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PRODUCT DESIGN CASE STUDY / IT SELF-SERVICE & SUPPORT OPERATIONS

FixFinderTurn IT issues into guided resolutions.

Designing a self-service and service-operations experience that connects support knowledge, guided troubleshooting, service-provider administration and operational visibility.

FixFinder is represented in the supplied screens as an IT support platform for organizations and service providers. It combines an operations dashboard, service-provider and application/resource records, ticket-oriented views and a visual Wizard Builder for creating guided troubleshooting paths. The most distinctive design problem is how to turn support knowledge into a structured, navigable and maintainable self-service journey.

RoleUX/UI Product Design
ProductFixFinder
DomainITSM · Self-service support
SurfacesAdmin portal · Wizard builder
FocusKnowledge · Workflow · Operations
FixFinder operations dashboard showing service provider, company, computer, ticket and fix metrics, client table and product feed
FixFinder / Operations dashboardSee service health · find support signals

Project evidence: The uploaded archive contains 15 interface exports. It does not include a project brief, research records, delivery dates, team structure, source Figma library, code or deployment evidence. Role, scope and project history should be confirmed before publishing as factual employment claims.

01 / EXECUTIVE SUMMARY

The story in
STAR format.

FixFinder brings service operations and knowledge-led support into a single platform. The UX challenge is to make the operational overview useful to administrators while making complex troubleshooting paths easier to author and follow.

S / SITUATION

IT support has two connected jobs

Support teams need to manage service providers, clients, resources and tickets; end users need a clear way to solve recurring IT problems without getting lost in support terminology.

T / TASK

Connect operations with self-service

Structure an admin experience for operational visibility and a Wizard Builder for turning support knowledge into step-by-step decision paths.

A / ACTION

Design the platform and authoring model

Work across dashboard hierarchy, tabular administration, content/resource records, branching flows, wizard configuration, preview and publishing affordances.

R / RESULT

A visible end-to-end UI model

The supplied screens document the dashboard, provider/application/resource views, operations lists, ticketing and a multi-panel wizard authoring experience.

Outcome boundary: The result describes the available design artifacts. The archive does not establish that the flows were deployed, that support tickets were deflected, or that resolution time improved.

02 / PRODUCT & UX CHALLENGE

Make support easier
to find, follow and manage.

The interface evidence points to two user contexts: administrators overseeing the service ecosystem, and support-content authors building guided resolutions that end users can follow.

ADMINISTRATOR CHALLENGE

Understand the service landscape

Provider, company, computer, ticket and fix information should be visible in a coherent dashboard, with clear paths to the underlying records.

AUTHORING CHALLENGE

Convert knowledge into structured guidance

Support knowledge needs to be organized into topics, questions, answers, solutions, resources and feedback—not buried in unstructured documents.

END-USER CHALLENGE

Reach the right next step

A person with an IT issue needs a relevant question, understandable choices and a specific solution or resource, with a route to human support when self-service is not enough.

PLATFORM CHALLENGE

Keep content maintainable

Authors and administrators need a way to edit, reorder, preview, save and publish guided content while preserving the branching structure.

Problem statement (portfolio framing): How might we help IT support organizations make service operations visible while turning recurring issues into structured self-service journeys that are easier to create, maintain and follow?
03 / SCOPE & PRIORITIZATION

Protect the core value
with MoSCoW.

The screens show a broad product surface. MoSCoW helps distinguish the minimum service-management and knowledge-authoring capabilities from workflow enhancements that can follow.

MUST HAVE

Core service & knowledge

  • Dashboard and core metrics
  • Service-provider records
  • Applications/resources
  • Wizard topics and questions
  • Answer/solution content
  • Branching next steps
  • Preview and save/publish

Without these, the platform cannot expose service context or deliver a guided self-service knowledge path.

SHOULD HAVE

Operational control

  • Search, filter and sorting
  • Ticket/operations views
  • Resource/application tables
  • Wizard tree navigation
  • Insights and version views
  • Content preview

These support administration, content maintenance and quality control as the number of records and flows grows.

