Schneider Electric · Flagship · Principal UX Designer

Energy Hub: concept to launch

Formerly EMCP: a transformational digital energy management product for Schneider Electric, a global producer of energy management hardware and software. Mo was Principal UX Designer end to end, from pre-research through launch, evolving a legacy flagship product that customers had grown dissatisfied with. 
Note: the product underwent several name revisions while in production which will explain why many iterations use different names.

12
Designers led
3
Product lines: energy, water, asset management
0→1
Design function stood up from scratch
Energy Hub: plant operations dashboard
The problem

A costly tool customers no longer valued

Customers had grown increasingly dissatisfied with the expense of a huge tool that, in many cases, offered far more capability than most of them used, and it showed in a poor perception of value. The product had also grown for years the way industrial software usually does: engineers shipping what the system could expose, not what an operator actually needed in the moment, with no design team, shared components, or research practice behind it.

Before The legacy product
The solution

A modular platform, and the practice to build it

Partnering with the business development team, Mo strategized a modular architecture that let customers build a customized solution from a catalog of capabilities tied to a SaaS model, and moved the offer to a secure cloud platform. He led the advancement of the UI to a modern aesthetic with contemporary interactions and hired and led a team of 12 designers to apply it across the modules operators touch daily. His research and mockups also fed the evolution of the Schneider Electric Design System, winning a company award along the way.

After The modular approach

Building the production line while the plane was in flight

Schneider Electric had never had a formal UX research practice, a contemporary development process, or a way to keep 12 designers and a skeptical stakeholder group aligned over a two-year roadmap. Mo built all three at once.

Establishing a research practice

A research practice, from nothing

There was no formal UX research function. Mo created one while conducting the research itself, including an organization-wide research repository other teams still use.

Development process evolution

Establishing a UX process

Mo evangelized a contemporary UX design process, mapped the Design Thinking model to a best-practice process, specific tools and deliverables winning leadership approval to move the org from Adobe Sketch to Figma. He then used this momentum to stand up a rudimentary DesignOps.

Stakeholder survey

Stakeholder alignment, in writing

A survey had stakeholders declare their own ambition for the "next-generation" product up front, giving Mo leverage to hold leadership to it whenever a high-value feature was threatened mid-project.

UX team management matrix

Twelve designers, one matrix

A management matrix aligned all 12 designers across 17 sub-tasks with intentional overlap, keeping design consistent and coverage continuous over a two-year roadmap.

An better UX starts with a better Information Architecture

Every Schneider Electric application shared one outdated information architecture. Mo proposed two competing next-generation alternatives, then merged the best of both into a new "goal-based architecture" built not around navingating UX objects, but about navigating to an intended action.

A new goal-based information architecture


Research at scale

All 12 designers took part in the research effort: competitive analysis, ethnographic studies, task analysis, card sorting, user interviews, A/B testing, and field studies distilled into 100 insights that grounded every design decision that followed. Below is an artifact depicting our competitive analysis of comparable UIs and the grid of 100 key insights.

Competitive analysis
100 user insights informing development
Data-driven design

Killing a feature leadership loved, with data

Some leaders, inspired by Facebook and LinkedIn, pushed hard for a social-style news feed. Mo thought it was out of place in an operations dashboard, but designed it anyway and put it in front of users.

The Feed: early concept
Feed concept killed off, backed by research

Testing found little support for the feed. That evidence justified killing it entirely, saving roughly $30,000 in development costs, and demonstrating the value of the research practice Mo had built.

Designing the four-panel system UI

Research showed operators needed system hierarchy, device location, technical diagrams, and live data all visible together, but interacted with separately, and arranged however suited their own workflow. The answer was four discrete, retractable panels built around a drag-and-drop "canvas."

Retractable panels concept

Retractable panels

A lo-fi concept for four viewing panels users could retract and rearrange to fit their own preference.

The Canvas

The four-panel canvas

Taking the retractable panels concept and applying it to the research-driven UI requirements.

