Energexae-case-study

KPB-Case-study-cover

Creating intuitive shopping experience for lighting products & smart gadets

Client
5

Energexae LLC

Deliverables
5

Chatbot for website

5

App design

5

Design system

Role
5

Individual contributor

Platform
5

Web

5

Mobile app

Tools used
5

Figma

5

Figjam

5

Trello

Timeline
5

3 months

Overview

ENERGEX is a B2B startup helping commercial entities like hospitals, malls, auditorium, etc. with innovative and customized lighting solutions through sustainable, affordable and abundance of expertise in the domain.

Challenges

With Energexae having their increase in business and product line, offering better customer support all the time was becoming a dire need. Being a tech startup it was easy for them to have tech enabled solution and optimize their customer shopping experience. Below are the main challenges

Product discovery

Customers struggle to find the right products or have specific questions about product features, availability, or compatibility.

Manual sales

Providing support for customer queries outside regular business hours is challenging for human agents

Order Tracking and Updates

To provide better customer support post order booking

Design goals

Advanced search with filters

Suggestion with pre-populated questions

Easy order tracking

Business outcomes

Increased Customer Satisfaction

5% growth in Average Order Value

15% growth in lead generation

Design process

Due to the dynamic nature of the project and segmented target users, user centric Design Thinking approach worked quite well and was able to iterate on the ideas better by connecting with users and Field operations  team.

Research

Define

Design

Test

Research

The research was done to mainly understand Energexae competitors customer experience and how better I can help them stand apart and solve their problems. The research goal was to understand user search pattern and queries related to any other specific areas. 

Research insights

Customized lighting fittings

Due to posh home architecture customers prefer premium lighting products and customized designs

Delayed response time

Hard to reach support team and most time its unreachable

No order status

Customers are unable to learn the status of their order by when  their fittings to be completed or delivered.

Define

Based on the insights derived from User research,  it helped me define the core activities users needed for better experience mainly post purchasing by creating User stories and HMW (How Might We) questions.

Information architecture

Design

The entire project was supported by creating an extensive UI Kit with all necessary UI elements and UX documentation for developer support.

Colors

The color scheme used in this project was Monochromatic based on brand personality and to maintain clarity ensuring a strong contrast between text and background.

color palette

Typography

The typeface used was Poppins based on factors like brand attributes, readability, international appeal and easy integration in any web projects

KPB-typography

Visuals

KPB-homepage
KPB-homepage
KPB-homepage

Learnings

  • Learned to create chatbots and design principles
  • Got understanding of user group buying patterns

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Redesign of Pricing Portal

Penny-Case-study-cover

Overview

MAERSK is an integrator shipment & logistics organization. To modernize their internal products in terms of scalability, integration of new Design System and support Pricing Managers to set pricing in an easy manner by eliminating to work with 3rd party tools & manual reports.

Deliverables

5

Persona

5

Experience Map

5

Hifi Mockups

Tools

5

Figma

5

Dovetail

5

Medallia

5

Frontify

My Role

Worked as a solo designer with complete ownership of the product by following end-to-end design process

Challenges

Q

Pricing Managers have no inland data visibility

Q

No activity log to view the updates made by any PMs

Q

No option to view initial rate card

Q

Manual setting of Pricing Ladders

Solution

R

Redesign of Dashboard with more data visibility

R

Design a log page with amendment data

R

Integration of notification to auto enable Pricing Ladders on demand

Design impact

Unified dashboard

Easy access to reports

Unified UI elements for seamless experience

Automatic alerts for price settings

Business outcomes

50% time reduced in price setting

Reduced operational cost

Before

After

Creative process

In this project, I followed the Design Thinking approach. I started with Heuristic Evaluation followed by Generative User Reseach to understand the current experience of the users using the product, their needs and expectations. 

Discovery

The project was to re-design our current Pricing portal, so I started with Heuristics Evaluation to analyze the exisiting Usablity issues with the product and what we can improve before starting out the new design.

The Heuristics Evaluation was conducted in collaboartion with a Usability Expert. The report shared served our Product Owners to prioritize the backlog. Apart from that it also gave me a direction on what additional I need to learn from my users in terms of product experience. So, I conducted a Generative User Research

  • User Interviews to capture user challenges, needs
  • Contextual enquiry to understand how users are actually using the product daily to make informed decisions

Research goals

  • Uncover any issues users are facing in their day-to-day work
  • What aspects of the product work well for the users? What do users find frustrating?
  • Identify key areas of focus that needs to be prioritized
  • Use opportunities to help inform UX Roadmap

Research insights

Easy data visualization

Graphical data  represntation can be made easier to read for making informed decision. Also can have filters for comparison

Error prevention

Prompt users with actionable error message for wrong doings at the earliest in their preferred channel to take any precautions in any route

Seamless experience

To have similar functional behavior throughout the app & should have all functional capabilities integrated into one app supported by external products

Persona

I also conducted a Survey to get the prespective of the data captured from research from all users using the product. And it was great revelation as the idea of conducting Survery proved positive. More than 90% of users response matched the research insights. Which was very conclusive for me to suggest that certain areas require UX attention with a overall redesign with integrating of new design system.

Survey insights

%

Learnability

%

Error Prevention

%

Easy Visualization

%

Seamless Experience

Now the most interesting work for me was to present those insights to my product owner for prioritization of the work along with existing ongoing work. For which I created the report in two different formats.

  •  A detailed report in Dovetail, with high-level overview in Confluence
  • Presentation consists of – Research Plan, Persona, Experience Map, Key Finding

The Journey Map was created as it was easy to present the UX recommendations against each area of the product in an easy readable format. It was also helpful for the stakeholder to review the details as well.