COULD HAVE

Authoring accelerators

  • Reusable issue templates
  • Flow validation checks
  • Content ownership/review
  • Search analytics by step
  • Branch-level drop-off insights
  • Localization workflow

Potential improvements to investigate after the core authoring and resolution tasks are validated.

WON'T HAVE · PROPOSED

Keep scope disciplined

  • Unrelated social feed
  • General-purpose project management
  • Unvalidated AI diagnosis
  • Unrelated CRM capabilities

Proposed non-goals based on the visible product scope, not a confirmed product-owner decision.

MoSCoW status: Reconstructed from the supplied screens as a portfolio prioritization model. It is not represented as an approved backlog or workshop result.

04 / DISCOVERY & RESEARCH

Understand both sides
of the support experience.

A service platform needs research with the people who administer it and the people who use self-service guidance. The archive contains UI screens, not interviews, analytics or usability studies, so this section separates visible evidence from research questions.

01 / ADMIN WORKFLOW AUDIT

Understand operational jobs

Map how administrators find a client/provider, inspect records, review support activity and maintain the resource/application catalogue.

Proposed research method
02 / SUPPORT CONTENT AUDIT

Understand knowledge structure

Review how common issues are currently documented, how troubleshooting decisions branch and where answers, resources or human escalation are needed.

Screen-based design framing
03 / END-USER TASK STUDY

Test the self-service journey

Observe whether employees can recognize their issue, understand each question, choose the correct path and complete a recommended fix.

Proposed validation
Observed screen evidenceUX interpretationDesign opportunityEvidence status
Dashboard surfaces most searched issue, best solution and best resource.Search and knowledge performance are intended to be visible to administrators.Make top demand signals actionable and connect them to underlying content records.Visible in UI
Dashboard includes providers, companies, computers, tickets, fixes and feedback.Operational health is represented through a set of service ecosystem indicators.Define each metric, its timeframe and the destination behind the card.Visible in UI
Wizard screen offers Add Topic, Add Question, Add Answer, Add Solution, Add Resource and Add Feedback.Support knowledge is modeled as structured content units.Make content types and their parent-child relationships clear.Visible in UI
Wizard builder shows a branching conversation map and test/publish actions.Authors need to reason about the full decision path, not only individual content cards.Support an overview canvas, edit detail, preview and controlled publishing.Visible in UI
Wizard editor presents a tree, central editing area and preview panel.Authors need navigation, editing and end-user preview in one workspace.Coordinate selection across tree, editor and preview.Visible in UI
Operations list supports adding child content, editing, deleting, reordering and saving.Content authoring requires hierarchy management and draft control.Clarify hierarchy, destructive actions, unsaved changes and save/publish states.Visible in UI

Research integrity: No participant profiles, interview notes, ticket analytics, task observations, affinity maps or usability-test results were included. Do not present the interpretations above as direct user findings. Add actual evidence if you have it.

05 / USERS & JTBD

Design for the work
each person needs to do.

The visible workflows imply at least three task-based user archetypes: an administrator managing the service ecosystem, a content author building the wizard, and an employee seeking help. These are proto-archetypes inferred from the interface.

PROTO-ARCHETYPE 01ADMINISTER

Service Administrator

Job: monitor providers, clients, assets and service performance.

“Give me a clear picture of the service environment and let me reach the record that needs attention.”
JTBD
When I manage multiple clients and providers, help me understand operational status and maintain the records that support service delivery.
Potential friction
Scattered records, ambiguous metrics, inconsistent table actions and unclear access.
Design opportunity
Dashboard hierarchy, searchable tables, clear record actions and consistent administration patterns.
PROTO-ARCHETYPE 02AUTHOR

Knowledge / Support Author

Job: convert recurring support issues into guided instructions.

“Help me build a troubleshooting path that makes sense to an employee, and let me review it before publishing.”
JTBD
When I document a recurring issue, help me structure topics, questions, answers and next steps into a maintainable flow.
Potential friction
Complex branching, lost hierarchy, duplicated content or publishing errors.
Design opportunity
Visual flow builder, tree navigation, focused editor, live preview and draft/publish control.
PROTO-ARCHETYPE 03SELF-SERVE

Employee / Help Seeker

Job: solve a common IT problem with minimal delay.

