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Making data migrations seamless by design

Making data migrations seamless by design

Migrate Genie 2.0

Migrate Genie 2.0

Intuitive dashboard

Intuitive dashboard

Intuitive dashboard

Easy login

Easy login

Easy login

Role

Design consultant +

Design consultant +

Product designer

Product designer

Timeline

Start date - 29 Nov 2024

Total time - 12 weeks

Scope of work

UX Audit, User research, IA

UI system, Graphics, UX copy

Migration is

messy

time-heavy

confusing

high-stakes

messy

time-heavy

confusing

high-stakes

messy

time-heavy

confusing

high-stakes

Users often don’t know how to prep or structure their existing data, leading to avoidable delays in SaaS transitions.

Even tech-savvy teams spend over 3+ hours manually managing tasks that could be automated during system migrations.

Mismatched formats and unclear data requirements make it hard to align source and target systems confidently.

Small missteps in mapping or data setup can snowball into costly inefficiencies across your digital workflows.

Users often don’t know how to prep or structure their existing data, leading to avoidable delays in SaaS transitions.

Even tech-savvy teams spend over 3+ hours manually managing tasks that could be automated during system migrations.

Mismatched formats and unclear data requirements make it hard to align source and target systems confidently.

Small missteps in mapping or data setup can snowball into costly inefficiencies across your digital workflows.

Users often don’t know how to prep or structure their existing data, leading to avoidable delays in SaaS transitions.

Even tech-savvy teams spend over 3+ hours manually managing tasks that could be automated during system migrations.

Mismatched formats and unclear data requirements make it hard to align source and target systems confidently.

Small missteps in mapping or data setup can snowball into costly inefficiencies across your digital workflows.

The problem

The problem

The problem

Market Analysis + Audit

what users HATE

what users HATE

what users HATE

what users WANT

what users WANT

what users WANT

Competitor analysis

Competitor analysis

  1. Understanding the migration landscape

An evaluation of existing data migration platforms, assessing interface clarity, field mapping structure and featured workflows. The analysis revealed usability gaps and design inconsistencies that informed a more user-centred approach to SaaS migration journeys

Example Dashboard – Lacks Visual Hierarchy

Example Dashboard – Lacks Visual Hierarchy

Example Dashboard – Lacks Visual Hierarchy

Field Mapping Example – Well-Structured Grouping

Field Mapping Example – Well-Structured Grouping

Field Mapping Example – Well-Structured Grouping

Earlier version audit

Earlier version audit

  1. Auditing Migrate Genie 1.0

An audit of Migrate Genie’s first version across UX flow, UI hierarchy, and functionality. Key limitations in navigation, tracking, and guidance were identified to drive a more intuitive, SaaS-ready redesign.

Migrate Genie 1.0, post migration analytics - cluttered, confusing

Migrate Genie 1.0, post migration analytics - cluttered, confusing

Migrate Genie 1.0, post migration analytics - cluttered, confusing

His UX Priorities

His Frustrations

I just want a smooth reliable migration process that I can trust and keep an eye on.

Solution Architect

Calvin, 34

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

Priya, 38

Business Owner

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

User Persona

I just want a smooth reliable migration process that I can trust and keep an eye on.

Solution Architect

Calvin, 34

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

Priya, 38

Business Owner

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

His UX Priorities

- Needs automation in data mapping and configuration to reduce repetitive effort.

- Expects visibility and tracking across the migration lifecycle for better control.

His Frustrations

- Manual mapping is time-consuming and confusing

- Poor visibility into progress, failures and lack of trust and transparency in the flow

User Persona

His UX Priorities

His Frustrations

I just want a smooth reliable migration process that I can trust and keep an eye on.

Solution Architect

Calvin, 34

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

Priya, 38

Business Owner

Needs advanced features like tracking dashboards, field-level automation, and robust system integrations

Requires clear audit logs, validation steps, error reporting and modular configuration options

User Persona

User flow + Wireframes

User flow + Wireframes

User flow + Wireframes

The core user flow was designed to streamline the migration journey—from setup to validation—while minimizing cognitive load.By breaking the process into clearly guided steps, users are able to navigate complex tasks like source-target selection, field mapping, and scheduling with confidence and clarity.Optional sample runs, error handling, and post-migration insights ensure reliability, efficiency, and a smooth user experience from start to finish.

