Unified Configuration and Management of Galaxy Devices

Introduction

  • Multi-Device Experience

  • Discoverability

  • Context Aware Solution

Increased galaxy ecosystem users by 6.7% globally through Connected Devices, a solution for unified setup experience for all things ecosystem.

Organisation

: Samsung Research & Development Institute

Project Year

: 2021-22

Project Duration

: 10 months

Position

: Senior Designer, IoT & Wearables

Team Involved

: IoT & Wearables, On-Device AI, Multi-Device Experience

Total members

: ~30

Scope

Samsung has a wide range of devices & appliances under Multi-Device Intelligence. The landscape needs to have clear demarcation of where the problem lies and what needs to be solved.

Two major teams: While one team focused on Smart Things & IoT related experiences, the other hyper-focused on productivity oriented Galaxy Ecosystem, with a feature-to-feature mapping with Apple. This project deals with the later, while closely collaborating with the former.

Team 1: Smart Things & IoT Ecosystem

Team 2: Galaxy Ecosystem (Scope)

In Action of Mapping out User Flow for seeking answers

What are we trying to solve?

Objective is to improve Ecosystem Adoption to 50% to match with iOS, by Q4 2022.

Study shows that ecosystem users have 99% retention rate. But, for galaxy ecosystem, active devices were only ~10% as opposed to ~50% in Apple, in 2021. The missed opportunity is the trigger for this project.

It aims to identifying the underlying deeper issues and provide pragmatic solutions with minimum design possible for a whopping ~900 M userbase.

Internal Usability Testing

Affinity Teamwork

Making Sense of Usability Results

Customer Sentiment, a Rebuttal

Most Samsung users cannot afford an ecosystem in the first place, and Samsung does not produce enough flagships seeing its audience. Is this another Chicken & Egg story?

Compared to brand loyal Apple users, Samsung users were budget loyal and indifferent towards an ecosystem. It was found that the higher the price of a phone, the more tech savvy the customers are. Unfortunately, Samsung sold budget phones 5 times more than the flagship phones.

gray Samsung smartphone

Average Samsung User

gray Samsung smartphone

A significant chunk of Samsung userbase are budget phone users with no intent of spending for an ecosystem.

Budget Friendly

Tech-Illiterate

Basic Phone Needs

Average Apple User

iPhone is perceived as a premium product with users having capacity & willingness to afford an ecosystem.

Content Creator

Tech-Savvy

Brand Loyal

Understanding the Ecosystem

14 Ecosystem Features bucketed into 4 Categories as per the Galaxy Ecosystem Framework, as of 2021.

Before delving deep, we listed out Samsung Galaxy Ecosystem's 14 unique features working across 5 different productivity devices categorised into 4 major pillars, namely, Setup & Configure, Transfer, Continue, Control & Collaborate, in the year 2021.

List of 14 Features and iOS counterparts:

Pillar

Feature

Description

iOS Counterpart

Setup & Configure

Easy Pair

Auto detection & pairing of Smart Watch & Buds to Phone or Tablet.

Instant Setup

Setup & Configure

Auto-Connect

Intelligent switching of Buds between Phone & Tablet.

Auto-Switch

Transfer

Quick Share

Share files with own or other devices.

Airdrop

Transfer

Copy Paste

Copy in one device, paste in other device.

Handoff

Continue

Call & Text on Other Devices

Receive or make calls as well as text messages from Phone, Tablet, Smart Watch, or Galaxybook.

Call Continuity, Message Continuity

Continue

Continue Apps on Other Devices

Continue ongoing calls, & browsing in Samsung Internet from Phone to Tablet & vice versa.

Handoff

Continue

Smart View

Play videos from Phone or Tablet to TV

AirPlay

Continue

Video Call Continuity

Allows user to continue video calls between Phone & Tablet using TP Google Duo.

Facetime

Control & Collaborate

Auto-Hotspot

Remotely turn on hotspot of one Samsung device from the other.

Instant Hotspot

Control & Collaborate

Samsung Dex

Allow user to use phone apps in a desktop like environment by projecting it to a TV.

-

Control & Collaborate

Second Screen

Tablet works as an extended display for Laptop when positioned next to it.

Sidecar

Control & Collaborate

Link to Windows

Allow Galaxy OS to connect with Windows.

-

Control & Collaborate

Smart Lock

Use Smart Watch to unlock your phone.

Auto Unlock

Control & Collaborate

Music Share

Guest can play music in a BT speaker through hosts phone without pairing.

Airplay

Documentation

Created a centralized spreadsheet to track ecosystem features and user testing results.