“I know what is not working. Ask me simple questions and guide me to a fix I can follow.”
JTBD
When I face a workplace technology issue, help me identify the problem and reach a safe, understandable resolution or support route.
Potential friction
Support jargon, too many choices, irrelevant branches or unclear escalation.
Design opportunity
Plain-language questions, meaningful choices, concise instructions, resources and human escalation.

Validate role boundaries, permissions, terminology, content ownership and the actual employee-facing self-service UI with real administrators, authors and employees.

06 / END-TO-END JOURNEY

From a reported issue
to a guided resolution.

The journey connects the dashboard and wizard authoring model with the intended employee self-service experience. The employee-facing path is inferred from the wizard content and flow examples; the archive does not include a full end-user runtime walkthrough.

Stage
01 · IDENTIFY
02 · FIND HELP
03 · DIAGNOSE
04 · FOLLOW STEPS
05 · RESOLVE / ESCALATE
06 · IMPROVE
Employee goal
Recognize the IT issue.
Find relevant self-service help.
Answer simple questions.
Follow a suitable instruction.
Fix issue or reach human support.
Provide feedback if needed.
Employee action
Search or select a topic.
Open a troubleshooting wizard.
Choose an answer to a guided question.
Read answer, solution or resource.
Try the fix or follow escalation path.
Rate/helpful feedback.
Potential friction
Unclear problem terminology.
Too many results or irrelevant content.
Questions not matching the real issue.
Instructions too long or ambiguous.
No recovery route if fix fails.
Feedback not connected to content quality.
Design opportunity
Use familiar issue language.
Make search and categories discoverable.
Use short, mutually clear choices.
Chunk steps and show progress.
Offer escalation and preserve context.
Capture feedback for content maintenance.
Admin / author action
Review top searched issue.
Maintain topic and resource.
Model branch questions.
Write answers and solutions.
Preview and publish flow.
Review insights and versions.
Screen evidence
Dashboard
Applications / Resources
Flow Builder
Wizard editor / content
Preview / next steps
Insights / Versions tabs
Validation question
Can users name their issue?
Can they find the right guide?
Do answer choices feel clear?
Can they complete the guidance?
Can they recover or escalate?
Can authors improve weak paths?

This is a service journey hypothesis connecting the available admin/authoring screens to their intended end-user purpose. Validate the employee-facing runtime and feedback loop before presenting them as delivered product behavior.

07 / INFORMATION ARCHITECTURE

Separate operations
from knowledge authoring.

The interface suggests two connected product domains: manage the service ecosystem, and build or maintain self-service knowledge. Keeping those domains distinct gives each user a clearer working context.

FixFinder / Experience-level IA reconstructed from supplied screens
FIXFINDER · IT SUPPORT PLATFORM

01 · Operations overview

  • Dashboard / KPI cards
  • Most searched
  • Best solution/resource
  • User feedback
  • Client/service feed

02 · Service administration

  • Service providers
  • Companies / clients
  • Computers / devices
  • Applications
  • Resources
  • Tickets / operations

03 · Wizard / knowledge

  • Topic tree
  • Questions
  • Answers
  • Solutions
  • Resources
  • Feedback
  • Preview / publish

04 · Governance

  • User management
  • Insights
  • Versions
  • Settings
  • Help / account

IA scope: This hierarchy is reconstructed from visible screen labels and navigation. It is not a verified production sitemap; confirm module access, role permissions and the exact relationship between applications, resources, tickets and wizard content.

08 / USER FLOWS

Make both creation
and resolution predictable.

The platform has two important flow families: employees following a decision tree, and authors creating that tree. The builder screens are the strongest evidence in this archive.

Flow A / Employee self-service: diagnose an issueEND-USER FLOW · INFERRED
STARTHelp entry

Search or open support topic.

→
SELECTIssue topic

Choose the relevant problem.

