Dashboard Redesign

The redesign of EnergyBot's customer portal.

Web App

UX Design

UI Design

Client

EnergyBot

My Role

UI & UX Design, Prototyping, HTML, CSS

Contributors

Design (Me), Head of Product (1), Head of Engineering (1), Engineers (5)

Define

Project Goal

Increase user engagement.

The prior version of the dashboard was intended to be experimental.

It's goal was to determine if users found value in our tools.

What's the problem?

Tools & features aren't being utilized by the majority of users.

Despite receiving a decent amount of traffic, we hadn't been seeing users engage much with the tools available on our dashboard.

Where are users coming from?

Google Search for: esid lookup, texas energy rates, & more.

Most users came to this page after searching "ESID Lookup" in Google and entering their address on our ESID Lookup landing page.

Research & Analysis

Users are overwhelmed.

Based on my analysis of user sessions in FullStory, there were 4 clear issues that stuck out to me while putting myself in the shoes of the user.

User Session Findings

Viewed

> 100 sessions

Typical User Behavior

Scroll up and down, then bounce

Average Time on Page

4-8 seconds

Main Issue #1

Too many items.

Users were coming for one simple piece of information, but are immediately overwhelmed with multiple things they didn't ask for.

Main Issue #2

No clear hierarchy.

All of the widgets are roughly the same size and don't have any attention-grabbing CTAs.

We weren't communicating the important info to users intuitively.

Issue #3

Lackluster mobile UX.

While technically this iteration of the dashboard was mobile responsive and nothing broke, the experience still wasn't ideal.

The user's viewport fit 1-2 cards at a time, so it wasn't overwhelming, but navigating between features was cumbersome and frustrating.

We designed the dashboard this way to save time, so this finding wasn't exactly surprising, but still important.

Issue #4

Not enough depth.

When we introduced this version of our dashboard, our goal was to identify which of our tools users found interesting or useful to direct future product development.

By the nature of the beast, this meant that each tool was an MVP, and thus the experience was rather shallow and didn't provide much real value to the users that did decide to interact with one or more of our tools.

Solve

Brainstorm

Define use cases & refine features.

After discussing my findings with our Head of Product, I refined our product features based on their relevance to users.

This included sunsetting any features that were adding more confusion than value.

Entry Points

ESID Lookup

Login / Create Account

Shop

Tools

Emails

Types of Users

Guests

Logged in Users

Single Location

Multi-location

Residential, Business, or Both

I also needed to account for where users were coming from on our site, as well as how their experience may differ between different paths to our dashboard.

Current Features

Property Details

Your Plans

Your Usage

Green Energy

Incentives

Bill Comparison

Shop for Plans

Shop for Solar

Shop for Equipment

Flatten Your Bill

Refined Features

Dashboard

Usage

Shop

Tools

Orders

Notifications

Settings

My next objective was to redesign our existing product features, as well as design any missing features that a user would expect to find on their dashboard.

Design

Design Mobile-first

Create a more familiar, user-friendly dashboard experience.

Eliminate Friction

Give users what they came for first.
Make secondary features accessible and beautiful.

Refine our Design System

Establish a new standard for future product development.

Design System Benefits

Scalability

Maintainability

Improved Product Reception

Faster development speed

Shared Ownership

Prototype

Prep MVP for dev.

I created high fidelity prototypes of every possible dashboard scenario for both our smallest desktop and mobile screen sizes.

However, after an extensive series of review sessions with our dev team, we determined that we needed to de-scope the project to deliver an MVP within a reasonable amount of time.

Features TBD

Notifications

User Profile

Settings

Location Management

Shop Equipment

Tools

While increasing engagement with our tools was one of our initial goals, we decided to use the MVP as an opportunity to test if the redesign itself was enough to increase our click through rate.

Basically, were users more interested in the tools? Were they more willing to engage with us now that we refined the user experience?

Build

Development

Build CSS, handoff designs, and collaborate with dev through the development cycle.

With final approval from our dev team, I began building out styles and components for the dev team to use once they laid the foundation for the new dashboard.

Launched

December 2022

Development of this new dashboard and its associated framework changes took about 2 months of focused effort from all team members to complete.

Bug fixes took about another 2 months in-between other projects following the completion of this MVP.

Results

Increased engagement

Instead of scrolling and bouncing, most users were now clicking through dashboard tabs to learn more about our features.

Now that we weren't bombarding users with information and simplified our approach, users were given the space to be curious and explore what we had to offer.

Longer average session time

The average user session now lasted from between 20 seconds to 2 minutes.

Increased click-through

Click-through more than doubled for our tools.

With what I consider key dashboard features missing, it was hard to be happy with the initial release.

But as they say, done is better than perfect. And with our initial goal accomplished, I'd call this a success!