Created a centralized spreadsheet to track ecosystem features and user testing results, helping keep evaluations consistent and making insights easier to find and share across the team.

The sheet was regularly used by the tech team as a reference point during discussions and implementation, helping improve alignment between design and engineering and making collaboration smoother across workflows.

Created a centralized spreadsheet to track ecosystem features and user testing results, helping keep evaluations consistent and making insights easier to find and share across the team.

The sheet was regularly used by the tech team as a reference point during discussions and implementation, helping improve alignment between design and engineering and making collaboration smoother across workflows.

Master Sheet for Documenting all Ecosystem Feature Testing of Samsung & Apple

Four Key Insights

With a First Principle Approach & Systems Level Thinking, four key insights are identified based on User Research, Usability Testing, Competition Analysis, Secondary Study of Internal Reports, and Samsung Analytics.
The four key insights which are gauged to be detrimental in moving the needle are as follows:

With a First Principle Approach & Systems Level Thinking, four key insights are identified based on User Research, Usability Testing, Competition Analysis, Secondary Study of Internal Reports, and Samsung Analytics.
The four key insights which are gauged to be detrimental in moving the needle are as follows:

👉🏾 Advanced vs default experience

👉🏾 Lack of Awareness

👉🏾 Weak Nucleus

👉🏾 Fragmented Setup

Insight 1 / 4

Competition Benchmarking

Internal Usability Testing

Advanced vs default experience

Summary of Insight

Ecosystem features are not seamless to set up. One needs to be a tech savvy to be able to configure them.

Despite having an active ecosystem, features were not active by default. They need to be configured on each device separately. Set it up on Phone settings, then set it up on Tablet settings, and so on. Moreover, 'Advanced features’ which housed all ecosystem features increased perceived complexity and discouraged exploration as they seemed too techy to the lay users, the majority.

Team Discussion for Feedback

Buried Features

Core Continuity Features are buried OR require deep familiarity with platform. Moreover, all the features are OFF by default unlike iOS. They are labelled as "Advanced Features" adding perceived complexity. Applies to Features like App Continuity, Call Continuity, Text Continuity, and Samsung Dex.

Numerous Steps for One Feature

Too many steps to configure a feature is a lot manual questioning the device's intelligence. Such experience leads to massive drop off by power users, let alone the majority lay users. This is evident in features like Nearby Unlock, Second Screen, and Link to Windows.

Manual Effort

Unlike iOS's Focus Mode in Notifications which can be enabled just by one action, Samsung Notification Settings need to configured in different devices by attending them individually. This applies to features like Second Screen, Call Continuity, Text Continuity, App Continuity, Copy Paste, and Link to Windows.

Insight 2 / 4

User Research

Retail Experience

Competition Benchmarking

Lack of Awareness

Summary of Insight

Ecosystem is not on top of mind of customers. Most interviewed customers lacked knowledge & interest when asked about Ecosystem.

Samsung Customers intent is to purchase a robust and long lasting phone with top notch hardware capabilities. Samsung Account, Samsung Apps, and Samsung Software capabilities are not on top their mind. Below are the some VOCs from customer research.

Voice of customers

"Samsung has an ecosystem?"

"Sorry I could not locate the Call Continuity feature you asked for"

"I have never come across Quick Share, I use WhatsApp to share photos with my close ones"

"No, I don't have any idea what Samsung Account is for"

"I have an Iphone and a Samsung Phone. I know Airdrop but not Quick Share"

"What is ecosystem? What is it?"

"To be familiar with it, I have to own at least a Tablet or a Smart Watch to play with, which I don't"

"I would not spend something on this"

User Interaction at Samsung Opera House

User Testing

Observing Users Experiencing Ecosystem

Insight 3 / 4

Competition Benchmarking

Internal Usability Testing

Weak Nucleus

Summary of Insight

Samsung Account and Samsung Cloud are less deeply integrated into the ecosystem than Apple ID and iCloud, resulting in a weaker ecosystem anchor.

Samsung Cloud (One Drive), and iCloud are instrumental in connecting Apps & Services across devices in their respective ecosystems. Both works with their enablers Samsung Account + Microsoft Account (One Drive) for Samsung, and Apple ID for iOS. However, Samsung Account's registration is extremely low, and Samsung Cloud is underutilised.

Deeper Conversation with Samsung Store Executives

Insight 4 / 4

Competition Benchmarking

Internal Usability Testing

Fragmented Setup

Summary of Insight

Samsung's open philosophy invites OS constraints unlike Apple's Closed Garden, leading to dispersed touchpoints.

