Enerwisely

Energy Reduction Dashboard

Duration

Sep 2023 (3 weeks)

Overview

Quantum New Energy is a Houston-based technology company that provides a sustainability platform. They have a product called Enerwisely, which allows the residential users to monetize their carbon reduction. Quantum New Energy is currently expanding this product to include a commercial dashboard version for businesses to manage their energy usage across multiple locations. 

Enerwisely was at the stage of launching the pilot program for certain users. Our team developed the current onboarding and dashboard experience to align with Quantum New Energy’s mission, reducing energy costs and carbon emissions.

Team

Sarah Shatto
Haley Jacobson

My Role

Design & Interaction Lead

Problem

Our team had an opportunity to participate in launching the pilot program to potential users. During this launch, we observed that users were confused with the onboarding and needed to spend time to understand data on the dashboard due to unclear instructions and the lack of information hierarchy. 

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How can we make the platform easy to use and
improve the legibility for the data on the dashboard?

Goal

Create commercial dashboard for future potential for B2B2C white labeling

Heuristic Evaluation

We evaluated the interface of the residential dashboard to incorporate the findings in the commercial dashboard.

Some of the highlights are violating the learnability of the information due to the misuse of UI elements and also the efficiency of use, such as not being able to view the map in full screen and lacking an informational hierarchy.

Competitors & Comparators Analysis

The list of competitors was provided by the stakeholder, and these competitors offer services similar to our app in terms of substantial energy reduction.

We discovered that these apps offer customization and personalized options for each user. However, they lack an efficient method for sharing multiple songs with individuals who use different streaming platforms. 

Because of this… this requires users to share their songs through an external link to get the song information and manually add to it their playlists.


For our comparator analysis, we focused on how other apps motivate users to continue completing a task or achieve a goal. We found that they use various visuals, such as animations and mascot, and to gamify and track the progress. 

User Research

We conducted user interviews with business owners, property managers, project managers, and individuals interested in sustainability to gain insights into their learning styles, motivations, task organizations, engagement with sustainability. 

Affinity Map

We discovered that people are willing to learn more about sustainability, but they encounter some barriers like the difficulty level of terminologies and making a connection with how it would affect themselves in order to take actions.

Primary Persona

Secondary Persona

Problem Statement

Our research indicates that many people are motivated by financial benefits and need to understand how their actions impact both the world and themselves in order to encourage them to care about energy.

As a business owner, Camila needs relevant education
to set and track sustainability goals because she wants to
feel empowered to lower her company’s carbon footprint
to be a responsible presence within her community.

How Might We Statements

We ideated potential solutions with a focus on user engagement, visual support, and creating a connection between business and sustainability.

Design Sprint

Before starting wireframes, we had a design studio to brainstorm our ideas. We created iterations based on our HMW statements, and we were able to generate various design solutions and communicate with each other to move forward to the decision-making process.

  1. Modular design for dashboard information: user can rearrange them by their preferences
  2. Inclusion of the mission statement on the onboarding screen: the user can get a better understanding of Enerwiresly
  3. Goal setting screen on the navigation bar: the user can set more specific goals and keep track of the progress in detail

User Flow for Onboarding and Dashboard

Onboarding

Dashboard

Information Architecture

This sitemap illustrates how the app is structured with the new features, which helps us to know where the content is located and whether it is easy for users to find the content. 

Usability Testing & Improvements

We conducted five usability tests with our prototype to observe how users interact with the onboarding and dashboard.
The users were either business owners or had a background in sustainability, making them actual potential users.

The usability tests focused on signing up for a new account, adding a new location to manage multiple locations, setting a carbon reduction goal, and viewing the updated dashboard.

Insights:

  • 4 out of 5 users made several errors when they tried to set goals

  • All 5 users were able to find the carbon intensity tooltip, but 3 of them found that the text was too small

  •  2 out of 5 users made errors when adding a new location

We made adjustments in our designs to improve the user experience with the dashboard.

Improvements I Suggested:

  • Adjust the placement of edit button on Dashboard 

  • Add address on Dashboard 

  • Adjust the button size for “set your goals” 

  • Make the tooltip text size bigger 

  • Add + button next to locations on Dashboard

Prototype

I led the team in creating a style guide for consistency and developing the fidelity of the design. We had iteration processes, and I refined the prototype based on feedback and discussion with my teammates. 

Design Choices:

Next Steps

Takeaways

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