User Goal Driven Information Architecture



    Premise: This page is a live battery discharge events page with links to details such as battery site and individual battery asset information. One of the main goals this page is to allow battery fleet operators to quickly evaluate and diagnose performance issues. (To read about the design of the dispatch events dashboard, click here).



    Challenges


    • Amount of information and whether it's relevant or not to diagnosing. Instead of dumping every metric and performance calculation on the page, I need to group them in a way that is not only snackable but more importantly, meaningful to the operators (main user).

    • Users who don't trust the data and charts due to the uncertainty around how they are sourced or calculated.

    • Technical users who are used to working with large csv files and SQL


    Research and User Interviews


    Before I began designing, I interviewed subject matter experts, the ones who hold the formulas to calculate performance metrics, to understand how the metrics are related to each other and how do they ultimately roll up into a portfolio, as well as the various user groups (analysts, operators).


    Below is the summary of the users' journeys, including details of how they interact with some of the current elements:


    We decided to focus the scope of the redesign on the Operations users because of how much this system impacts their daily work. The design changes for the Reporting users were placed in the backlog.



    Designing for an efficient work flow


    The goal wasn't to reduce the number of steps via changing the user's thought process but to reduce the amount of pages, resources, and clicks. The original process involved exploring multiple pages and external resources. The new design involved developing new components in the design system to accommodate a lean process.

    One of the new features is linked tables. The tables have individual filters for toggling between hours or type of measurement but each table itself also servers as a filter for the other tables. This offers a way to display layered and connected information in one page without losing the hierarchy or being overwhelming.


    Linked tables

    Another element is introducing tabbed charts to reduce vertical scrolling without compromising on the available data.


    Overall page with linked tables and charts


    Final Prototype