I was part of an ambitious project to redefine the new set of applications that would meet the market expansion standards that Enel was expecting.
Utility Bill Management (UBM) with Demand Response (DR) and among a few other applications were the most vital energy management applications at Enel X former EnerNoc. Through the years, the interaction model failed to meet users needs which required Data visualisation and Custom energy reporting among other important features. The initial business goals were to evaluate the entire suite of applications that EnerNoc had and to focus on redesigning the ones that bring the most revenue.
I was initially hired to help improve the usability of UBM application while collaborating closely with the engineering team. After the scope of the business and goals have changed I received more responsibility and was personally in charge of:
With the new management team and the expanding user base, the customers asked for features that the current interface wasn’t able to deliver. When I was first introduced to UBM, I noticed there were a number of design and functional flaws:
To get these findings documented and get more insights on what wasn’t working for the users, I ran a Heuristic analysis following Nielsen Norman 10 general principles for interaction design. This was an important step towards improving and maintaining the current UBM application.
Since the goal of the business has changed and the new direction was towards creation of a Unified Platform (XConnect) that would embed all the legacy applications, I received more responsibilities and became part of the advisory board.
In order to better understand our users and their day to day activity and tasks we created a personas document. This document was generated based on contextual interviews with UBM users with different roles within a company. These users were Financial experts, Property managers and Data analysts.
Before starting on the design of the new unified platform called XConnect, I wanted to see how other Energy companies from US are handling energy data management and customer expectations. The main focus of the analysis was:
Some of the main energy companies that I explored were E-On, Engie and Schneider Electric. Analysing competitors interfaces helped us get a better picture of what the legacy application was lacking and what can be improved.
Based on the findings and discussions with the Product team, we created the Information Architecture map that would be the backbone and point of reference for the XConnect application.
I wanted to start the project with a clear set of rules that would define the new application. Some of the most important aspects that I wanted to achieve were confirmed during the customers interviews and research findings.
I order to decide which feature would have the most impact on the user experience, I used a Priority Matrix and collaborated with engineering and product management teams to define a roadmap and clear timeline for implementation.
The features prioritised from this meeting were the ones that required the least effort from engineering team and had the highest impact on the user experience.
These features were:
1. Ability to self-service custom data without the need to use external applications:
2. Minimal data per page for less cognitive load:
3. A faster loading experience across the application pages:
4. Improving search and data finding:
5. Implementing file sharing across organisation:
6. Self-service help area to reduce customer support calls:
7. Localisation features for customers around the world:
In order to have a consistent experience for the entire application, I collaborated with the rest of the design team and front-end engineering lead to create a Design System that would help us maintain consistency across the application.ย The new design system was based on the Enel branding manual, and it was adapted to the internal application needs with custom components created by me and the design team.
To get realtime insights and validate new features quickly, we had usability testing sessions every 2 weeks with different Enel customers. This helped us make faster decisions on the new design features and avoid rework on some more complex user flows.
Some of the first pages that were tested with the users were the Dashboard which offered a cards layout that can be customisable based on users content priorities. This was a new feature that the customers liked especially since each of them had different roles within their company.
Other pages that were tested in usability sessions were the Billing, Budgets, Payments and Savings.
Viewing site’s address and editing in a side drawer.
Dashboard interactions:
1. Delayed timeline due to change of scope
Since EnerNoc (former company) had a couple of applications that generating revenue, the initial scope of the design team was to evaluate these softwares and try to improve the UI while also adding more features. This process took around 3 months. After this period the Product management decided to create a brand new application called XConnect that would incorporate all the features of those products. This change of scope has delayed the design process and initial lunch of the new product.
2. Collaborating on 4 different time zones
Because the teams were on 3 different time zones (Boston, Rome, Bucharest, Mumbai) it was difficult at times to get ask questions and receive answers right away. We had an overlap time of approximate 4 hours where all the teams were able to join the same meeting and discuss urgent topics. For the design work I suggested we use Trello for better collaboration with the Product managers and also ability to work asynchronously.
3. Hand-off and Implementation
The collaboration between design and engineering was difficult most of the times. Handing over the design files to engineering required extra effort from my side and the design team, in order to show the correct dimensions, boundries and correct alignment of each component. Even with these guides, the engineering was not implementing the designs as expected most of the times. This is why I suggested we start using Zeplin in order to solve this problem. Zeplin helped us reduce the design work needed to create the implementation guides and also provided to engineering team all the details needed. Also there was no need for design to export icons, logos and other graphics to hand them over, since they could export it themselves from Zeplin.
Key takeaways
The new application XConnect was an innovative and facile system that received very positive feedback from the Enel customers from North America.
Some of the things learned during this process were: