WORKLOAD MOBILITY

Unifying legacy migration workflows to simplify VM mobility

COMPANY

VMware

ROLE

Design Lead

EXPERTISE

UX Research & Design

EFFICIENCY

-30%

Workflow Steps (10 → 7)

Workflow Steps (10 → 7)

SATISFACTION

92%

CSAT Score (Up from 65%)

CSAT Score (Up from 65%)

STRATEGY

Vision

Defined multi-year vision for Global Mobility Service

Defined multi-year vision for Global Mobility Service

Core Problem

Core Problem

Core Problem

Enterprise VM migration was fractured across multiple legacy tools (Network Operations UI and HCX UI). Users were forced to navigate disjointed workflows, lacking situational awareness of their capacity and overall migration scope.

Strategy

Strategy

Strategy

Partnering with product and engineering, I led the UX strategy to deprecate migration planning in legacy Net Ops UI, integrate it directly into the modern Operations Console, and modernize HCX UI for future platform consolidation.

Streamlining workflows

By mapping the end-to-end journey, we identified redundant handoffs and consolidated legacy capabilities, pulling the "Commit" action seamlessly into the Ops UI.

Streamlining workflows

Streamlining workflows

By mapping the end-to-end journey, we identified redundant handoffs and consolidated legacy capabilities, pulling the "Commit" action seamlessly into the Ops UI.

User Validation

User Validation

User Validation

13 Sessions • 10 Customers • 49 Participants

I’m encouraged by the direction Migration is taking. Greater integration between HCX and Net Ops would help create a more cohesive and streamlined workflow.

– Director of IT, Citibank

– Systems Engineer, Trinity Health

Auto-generating waves and groups could be highly beneficial for us. I’d like to see the logic incorporate

additional criteria beyond just network dependencies.

– IT Architect, VISA

I would like the planning capability to be built into Ops without having to install Net Ops. I would especially like to be able to use that collapsible widget to understand capacity needs from an HCX service mesh standpoint.

Execution – across 2 product releases

Execution – across 2 product releases

Execution – across 2 product releases

Global visibility at the landing page

Contextualizing the Global Scope – The legacy planning tool forced users to start from a blind list view. I redesigned the landing experience into a data-rich dashboard, providing immediate, cross-plan metrics (such as completed vs. failed waves) before the user even initiates a new migration plan.

Persistent context during execution

Persistent Summary Widget – During research, users reported they had limited visibility into the plan's capacity when they were deep inside the migration workflow. In direct response to this feedback, I designed a sticky, collapsible summary widget that persists across all steps of the plan creation. This ensures operators always have real-time visibility into allocated resources without losing their place.

Automating the tedious & error-prone

Building migration waves manually was highly tedious and error-prone. We introduced an automated workflow that analyzes network dependencies to instantly generate optimal migration waves and mobility groups, drastically reducing time-to-value while preserving the operator's ability to review and override the system's logic.

First
Second
Before
After

Modernizing legacy execution workflows

The legacy HCX execution flow buried critical settings under complex, nested interactions. When engineering decided to modernize the architecture, I redesigned the UI into a clear, linear progression, utilizing scalable inventory tables and global destination assignments. This not only removed immediate friction but structurally prepared the interface for its eventual native integration into the Ops UI.

First
Second
Before
After

Customer Testimonials

I’m encouraged by the direction Migration is taking. Greater integration between HCX and Net Ops would help create a more cohesive and streamlined workflow.

– Director of IT, Citibank

– Systems Engineer, Trinity Health

Auto-generating waves and groups could be highly beneficial for us. I’d like to see the logic incorporate

additional criteria beyond just network dependencies.

– IT Architect, VISA

I would like the planning capability to be built into Ops without having to install Net Ops. I would especially like to be able to use that collapsible widget to understand capacity needs from an HCX service mesh standpoint.

Scaling to a Global Service

Following the success of the Workload Mobility unification, I defined the long-term vision for a Global Mobility Service—shifting from individual tool integration to a unified "single pane of glass."

Takeaways

Designing for Ecosystems: Bridging legacy tools requires solving the overarching architecture, not just localized UI fixes.

Balancing Wins with Vision: Features like the collapsible widget provided immediate relief, while our research set the foundation for the future Global Mobility service.

Multiplying Impact: True design leadership means elevating the team. Mentoring a junior designer to independently moderate high-stakes customer sessions expanded our research velocity and built lasting team capability.