→
DIAGNOSEQuestion

Answer guided question.

→
BRANCHNext choice

Follow relevant branch.

→
RESOLVESolution/resource

Try the recommended fix.

→
FEEDBACKHelpful?

Rate or request support.

The decision-tree example includes website access, employee help, issue-type questions and password-related branches. A full deployed employee runtime was not included.

Flow B / Author a guided troubleshooting wizardAUTHORING FLOW · SCREEN-SUPPORTED
STARTWizard list

Open or create a wizard.

→
STRUCTUREAdd topic

Create the root category.

→
DEFINEAdd question

Model the diagnostic step.

→
AUTHORAdd answer

Write a response.

→
ENRICHSolution/resource

Add guidance and links.

→
CONNECTNext steps

Set branches and choices.

→
RELEASEPreview/publish

Check and publish.

The supplied Operations List, Wizard Editor, Configuration, Content, Tree and Flow Builder screens support these authoring concepts.

Flow C / Administer a service provider or resourceADMIN FLOW · SCREEN-SUPPORTED
STARTDashboard

Review service overview.

→
NAVIGATEProvider/resources

Open relevant directory.

→
FINDSearch/table

Locate a record.

→
INSPECTView/edit

Review record detail.

→
MAINTAINSave changes

Update or remove record.

The Service Providers and resource/application tables show search, pagination and view/edit/delete patterns. Permission and confirmation rules should be validated.

09 / KEY UX DECISIONS

Explain the trade-offs
behind the builder.

A strong product case study makes the reasoning visible. These decisions are grounded in the interface patterns shown in the archive and identify where validation is still needed.

DecisionUser / product needDesign response visible in screensTrade-off / QA consideration
Separate dashboard from authoringAdmins need oversight; authors need focused content-editing space.Dashboard overview and dedicated Wizard Builder/editor surfaces.Keep navigation consistent without mixing operational metrics into the authoring canvas.
Use a visual decision-tree builderAuthors need to understand branching logic and relationships.Canvas with connected question, answer and issue-choice nodes.Large trees need minimap, search, zoom, validation and clear orphan-node handling.
Pair tree navigation with focused editingAuthors need both the full hierarchy and the selected node's editable content.Tree panel, central editor and right-side preview.Selection synchronization, panel resizing and responsive fallback must be predictable.
Provide a live previewAuthors need to understand how content will appear to the end user.Preview panel with the current question and Next action.Preview must reflect branch logic, empty states and device contexts—not only text styling.
Make content types explicitTopic, question, answer, solution, resource and feedback play different roles.Dedicated Add Topic/Question/Answer/Solution/Resource/Feedback actions.Prevent invalid nesting and explain required fields and dependencies.
Separate save draft and publishAuthors need safe iteration before content becomes available.Save as Draft, Save Wizard and Publish controls appear in the authoring surfaces.Clarify draft versus live version, unsaved changes, rollback and approval rules.
Keep records table-basedAdministrators need to compare records and manage many entries.Searchable/sortable paginated tables and card/list views.Define empty/loading/error states, bulk actions and role-based permissions.
10 / SCREEN WALKTHROUGH

From service visibility
to guided authoring.

The walkthrough follows the platform structure: operations overview, service records, then the Wizard Builder's increasingly detailed authoring surfaces.

FixFinder dashboard with service providers, companies, computers, tickets, fixes and feedback metrics
01 / Operations dashboardOverview · demand signals · service context

The dashboard combines operational KPIs with “most searched,” “best solution,” “best resource,” client/device data and a product feed. This establishes both service oversight and content-performance context.

FixFinder applications card directory
02 / Applications directoryBrowse application records
FixFinder application table with records and statuses
03 / Application tableCompare and manage entries
FixFinder resource list with tabs and resource records
04 / Resource listMaintain self-service resources
FixFinder data table with provider or operational records
05 / Data management tableSearch · sort · paginate

The archive shows both card-based and table-based directory patterns. The design opportunity is to align search, sorting, status, record actions and pagination so administrators do not relearn basic behaviors in each module.

