LAB NOTEBOOK 01 02 · VA · CYCLOTRON · 2024 - 2025

Beam

Making an identity-migration system legible.

Cyclotron was building Beam, a product designed to automate enterprise application migrations from Okta to Microsoft Entra ID. The underlying system modeled a complicated technical process across discovery, remediation, configuration, and deployment.

The interface largely exposed Beam’s internal structure directly to the people operating it.

My work as UX Consultant was to make the migration understandable enough to operate: where someone was in the process, what had changed, what needed attention, and what they should do next.

ROLE
UX Consultant
ORGANIZATION
Cyclotron
TIMELINE
Mar 2024 –January 2025
FOCUS
Experience architecture · Information architecture · Product design · Developer collaboration
I OWNED
Experience architecture, IA, research synthesis, future-state UX, design artifacts
I DID NOT OWN
Engineering implementation or release measurement
01 / THE SYSTEM

Beam was built to reduce the manual work involved in moving enterprise applications between identity providers — work that, done by hand, ran to roughly two hours per application and months per company.

My engagement covered the experience around the migration system itself: research, information architecture, navigation, system states, future-state design, and the path from Figma into an Angular-based product.

The Beam engagement roadmap, dated April 25, 2024
EXHIBIT 01 — ENGAGEMENT ROADMAPAPRIL 25, 2024

I joined while the product was already technically sophisticated. What it did not yet have was a coherent way to orient an operator inside that sophistication.

The original Beam interface, May 2024
EXHIBIT 02 — THE ORIGINAL INTERFACEMAY 2024

The app dropped users directly into Discovery. There was no Home experience answering the basic questions a complex operational product needs to answer:

Where am I? What changed? What needs me? What happens next?
02 / THE MISMATCH

Automation wasn’t enough. The mental model didn’t translate.

The product made sense from the architecture inward. Operators had to make sense of it from the experience outward. That gap showed up everywhere.

Search was tied to individual containers, meaning someone effectively needed to know where an object lived before they could find it. Internal system copy surfaced directly in the UI. Authentication failures could expose raw Azure messages. Charts were given visual priority even when the more useful information was status, exceptions, and available actions.

During a May 8 working session, an Okta token expired twice while the product was being demonstrated. That moment made the problem unusually concrete.

A migration product could automate an enormous amount of technical work and still leave an operator unable to understand what had just happened or what to do about it.

My notes from the sprint include a line I still like:

“I don’t wanna just reskin it, you know?”

Because that was the temptation. This wasn’t primarily a visual redesign. It was an architecture problem.

03 / MAKING THE SYSTEM VISIBLE

I started by documenting rather than decorating.

The current-state inventory eventually included a 22-file walkthrough of the application, alongside research notes, competitive analysis, IA explorations, dated wireframes, future-state screens, and a decision/change log.

Contact sheet of all 22 files in the Beam App Walkthrough — admin dashboard, discovery screens, deployment screens, error popups, login and loading states
EXHIBIT 03 — CURRENT-STATE WALKTHROUGH · 22 FILESTHE APPLICATION, AS IT WAS

The goal wasn’t to create documentation for its own sake. I needed a model that let us see where Beam’s internal structure and the operator’s mental model stopped matching.

From there, I worked from current state toward a future state:

System architecture → operator tasks → information relationships → navigation → interaction
rather than: Existing screen → prettier existing screen

That distinction drove most of the decisions that followed.

04 / FOUR ARCHITECTURE DECISIONS

DECISION 1Give people somewhere to land

The existing product opened directly into Discovery. I proposed a Home experience that acted as an orientation layer: current environment, migration state, exceptions, progress, and next actions.

Home wasn’t another dashboard for the sake of having a dashboard. Its job was to answer: What is happening, and what needs me?

Beam Admin Dashboard future-state design comp: tenant, source and destination, migration phases, settings
EXHIBIT 04 — HOME / ADMIN DASHBOARDFUTURE-STATE DESIGN COMP

DECISION 2Let people search the system, not its containers

The existing search model was container-specific. I proposed global search organized by entity, allowing an operator to begin with the thing they understood rather than the technical location where Beam stored it.

