Policy - Research report | Heuristics | Features | Desired outcomes

1

"I want to create different types of policies easily without mixing them up."

I need this solved so that I can create distinct policy types effortlessly, ensuring clarity and avoiding confusion when managing policies.

because solving this will make me feel more organized and less likely to make mistakes.

Need for clear and categorized policy creation

Consistency and Standards

4

Implement categorization and standardized templates for policy creation.

Policy name and type selection

2

"Sometimes I'm not sure what to enter in these policy fields."

I need this solved so that I can have clear guidance and tooltips for policy fields, reducing uncertainty and ensuring accurate policy creation.

because solving this will make me feel more confident and less hesitant when creating policies.

Assistance for users unfamiliar with policy creation

Help and Documentation

3

Provide a guided wizard and comprehensive documentation for new users.

Help tips next to input fields

3

"Our policies vary by location, and I need to apply them to specific sites."

I need this solved so that I can easily apply location-specific policies to specific sites, ensuring tailored policy enforcement and compliance.

because solving this will make me feel more efficient and in control of location-based policy management.

Need for policies to be applicable on a per-site basis

Flexibility and Efficiency of Use

4

Enable site-specific policy settings to ensure relevance and applicability.

Selection of site for policy application

4

"I need to enforce policies on particular areas within our site."

I need this solved so that I can specify policy enforcement on specific areas within our site, improving targeted policy control and compliance.

because solving this will make me feel more in control and precise in policy enforcement.

Granular control over where policies apply

User Control and Freedom

4

Offer advanced customization options for precise policy application.

Selection of spaces within a site

5

"Can we automate this policy to run on its own at scheduled intervals?"

I need this solved so that I can schedule policy automation at intervals, reducing manual intervention and ensuring consistent policy execution.

because solving this will make me feel more efficient and reduce the need for constant monitoring.

Automating recurring tasks to save time

Flexibility and Efficiency of Use

4

Introduce automated scheduling features for recurring tasks.

Automation options for policy scheduling

6

"I need to be alerted when our storage reaches certain thresholds."

I need this solved so that I can set up storage threshold alerts within policies, ensuring timely notifications and proactive storage management.

because solving this will make me feel more informed and in control of storage capacity.

Proactive system management based on usage metrics

Visibility of System Status

3

Develop a dashboard to display real-time usage metrics for proactive management.

Pool triggers and utilization visibility

7

"I want policies to trigger based on specific file types or sizes."

I need this solved so that I can configure policies to trigger based on file type or size criteria, enabling customized policy actions and data management.

because solving this will make me feel more capable and in control of policy conditions.

Customizable rules for when policies should take effect

User Control and Freedom

4

Allow users to define custom triggers for policy activation.

Conditions for policy execution

8

"We should only migrate large files or exclude certain file types."

I need this solved so that I can define migration criteria to include large files and exclude specific file types, optimizing data migration based on our needs.

because solving this will make me feel more efficient and in control of data migration.

Filtering which data the policy affects

Flexibility and Efficiency of Use

4

Enable data-specific filtering in policy settings for targeted application.

Selection by file type and size

9

"It would help if I could specify exactly which files to include or exclude in the policy."

I need this solved so that I can specify precise file inclusion and exclusion criteria within policies, ensuring fine-grained control over data management.

because solving this will make me feel more precise and in control of policy conditions.

Precise control over data management

User Control and Freedom

4

Provide options for detailed data management within policies.

Inclusion or exclusion of file types

10

"It's essential to manage how data moves between our storage pools efficiently."

I need this solved so that I can efficiently manage data movement between storage pools, optimizing data storage and retrieval processes.

because solving this will make me feel more efficient and in control of data flow.

Managing data flow between storage pools

Visibility of System Status

3

Implement a visual flowchart for tracking data movement across storage pools.

Pool migration hierarchy and storage caps

11

"The system should indicate if we can't add more layers to our storage setup."

I need this solved so that I can receive notifications when storage layers are at capacity, preventing overloading and ensuring storage stability.

because solving this will make me feel more secure and in control of storage layer management.

Limitation in storage hierarchy structure

Consistency and Standards

3

Offer flexible and customizable storage hierarchy options.