Design

Learnings

  • The research findings turns out to be very helpful when connecting with stakeholders
  • Team collaboration, all research work was done together with developers
  • Driving end-to-end research work was fun and challenging to get hold to participants and also stakeholder buy-in

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Forcesite Landing Page Redesign

KPB-Case-study-cover

Landing Page

Re-design

Client
5

KVP Business Solutions

Tools used
5

Figma

Deliverables
5

Landing page design

5

Styleguide

Overview

Re-design the landing page of the KVP Business solutions email marketing campaign, to provide easy access to update or edit user preferences

Challenges

M

Option to edit user preference was not available

Solution

  • Helped with re-design the landing page and provided an easy way for user preference update.
  • Used LDS (Lightning Design System) to make the design compatible with Salesforce, as per client requirement

My Role

  • User Experience

Creative process

Helped the client with designing the product app and website by understanding the goals and success metrics for the project. Followed the traditional UCD (User Centric Design) process.

Research

Define

Ideate

Design

Research

strategy-workshop

After understanding the business goals and project requirements, I started with Heuristic Evaluation, to figure out the challenges and issues, that existed in the present design. The purpose of this research was to figure out the below areas.

  • To make the client understand the issues already existed in the present design, which need to be fixed
  • To provide me a starting point of what areas I need to focus on while re-designing that improves the UX of the design

I conducted a thorough audit of the live application, prepared a UX report, and presented it to stakeholders, to analyze and discuss the next steps for the project.

Persona

Define

After presenting the Heuristics to client stakeholders, I started with creating the wireframes to ideate on possible layouts and content patterns. Created 3 variations for both web and mobile to validate with the stakeholders.

User story

Design

After confirmation of the wireframe from the client, I started with the Visual Design. Created the style guide and the hifi mockups.

Color scheme

The color scheme was selected based on persona and business goals

color palette
UI elements
Typography

Segoe UI is used throughout the design, as recommended for Salesforce Lightning Design System in Windows

KPB-typography
Homepage
Profile
Homepage
Homepage
Homepage
Homepage
Homepage

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FCI Dashboard

FCI-Dashboard-Case-study-cover

Dashboard Design

Client
5

KVP Business Solution

Tools used
5

Figma

Deliverables
5

UX Design

5

Styleguide

Overview

To design a dashboard for displaying internal business unit performance in one single platform.

To automate the business performance tracking across internal departments so that it becomes easier for management to do yearly planning

Challenges

M

No one-stop platform to view department performance

M

Manual report preparation

Solution

  • Design a web portal so every department can update its status in a timely manner.
  • Design a dashboard, to present important KPI’s in a view.

My Role

  • Visual Design
  • UX Design

Creative process

Define

Ideate

Design

Discovery

strategy-workshop

After understanding the business goals, I planned to conduct a strategy workshop with the stakeholders to define the UX KPIs and overall project requirements. The project took almost 2 months to complete and handoff to the client product team to develop.

I started with some research and learnings about best practices for designing Dashboards. I gathered a couple of design inspirations from Behance and Muzli.

Define

Started brainstorming sessions with the stakeholder and other department heads to ideate on possible solutions. The goal of this process was to figure out the below areas.

  • The KPIs to track on the platform from different verticals of the organization
  • To understand different tasks users willing to perform by creating User stories & HMW (How Might We) questions.
  • Create an information architect to understand the functional aspect of the product from the project manager.

Design

I started with creating the wireframes to validate the content layout for the portal. After creating the hifi mockups I also performed Usability to validate the designs.

Usability findings

Dashboard
Profile
Dashboard
Dashboard
Profile

Key impact

Before starting the project, we decided to track some of the metrics to define UX success. The insight is from a period of 6 months post-launch of the application.

  • Time saved – 50%
  • Reduced server downtime – 35%
  • Incidents – 40%

Key learnings

  • Creating the information architect with a complete understanding of the functional side of the product is crucial. It helps the designer determine the interaction.
  • Improved communication skills as there were multiple meetings and presentations with the stakeholders and client management.
  • Developer collaboration is very helpful early in the design process, as it helps to overcome design debt.

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Map ur Mind

Map-ur-mind-Case-study-cover

Website Design & Development

Client
5

Subra Mukherjee,

TEDx Speaker, Coach

Tools used
5

WiX

5

EditorX

Deliverables
5

5+ Screen Design

5

Style guide

5

SEO & analytics

Overview

To develop a personal coaching website so that she can conduct her webinar and sell courses.

Challenges

Being a mind mapping certified coach in India, she was in a mission to solve some of the below mentioned challenges

Q

Helping people identify their niche and accelerate their learning

Q

Increase their task bandwidth

Solution

After understanding the requirements, the solutions suggested were

  • To create a landing page specific to her webinar topic,  
  • Develop a custom website with all courses and blogs.

My Role

  • Website Design
  • Website Development

Creative process

Helped the client with developing a custom website in WiX.

Discovery

Design

Develop

Deliver

The UI elements like colors and typography were provided by the client and the same was used in development.

Homepage
Profile

Key impact

The website’s performance is monitored regularly via Google Analytics to track the incoming traffic, and if any modification is required. Some of the key highlights we tracked.

  • Return Users – 55%
  • Free resources – 70%
  • Email subscribers – 40%

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Jotlines

UX Design

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Thanks for viewing

Have a project in mind? Let’s get to work!

I’m here to help. Just answer a few simple questions to help me understand about your requirements and we can take it forward from here.

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