Migration Success Kit

What are we migrating?

Automation Anywhere launched their new Automation 360 Platform, a cloud solution with improved architecture and service offerings. The migration from the previous platform to A360 involved a complex process that initially created a significant adoption bottleneck.

The organization's strategic goal was to migrate the majority of its customers to A360, transforming its approach to become a fully cloud-based automation platform and expanding future service offerings.

The problem

How might we transform the Automation 360 Platform migration journey into a seamless, personalized experience that reduces complexity, provides clear visibility, and accelerates customer adoption?

What is Migration Success Kit??

A simple tool that guides customers through their migration journey providing content tailored to their specific needs and also providing a consolidated view of all the customers and their migration journey.

Design Principles

Journey Map

Uncover the fiction and understand the emotional aspect

Low-fi designs

Low-fi designs accelerated product development by enabling rapid, cost-effective concept exploration. It helped us collect feedback, minimize design risks, and focus on user-centric functionality, allowing cross-functional teams to quickly validate ideas with minimal resource investment.

Final Designs

We developed a comprehensive migration portal with two key components:

Customer Portal: A single-page guide with step-by-step instructional videos explaining platform migration and highlighting new improvements, enhancing user trust and transparency.

CRM Team Portal: A tracking dashboard enabling proactive customer support by monitoring account migration progress and identifying points where customers may need intervention.