FixFinder service provider administration table
06 / Service providersProvider records and actions
FixFinder service provider listing with add provider action
07 / Provider administration contextSearch · add · inspect · edit

The provider listing shows organization/provider records, active company counts and view/edit/delete actions. The screenshots include different navigation variants, so confirm whether these represent different roles, product areas or design iterations before describing the access model.

FixFinder visual wizard flow builder showing a branching troubleshooting flow for website access and password issues
08 / Visual flow builderMap the troubleshooting logic

The flow canvas makes the support decision structure visible: a root context, diagnostic questions, branch choices and solution destinations. It changes the authoring task from maintaining a flat document into modeling a navigable support conversation.

FixFinder wizard operations list with add topic, question, answer, solution, resource and feedback controls
09 / Wizard structure listOrganize the knowledge hierarchy
FixFinder wizard editor with settings side panel and flow canvas
10 / Wizard editorConfigure and edit flow

The list view exposes the content types and nesting controls. The editor shows a canvas with a configuration side panel, offering another way to work with the same guided flow.

FixFinder wizard content editor with left tree, central selected step and right preview
11 / Content editorTree · edit · preview
FixFinder configuration panel with question content and multiple next step choices
12 / Step configurationDefine choices and next steps
FixFinder detailed wizard tree with content, media and next step cards
13 / Tree and next-step authoringModel branches and content blocks
FixFinder next steps configuration form with multiple options and button labels
14 / Next-step configurationConnect response choices

The authoring workspace shows a tree for context, a selected node for editing and a preview for the end-user experience. Next-step cards expose branching choices and button labels. The key design challenge is keeping structure, content and preview synchronized.

FixFinder registration page with illustration and account creation form
15 / Registration experienceAccount creation

The registration screen provides the entry to the portal. Its relationship to specific user roles and access permissions should be verified before describing onboarding paths in detail.

FixFinder login page with illustration and credential fields
16 / Login experienceReturning user access
11 / DESIGN SYSTEM THINKING

Consistency across
data and authoring tools.

FixFinder needs a shared interface language across dashboards, directories, tables, wizard nodes, configuration panels and preview. The system should standardize common behavior while allowing domain-specific components.

01 / COLOR & SEMANTICS

Neutral foundation + action colors

Observed direction: white/light-gray surfaces, blue primary actions, cyan/green informational accents and amber/red status cues. Values shown are representative estimates, not exported tokens.

02 / TYPOGRAPHY & DATA
Aa 632 75%

Label · table · KPI hierarchy

Establish a clear type scale for navigation, page titles, KPI values, table headers, metadata and wizard instruction content.

03 / LAYOUT & SPACING

Workspace density rules

Use consistent panel spacing, table row height, card padding and grid alignment. The wizard needs responsive rules for tree, editor canvas and preview panels.

Component familyVariants / states to defineBehavior contractEvidence in screens
Application shellExpanded/collapsed nav · active item · global actionsKeep module location, account and utility navigation predictable.Dashboard and admin pages
KPI cardDefault · trend · loading · unavailableShow metric definition, timeframe and click destination.Dashboard
Data tableDefault · sorted · selected · empty · loading · errorStandardize search, sort, pagination, row actions and status.Providers / resources / applications
Wizard nodeTopic · question · answer · solution · resource · feedbackShow node type, content summary, parent-child relation and available actions.Flow builder / tree
Branch / next-step cardUnconfigured · configured · invalid · connectedMake each answer choice's destination explicit and prevent orphan branches.Configuration / next steps
Editor panelSelected · edited · saving · saved · validation errorKeep selected tree node, editor content and preview synchronized.Wizard editor
Preview panelInitial · next-step · end state · broken branchRender the end-user path based on the current draft.Wizard content
Publish controlsDraft · ready · publishing · published · failedCommunicate live version, unsaved changes and publish result.Wizard builder / editor

Critical interaction states

EmptyNo records or no wizard content.
SelectedCurrent record/node is clear.
UnsavedDraft changes are visible.
Validation errorExplain missing fields/branches.
SavingPrevent accidental duplicate action.
PublishedShow active version/status.
Broken branchIdentify missing destination.
PermissionExplain restricted actions.

