Redesigning the dashboard

As the sole product designer at an AI-driven energy management startup, I led the end-to-end redesign of the consumption dashboard, from research through a design system to engineering handoff. It shipped end of 2023 and evolved into the platform Preflet runs today.

As the sole product designer at an AI-driven energy management startup, I led the end-to-end redesign of the consumption dashboard, from research through a design system to engineering handoff. It shipped end of 2023 and evolved into the platform Preflet runs today.

ROLE

Lead Product designer

TIMELINE

2023-2024

TEAM

CIO · Engeneering lead · 3 engineers

Dashboard design

AI Design

User Research

iOS + Android

Dashboard Redesign

As the sole product designer at an AI-driven energy management startup, I led the end-to-end redesign of the consumption dashboard, from research through a design system to engineering handoff. It shipped end of 2023 and evolved into the platform Preflet runs today.

Role

Sole product designer, research, UI, design system

Timeline

2023 · ~12 months

OUtcome

Shipped end of 2023,
live product today

Preflet

Preflet

The Start-up

The Start-up

Preflet is a SaaS Start-up that offer a AI-driven platform that helps commercial and residential building improve their energy efficiency and to reduce their carbon emissions

The
challenge

The roadblocks of Preflet

Lack of insights on their users. They faced roadblocks on how to keep the user engaged with the platform.

Research

Research Objectives

After meeting with the Preflet stakeholders, including the co-founder and three members of his team, we collaboratively established the research objectives. Additionally, I utilized this meeting as an opportunity to delve deeper into the assumptions they held regarding their current users. Below the 3 main objectives.

Understand better how users use the platform

Understand better how users use the platform

Help users to make better decisions by improving the dashboard and insights section

Understand better how to keep the users more engaged with the platform

Research Approach

I began by outlining my research approach and determining which methods to employ. My initial focus was on comprehending the broader context through a market analysis, examining industry trends, and identifying key principles for effective dashboards. With a comprehensive understanding of the broader landscape established, I then shifted my attention to a more detailed examination of Preflet's existing product.

Real-time Data

Energy Efficiency Metrics

Visualizations

Comparative Analysis

Historical Data

Alerts and Notifications

Usability testing

Following the market research, the initial step involved conducting usability testing and analyzing the existing application to pinpoint the most critical pain points and areas that require improvement.

To carry out the testing process, I evaluated the current platform with a group of 8 individuals, of whom 6 were building owners, provided valuable insights into their interactions. These tests were instrumental in uncovering the users' reactions to the current platform and identifying their existing pain points. Tasks assigned during the tests, such as...

Current insight page

Current insight page

User Interviews

Following the insights gained from our usability test, I delved deeper into understanding the core pain points users face regarding energy consumption monitoring. Additionally, I conducted evaluative research to challenge and validate the assumptions our stakeholders held about user preferences.

This involved interviewing six building owners who had experience using energy dashboards across both commercial and residential properties. During these interviews, I explored key questions such as:

Portrait of portfolio creator – front view

Insights

After meeting with the Preflet stakeholders, including the co-founder and three members of his team, we collaboratively established the research objectives. Additionally, I utilized this meeting as an opportunity to delve deeper into the assumptions they held regarding their current users.

Difficulties finding the right information causing frustration

Difficulties finding the right information causing frustration

Confusing terms and language hinders the user's comprehension of the data.

Confusing terms and language hinders the user's comprehension of the data.

Users expected to align their metrics with a goal they set

Users expected to align their metrics with a goal they set

Users are uncertain about how to proceed to take action

Users are uncertain about how to proceed to take action

Persona

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Problem
Statement

Sandra needs a comprehensive and actionable dashboard to analyze and track energy consumption because the lack of key information hinders her ability to effectively reduce costs and minimize the carbon footprint of the building.

Ideation

How Might We

help Sandra to find the relevant data and insights she is looking for on the platform?

help Sandra to find the relevant data and insights she is looking for on the platform?

help Sandra understand the data being showcased on the platform?

Portrait of portfolio creator – front view
Portrait of portfolio creator – front view

Ideation results

Improve the navigation and rethink the information architecture with a card sorting
Redesign the filter to enhance precision
Integrate a feature that assists users in benchmarking their energy metrics
Incorporate a feature that enables users to create goals
Enhance the graphs to create a more comprehensive visual representations.

Testing
Concept

Dashboard Improvements
User Testing
The best equipment for the job
The best equipment for the job
Designing since 2022

100+

Satisfied clients

Dashboard Improvements
Passioned adventurer
Tailored to your vision

Solution &

Designs

Dashboard Improvements
  • "Could you walk me through your energy consumption monitoring process?"


  • "Could you share your overall experience with energy dashboards?"


  • "Which metrics do you prioritize the most in your monitoring efforts?"

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

  • "Could you walk me through your energy consumption monitoring process?"


  • "Could you share your overall experience with energy dashboards?"


  • "Which metrics do you prioritize the most in your monitoring efforts?"

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

  • "Could you walk me through your energy consumption monitoring process?"


  • "Could you share your overall experience with energy dashboards?"


  • "Which metrics do you prioritize the most in your monitoring efforts?"

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Sandra, 42,

Building manager

NEEDS

Effective approach to take action based on the data.

Cases

I create stunning visuals for any business, write scripts and make videos for brands, you can see all of this in my case studies

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