User Onboarding

Users should be able to shop without needing to know their Utility, Rate Class, and Annual Usage.

The UI does a poor job helping users feel confident about using EnergyBot.

Most energy shopping sites at this time were at least 10 years behind in terms of modern design standards.

Looking at our competitors made it feel like the industry was intentionally confusing.

Our competitors all had more or less the same product with a different coat of paint.

The only real differentiating factor to energy plans is their rate structures, and no one has time to figure out that complexity on their own.

To feel confident in their choice of energy plan, users need to know that they are picking the plan that would save them the most money.

Onboarding a user prior to showing them plans enables us to provide a level of personalization that helps them feel confident about the plan they choose.

We didn't want to turn away casual shoppers, so we built in a number of fallbacks to retain users that couldn't find their location or access their usage data.

By understanding who are users were before showing them plans, we were able to provide them with a tailored experience that best serves their exact needs.

Even if users choose to proceed with more generic data, we could still identify which plans were likely to be a better choice.

For some users, buying energy is not as simple as just signing up for a plan.

By determining eligibility early in the process, we're able to avoid bad outcomes like: Credit rejection, Delayed service, Power shut-offs, Additional charges & fees

For more than 90% of screens in our conversational flow, there was no need to add additional UI elements when sizing up to larger screens.

Having each user flow built out was extremely helpful for both myself and other team members during development.

Following design handoff, I worked alongside engineering to ensure development went smoothly.

Once the assigned engineer was finished with their story, both myself and another engineer would test the changes.

Our conversational flow changed a lot over 5 years, but personalization remained at the core of our approach.

Depending on the results, we would either reiterate or shift our focus to another part of our product experience.