During the May 8 working session, the product lead endorsed that direction.

EXHIBIT 05 — BEFORE
Know where the object lives → enter that part of Beam → search.
EXHIBIT 05 — AFTER
Search → identify entity → move into context.

That looks like a small interaction change. It is actually a change in the product’s conceptual model.

DECISION 3Organize Beam around the migration work

The navigation and configuration model also needed a clearer hierarchy. The future-state direction made the major migration phases more legible while separating secondary system administration from the operator’s primary workflow.

Discovery, Remediation, Configuration, and Deployment became easier to understand as parts of one process rather than disconnected places in an application. Settings, options, logs, and other administrative material could sit where their purpose made sense instead of competing with the migration itself.

Beam Configuration, reorganized in the future-state hi-fi set, annotated. Callout 1: the primary sidebar group is the migration workflow — Discovery, Remediation, Configuration, Deployment. Callout 2: Settings and Options sit in a secondary group under the workflow.
EXHIBIT 06 — CONFIGURATION, REORGANIZED · ANNOTATEDFUTURE-STATE HI-FI · MAY 2024

DECISION 4Separate system-wide problems from local ones

We also clarified how Beam should communicate failure. Global events needed a global signal. Contextual problems needed to appear where they occurred.

The resulting direction paired a bell-style notification model for broader events with inline markers and messages inside the affected workflow. The important part wasn’t the icon. It was the distinction: what does the whole system need to tell me, versus what does this specific thing need me to fix?

Beam authentication failure, May 7 2024: raw system output surfaced in a browser alert
EXHIBIT 07 — SYSTEM LANGUAGE, EXPOSEDAUTHENTICATION FAILURE · MAY 7, 2024
05 / FROM ARCHITECTURE TO INTERFACE

Once the architecture was clearer, the UI became much easier to reason about.

The sprint produced dated wireframes followed by a ten-screen high-fidelity future-state set covering areas including Discovery, Configuration, Deployment, Remediation, Home/Admin, loading states, and error handling.

Beam Home wireframe Beam Deployment, high-fidelity future-state screen
EXHIBIT 08 — WIREFRAME → HI-FIHOME WIREFRAME · DEPLOYMENT HI-FI · MAY 2024

The visual language became quieter because the information hierarchy became clearer. Status, counts, exceptions, and available actions took priority over decorative reporting. System copy became more human. Navigation gave people a stronger sense of place.

The screens were the visible output. The more important work was the shared model underneath them.

I can document the future-state design direction and the later continuation of the product. I cannot verify that every interaction or visual detail shipped exactly as proposed, so I don’t present the comps as a pixel-perfect record of production.

06 / WHAT THE RECORD SUPPORTS

There is a lot I can prove about this project. There are also things I cannot.

DOCUMENTED

22
current-state walkthrough files
5
dated wireframe artifacts
10
high-fidelity future-state screens
21
recorded change-log items
1
transcripted product working session containing multiple architectural decisions
—
Continued Beam product development after my design track ended

NOT DOCUMENTED

A usability percentage attributable to my work
A before/after task-completion metric
Adoption or revenue lift caused by the redesign
Exact implementation fidelity for every proposed pattern

Beam itself was marketed around reducing migration labor and time by up to 90%. That is a product claim. It is not my UX metric. I’m not going to turn it into one because it would look good in 48-point type.

For this case study, the evidence is the work itself: the current state, the decisions, the future-state architecture, and the artifacts created along the way.

07 / WHAT TRANSFERS

The biggest lesson wasn’t about identity migration. It was about complex systems.

An interface is often the translation layer between the model a system needs in order to function and the model a person needs in order to understand it. When those models diverge, teams can spend a lot of energy polishing symptoms.

Next time, I would force that conversation earlier:

Whose mental model is this product speaking?

Once a team can answer that together, navigation gets easier to reason about. Error states get clearer. Search becomes less arbitrary. Even individual screens become easier to design because they belong to something larger.

That is the part of Beam I’ve carried forward.