Office365 Account Provisioning

Here are the details of the ambitious project "Office365 Account Provisioning" I participated in at GEODIS

About my role in this project and my global feeling

I started my journey at GEODIS as both Level L2/L3 Analyst for Identity and Access Management (IAM) & HR, as well as a UX Designer between November 2018 & October 2022. As the principal UX Designer, I faced various challenges:

  • ✅ Junior UX Designer: While I had a strong foundation from my time at BoursoBank, it was a learning curve in a new domain.
  • ✅ New domain: I had limited experience with LDAP and HR systems before joining GEODIS.
  • ✅ Understanding the scope: Grasping the interaction between IAM & HR data was a challenge that required constant learning and iteration.

Despite the challenges, today I am both an expert in IAM & HR data management and a skilled UX Designer. The "Office365 Account Provisioning" project was designed during the COVID-19 pandemic, from March to September 2020, and I followed the development from October 2020 to January 2021. The first deployment was in France in March 2021, and the application has since been rolled out worldwide, with the US set for 2025-2026.

Problem Statement

We identified issues with data quality in Office 365 directories. Admins were inputting incorrect data, there was little control over licensing costs, and GEODIS' ecosystem was not well-integrated. Our goal was to streamline the provisioning of Office 365 accounts, automate the process, and improve data accuracy by syncing data from the HR system.

Previous Tool: AD Admin Interface

The previous admin interface was complex and lacked validation controls, allowing administrators to easily input incorrect data. The lack of integration with the HR system meant manual synchronization and a high risk of errors. The following screenshot shows the interface that was used before the new application was implemented.

Previous Admin Interface

Challenges and Context

Before the solution, data synchronization between HR and IT teams was done manually, often via email, leading to inefficiencies and a lack of traceability. The process was inconsistent across regions. Our solution centralized these processes, offering a unified platform for account creation, license management, and data accuracy.

User Research and Needs Gathering

To design a tool that truly meets the users' needs, we conducted a series of research activities to better understand the daily challenges faced by those using or managing Office365 accounts. We had insightful discussions with administrators, HR managers, and team leads to identify their pain points and expectations.

Our User Research Approach

To gather precise feedback, we used several research methods, ranging from individual interviews to collaborative workshops. Here’s an overview of the steps we took:

  • ✅ User Interviews: We interviewed Office365 administrators and HR managers to better understand their needs and the challenges they face when managing accounts.
  • ✅ Collaborative Workshops: We organized workshops with stakeholders to co-create solutions and prioritize features critical to their workflows.
  • ✅ Surveys: We distributed surveys to gather a broader perspective on the issues encountered by a larger number of users.
  • ✅ Process Audit: We analyzed current processes to identify inefficiencies and pain points that the new tool should address.

What We Learned

Through this research, several recurring issues emerged:

  • ✅ Long and error-prone manual processes: Administrators spent a lot of time manually entering data, which led to errors and inefficiencies.
  • ✅ Lack of integration with HR systems: The absence of a connection between HR data and Office365 led to inconsistencies, requiring users to manually sync data.
  • ✅ High error rate: Many users made mistakes during data entry, as the system lacked sufficient validation checks.
  • ✅ Strong need for automation: Users expressed a clear desire for a system that could automate account creation, license management, and expiration notifications.

User Personas

To better understand the different types of users, we created personas. These profiles allowed us to define the specific needs and goals of each user group and tailor the tool to their objectives.

User Journey Mapping

Aziz - Active Directory Admin

Phase: Receiving a request for creating/updating an internal account

  • Emotions: 😡 Frustration, 😟 Stress
  • Pain points: HR data already available but not integrated, frequent errors due to incorrect/incomplete information.
  • Opportunities: ✅ Automate HR data import, automatic validation for critical fields.

Phase: Managing expiring accounts

  • Emotions: 😒 Annoyance, 🙂 Relief
  • Pain points: Entirely manual process, no proactive alerts.
  • Opportunities: ✅ Introduce automated alerts, clear reports on expiring accounts.

Khadidja - HR Manager

Phase: Managing internal accounts for new hires

  • Emotions: 😟 Overwhelmed, 😒 Annoyed
  • Pain points: Frequent back-and-forth with IT, lack of clarity on required information.
  • Opportunities: ✅ Provide clear guidelines for HR data integration, automate repetitive steps.

Phase: Tracking account statuses for employees leaving the company

  • Emotions: 😕 Confused, 🙂 Relieved
  • Pain points: Unclear timelines for account deactivation, manual follow-ups.
  • Opportunities: ✅ Automate deactivation workflows, introduce notification system.

