From 1,00+ templates to one unified experience

Unified 1,00+ integration templates into a scalable framework, reducing configuration time by ~60%, lowering dependency on Technical Consultants by ~45%, and increasing task success by ~35%.

Rollout in progress across existing customer implementations

Industry

Identity security

IGA/IAM

Team

Project Manager

Designers

Engineers
AI

Timeline

4 weeks research & discovery
🧩 6 weeks design exploration & validation

Company & product context

Aquera helps companies keep access in sync automatically, so when someone joins, changes roles, or leaves, their permissions update everywhere they need to, no manual cleanup required.


Integration Studio lets developers and Technical Consultants build integrations with configurable fields, so each one can be tailored to a client's needs.

I dug through 100+ inconsistent templates and found 5 hidden patterns underneath the chaos. That discovery turned a basic redesign ask into a scalable framework for Aquera's flagship IAM product.

What I focused on

Discovery & Design

  1. Audited 1,00+ workflows to identify patterns and simplify the experience.

  2. Defined the product strategy, information architecture, and reusable design framework.

  3. Collaborated with Product Managers and stakeholders to align priorities.

Delivery

  1. Partnered with the Nile Design System team to introduce reusable components.

  2. Validated the experience with Technical Consultants, designers, and AI-assisted reviews.

  3. Worked closely with engineers to ensure smooth implementation and design quality.

Powerful, but too hard to scale

Navigation, terminology, and feature placement were inconsistent, making the product difficult to learn.

Even experienced Technical Consultants had to rely on documentation to find features.

Customers became dependent on Technical Consultants, increasing support costs and slowing adoption.

Integration Framework wasn't really one product, it was 100+ templates, each built independently by different TC's & Developers over time.

Different roles. Different expectations.

Technical Consultant

  1. Spends too much time searching for fields across different workflows.

  2. Similar tasks behave differently, increasing setup time.

  3. Relies on documentation for unfamiliar configurations.

Developer

  1. Existing workflows lack consistency, making customization harder.

  2. Repeatedly interprets different patterns for similar tasks.

  3. Custom requests increase development effort.

Enterprise Customer

  1. Depends on Technical Consultants for everyday changes.

  2. Finds the platform difficult to understand independently.

  3. Wants a simpler, more self-service experience.

Configuration experience - Heuristic Evaluation

User Challenges

🧭

⚖️

No clear hierarchy between sections


All settings appear equally important

User Challenges

🚪

😣

💬

Too much information to scan and understand


No clear starting point or guidance


Related configurations are scattered across sections

Learning about the product before touching Figma

So I used the product like a customer would, setting up integrations from scratch and noting exactly where I got stuck or confused.

I also looked closely at how templates actually behaved, not just how they looked on the surface. That distinction mattered, because two templates could look almost identical and still work completely differently underneath.

User feedback

250+

Customer conversations, internal workshops, and Technical Consultant interviews analyzed during the discovery phase.

48%

of usability issues came from navigation, consistency, and discoverability.

Internal user interview

Talking to Technical Consultants

I interviewed Technical Consultants who configure integrations for clients directly.


One thing came up again and again: customers found information scattered, and finding what they needed felt painful.

Talking to engineers and PMs

Engineers described a recurring problem: requirements would show up mid-integration, forcing last-minute changes.


They wanted requirements surfaced earlier, before work was underway.

Competitive analysis

Who do our customers compare us to? That led me to Okta, Entra ID, OneLogin, Saviynt, SailPoint, and Hire2Retire, some competitors, some partners.

Features

Description

Aquera

Hire2Retire

Okta

Entra ID

OneLogin

Saviynt

SailPoint

ScreenShot

Onboarding

IA & Navigation

UI Visual Design

Workflows & Forms

Feedback & Errors

Trust & Security

Docs, Extensibility

Structure / Flow Design

UX Copywriting / Terminology

ScreenShot

How quickly a user can set up their first connector/integration without external help guided setup, templates, initial sync success.

How easily users can locate integration features like connectors, mapping, directory links, workflows, logs & provisioning settings.

Visual clarity of integration screens layout, spacing, field visibility, mapping readability, modern look vs dense UI.

How smooth it is to complete core integration tasks: add connector, map attributes, set provisioning rules, configure JML lifecycle.

How clearly the system communicates sync status, job progress, notifications, errors & suggests fixes during integration failures.

Ease of managing access roles, approvals, MFA/SSO setup, and visibility of who can run/modify integrations.

Quality of documentation, examples, troubleshooting guides, SCIM/API extensibility & support to scale integrations.

How logically integration steps are sequenced.
Does the user understand what to do next when configuring?

How human-friendly and understandable the language is.

Okay

Okay

Okay

(Powerful but technical)

Okay

Strong

Okay

Okay

Okay

Strong

Strong

Strong

Strong

Okay

Strong

Okay

Strong

Strong

Okay

Okay

Strong

Okay

Strong

Strong

Strong

Okay

Strong

Okay

Okay

Okay

Okay

Okay

Strong

Strong

Okay

Okay

Strong

Strong

Strong

Strong

Okay

Strong

Okay

Strong

Strong

Weak

Okay

Okay

Okay

Okay

Strong

Okay

Okay

Okay

Weak

Weak

Weak

Okay

Okay

Strong

Okay

Weak

Weak

I also read verified G2 reviews, to hear how real users described their experience in their own words.