Inability to add tiers below cloud storage

12

"We need the biggest files handled first in our policy to optimize storage use."

I need this solved so that I can prioritize the handling of the largest files within policies, optimizing storage usage and resource allocation.

because solving this will make me feel more efficient and in control of storage optimization.

Prioritization of policy actions

User Control and Freedom

4

Enable users to set priorities for different policy actions.

Processing order and conditions for policies

13

"We want older files to be archived automatically to free up space."

I need this solved so that I can set up automatic archiving of older files within policies, freeing up storage space and improving data organization.

because solving this will make me feel more efficient and reduce data clutter.

Targeting files for policy action based on age

Flexibility and Efficiency of Use

3

Include options for age-based file targeting in policy rules.

Selection by dates for files

14

"It should be easy to separate active files from those that need archiving."

I need this solved so that I can easily differentiate active files from those slated for archiving within policies, enhancing data management and organization.

because solving this will make me feel more organized and in control of data archiving.

Differentiating between current and outdated data

Visibility of System Status

3

Create clear indicators to differentiate between current and outdated data.

Archiving and active file separation

15

"We handle a lot of data; being able to set the processing order helps us manage our resources better."

I need this solved so that I can establish processing order for data within policies, improving resource management and optimizing data handling efficiency.

because solving this will make me feel more in control and efficient in resource allocation.

Prioritization of policy execution

User Control and Freedom

4

Allow manual prioritization of policy execution order.

Processing order options

16

"What happens if I set up a policy wrong? There should be safeguards against data loss."

I need this solved so that I can have safeguards in place to prevent data loss in case of policy misconfiguration, ensuring data protection and risk mitigation.

because solving this will make me feel more secure and reduce the fear of data loss due to policy errors.

Avoiding misconfiguration and potential data loss

Error Prevention

4

Implement checks and warnings to prevent misconfiguration.

Error handling for policy conditions

17

"I like to review all settings at once before I finalize the creation of a policy."

I need this solved so that I can review all policy settings comprehensively before finalizing policy creation, ensuring accuracy and reducing the risk of mistakes.

because solving this will make me feel more confident and in control of policy creation.

Confirmation of policy details before finalization

Error Prevention

4

Require user confirmation with a summary of details before policy finalization.

Summary page before policy creation

18

"It's crucial to double-check the policy name, type, and scope to prevent errors."

I need this solved so that I can double-check critical policy details like name, type, and scope to prevent errors and ensure accurate policy configuration.

because solving this will make me feel more diligent and reduce the risk of policy-related mistakes.

Ensuring accuracy in policy setup

Help and Documentation

3

Provide inline help and tooltips during policy setup for accuracy.

Policy name, type, and scope summary

19

"Seeing the migration path helps me understand how data will move between pools."

I need this solved so that I can visualize the migration path within policies, enhancing understanding of data movement and facilitating informed decision-making.

because solving this will make me feel more informed and in control of data migration.

Visual confirmation of data migration paths

Visibility of System Status

3

Offer visual mapping tools for confirming data migration paths.

Migration hierarchy display

20

"I need to confirm the schedule to ensure the policy runs at the right time."

I need this solved so that I can confirm policy schedules to ensure timely execution at the desired times, reducing scheduling uncertainties and ensuring policy effectiveness.

because solving this will make me feel more in control and reduce scheduling-related anxieties.

Verification of when the policy will be executed

Visibility of System Status

3

Display scheduled times and conditions for policy execution.

Policy schedule summary

21

"It's helpful to see a summary of the conditions I've set up for complex policies."

I need this solved so that I can access policy condition summaries for complex policies, simplifying policy comprehension and ensuring accurate configuration.

because solving this will make me feel more capable and reduce complexity-related stress.

Overview of the rules governing policy execution

Help and Documentation

3

Summarize policy rules in an accessible and easy-to-understand format.

Condition groups setup summary

22

"I want a dashboard where I can see all our policies and manage them easily."

I need this solved so that I can have a centralized policy dashboard for easy policy management, enhancing efficiency and simplifying policy oversight.

because solving this will make me feel more organized and in control of policy management.

Central management of all policies

Consistency and Standards

4

Create a centralized hub for policy management and oversight.

Policies homepage

23

"Sometimes I need to quickly start or stop a policy without going through multiple steps."