Home

Home

Dashboard

Connect

Connect

Connect

Mapping

Mapping

Review

Review

Payment

Payment

Migrate

Migrate

Validate

Validate

Home

Connect platforms

Mapping

Mapping

Review

Review

Payment

Payment

Migrate

Migrate

Validate

Validate

Colour Palette

Neutral tones with pops of orange & black for clarity, call-to-action, and visual hierarchy.

Typography

Poppins and Inter used strategically for legibility and visual heirarchy

Composition

Tightly structured 15-column grid ensuring responsive alignment and consistent visual rhythm.

Iconography

Minimal, line-style icons with uniform stroke width to support clarity and action cues.

Illustration

Custom hand-drawn doodles to humanize tech-heavy tasks and simplify user understanding.

Motion

Subtle micro-interactions and animated illustrations to guide progress and engage the user

UI Design System

#EA5822

#EF8963

#F3B8A3

#170903

#746B68

#DCDAD9

Colour

Neutral tones on orange & black

Type

Poppins and Inter used strategically

Grid

A Structured 15-column grid for responsiveness.

Icons

Minimal, line-style icons with uniform stroke width

Graphics

Custom hand-drawn doodles to humaize tech heavy tasks

Motion

Subtle micro-interactions & animated illustrations

UI Design System

#EA5822

#EF8963

#F3B8A3

#170903

#746B68

#DCDAD9

Colour Palette

Neutral tones with pops of orange & black for clarity, call-to-action, and visual hierarchy.

Typography

Poppins and Inter used strategically for legibility and visual heirarchy

Composition

Tightly structured 15-column grid ensuring responsive alignment and consistent visual rhythm.

Iconography

Minimal, line-style icons with uniform stroke width to support clarity and action cues.

Illustration

Custom hand-drawn doodles to humanize tech-heavy tasks and simplify user understanding.

Motion

Subtle micro-interactions and animated illustrations to guide progress and engage the user

UI Design System

#EA5822

#EF8963

#F3B8A3

#170903

#746B68

#DCDAD9

Product Showcase

Before vs. After

The old mapping screen presented fields in isolation, creating cognitive overload. By restructuring the UI around data categories, expected formats, and inline validation, the new design aligns with how users naturally think and act.

Migrate Genie 1.0

Migrate Genie 2.0

Migrate Genie 1.0

Migrate Genie 2.0

Migrate Genie 1.0

Migrate Genie 2.0

Key UX Enhancements

Key UX Enhancements

These were guided by the need to reduce friction, clarify next steps, and intuitively support users through critical actions—resulting in a more helpful, structured, and confidence-building migration experience.

1. Help & AI-Guides

2

3

1. Help & AI-Guides

2

3

1. Help & AI-Guides

2

3

+18%

Users completed migration

42%

Faster field mapping

UI for Real-World Use

UI for Real-World Use

These final screens bring clarity to critical touch-points like review, payment, migration status, and user control. Designed for consistency, focus, and guidance, each screen balances utility with intuitive layout to ensure a seamless end-to-end migration experience.

Feedback That Fuels!

Feedback That Fuels!

Feedback That Fuels!

'The new UI is super clean and easy to navigate - definite upgrade from before'

'The new UI is super clean and easy to navigate - definite upgrade from before'

'The new UI is super clean and easy to navigate - definite upgrade from before'

'Loving how intuitive the mapping flow feels now. Everything just makes sense'

'Loving how intuitive the mapping flow feels now. Everything just makes sense'

'Loving how intuitive the mapping flow feels now. Everything just makes sense'

Success!

4 out of 5 testers completed a full migration without errors

Real words, real value

Real words, real value

Real words, real value

Aishwarya Murari, 2025

Aishwarya Murari, 2025

Aishwarya Murari, 2025