IoT device management system: Securing a 78% annual user growth for a data-heavy SaaS solution

Project overview
An average U.S. household owns 21 connected devices, from fridges to thermostats. Managing all of them is no easy feat.
However, the stakes of device management are even higher in enterprise use cases. These devices monitor equipment condition and detect defects on factory floors, power remote patient monitoring in healthcare, and streamline inventory management in retail. They can save costs and improve efficiency — but only with proper device management.
Our client, an Australian SaaS company, saw an opportunity in the struggles of both individuals and enterprises. So, it sought to streamline connected device management with an intuitive platform that meets the needs of both consumers and businesses.
The client’s platform would allow users to track all Bluetooth-connected devices, from everyday consumer devices to enterprise-grade equipment, in one place.
While the client had the business logic figured out before contacting us, the product’s user interface proved to be an even tougher challenge. After all, the solution would be data-heavy, and the intuitiveness of data visualizations and user flows could make or break the product's value for its users. If the product failed to make data easy to work with and devices easy to manage, all the hard work spent on its business logic would have been in vain.
With that in mind, the client reached out to us with a request to design and develop the product’s UI/UX.
Services


Challenges
The device management platform was going to be data-intensive, and users may need to work with potentially hundreds or thousands of devices. So, our client’s main challenge was presenting all of the product’s features, including data insights, in an intuitive, easy-to-use way.
In practice, that meant implementing robust data visualization and query capabilities, along with customization options for a more personalized experience. The device management features had to be presented in a way that meets the needs of both target audience categories: enterprises and individuals.
Our client also needed us to pay extra attention to the navigation and information architecture. That was crucial for ensuring any user task could be completed fast and without friction.
We conducted a comprehensive discovery phase before planning the project and kicking off UX research. Based on it, we defined our client’s strategic business needs and technical requirements:
Strategic business needs
01 Design the UI/UX that facilitates working with data and managing both industrial and consumer connected devices for the SaaS platform
02 Ensure the CSAT reaches at least 75 within the first six months after the product’s launch
03 Limit annual customer churn to 13% within the first year
04 Achieve an annual user growth rate of at least 60% within the first year
Technical requirements
01 Design a user interface for the device management system based on the human-centered methodology
02 Prepare a clear information architecture that minimizes time on task
03 Implement streamlined navigation and use consistent layouts throughout the solution
04 Ensure the interface remains responsive on all device types (desktop, mobile, tablet)
05 Achieve a task success rate of at least 80%
06 Ensure the application’s response time remains under 0.5 seconds and latency under 75ms while supporting real-time data refreshing
07 Implement notifications to alert users about issues with the added devices
We can help you improve satisfaction and engagement metrics with a responsive human-centered UI/UX design.


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Solutions
To meet our client’s needs and requirements, we began with a thorough UX research phase for both categories of users:
- Businesses that would use the product to manage industrial IoT devices
- Individuals who would use the platform to keep track of their personal connected devices (smart doorbells, thermostats, etc.)
Based on our findings, we developed the information architecture and navigation scheme for the product’s components, which included:
- Signup/Sign-in
- Dashboard
- Monitor: Thing Details, Telemetry
- Onboarding: Thing Types, Things
- Administration: Groups, Users, Roles
- Tenant settings
In line with our client’s requirements, we paid extra attention to data visualizations, query, and analysis features, as well as the interface’s responsiveness and performance.
As a result, our client received a responsive human-centered UI/UX design that streamlined managing devices at scale and working with their captured data. Our efforts during design iterations reduced the time on task by 31% and secured a task success rate of 87%. Our choice to use React for the frontend and performance optimizations also ensured a <0.5-second response time and <50 ms latency.
lient’s needs and requirements, we began with a thorough UX research phase for both categories of users:



Device and device type management
Added devices — dubbed “things” on the platform — are listed on the Things page, together with their status, tags, groups, and events, all visible at a glance. To facilitate adding new devices, the platform supports Thing Types. These templates allow for defining a set of characteristics that every new device of this type will inherit.
Every device type also has a separate view with all of its details. These include general information (e.g., name, ID, provider), characteristics, and the groups it belongs to. In the map view, users can also review devices based on their locations.
Templates for adding devices at scale and a comprehensive at-a-glance overview of all connected devices facilitated device management, securing a task success rate of 87%. Our layout and navigation optimizations also contributed to a smooth user experience, leading to a CSAT exceeding the industry benchmark.