The Touch-points for Setting up Ecosystem Features are spread all over Samsung Settings (OneUI Android), WearOS App (Google), Your Phone App (Microsoft), Bluetooth Settings, and Notification Panel. They are dispersed unlike the unified experience of System Preferences in iOS.

Team Discussion

Conversation with Store Executives

Ecosystem at Experience Center

Inconsistent Backend Tech

Backend Tech is not in sync with Ecosystem by default and vary from feature to feature.

Bluetooth Low Energy (BLE), WiFi Direct, WiFi AP, WiFi Aware, and Internet or Data are used in the backend that run the ecosystem features. Unlike Apple Wireless Direct Link (AWDL), these tech are inconsistent from feature to feature.

For example, to turn ON call continuity, user will have to make sure that both devices are connected to WiFi, has Samsung Account signed in, and the Bluetooth ON. Failing to meet any of these conditions will result into failure of Call Continuity Setup.

Multiple Enablers

Any ecosystem feature to work in Galaxybook & use Gallery Sync through One Drive, Microsoft Account sign in is a must in addition to Samsung Account. Unlike Apple ID as one enabler, Samsung depends on Microsoft Account in addition to Samsung Account.

How Might We

Strategy

Two Pronged Strategies

How Might We's

Four Key Insights 👉🏾 How Might We?

Advanced vs default experience 👉🏾 HMW make setup seamless & intuitive?

Lack of Awareness 👉🏾 HMW improve feature discovery?

Weak Nucleus 👉🏾 HMW strengthen Samsung Account?

Fragmented Setup 👉🏾 HMW unify setup experience?

The abstraction of the how might we's points to the following Two Pronged Strategies of Configuration & Consumption Experience.

Strategy 1

Configuration Experience (Scope)

Unified Configuration and Management of Galaxy Devices

How seamless & intuitive it is to configure an ecosystem feature in various phases of device lifecycle.

Strategy 2

Consumption Experience

Deeper Galaxy Cross-Device Experiences with Consistency

How empowered users feel by using the ecosystem feature and does it add real value.

Configuration Experience (Scope)

Unified Configuration and Management of Galaxy Devices

Setup & Configure

Transfer

Continue

Control & Collaborate

Focus Area 1 (Commercialised 🚀)

Unified Galaxy Settings

Singular place to manage configuration

Focus Area 2 (Concept ✏️)

Onboarding

Initiate into the Galaxy Ecosystem

Focus Area 3 (Commercialised 🚀)

Galaxy Nucleus

Holding the ecosystem together

Unified Galaxy Settings

Increased galaxy ecosystem users by 6.7% globally by launching Unified Galaxy Settings, later named as "Connected Devices", a solution for centralised, seamless & intuitive setup experience for all ecosystem features consistent across all devices.

"Connected Devices" includes all Device-to-Device & Ecosystem Features which are pulled out of Advanced Features to place them inside a dedicated place for all things ecosystem. It is launched as part of One UI 5.3 Software Update in Sep, 2022 catering to ~900 M users. Phase 1 is launched for Phone & Tab for having the same OS.

Auto-Sync

ON by Default

Information Architecture Hygiene

Proximity Trigger

Before

Advanced Features

After

Connected Devices + Advanced Features

Before

Advanced Features = Dumpyard

Advanced Features was treated as a dumpyard for features which did not had any dedicated folder to place. They include core continuity features, device-to-device, motions & gestures, android auto, and many more.

After

Connected Devices & Advanced Features

Connected Devices provides a dedicated & unified place for all continuity features and device-to-device MDE features, separated from mixing with other Advanced features.

Real Time Syncing of Switchers/Toggles

Once, Samsung Account is signed in, the Phone should be able to call the shots for Tablet and vice versa instead of individually attending each device to toggle the settings ON or OFF.

ON by default

Default screen for Connected Devices showcasing Ecosystem features ON by default.

Call & Text Continuity

Mobile is inert to unknown tablet's BLE beaconing as Samsung Account is not same.

Call & Text Continuity

BLE beacon identified familiar tablet with same Samsung Account in proximity.

Call on other devices

In the presence of a familiar tab, the settings turn ON by default without any user intervention.

Summary of Concept

Launched for mobile & tablet as part of OneUI 5.3 update targeting an audience of 900M that increased Ecosystem Users by a 6.7% globally.

Fragmented 👉🏾 Centralised.
Dispersed & Chaotic 👉🏾 Consistent across devices.
Techy Label 👉🏾 Semantic Label.
OFF by Default 👉🏾 ON by Default.
Individual attention 👉🏾 Real-time syncing across devices.