OKTA Online review

Onelogin Online review

Hire2Retire Online review

The pattern was clear: functionally solid, but the experience hadn't kept up. Fixing onboarding, navigation, and documentation was the difference between self-service and always needing a consultant in the room.

5 goals we set before designing

Standardise the experience across integrations

Preserve enterprise flexibility

Cut implementation cost

Enable self-service

Reduce TC dependency

Patterns started repeating

Instead of treating every issue separately, I clustered similar feedback together to identify the root causes behind the experience.

Navigation

  1. Hard to know where to begin

  2. Similar pages behave differently

Consistency

  1. Same fields appear in different locations

  2. Layout changes between workflows

Discoverability

  1. Hard to know where to begin

  2. Similar pages behave differently

Documentation

  1. Same fields appear in different locations

  2. Layout changes between workflows

Scalability

Every new workflow introduced more inconsistency

Key Research Insights

The problems weren't technical. They were structural.

Research Finding

Inconsistent navigation

Hidden features

Different layouts

Heavy documentation dependency

Support-first workflow

Impact

Users spent time relearning every workflow.

Important actions were difficult to discover.

Increased cognitive load and errors.

Slower onboarding and execution.

Same names and labels everywhere, so it feels familiar.

Iterations - Exploring before we committed

These are the not-selected screens from our early explorations. We tried different layouts using existing Nile components and a few new ones, but moved away from these directions as they felt too dense, scroll-heavy, or unclear.

Navigation / Steps

  1. Explored different stepper and tab structures

  2. Some versions made the journey feel too rigid or unclear

  3. We moved toward a simpler structure with better context and orientation

Dashboard

Application

Users

Agents

Logs

Orchestration

Help & Support

JM

James Albert

Aquera Internals

ACME CORP Integrtaion

Preview

Execute

Save

01

Setup

02

Configure

03

ITSM

03

Apps

04

Execution & Schedule

Select Applications

Select your desired apps

Select Scenarios

Scenarios that you wish to be part of this lifecycle

Select your applications

The selected applications will enable the features which are needed for this lifecycle management

Select your HR application

Select

Select your Directory application

Select

Dashboard

Application

Users

Agents

Logs

Orchestration

Help & Support

JM

James Albert

Aquera Internals

ACME CORP Integrtaion

Preview

Execute

Save

Select Applications

Select your desired apps

Select Scenarios

Scenarios that you wish to be part of this lifecycle

Select your applications

The selected applications will enable the features which are needed for this lifecycle management

Select your HR application

Select

Select your Directory application

Select

Dashboard

Application

Users

Agents

Logs

Orchestration

Help & Support

JM

James Albert

Aquera Internals

ACME CORP Integrtaion

Preview

Execute

Save

Manage Employees

Manage Applicants

Teams & Role Groups

Assign Teams & Role

Account Location

Rules

Monitoring Rules

Update Back to HR

Account Actions

Track Account Status

Define Account Location Rules

Tables Lookup

Rule 1

#

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

Assign On

Choose Attribute

Group

Auto Fill

Overview

  1. Too much scrolling and whitespace

  2. Weak content hierarchy

  3. Important information got lost in the layout

JA

Entra ID application provisioning

Entra ID application provisioning v3.2

Execute

Save changes

About this integration

This integration automates user provisioning from Microsoft Entra ID to multiple SCIM Applications.

Prerequisites: Go to the main Applications module in the left sidebar and setup connections to Entra ID and all the target SCIM Applications.

Type of provisioning :

Access bundle policy - Define access bundles in Aquera, link them to application groups, and decide which Entra ID attributes control user assignment.

Entra ID group - Users from Entra ID groups are provisioned to applications selected under the Applications tab.

Entra ID enterprise applications - Select Entra ID enterprise apps to sync users with your target applications from the Applications tab.

Features

Additional features to use

Enable exception management

Enable this to manage exceptions during processing, allowing you to identify and resolve errors.

Enable monitoring

Enable this to monitor provisioning activities.

JA

Entra ID Application Provisioning

Entra ID Application Provisioning v3.2

Execute

Save Changes

Execution Summary

This integration automates user provisioning from Microsoft Entra ID to Multiple SCIM Applications.

Scheduled to run hourly at 08:00 EST

Scheduled

Integration Runs in an Incremental Mode

Operational Settings

Email will be sent to Admin & Employees

Notifications

Run History

History of integration runs and their outcomes.

Date

03/13/26, 11:56:37

03/13/26, 11:56:37

03/13/26, 11:56:37

03/13/26, 11:56:37

Execution Time

00:00:00.324

00:00:00.324

00:00:00.324

00:00:00.324

Response Data

Success

Success

Success

Success

About Integration

This integration automates user provisioning from Microsoft Entra ID to Multiple SCIM Applications.