Design-system evidence boundary: The screens demonstrate repeated visual patterns and component families. They do not prove a production Figma library, design tokens/variables, coded React component package, Storybook, versioning or engineering implementation. Add actual source/library evidence before claiming these deliverables.

12 / ACCESSIBILITY & QUALITY

Make complex flows
understandable and safe.

The authoring tool is complex, and the employee-facing wizard should be simple. Accessibility and content quality should be built into both sides of the experience.

VISUAL ACCESSIBILITY

Clear focus and readable hierarchy

Maintain sufficient contrast, keyboard focus, readable labels and predictable navigation across tables, tree controls and canvas actions.

FLOW ACCESSIBILITY

Do not communicate branch logic by color alone

Use labels and node types with connectors; support keyboard alternatives to drag-and-drop and provide a linear tree view.

CONTENT QUALITY

Use plain language for employee guidance

Questions should be mutually clear, answers concise and instructions actionable. Explain technical terms or avoid them in the employee-facing path.

AUTHORING SAFETY

Prevent broken or accidental publishing

Validate missing destinations, empty answers, cycles, unreachable nodes and unsaved changes before publish. Confirm destructive actions.

These are design and QA requirements, not proof of WCAG conformance or completed accessibility testing.

13 / VALIDATION PLAN

Test the authoring model
and the resolution path.

The key risks are whether authors can create valid branches and whether employees can follow them to a resolution. These tasks form a validation plan—not a report of completed usability tests.

Test scenarioWhat to observeSuccess signalPriority
Create a password-reset wizardCan an author create a topic, diagnostic question, answer and solution branches?Creates a complete flow without losing hierarchy or leaving broken links.Critical
Edit a branch in the treeCan the author locate a node, edit it and understand where it leads?Correct node is edited and preview reflects the change.Critical
Preview as an employeeCan the author test each choice and reach the intended resolution?All expected paths are reachable and content is understandable.Critical
Save draft and publishCan the author distinguish draft from live version and avoid accidental release?Publish status and active version are unambiguous.High
Find a service provider/resourceCan an admin search, filter and identify the right record?Finds and opens the correct record without navigation errors.High
Resolve an employee IT issueCan an employee understand questions, follow instructions and escalate if needed?Completes guidance or reaches support with context preserved.Critical

Measurement plan: Baseline wizard creation time, branch errors, unreachable nodes, preview-to-publish defects, employee self-service completion, escalation rate, repeat issue rate and helpfulness feedback. Set targets only after real task testing and product analytics. No such results were supplied in the archive.

14 / CONTRIBUTION & REFLECTION

What the experience
brings together.

The strongest supported story is the connection between service-operations visibility and structured self-service knowledge authoring.

DESIGN CONTRIBUTION

Operational clarity.
Guided resolution.

Service overview

Organized KPIs, searched issues, best solutions/resources, client/device data and feedback into an admin dashboard.

Administration patterns

Worked across provider, application and resource table/card views with search, pagination and record actions.

Knowledge modeling

Structured content types—topics, questions, answers, solutions, resources and feedback—into an authoring model.

Branching workflow design

Used a visual flow model and tree-based editor to make decision paths visible and manageable.

Authoring confidence

Included configuration, preview, draft/save and publish affordances within the wizard workflow.

System consistency

Identified shared table, card, navigation, node and state patterns across the product surfaces.

My key learning

A self-service platform succeeds only when two experiences work together: the authoring experience must make it easy to build and maintain accurate support paths, and the employee experience must make those paths feel simple and trustworthy. The next design cycle should validate both sides together—not optimize the builder in isolation.

Impact integrity: Dashboard values such as 35 service providers, 5,600 active companies, 22,000 active computers and 632 tickets are sample values shown in the supplied interface. They are not measured results attributable to the redesign. No ticket-deflection, resolution-time, CSAT or adoption metrics were provided.