User Experience

User Research

User Research

Prototyping

Prototyping

Communications

Communications

BYU-Idaho

Switch Day: Changing 30,000 users authentication in one day

Helping thousands of students, faculty, and staff seamlessly switch to a new church-wide login system in one day through thoughtful design, user testing, and clear communication.

Quick Overview

My Role

UX Designer / Researcher

Duration

1.5 Years (Jan 2023 - March 2025)

The Team

Cross functional team of 12 from CES, BYU and BYU-Idaho (IT, development, management, etc.)

Goal

Help 30,000+ users smoothly connect to the new church-wide login (OKTA) without disruption

Two teams, one big challenge

The goal

Switch all current and former BYU–Idaho (20,000+) users to the new church‑managed OKTA login system. To avoid being locked out on switch day, users need to connect their campus accounts to their church accounts ahead of time.

Connecting BYU-Idaho to the Church Authentication is a CES initiative

Things to consider

  • Users connecting wrong accounts

  • Confusion around multiple accounts

  • The possibility of users missing communication efforts

The original solution

Originally the team planned on sending out an email. This email would include links for users to click and change accounts. This is a great start, but far from what a user would need in order to understand the process.

Who will be involved?

It was important in this project to detect all possible users and their specific experiences during this change. I mapped out this experience and shared it with the dev team for solutions.

Flow mapping out the types of users involved

This isn't just a digital change

On-campus experiences will be affected

Because of some technical limitations, on-campus experiences like the library computers and wifi will still use the BYU-Idaho username and password. It was my job to discover and suggest solutions to this problem.

A storyboard for the in-person impact and pain point identification

Time to dive in

How will we help users connect their accounts?

We needed a foolproof way for users to connect their BYU–Idaho account to their Church account. Something a simple email couldn’t explain. So I started with mapping out all user interactions that were required technically, and seeing what was possible.

Developing a flow map for the connection process

Addressing the what-if's

  • What about people who are applying to BYU-Idaho currently? What is the onboarding process?

  • What about people who are “guest” account users? What will change for them?

  • What if a user doesn’t connect in time?

  • What if they try to connect their account twice?

  • What if they already have a church account connected to another BYU-Idaho account?

  • What if they try to log into the church account and we don’t recognize that user login?

Houston, we’ve got a problem

Early on I identified that the "Guest Accounts flow was different than the other experiences. I mapped out the problem and brought it to the team to workshop a solution. This jumpstarted some development needs and added to our workload…but better safe than sorry later on.

Solution mapping to get the team on the same page

Designing the "Account Connection" flow

We need a step-by-step process

This project involved a complex technical change that I needed to explain to the user in a simple and approachable way. To do this, I chose a step-by-step method that guided the user through the process.

It was essential that I built the solution within the required technical specifications, which included:

  • Integration with the Bootstrap design system

  • Connection to the authentication system

  • Implementation of two-factor authentication (2FA)

Before "Switch-Day": Connecting accounts flow

Before "Switch-Day": A user has connected their accounts already

After "Switch Day" and student has not connected their accounts

A prototype for every situation

In a large technology like this, it's important to have a prototype for every situation. I developed more than 17 prototypes. These covered situations, such as a user failing to connect, trying to connect twice, or a device already being connected, etc.

Example screens from over 17 prototyped scenarios

User testing until it clicks

Types of users to test

I tested the flow with students, faculty, and staff to spot confusion points, then refined wording and design to make it clearer and easier to follow. We tested day students, potential students, faculty, staff, and student employees.

User Testing Rounds

Round 1: Faculty prototype user testing / interviews

12 faculty - moderated with interviews

Round 2: Current student user testing / interviews

16 current students - moderated with interviews

Round 3: Administrative employees beta user testing

6 full time admin employees - moderated live beta connection

Round 4: Faculty beta user testing

10 faculty - moderated live beta connection

Round 5: Current student beta trials

6 current students - unmoderated testing live beta connection

Round 6: IT beta testing large user round

20 faculty and students - unmoderated testing live beta connection

A testing plan is powerful

I ran planned qualitative tests, observed real users, and shared findings with the team to keep our design grounded in actual user behavior. This brought a level of confidence in our team and for the stakeholders invovled.

Conducting user interviews on campus with the help of a student team

The communication plan

Let's call it "switch day"

We needed something that was catchy, explain the change and easy to communicate. Our team created a communication plan that included campagining this change to faculty, staff and departments. This change would create distruption to students, so the change date was carefully selected. Anncoumeets were made campus wide, emails sent out,

Switch-Day graphic created to explain concept to campus

Switch day announcement in weekly devotional

The results

So, did all that work pay off?

Connecting accounts ahead of time prevented thousands of users from being locked out of essential systems on switch day. Early connections meant fewer help desk tickets, less downtime, and a smoother campus-wide transition.

Accounts connected metrics

5 days before go-live

30,000 accounts connected

1 week after go-live

40,000 accounts connected

Total accounts connected

62,000 accounts connected

What would I have done differently?

There was an oversight when it came to Pathway students. The help desk mainly had issues with pathway students and technical difficulties. I would have dived deeper into that user persona and not taken "its fine" as an answer.

Lexi Harris

lexiharris.ux@gmail.com

Lexi Harris

lexiharris.ux@gmail.com