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UX Research | iot dashboard | design lead

empower

Overview

Empower came to us to create the digital interface for a first-to-market solar home energy management system which automates home energy usage to provide added value for solar residences.

SEE FINAL DESIGNS
problem

Through extensive research and iterative design sprints, we came up with a minimal viable product for the client to begin testing in field. I lead a team of eight designers through all phases of the project. My background in project management placed me in a unique position in helping us keeping us keep within a tight timeline.

project timeline

Research Phase

Lo-Fi Phase

Hi-Fi Phase

process and approach

In anticipation of the upcoming pitch to investors, our team was urged to move quickly from research through to hi-fi design handoff. As a first step, we collaborated with our client to design a research sprint including the following:

As the project developed, we strategized to focus on the main dashboard which would be the main source of data and actionable

analysis of our research

Use cases

In order to gather an accurate picture of user behavior and incentives driving energy consumption adjustments, we conducted customer discovery interviews with ten participants. We identified four reoccurring insights that would inform our design process.

convenience

  • "When I'm dealing with an irregular work schedule, I don't want to have to constantly change the settings."
  • "When I buy a smart device, I want to be able to set it up easily."
  • "When I'm away from home, I want to be able to easily control and see the entire system from my mobile device."

environmental

  • “When I invest in solar, I want to create a cleaner future for my kids.”
  • “When I use energy, I want to be environmentally friendly to be a good citizen / align my values with my community.”
  • “In my daily life, I want to be more environmentally conscious so that I can reduce my impact on the environment.”

comfort

  • "When I'm at home with my family, I want to create a comfortable home environment for my children."
  • "When I'm at home, I want the temp. to automatically adjust so that I can be comfortable.
  • "When I view my panel, I want to see the state of what's going on in my hourse so I can adjust accordingly."

cost savings

  • “When I use energy, I want to save money for my family in the short term.”
  • “When I’m at home, I want to adjust my power usage so that I can receive financial benefits.”

contextual inquiry - onsite at the empower prototype

Constraints

Empower's sensors can collect a variety of environmental data. The data most relevant to the user's needs to display on the dashboard is:

In order to create a effective Minimum Viable Product for our client, we added a few constraints to reduce the scope:

Sketches - Organizing cards on a grid

Lo-FI Design

After considering the insights gained from research and engineering constraints, we decided to design the product in a grided dashboard layout. Each feature represented as a card on the grid. After running through a series of iterations, we were able to clarify information conveyed on the dashboard and create a clear information architecture.

iterations of main dashboard

Behind the main dashboard

Using the results from our usability testing, we iterated on a high-fidelity mockup, keeping the pain points users experienced, brand guidelines, and the user behaviors from the personas at the forefront. We also built out the remainder of the application, the tools behind the main dashboard which included setting user preferences, creating/editing events, profile, default schedule, and notifications settings.

TASK Flow

Branding

During the lo-fi design process, our team worked with the client to develop the brand identity for Empower. Empower's main brand characteristics were: MINIMALIST, ENVIRONMENTAL, and POWERFUL. These characteristics are what drove the overall look and feel of the interface.

BranDING

Primary Colors
SecondaryColors
secondary font
Secondary Font
Responsive mobile designs

Because we built the dashboard in cards, I was able to design a preliminary mobile version using the same components. Competitors like Nest and Ecobee had mobile apps that made temperature control and energy monitoring even easier with a smartphone, and this was a major factor in convenience for users.

Responsive Mobile task flow

final designs

minimal

The contrasting temperature card draws attention to  the interactive component of the dashboard. Allowing the user to manage the temperature in any area of their home.

The dashboard is divided into two columns. The left column incorporates all of the statuses of the current system and the right hand column includes the data visualizations and cost savings which highlights the benefit of the product.

simplification

By moving the notifications into the header, we simplified the dashboard by removing any unnecessary information which increased the real estate for the data visualizations.

By focusing on core tasks the user would need to perform when using the dashboard view, and removing extraneous sections, we created a design that resonates with the minimal brand.

States

With this simplified dashboard,   the most important factor was creating system states, hover states, error states, and modals for different scenarios for each component.
NExt steps

Overall, the client was pleased with our designs. Weekly check-ins made it easier for the client to see what direction we were headed in and if anything needed to change. Having stakeholders contribute and review work weekly helped us efficiently create a powerful and simple interface for users to interact with, while staying consistent with the brand guidelines.

Empower plans to begin implementation towards the end of 2018, and will aim to roll out its solar energy management system to its first few US states by 2019.

main take aways

Through working on this project, I learned that I am good at leading and allowing designers to own aspects of the design, while still creating coherency throughout the design. I also really enjoyed designing for a product that is based on data, even if the users didn't necessarily interact with it in that manner. This meant the information needed to be designed a visual yet simple way.

Lastly, I learned the importance of advocating for the user. There were several instances where the client wanted more and more information to be placed on the dashboard. Through user testing, the feedback we received was the information was overwhelming, so we had to help educate the client towards "less is more". This helped me to learn and grow significantly as a designer, and led to a great final product.