Carbonite Safe & Mozy Upgrade

🧭 Project Context

The deck outlines the Discovery-to-Definition phase for migrating Mozy users into the Carbonite ecosystem. The primary UX challenge is designing a friction‑free upgrade experience for Home and Small Office users, with a 3–6 month scope focused on UI conversion, brand migration, and improved usability.

The target personas include:

• Single‑computer home users

• SuperUsers / small offices (2–10 users, up to ~20 machines)

The design mandate emphasizes:

• Error‑proofing

• Responsive, modular UI components

• Clear, helpful visuals

• Designing for the “AOL user” — meaning low‑tech‑comfort, high‑clarity UX

🔍 Key UX Constraints & Opportunities

Limited Upgrade Touchpoints

Users can only upgrade through three channels, each with UX tradeoffs:

PathUX Strengths UX Risks Email Personalized, can embed custom upgrade keys Passive, easy to miss, mobile‑unfriendly Mozy.com Centralized, user‑initiated Requires laptop + email; current banner implementation is weakIn‑App Alerts High‑context, catches users while using the product Current implementation is limited; unclear if custom keys can be triggered

This creates a design requirement for consistent, guided flows regardless of entry point.

🧩 Design Principles Emerging from Discovery

The deck highlights several UX imperatives shaping the solution:

• Componentize the experience so it scales from Home (simple) to Pro (powerful).

• Communicate visually to reduce cognitive load.

• Provide multiple paths but maintain a unified mental model.

• Reinforce value themes: Upgrade, Security, Insurance for your data.

This suggests a modular design system with progressive disclosure and strong visual hierarchy.

🛠️ Proposed UX Patterns & Flows

Sticky Footer Interaction Pattern

A persistent footer is introduced as a key UX element across upgrade screens:

• Houses the Upgrade Now CTA

• Requires explicit acceptance of Terms & Conditions

• CTA remains disabled until acceptance

• Turns green when actionable

This pattern ensures:

• High visibility of the primary action

• Clear compliance gating

• Consistent placement across steps

🚶‍♂️ Happy Path Walkthrough

The deck outlines a clean, linear upgrade flow with minimal user effort:

1. Review / Choose Plan

Triggered from email or site.

• Defaults pre‑selected (e.g., Plus plan, single machine, unlimited storage)

• Device data pulled from Mozy, shown as static info

• Mobile screens use step‑forward controls for accessibility

2. Choose Devices

• Simple UI for reviewing or changing machines

• Mozy device data shown; laptop info is non‑editable in this flow

• Edits trigger a dedicated edit path

3. Payment Method

• Carbonite discount applied

• “Free time” between Mozy and Carbonite billing shown

• Mozy credit card info pre‑populated for convenience

4. Upgrade Complete

• Confirmation screen with plan details

• Download instructions and links to all installers

• Reinforces successful transition and next steps

🧠 UX Takeaways

From a UX product design perspective, the deck reveals a project focused on:

• Reducing friction in a multi‑step, multi‑entry upgrade process

• Leveraging existing Mozy data to minimize user input

• Creating a unified, branded Carbonite experience

• Designing for clarity and confidence, especially for low‑tech users

• Building scalable components that can later support Pro and Enterprise flows

The overall UX strategy is about meeting users where they are, simplifying decisions, and ensuring the upgrade feels safe, guided, and beneficial.