Mature four-panel dashboard design

Mature dashboard design

The four-panel system at hi-fidelity: asset hierarchy, asset detail, data drawer, and canvas working together.

Late-stage UI design

Late-stage UI design

As the design system matured, the UI evolved into a more sophisticated, refined visual language.

Making the asset hierarchy legible

Every site, from a single switchgear to a full factory floor, had to live in one configurable hierarchy: office space, electrical room, production floor, down to individual assets. Early wireframes and annotations worked through how that hierarchy should surface on both desktop and mobile including Drag & Drop functionality for ease assembling large systems.

Annotated wireframe: factory screen
Configure Site: asset hierarchy, desktop and mobile

Beyond the desktop: Tablet and mobile

Schneider's design system had no dark mode. Mo created one and directed all UI work to be done in dark mode as very intentional psychological reinforcement that this app was not simply an updated iteration of the legacy app, but reimagined from the ground up, a completely new generation.  We extended that "Next Gen" concept with a dashboard builder feature allowing users to create their own dashboard layouts from a collection of widgets the user could assemble to suit bespoke workflows.  Designing for tablet surfaced a bigger recommendation: move desktop's primary navigation from the top of the screen to the side.

UI mockup in dark mode
Tablet interface exploration

DIY - User-definable dashboards

We extended that "Next Gen" concept with a dashboard builder feature allowing users to create their own dashboard layouts from a collection of widgets the user could assemble to suit bespoke workflows.  

Investigate and notifications: desktop and mobile
Annotated wireframe: factory screen detail

Validating with users, continuously

Design direction was tested early and often, not just once at the end. That discipline is what made it possible to defend decisions to leadership and to catch problems while they were still cheap to fix.

More user testing

Continuous testing

Onboarding and configuration flows tested repeatedly to keep design trajectory honest.

Mobile UI feedback

Mobile UI feedback

A deck distributed to the dev team explaining why each mobile design decision was made, and what still needed work.

Maze user testing results, 90% satisfaction

90% satisfaction

Using Maze as a testing platform, the notifications concept landed an 8.2 average rating and a peek at 90% satisfaction.

Team management: member roles and permissions
RBAC - Rules Based Access Control

Who can see what, who can act

Multi-site industrial accounts meant complicated permission structures: admins, operators, and viewers scoped to specific factories. Team management went through several iterations to make roles and access legible instead of a wall of checkboxes.

The end-to-end workflow

Development began before the information architecture was fully established, the cart before the horse. As the project's complexity grew, competing opinions among domain leaders started to fracture the path forward. Mo built a comprehensive end-to-end workflow document mapping every screen, feature, and function giving engineering, product, and design one shared reference to build against. This document literally saved the project from a catastrophic derailment.

End-to-end workflow for desktop and mobile
Shipped

EcoStruxure Energy Hub, in the wild

The product shipped under its final name, Energy Hub. Mo is candid about the gap between this MVP and the more refined designs behind it: when a launch date is set years in advance and stays fixed regardless of what research uncovers along the way, UI engineering ends up lagging the UI design. It shipped anyway, and it worked.

Designed EcoStruxure Energy Hub, shipped product
Shipped EcoStruxure Energy Hub, shipped product
Energy One 2.0

An award-winning design system, carried forward

For the next iteration, an Art Director refined Mo's UI direction further. The result reflects the advanced state of the award-winning Schneider Electric Design System that grew out of his original designs for Energy One.

Energy One 2.0: EcoStruxure Ultimate Advisor

Related work at Schneider Electric

Aqua Advisor: water plant module matrix
Aqua Advisor

Advisory tooling for water treatment operators, built on the same practice.

Seamless: plant domain and digital services
Seamless

A unified plant domain and digital services layer for the same operators.

More Schneider Electric work
More Schneider Electirc

Collection of various designs serving multiple product groups and innovation initiatives.  COMING SOON!

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