Before

Advanced Features

Mix of various categories of features

Proposed

Unified Galaxy Settings

Proposal of a Centralised Ecosystem

Commercialised

Connected Devices

Centralised Ecosystem + D2D MDE

Onboarding

The Concepts revolve around automatically enabling relationships between devices with continuation of personalisation and preferences.

Proposed multiple concepts with tech-feasibility check in collaboration with Tech team & PM Team. These concepts are later nurtured through detailing and phasing them out in HQ, Suwon, South Korea.

OOBE Prompt

Intelligent prompt of features on pairing a new device to the existing ecosystem during Out Of Box Experience (OOBE). For example, Smart Lock and Call & Text continuity can be pushed to Smart Watch during OOBE.

Proximity Calm Prompt

Feature that activates in proximity is calmly prompted in the devices, thus improving visibility. For example, Second Screen Feature automatically appears on Tablet when a Galaxybook is nearby without being intrusive.

Contextual Nudge

In-use contextual nudge of features on devices which are relevant at a particular context. For example, when Microsoft Powerpoint is run on Galaxybook, PPT Controller feature gets prompted on the Smart Watch.

Galaxy Nucleus

Samsung Account Registration increased by 11.8% globally through multiple solutions based on user research conducted in collaboration with an external research agency.

Picked up as a separate project in the year 2022, the objective was to increase Samsung Account cumulative sign-up rate to 80% globally by 2023. Lower sign up had direct influence on discovery of ecosystem features.

Signup Workflow

Redesigned Signup workflow leading to CTR of 18%

Samsung Account Touchpoint

Redesigned touchpoint in settings for better visibility.

Push notifications, Software update, App-based nudges, and Value Communication were accepted and launched leading to 11.8% increase in signup rate globally. View full case study here.

Consumption Experience

Deeper Galaxy Cross-Device Experiences with Consistency
(Next Phase)

Setup & Configure

Transfer

Continue

Control & Collaborate

Omni Experience of Copy-Paste

Copy-Paste feature in production is not exhaustive as iOS. It works for only 3 file types, text, image, and code unlike iOS that allows 9 different file types. Second, the feature is active between Phone & Tab unlike iOS that works across all devices in the ecosystem. Here is the glimpse of the project which I exited while it was ongoing.

AS IS

Only Phone & Tab

AS IS

Only 3 File Types

TO BE

All Ecosystem Devices

TO BE

9 File Types

AS IS

"Paste" from both Clipboard & Keyboard is agnostic of ecosystem's presence

TO BE

"Paste from tab" in Clipboard & Keyboard educate users of ecosystem's presence

Documenting Cross Device Copy-Paste Feature

Documenting Cross Device Copy-Paste Feature

Summary

Setup & Configure

Transfer

Continue

Control & Collaborate

Summary of all recommendations

Strategy

Concept

Proposed Feature

Status

Results

Unified Configuration and Management of Galaxy Devices

Unified Galaxy Settings

Consistent across devices

Launched

6.7% global increase in ecosystem users

Setup & Configure

Setup & Configure

ON by default

Launched

Auto-Switch

Setup & Configure

Setup & Configure

Auto-sync switchers / toggles

Launched

Airdrop

Setup & Configure

Setup & Configure

Account enabling

Launched

Airdrop

Setup & Configure

Setup & Configure

Proximity trigger

Launched

Handoff

Setup & Configure

Onboarding

OOBE Prompt

In Review

--

Continue

Setup & Configure

Proximity Calm Prompt

In Review

3.6%

Continue

Setup & Configure

Contextual Nudges

In Review

3.6%

Setup & Configure

Galaxy Nucleus

Signup Workflow

Launched

12% increase in Samsung Account Registration (Separate Project)

Setup & Configure

Galaxy Nucleus

Push Notifications

Launched

3.6%

Setup & Configure

Galaxy Nucleus

Software updated

Launched

3.6%

Setup & Configure

Galaxy Nucleus

Value Communication

Launched

3.6%

Setup & Configure

Galaxy Nucleus

App-based nudges

Launched

3.6%

Deeper Galaxy Cross-Device Experiences with Consistency

Consumption experience

All ecosystem features

Next Phases

--

Learnings

Brief exits for a reason. Question it.

Spend 80% of time with the problem.

Products of a company tells something about the organisation structure.

Go extra mile to advocate for user

A Product's success has three pillars, Awareness, Experience, & Value.

Thank You