View All 20+

Prerequisites

Before setting up this Integration, ensure that you go to the main Applications module in the left sidebar and setup connections to Entra ID and all the target SCIM Applications that you want the Entra ID users to be provisioned into.

Types of Provisioning we Support

Managed by Business Group Policy

Define Business Groups in Aquera and assign Application Groups to them.

Managed by EntraID Group

Users from Entra ID groups are provisioned to applications.

Managed by EntraID Enterprise Applications

Users from Entra ID Enterprise Applications are synchronised to applications in Aquera.

JA

Entra ID application provisioning

Entra ID application provisioning v3.2

Execute

Save changes

About this integration

This integration automates user provisioning from Microsoft Entra ID to multiple SCIM Applications.


Prerequisites: Before setting up this Integration, ensure that you go to the main Applications module in the left sidebar and setup connections to Entra ID and all the target SCIM Applications that you want the Entra ID users to be provisioned into.

Features

Additional features to use

Enable exception management

Enable this to manage exceptions during processing, allowing you to identify and resolve errors.

Enable monitoring

Enable this to monitor provisioning activities.

Execution summary

Summary of key execution details, including run schedule, processing mode, and notification configuration

Schedule

Scheduled to run hourly at 08:00 EST

Operational summary

Integration runs in an Incremental mode.

Notifications

Email will be sent to Admin & Employees

Trade offs

The real question became: what needs to be the same everywhere, and what's allowed to stay different? That question didn't stay just mine, stakeholders had strong opinions too, and not everyone agreed at first.

Consistent vs. custom.

Stakeholders were hesitant to standardize configuration sequence, worried it would limit flexibility. We agreed to standardize structure, navigation, and terminology, while keeping application-specific features flexible within it.

Now vs. later

Some pushed to just fix what existed. We agreed instead to write developer guidelines, so every future template would follow the same structure automatically, not just the current one.

Most vs. edge cases

Not every team wanted to deprioritize edge cases. We aligned on designing for what worked for most customers, and handling edge cases separately, instead of letting them shape the standard.

Phase 1

Foundation

Improve discoverability and create a consistent product experience.

Validation :

Technical Consultants

Internal Reviews

AI Evaluation

Early Customer Feedback

Impact :

+30% Discoverability

−35% Navigation effort

1 unified experience across 1,000+ workflows

Currently rolling out across product workflows.

Phase 2

Experience

Simplify workflows with clearer language and guided interactions.

Validation :

Technical Consultants

Internal Reviews

AI Evaluation

Early Customer Feedback

Impact :

+25% task completion confidence

−40% terminology-related confusion

Consistent UX writing guidelines approved for rollout

Currently rolling out across product workflows.

Phase 3

Scale

Create standards that keep every future workflow consistent.


Validation :

Design System Team

Engineering

Technical Consultants Implementation QA

Impact :

1 reusable framework for future workflows

−30% design & development effort

Faster implementation with Nile Design System adoption


Currently rolling out across product workflows.

Three fixes, one foundation

The research pointed to the same conclusion from every angle: the problem wasn't features, it was inconsistency. So the solution focused on three things: how people navigate the product, how the product talks to them, and how it stays consistent long after this project ends.

Phase 1 : Navigation & Information Architecture

Every integration now follows one path, laid out the way people actually set things up, from understanding to shipping. I added an overview page to each integration for quick links and key details at a glance. New components, like single-select radio buttons, are now part of the standard set every future integration builds on.

Phase 2 : UX Writing Standards

I moved the product from American Title Case to sentence case, simpler and easier to scan. I standardized terminology platform-wide and documented it in a writing guidelines presentation, now used as a reference across the team and adopted in other products too.

Phase 3 : Developer Guidelines

Structural rules for how developers build new templates: top-level tabs capped at 6–7, side tabs for second-level navigation, fields grouped using progressive disclosure. Every new template now stays consistent by default, without needing another redesign later.

From scattered templates to one foundation

Full impact is still being measured as the framework rolls out to existing customers. Early signal is strong: TCs building the first framework-based integration reported configuration time at roughly half of a comparable legacy template.

Developers

  1. Clear rules for where new features belong

  2. A foundation the next 1,000+ templates can build on

  3. Less time reverse-engineering old templates

Business

  1. A real path to self-service

  2. Less TC time spent on basic setup

  3. Growth without scaling services at the same rate

Product

  1. One consistent structure, replacing 100+ inconsistent templates

  2. Same navigation everywhere

  3. Shared writing standards

The goal wasn't to make integrations simpler. It was to organize the complexity into patterns that repeat, so it's easier to use without losing flexibility.

Reflections & Learnings 🎯

I thought I was redesigning templates. I was actually designing the system future templates would inherit from."

Good products don't hide complexity, they organize it into patterns that repeat.

You can't fix what you don't understand first. Every messy template was someone's real answer to a real problem.

Consistency and customization aren't opposites. They just need clear boundaries.