
07
Alerts
Global navigation
Create alert
Scope and status
Configured alerts
Reconstructed wireframes. Shared alignment and module order are the design evidence.
17 / The shared system

The four monitoring sections answer the same questions.

Environmental, power, mechanical, and electrical answer the same operational questions: what is happening now, how it has changed, and which asset needs attention. The interface keeps that sequence stable while letting each subsystem carry its own measurements.

Operational model diagram

09

The shared module follows one operational question sequence

  1. 01
    Orient

    Account, IBX, subsystem

  2. 02
    See status

    Current condition and exceptions

  3. 03
    Read trend

    Real-time and historical change

  4. 04
    Find asset

    Sensor, cabinet, or connected equipment

  5. 05
    Act

    Resolve, escalate, report, or alert

The sequence stays stable while each subsystem carries its own measurements.
18 / Dashboard

The dashboard became an operational overview rather than another report. The redesign removed the right rail, moved global actions into the top frame, and made the four facility states visible together.

SmartView dashboard before the redesign
Before: desktop MVP dashboard.
SmartView dashboard after the redesign
After: responsive operational overview.
19 / Environmental

MVP feedback showed that customers wanted live temperature and humidity trends up front. The redesign moved trends into the primary scan, kept the detailed sensor table underneath, and removed a reports section that duplicated the same answer.

Environmental monitoring before the redesign
Before: table-led environmental view.
Environmental monitoring after the redesign
After: real-time trends lead.
20 / Power Draw

Power Draw reused the first section template for primary, redundant, contracted, and total consumption at cage, cabinet, asset, and circuit levels. This was the proof that the system could carry different measurements without creating another navigation or data pattern.

Power Draw before the redesign
Before: inherited Power Draw view.
Power Draw after the redesign
After: shared trend and grid system.
21 / Mechanical and electrical

Mechanical exposed the limit of strict consistency. Customer feedback identified the long asset list as the problem, so I used a directory tree instead of forcing the shared grid into the wrong job. Electrical retained the shared template and added an asset map for tracing connections.

Mechanical monitoring before the redesign
Mechanical before.
Mechanical monitoring after the redesign
Mechanical after: directory tree and detail.
Electrical monitoring before the redesign
Electrical before.
Electrical monitoring after the redesign
Electrical after: shared grid and asset map.
22 / Alarms and alerts

Alarms are system faults; alerts are thresholds configured by users. The redesign kept that distinction explicit, added deeper filtering, and used persistent banners so a technician could monitor exceptions across IBXs without leaving the current task.

SmartView alarms before the redesign
Alarms before.
SmartView alarms after the redesign
Alarms after: customizable columns and deeper filters.
SmartView alerts before the redesign
Alerts before.
SmartView alerts after the redesign
Alerts after: user-defined monitoring and routing.
23 / Interactive system

Seven surfaces in one working shell

This interactive recreation is built from the archived screens. Open a facility from the dashboard, move across environmental, power, mechanical, and electrical, then inspect alarms and alerts from the global navigation.

Interactive SmartView recreation

IBX SmartView

Account:

SmartView, live
24 / Responsive system

Four-column mobile base

The archived framework supports four columns from 360 pixels, eight on portrait tablet, twelve on landscape tablet, and sixteen on desktop.

One system beyond SmartView

The project record reports that the grid designed here replaced the previous grids across the Equinix product line. The archive does not preserve adoption counts.

10

The same module logic scales from four to sixteen columns

Mobile

360 to 599 px

4 columns
Tablet portrait

600 to 799 px

8 columns
Tablet landscape

800 to 1279 px

12 columns
Desktop

1280 and above px

16 columns
Responsive framework preserved in the project archive.
25 / Outcome and limits

What the record supports

  • SmartView launched for enterprise customers and resellers.
  • Seven operational surfaces shared one responsive module system.
  • The SmartView grid became a broader Equinix product pattern.
  • Each later surface reused the foundation established by the first.

What remains unknown

I handed the project off during detailed visual design. I do not claim final implementation ownership, usage growth, or launch metrics. The archive supports the design decisions, screen set, and reported product-line adoption of the grid.

26 / Learnings

What held up.

  • When a project arrives mid-stream, reconstructing the model can be the fastest path forward.
  • A shared pattern should follow a repeated user question, not visual sameness alone.
  • Exceptions need continuity. A fault should remain visible while the operator changes context.
  • Consistency has limits. The Mechanical directory tree earned its difference by solving a different task.
  • A platform decision pays off when the next surface gets cheaper to build.