The Problem
HMW improve Data Literacy and Support features within the system? - This research identified a learning curve among users to find and interpret management and sustainability reports. We propose improvement opportunities that have not yet been explored by EnergyCAP.
The Solution
A conceptual 7-page SaaS redesign focused on system guidance and support to novice and eventual EnergyCAP users. Conceptual; Agile-based.
Business goals
A conceptual 7-page SaaS redesign focused on system guidance and support to novice and eventual EnergyCAP users. Conceptual; Agile-based.
Business goals
To increase NPS and Depth of usage and Engagement rates.
To lower training and support costs.
User goals
To lower training and support costs.
User goals
To improve reports' visibility and learnability across the system.
To optimize access to support and troubleshooting features.
My role
Solo Product Designer
To optimize access to support and troubleshooting features.
My role
Solo Product Designer
Design Process
Context: Big changes!
EnergyCAP Software expanded its market to the Real Estate industry and has recently experienced significant changes, with an impact on users. The Discovery process helped me find improvement opportunities that have not yet been addressed in the HTML version.
Discovery: looking for
opportunity gaps
opportunity gaps
Constraints - Although intended to solve real problems, this is a conceptual project built on existing software. There was limited access to users and training materials. No account access, nor analytics. Low research budget and low complexity, in a design team of one.
So, what are the findings?
The EnergyCAP software is intimidating due to its complex reports and technical terminology. The company provides training and a resources section with downloadable guides, which are not easily accessible. We've proposed visual affordances and a few modifications to improve system learnability, findability, and immediate access to support tools.
Different user profiles have been identified, based on behavioral patterns and frequency of use. This study is focused on 2 of them: novice and eventual users.
UI Redesign
Components
Precious Learnings...
This topic has been fascinating, as it has allowed me to familiarize myself with the challenges, trends, and demands of Green Management/Accounting systems in the Energy Sector. Exploring sector-specific jargon and metrics has greatly enhanced my skills in data visualization and visual design.
Throughout the project, significant constraints arose due to its academic and conceptual nature. These included limited access to domain-specific terms, processes, and real account owners. In a real-world scenario. To mitigate these limitations, I consulted a UX lead from the Energy sector as an industry expert. I have also accessed the EnergyCAP resource center, podcasts, report tutorials, and videos from advanced software users. For the exploratory survey, a paid platform was adopted, ensuring proper segmentation and screening questions.
Given more time and resources, I would propose Contextual Inquiry (on-site observation; field studies), Usability Testing and co-creation sessions with operations, financial, and sustainability stakeholders to foster knowledge sharing and sketching.