Troinet

Troinet turned 25 years of hands-on Microsoft licensing work into a software platform: 22 interviews, a design 10 of 10 IT testers validated in 12 weeks, and WANDR embedded through development.

Troinet product design by Wandr
INDUSTRY
B2B SaaS
PLATFORM
Web app
SIZE
SMB
Troinet product interface designed by WANDR
B2B SaaS
·
Web app
·
UI/UX Design - MVP  - User Research
At a glance

From a few sheets of notes to a built platform.

Phase 1 · Research
01
Research and definition.
Twenty-two interviews with IT leaders and executive buyers, to find who really decides, how licenses are managed today, and whether the founder's concept held up outside his own consulting practice.
Phase 2 · Architecture
02
Architecture.
 Map the full platform: dashboards, insights, reports, license and user management, roles, budgets, and a store. Then decide, deliberately, what not to build.
Phase 3 · Design & test
03
Design and test.
User flows, wireframes, and final UI across every area in scope, then usability testing with ten IT and MSP participants that renamed the navigation and shortened onboarding before a line of code was written.
Phase 4 · Embedded in dev
04
Embedded through development.
Source and vet development partners, then stay on for QA, delivery management, and design iteration as the build met real constraints.
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TEAM
4-person
Product designer, researcher, research lead, engagement lead
RESEARCH
22 interviews
IT leaders and executive buyers, 45 minutes each
SCOPE
10+ areas
Dashboards, licenses, roles, budgets, reports, store
CUT
4 modules
Marketplace, surveys, HR, and deep automations
The Client

An IT firm that decided to become a software company.

Client product designed by WANDR

Troinet has been a managed IT provider since 1999, run out of Staten Island and serving businesses across New York and New Jersey. Its clients are Microsoft shops, and Troinet runs the systems underneath them: identity, devices, access, and the licensing that governs all of it.

CEO Wayne Roye watched the same problem repeat across every client. Companies pay for seats belonging to people who left two years ago, put entire departments on premium tiers they barely touch, and have no practical way to see any of it. Worse, the money wasted on over-provisioning is matched by money wasted on under-adoption: licenses people have and do not know how to use. Troinet's technicians untangled this by hand, one client at a time, and Wayne came to believe the expertise his team kept spending was a product.

‍

1999
25 years of managed IT before it built any software
4 certified partners
Microsoft, Cisco, Apple, and Synology
40 Under 40
Crain's New York Business, MWBE, and Best for NYC
The Challenge

Everyone in this market sells licenses. Nobody helps you run the business.

A services firm with a genuine insight, a founder who had never shipped software, and a category where the incumbent is simultaneously the competitor, the supplier, and the reason the problem exists.

Problem 01

A licensing model nobody can read.

Microsoft sells in bundles rather than individual products, so companies routinely buy packages where half the included tools go untouched. Comparing what one plan holds against another means reading a matrix hundreds of rows deep. The complexity is not accidental, and the party best placed to simplify it has the least reason to.

Problem 02

The real system of record was a spreadsheet.

Thirteen of twenty-one research participants were managing licenses in Excel, supplemented by individual software audits. Those sheets held no user logins, no contract owners, and no renewal periods. The competitor was never really Microsoft's admin center. It was a spreadsheet and a great deal of manual work, punctuated by untracked free demos that participants called space junk, quietly converting into payments nobody approved.

Problem 03

The category was crowded with people selling the same thing.

Appriver, Pax8, Sherweb, GoDaddy, Microsoft itself. As Wayne put it, buyers do not much care who they buy from, because everyone just sells the license. Competing on price or catalogue was unwinnable. The product had to compete on what happens after the purchase.

Problem 04

Every recommendation looks like an upsell.

Customers assume that any tool recommending licenses is trying to sell more of them, because that is exactly what they believe is happening to them already. A recommendation engine that could not prove its reasoning was worth nothing.

Problem 05

Connecting the platform means handing over the keys.

A Microsoft tenant connection gives the platform visibility into every user in the company. Research was blunt about the consequence: the more sensitive the data involved, from payment details to live network access, the higher the bar a buyer sets before connecting anything.

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Our Role

Find who really decides, then design the platform around them.

01
User research, 22 interviews with IT leaders and executive buyers
02
Competitive analysis across SAM platforms and license distributors
03
A ten-stage software buying journey map, with tools, stakeholders, and pain points
04
Information architecture for the full platform
05
Scope definition and MVP negotiation
06
User flows, wireframes, and final UI across every area in scope
07
Prototype usability testing, 10 sessions, and a ranked design action plan
08
Interim brand identity, so design could move before naming settled
Research

Twenty-five interviews to find out whether the idea survived contact.

Twenty-two interviews with twenty-one participants, in 45-minute one-to-one sessions: IT service desk managers, managed service providers, Microsoft service providers, CTOs, CIOs, and tech company founders, all at companies of 50 employees or more. The goal was to find the pain in software selection, map how a purchase actually gets approved, and validate the calculator concept before designing it.

01
Excel

License management was running on spreadsheets.

Teams tracked licenses in Excel sheets and custom-built systems holding no user logins, no contract owners, and no renewal periods. One participant: “There's a lot of legacy software here that we've been paying for that hasn't been used. We kind of have to just audit it and see when was the last time it was accessed.” The competitor was never Microsoft's admin center. It was a spreadsheet.

02
15 vs 6

Half this market outsources the problem entirely.

Fifteen participants managed licenses internally. Six were managed service providers doing it for client companies. Different administrators, different viewers, different failures: internal teams lose track of demo licenses and departed staff, while MSPs cannot get current usage data from clients and so cannot advise them. That split drove workspaces, role-based access, and a transparency layer between provider and client.

03
Foresight

The value was never comparison. It was seeing the bill before it arrives.

Comparing products is already handled by ordinary research or ChatGPT. What nobody could get was forward-looking information. As one CTO put it, there is “nothing similar to a calculator that can automatically give you a competitive analysis, insights, recommendations, all in one place.” Another described what good would feel like: “I want to sleep well at night. I don't want to fight with my tool to get it to understand my environment.”

Administrator and viewer are two different products.

Persona 01
The administrator.

The administrator.

Internal IT, MSP technicians, project managers. Tracks logins and usage, assigns and revokes licenses, provisions new hires. Owns the spreadsheet today and will not accept a tool that does less than they already have.

Primary user
Deep domain
Wants automation
Persona 02
The executive viewer.

The executive viewer.

CFO, CIO, CEO, VPs, procurement, HR. Needs ROI, compliance, financial reporting, and budget justification. Viewer access rather than edit rights, and all of it in plain language.

Approves budget
Reads, does not edit
Wants proof
The Strategy

Give value before asking for anything.

01

Lead with the calculator, and make it free

Design started on the license calculator rather than the dashboard, because research had already shown that buyers evaluate on free trials before they commit. Upload or connect, define your roles, get costed recommendations, all in front of the signup wall. A user who walks away with only that still got something worth having. A user who stays carries everything they just built into the platform. The free tier is the calculator and a basic dashboard; the paid tier adds cost analysis, auto-provisioning, and scheduled license changes.

02

Make roles the spine

A role bundles what a group of people actually needs: security level, communication tools, analysis tools. Licenses attach to the role rather than to individuals guessed at one by one. Hire fifty people into a role and they provision automatically. Edit the role and the change cascades to everyone in it. This is the piece that makes OPIQ something other than a reskin of the Microsoft admin center.

03

Forecast, do not compare.

Research killed the obvious feature. Nobody needed another product comparison engine. What they needed was the next twelve months made visible: renewals coming, contracts changing, prices moving, budgets about to be crossed. Reporting was built to look forward rather than to summarize what already happened.

04

Constrain the customization.

Microsoft answers complexity with a switch for everything, buried three levels into settings, and SAP answers it with density nobody wants to read. We went the other way: preset dashboard widgets, predefined role buckets drawn from research, and deliberate limits on what users configure. Breadth, without handing anyone a blank canvas.

Principle 01 of
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THE KEY INSIGHT

The market was not short of tools. It was short of tools anyone could read.

Eight of twenty-one participants already ran a real software asset management platform. Thirteen were still on Excel. Both groups described the same failure in different words. The platforms were overwhelming, or ugly, or technical enough that only a specialist could pull a report, or simply silent on the one question that mattered: is anybody actually using this. Capability was never the gap. Comprehension was.

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Outcomes

What the engagement produced.

Troinet started with an idea and no software. It finished with a researched, tested, built platform and a founder who now knows what shipping one takes.
Before a line of code was written, the design went in front of ten IT and MSP participants. Ten out of ten misread one navigation label, so it was renamed. The template step in onboarding was cut mid-study, and the remaining participants moved through faster. The copy on the Microsoft connection, the highest-stakes decision in the product, turned out to be telling people the opposite of the truth and was rewritten. An invite control was added at the steps people could not finish alone.

01 · AI
Integrated AI
Built into the calculator, not bolted on as a chatbot
02 · SPEED
12 weeks
From notes to tested design
03 · VALIDATED
10 of 10
Users tested the design before development began
04 · PARTNERSHIP
2 years
WANDR embedded well past design

Client Voice

In their words.

“
I came to WANDR with a handful of notes and an idea I had been carrying around for years. They were able to make exactly what I had in my mind, and then they went further. The research told us who we were actually building for, and the design finally gave me something I could put in front of people. By the time we finished I had a bunch more ideas, and a designer I would have happily kept forever.
Wayne Roye
Wayne Roye
Founder and CEO, Troinet
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