Karim - Team Manager

Phase: Approving account requests for internal team members

  • Emotions: 😡 Frustrated, 😟 Pressured
  • Pain points: Slow and unintuitive process, lack of transparency in request tracking.
  • Opportunities: ✅ Streamline approval workflows, provide real-time tracking of requests.

Phase: Managing external accounts for short-term projects

  • Emotions: 😒 Annoyed, 🙂 Satisfied
  • Pain points: Complex validation processes, inconsistent access levels.
  • Opportunities: ✅ Simplify validation steps, create templates for recurring needs.

Design Process

Manager User Path

Manager User Path

This diagram illustrates the journey of the manager using the application to validate and manage internal account creation.

Admin AD User Path

Admin AD User Path

This diagram shows the Admin AD's role in managing user accounts and ensuring data accuracy in the system.

HR Manager's Role

While the HR Manager doesn't interact directly with the application, their role is crucial at the start of the internal account creation process. They ensure that all the correct data is passed to the system, allowing for smooth account creation and validation later on in the process.

Solution & Features

The solution developed centralizes the management of Office365 accounts, improving data accuracy, simplifying account creation, and providing seamless integration with the HR system.

  • ✅ Centralized Account Creation: Pre-filled internal data from the HR system to minimize errors and ensure correct Microsoft license selection.
  • ✅ External Account Management: Admin interface for creating and managing external accounts, including license selection and cost tracking.
  • ✅ Expiration Management and Notifications: Manager notifications for account expiration, with automatic account extension options for external users.
  • ✅ Shared and Generic Accounts: Creation and management of shared and generic accounts, with standardized naming conventions and approval workflows.
  • ✅ Customizable Reports: Dynamic reporting tools for account status, license usage, and other key metrics.
  • ✅ Seamless Integration with HR Systems: Automated integration ensures employee data is accurately reflected in the account creation process.

This application streamlines account management, enhances data accuracy, and ensures compliance with internal policies, resulting in significant time savings and operational efficiency.

Prototypes & Mockups

Interactive Prototype

Explore the interactive prototype created with Figma, which simulates the full user journey of account management and validation.

Password : Ghpa2020

UI Mockups

Below are the mockups of the key screens in the application, demonstrating how the user interface supports the workflows of internal account creation and validation.

Main Menu

Main Menu

My Team

My Team

Internal creation recap

Internal creation recap

Deletion screen

Deletion screen

Generic or shared creation

Generic or shared creation

Warning validation

Warning validation

Validation feedback

Validation feedback

Main Menu
My Team
Internal creation recap
Deletion screen
Generic or shared creation
Warning validation
Validation feedback

Test, Impact and Results

The application successfully streamlined account provisioning, improved data accuracy, and provided better control over licensing costs. We reduced data quality-related incidents by 97% and standardized processes across all regions. User satisfaction increased from 75% in 2022 to 90% in 2024. The tool is continuously improved, with new features being added iteratively to enhance usability.

Test Methodology

The design was tested with a set of pre-defined scenarios across multiple user roles. The test environment was set up with real users from the HR, IT, and administrative departments. Workshops were conducted with 2-3 representatives from each user type to gather feedback.

User Feedback

The simplicity of actions, with minimal clicks required to complete complex tasks, was highly praised. The user journey was straightforward, with no more than 4 interactions per page, which helped prevent users from getting lost. The application was well-received for centralizing processes and eliminating data redundancy.

Challenges

One challenge was the management of generic and shared accounts, where new email box names had to be manually validated by support. Additionally, there was a heavy reliance on HR data, but with the improvements to data quality, this has been mitigated over time.

Key Improvements

Some improvements were made in displaying O365 options more clearly. Additionally, we added a more comprehensive application settings panel (confidential and not shared in the portfolio), along with some UI updates to enhance the user experience.

Impact

  • ✅ User satisfaction increased from 75% in 2022 to 90% in 2024 (survey results).
  • ✅ Data quality incidents were reduced by 97%, with almost all related issues disappearing.
  • ✅ The operational workload decreased by nearly 20%, allowing for a reallocation of resources towards continuous improvement in AD admin and IAM & HR support.

Tools Used

Hubspot
Balsamiq
Photoshop
Adobe XD
Adobe XD
Material Design
ServiceNow
Microsoft
  • ✅ MakeMyPersona (Hubspot) for personas design.
  • ✅ Balsamiq Mockups for quick wireframing.
  • ✅ Photoshop for screen design and branding adherence.
  • ✅ Figma for user journey
  • ✅ Adobe XD interactive prototyping and design.
  • ✅ Material Design for UI components.
  • ✅ ServiceNow for ITSM incident management analysis.
  • ✅ Microsoft tools for tests/reflection (Forms, Teams, Whiteboard).