I need this solved so that I can have quick access to start or stop policies without excessive steps, ensuring prompt policy execution or suspension.

because solving this will make me feel more efficient and reduce the hassle of policy control.

Quick management options for immediate action

Flexibility and Efficiency of Use

4

Provide quick access tools for immediate policy actions.

Policy action buttons (Run, Stop Policy)

24

"Having a sidebar with all the details of a policy means I don't have to open each one."

I need this solved so that I can access policy details conveniently via a sidebar, improving accessibility and reducing the need to open each policy individually.

because solving this will make me feel more efficient and reduce navigation efforts.

Access to in-depth details of policies at a glance

Visibility of System Status

3

Enable a detailed view of policy specifics in a user-friendly format.

Detailed policy information sidebar

25

"If I need to make changes, I want to edit the policy directly, not create a new one."

I need this solved so that I can edit policies directly instead of creating new ones for changes, simplifying policy modification and ensuring accuracy.

because solving this will make me feel more in control and reduce the need for policy duplication.

The ability to modify policies without starting over

Flexibility and Efficiency of Use

4

Implement a feature to modify existing policies without needing to recreate them.

Edit policy interface

26

"I must be able to edit trigger rules in detail to match our exact operational needs."

I need this solved so that I can edit trigger rules in detail to align with our precise operational requirements, ensuring customized policy triggers and effective policy execution.

because solving this will make me feel more capable and in control of policy trigger customization.

Fine-tuning of policy behavior based on specific criteria

User Control and Freedom

4

Allow detailed customization of policy behavior based on user-defined criteria.

Detailed trigger rules and conditions editing

27

"Being able to edit the migration hierarchy is important as our storage strategy evolves."

I need this solved so that I can edit the migration hierarchy to adapt to evolving storage strategies, ensuring flexibility and alignment with changing storage needs.

because solving this will make me feel more adaptable and in control of storage management.

Flexibility in changing the flow of data management

Flexibility and Efficiency of Use

3

Offer options to adjust the flow of data management dynamically.

Policy editing options for migration hierarchy

28

"Our data is diverse; I need to create specific conditions for different scenarios."

I need this solved so that I can create specific conditions for diverse data scenarios within policies, enabling tailored policy actions and enhancing data management versatility.

because solving this will make me feel more versatile and in control of data condition customization.

Customization of conditions for data handling

User Control and Freedom

4

Provide advanced settings for customizing conditions under which data is handled.

Condition group creation and editing

29

"I need to see all the settings in one place to ensure nothing's amiss before I activate this policy."

I need this solved so that I can access all policy settings in one place for comprehensive review before policy activation, reducing the risk of oversight and ensuring accurate policy setup.

because solving this will make me feel more diligent and reduce the risk of policy-related mistakes.

Assurance before policy activation

Error Prevention

4

Implement a review and confirmation step before policy activation.

Comprehensive policy review on summary page

30

"If I spot a mistake in the summary, I need to be able to fix it without searching through the settings."

I need this solved so that I can quickly correct mistakes in policy summaries without the need to search through extensive settings, ensuring efficient error correction and accurate policy configuration.

because solving this will make me feel more efficient and reduce the frustration of error correction.

Easy navigation for last-minute changes

User Control and Freedom

3

Ensure easy navigation for making last-minute changes to policies.

Edit links next to each summary section

31

"It's vital for me to know how much space is left before I finalize the migration settings."

I need this solved so that I can check available space before finalizing migration settings, ensuring informed decision-making and preventing data transfer issues.

because solving this will make me feel more confident and in control of migration processes.

Transparency in storage limitations

Visibility of System Status

3

Clearly display storage limitations and thresholds within the system.

Migration hierarchy with space availability

32

"I want to review the exact schedule to confirm the policy will run as intended, without any conflicts."

I need this solved so that I can review policy schedules for confirmation, preventing conflicts and ensuring policy execution aligns with my expectations.

because solving this will make me feel more secure and in control of policy scheduling.

Confirmation of automation details

Error Prevention

4

Include a summary confirmation step for automated policy details.

Detailed policy scheduling

33

"Seeing how many conditions I've set up helps me understand the policy's complexity at a glance."

