Improving user experience in energy management

My Role: Product designer

Responsibilities: Market research, Interviews, Feature ideation, Prototyping, Usability Testing,

Background


This project was part of the Energy INsights program, aimed at reducing energy costs and improving sustainability for Indiana manufacturers using AI and data science. The program equips manufacturers with advanced sensors and digital dashboards powered by AWS to optimize energy efficiency. However, the dashboards used by ESN were not user-friendly, prompting ESN to seek enhancements to improve their intuitiveness and usability. This project focused on redesigning these dashboards to provide clearer insights and streamline the user experience.

6 weeks

My impact:


The load overview screen I designed resonated strongly with the five users it was tested with, and stakeholders were enthusiastic about integrating it into their ongoing program.

Our Client

It is an Indianapolis-based organization driving innovation in energy and transportation. Partnering with industry, government, and academia, ESN focuses on sustainable solutions like clean energy, electric mobility, and smart grids. Their Energy INsights program, in collaboration with IEDC and AWS, uses AI to help Indiana manufacturers reduce energy costs and improve efficiency.

Managing Director - Energy INsights

Manager - Operations & Design/UX


Client Needs:


ESN sought a solution that streamlined data interpretation, supported more efficient decision-making for its users, and enhanced the usability of its existing energy management dashboards.



Dashboards and the persona that they were using previously

Reviewing the dashboard based on four pillars of data storytelling

Visual Design

  • Design principles

  • Design elements

Audience

  • Understanding audience

  • Clear purpose/goal

Narrative

  • Language and Messaging

Data

  • Quality data source

  • Statistical analysis

Here's how we re-designed dashboard

  1. Personalised Solution for every plant


Insight: "A one-size-fits-all solution does not give insights tailored to the plant".


Importance: Our interviews revealed that plant managers are constantly looking for solution that are tailored to their plant.


  1. Visualizing Energy Usage in Monthly and Weekly views


Insight: Demand charge is based upon the Peak Load of power consumed over fifteen minutes in a given month


Importance: Demand charges can lead to more expensive bills overall.


  1. Identifying Machinery Contributions to Load Usage


Insight: "The technical jargon makes it overwhelming to see past the visualisations and comprehend the data"


Importance: Plant managers are not equipped with complete understanding about energy and it's metrics. Therefore it's hard for them to see past the visualisation and make actions based on that.



Impact

Expressed enthusiasm in implementing the solution

Reported the peak load breakdown to be insightful for their operations

4/5

5/5

5/5

T

Reported the dashboard to be intuitive and less overwhelming compared to what they currently use

We conducted a think-aloud session with 5 users at a roadshow, where we met our target users for the first time!!

How did we arrive at the solution?


✨Understanding User ✨

Major challenge:


No access to target users to conduct interviews. This was particularly difficult as my design process is primarily user-centric.


Workaround:


Conducted interviews with five key stakeholders ( Developers and integrators), who regularly interacted with users.


Result:


These interviews provided valuable insights into their job responsibilities, needs, and the issues they encounter in their work, helping me to better understand the user context indirectly.

Meet our user!

Challenges faced

Consumption cost calculation and savings

Lack of customizable solutions to accommodate their machinery.

Finds technical jargon on the dashboard overwhelming

About Eric:


Eric is a seasoned Plant Manager with 20 years of experience in the industry. Despite his extensive experience, Eric is not particularly well-versed in energy systems but is eager to collaborate with energy experts to implement best practices for improving energy efficiency.


His daily responsibilities include monitoring machine data, supervising operations, and making critical decisions based on plant performance.

Understanding Business

We conducted an environmental analysis, to analyze the current and future states of energy. This evaluation identified the external forces and influences impacting the business model while acknowledging the dynamic nature of the industry and the constantly evolving drivers and constraints.


Market scope and Trends:

Adapting to regulatory changes like

  • Incentives for energy efficiency measures

  • Compliance with sustainability standards.

Regulatory Changes

Growing awareness and concern about environmental sustainability and carbon footprint.


Therefore, emphasis on controlling energy consumption

Sustainability

Integration of advanced technologies such as IoT, AI, and ML for real-time monitoring, predictive analytics, and automation in energy management to increase energy-saving opportunities.

Technological Advancements

Business scope and needs:

The global market size is projected to grow from $31.75 billion in 2023 to $82.34 billion by 2030, at a CAGR of 12.6%. Source

Rise of energy management

  • Cost reduction

  • Sustainability and Compliance

  • Operational Efficiency

  • Technological Innovation

Customers Needs

Balancing business and user needs

Technological innovation

Sustainability and Compliance

Usability

Operational efficiency

Cost reduction

Customozibale solutions

User

Business

Machine health overview

Seasonal Data Integration

Future Scope

Peak load overview

Energy Cost calculation

MVP

Sketching ideas

We started sketching for Tablet view dashboard considering the environment and accessibility needs of a plant manager working in a manufacturing unit. This helps with enhanced visibility and comparison of data, and on-the-go monitoring for the plant managers.

From Sketches to Prototype


After sketching and finalizing the flow chart, we proceeded to the prototyping stage. Our goal was to transform the visual flow into an interactive experience that would give us a look at how users might navigate and interact with the design.


My learnings

  1. Activities like Environmental analysis, Business Model Canvas, and Value Proposition Canvas helped me gain a holistic understanding of the business quickly.

  1. The agile nature of the project helped us to be quicker and leaner with the product, which helped us prioritize our MVP based on both business and user needs.

  1. We may not always have user research resources as designers, so we must make decisions based on available information. Regular feedback from stakeholders and fellow designers helped us to be on the right path.

  1. Throughout the project, we had a "user first" mentality, including our presentations. Delivering the presentations with heavy user-centered storytelling, helped us bring stakeholders on board quickly as they empathized with users easily.

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