Device details and dashboards
Users can create and customize as many dashboards as they need for all listed devices, devices in a certain group, or individual devices. The dashboards can include both the latest readings or alerts and historical data and trends.
Data visualizations are completely under the user’s control. Users can add widgets from pre-built templates or create their own data visualizations. The layout is also fully customizable: widgets can be placed and organized as the user sees fit.
The well-rounded dashboard customization capabilities, along with an intuitive dashboard builder and organizer, enable users to quickly grasp the captured data, identify trends, and see arising issues. These personalization and data visualization features helped secure a CSAT of 81, achieve annual user growth of 78%, and drive engagement metrics up by 21%.

Custom widgets
While users can easily add run-of-the-mill charts and graphs to visualize captured data and its trends, the platform also enables them to create custom widgets. These widgets give users the freedom to track the metrics and trends based on their unique needs.
User widgets support custom timeframes and bucket sizes, measures, aggregation methods (average/minimum/maximum/ etc.), and colors.
The ability to create custom widgets makes the platform more versatile in the matters of data analysis and monitoring. This proved to be a value-adding feature as it was frequently cited in positive user feedback during the CSAT assessments.

Telemetry for advanced data analysis
This section lets users create custom queries to compare two devices’ data or view charts in more detail. The user flow for creating a query is the same as for a custom widget, making the user experience more consistent and the learning curve gentler.
In line with our iterative approach to design, we moved through several versions of the Telemetry user flows. Thanks to our gradual refinement of the user experience, the time spent on tasks declined by 31% between the first and final versions of the interface.

User management and role-based permissions
To enable whole teams to manage devices within a business, we designed a comprehensive user management feature set.
Users can be added to groups that determine which devices the selected users have access to. Administrations can manage user permissions (Read, Update, Execute) for each individual user and create roles with specific permissions and access to resources.
This role-based access, optimized for a smooth user experience, mitigates security risks and protects sensitive data from unauthorized access or modification.

Notifications and search
In accordance with our client’s requirements, we implemented real-time notifications. Alerts are automatically sorted into categories based on subject. Users can filter notifications by category (e.g., User, Device, Needs Action).
Thanks to these timely alerts, users can easily stay on top of all changes in device state or user status — and promptly resolve issues as soon as they become known. The intuitive notification filtering also improved user satisfaction and engagement while reducing the time on task.
To facilitate data retrieval across the platform’s components, we also added advanced search across users, devices, device types, groups, and more. Users can search device details using the search bar at the top of any screen, as well.
This robust search feature also helped increase user satisfaction and task success rates.

Responsive design optimized for performance
Based on our client’s requirements, we settled on using React to turn the approved prototype into a fully functioning interface. This ensured that the SaaS platform is properly rendered and easy to use on screens of any size, from UltraHD desktop screens to mobile devices.
Our tech stack, along with performance optimizations, ensured that the platform remains fast and responsive even under high workloads. Our efforts brought the response time under 0.5 seconds and limited latency to <50ms, making loading almost imperceptible to the human eye.

Real-time data refreshing
The device management system was meant to supply users with real-time data captured from connected devices with minimum latency. To ensure that timely data refreshing didn’t undermine the application’s performance or user experience, we implemented multiple optimizations. Those included caching, error handling, and scalability optimizations.
Thanks to our efforts, the data is continuously updated in real time with a minimum lag and zero friction to the user experience. Our performance optimizations also brought down the response time and latency.
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Tech stack
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Impact
Our human-centered approach to the client’s IoT device management system interface paid off in multiple ways:
Let’s discuss how we can boost your engagement metrics with a streamlined information architecture and powerful data visualizations.


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