I need this solved so that I can quickly gauge policy complexity by viewing the number of conditions, improving policy comprehension and decision-making.

because solving this will make me feel more capable and reduce complexity-related stress.

Clarity on policy rules and conditions

Consistency and Standards

3

Provide clear and consistent documentation on policy rules and conditions.

Visibility of condition groups for complex policies

34

"I need to be able to start, stop, or edit policies quickly from the main page."

I need this solved so that I can conveniently start, stop, or edit policies directly from the main page, ensuring prompt policy control and minimizing navigation efforts.

because solving this will make me feel more efficient and reduce the hassle of policy management.

Quick access to essential policy operations

Flexibility and Efficiency of Use

4

Enable quick access to essential policy operations through shortcuts or a dashboard.

Action buttons for policy management

35

"It's helpful to have all relevant information about a policy available without digging through menus."

I need this solved so that I can access all relevant policy information without extensive menu navigation, enhancing accessibility and saving time in policy management.

because solving this will make me feel more efficient and reduce navigation efforts.

Access to all related policy information in one place

Visibility of System Status

4

Aggregate all policy-related information in a single, accessible location.

Policy details sidebar with comprehensive info

36

"Editing a policy should be straightforward, with all options clearly displayed."

I need this solved so that I can easily edit policies with clear and straightforward options, simplifying policy modification and ensuring accuracy in policy updates.

because solving this will make me feel more in control and reduce the complexity of policy editing.

Simplifying the policy modification process

Flexibility and Efficiency of Use

3

Streamline the process for modifying policies to reduce complexity.

Intuitive policy editing interface

37

"The visual indicators for pool capacity help me understand when to adjust our storage strategies."

I need this solved so that I can rely on visual indicators for pool capacity to inform storage strategy adjustments, enhancing storage management decision-making and optimization.

because solving this will make me feel more informed and in control of storage strategy.

Visual cues for storage utilization thresholds

Visibility of System Status

3

Implement visual indicators for monitoring storage utilization thresholds.

Pool triggers with visual feedback

38

"Our older files should be archived first, so I need to set the processing order accordingly."

I need this solved so that I can prioritize the processing order for older files within policies, ensuring efficient data archiving and alignment with data management needs.

because solving this will make me feel more efficient and in control of data archiving.

Prioritization of file management based on business needs

User Control and Freedom

4

Allow customization for file management prioritization according to business requirements.

Processing order and status selection in conditions

39

"As our data management needs evolve, I want the ability to add new condition groups easily."

I need this solved so that I can easily add new condition groups to policies as our data management needs evolve, ensuring policy adaptability and versatility.

because solving this will make me feel more adaptable and in control of policy customization.

Flexibility in refining policy triggers

Flexibility and Efficiency of Use

4

Provide flexible options for refining and adjusting policy triggers.

Easy addition of new condition groups

40

"The inline help is great for understanding what each setting does as I create the policy."

I need this solved so that I can benefit from inline help to understand each policy setting during policy creation, improving clarity and reducing uncertainty.

because solving this will make me feel more confident and informed during policy setup.

Guidance for users during complex configuration

Help and Documentation

3

Offer guided assistance or tutorials for complex policy configurations.

Inline help and tips within policy creation

41

"If I change my mind, I want a clear option to cancel or complete the policy setup."

I need this solved so that I can easily cancel or complete policy setup if I change my mind, providing flexibility and reducing the frustration of accidental policy creation.

because solving this will make me feel more in control and reduce potential frustration.

Clear exit paths from the policy creation process

User Control and Freedom

3

Ensure clear and easy exit options are available during policy creation.

Policy creation cancellation or completion options

42

"I'm never sure which policy applies to what situation."

I need this solved so that I can have clear policy descriptions and naming conventions to understand which policy applies to specific situations, reducing confusion and improving policy selection.

because solving this will make me feel more confident and reduce uncertainty in policy usage.

Confusion due to lack of clarity in policy application.

Consistency and Standards

4

Enhance clarity in policy application through improved user interface design.

Implemented clear and detailed policy descriptions accessible to all users.

43

"Setting up policies for different workflows is too complicated."

I need this solved so that I can simplify the process of setting up policies for different workflows, reducing complexity and streamlining policy configuration.

because solving this will make me feel more efficient and reduce the hassle of policy setup.

Complexity in configuring policies for various workflows.

Flexibility and Efficiency of Use

4

Simplify the policy configuration process for different workflows.

Simplified the policy setup process with a user-friendly interface and wizard.

44

"How do I ensure policies for data backup are correctly implemented?"

I need this solved so that I can have clear guidance and verification steps to ensure correct implementation of data backup policies, reducing uncertainty and ensuring data protection.

because solving this will make me feel more confident and in control of data backup procedures.

Uncertainty in policy effectiveness for critical operations like backup or disaster recovery.

Help and Documentation

3

Provide detailed information on policy effectiveness in critical operations.

Developed a verification system to confirm policy implementation and effectiveness.

45

"I'm not sure when our data is being archived automatically."

I need this solved so that I can have visibility into the automatic data archiving schedule, ensuring awareness and control over data archival processes.

because solving this will make me feel more informed and in control of data archival timing.

Lack of visibility on automatic policy actions like archiving.

Visibility of System Status

4

Increase visibility of automatic actions like archiving through notifications and logs.

Launched a real-time notification system for policy-triggered actions.

46

"I can't tell if our disaster recovery policy is up-to-date."

I need this solved so that I can easily verify the status and last update of our disaster recovery policy, ensuring up-to-date disaster recovery procedures and preparedness.

because solving this will make me feel more secure and in control of disaster recovery readiness.

Uncertainty about the currency and adequacy of critical policies.

Help and Documentation

3

Offer resources to assess and ensure the currency and adequacy of policies.

Introduced policy review and update reminders, ensuring policies remain current.

47

"We need different policies for different project types, but it’s a maze to set them up."

I need this solved so that I can streamline the setup of different policies for various project types, simplifying the process and reducing the complexity of policy creation.

because solving this will make me feel more efficient and reduce the hassle of policy setup.

Difficulty in customizing policies for varied project needs.

Flexibility and Efficiency of Use

4

Enhance customization options to cater to diverse project requirements.

Implemented a template system for policies, allowing easy customization per project type.

48

"How can I check if a policy was correctly executed last night?"

I need this solved so that I can easily verify the execution status of policies from the previous night, ensuring monitoring and control of policy execution outcomes.

because solving this will make me feel more in control and informed about policy performance.

Inadequate tracking and confirmation of policy execution.

Visibility of System Status

4

Implement tracking mechanisms and confirmations for policy execution.

Added a feature for detailed logs and reports on policy execution history.

49

"I'm never quite sure which policy applies in what situation."

I need this solved so that I can have clear policy descriptions and naming conventions to understand which policy applies in specific situations, reducing confusion and improving policy selection.

because solving this will make me feel more confident and reduce uncertainty in policy usage.

Ambiguity in policy application and understanding.

Consistency and Standards

3

Clarify policy application processes and provide educational resources for better understanding.

Clarified policy descriptions and provided context-specific guidance.

50

"It's really difficult to set up new policies."

I need this solved so that I can simplify the process of setting up new policies, reducing complexity and streamlining policy configuration.

because solving this will make me feel more efficient and reduce the hassle of policy setup.

Complexity in creating and configuring new policies.

Flexibility and Efficiency of Use

4

Streamline the process for creating and configuring new policies.

Introduced a policy creation wizard with step-by-step guidance.

51

"How do I ensure the right policies are activated for specific scenarios?"

I need this solved so that I can have clear guidance and verification steps to ensure the correct activation of policies for specific scenarios, reducing uncertainty and ensuring policy effectiveness.

because solving this will make me feel more confident and in control of policy activation.

Challenges in policy activation and relevance.

Help and Documentation

3

Address challenges in policy activation by providing relevant examples and guidance.

Implemented a policy recommendation engine based on user scenarios.

52

"Updating our policies is a tedious process."

I need this solved so that I can streamline and simplify the process of updating policies, reducing tedium and improving efficiency in policy management.

because solving this will make me feel more efficient and reduce the hassle of policy updates.

Inefficiency in updating and maintaining policies.

Flexibility and Efficiency of Use

4

Enhance system features to make policy updates and maintenance more efficient.

Streamlined the policy updating process with a simplified interface.