Project type

Contribution

User Flows
Web Layout
Stakeholder Collaboration
Usability Testing
Post-launch Review

Improving User Experience in an Energy Company's Digital Tool

End-to-end product design

Tools

Deliverables

Figma
Illustrator
Visual Studio Code

Azure DevOps

Excel

Wireframes
Web resources
User manuals & documentation

OVERVIEW

Iberdrola, a Spanish energy leader, is driving digital transformation with AI and smart grids. The project focused on enhancing a digital tool for managing vegetation around power lines, improving maintenance and safety, and streamlining workflows between managers and contracted tree trimming teams.

Client introduction

What were the problems or limitations of the current system?
“The OT management system had limitations in grouping, editing and certifying orders, leading to operational inefficiencies and difficulties for users when managing multiple work orders simultaneously.”

Challenge

My role

As a UX designer in an agile environment, I enhanced usability, prototyped new features, and created user guides. I also worked on web layout in Dynamics (HTML, CSS, JavaScript) to optimize platform efficiency.

Improve usability and efficiency in OTs management.
Facilitate access to relevant information in specific tabs.
Optimize traceability and process control through graphics and alerts.
Increase user autonomy with new synchronization and management tools.

"We were looking for a solution that would reduce errors in data synchronization and improve traceability of OTs statuses"

00/

In-depth knowledge of the tool and employee needs

To better understand the need for the project, our team analyzed the application's performance in order to understand what those areas of improvement. In this way, we were able to start with the creation of a backlog that we implemented in Azure DevOps.

01/

Redesign of the OTs management map

I redesigned the OTs management map, improving web layout and optimizing advanced filters for better search and visualization. To enhance usability, I implemented a more intuitive design and added filters to distinguish work orders by year and tender. For the web layout these search filters I relied on HTML, CSS and JavaScript in Visual Studio Code.

02/

Difficulty to reserve and group OTs

Users struggled with booking and grouping OTs due to an unintuitive interface and missing validations, leading to errors.

The solutions implemented were:

Button redesign: Buttons were reorganized and optimized to facilitate the reservation and grouping of OTs, reducing friction in the interaction.
Smart validations: Implemented constraints to avoid errors, ensuring that TOs are correctly grouped according to specific criteria. All OTs had to be organized by group.

03/

Massive access to data through additional tabs

Users struggled to access key information about past and ongoing jobs, impacting decision-making and efficiency.
The solution was to incorporated two new tabs:

"Previous Visits": View inspection history and relevant data before starting a job.
"Job Execution": Access real-time operational data for better control and follow-up.

The impact of this feature was:

Improved accessibility to critical data.
Reduced search time.
Enhanced decision-making based on up-to-date information.

04/

Implementation of “Quick Actions” in the dashboard home panel.

Managers had to navigate multiple sections to manage grouped OTs, slowing down the process and reducing efficiency. The solution was:
A “Quick Actions” panel was added to the home dashboard with buttons for direct access to key OT groupings, reducing the need for multiple steps. We accomplished:

Streamlined workflow: Instant access to key info.
Increased efficiency: Less navigation time, boosting productivity.
Better control: Faster decision-making and improved OT tracking.

05/

User manuals and documentation development

At this point, we proceeded to the development of user manuals and relevant documentation, aimed at the different types of user roles. The development of the manuals helped to maximize the value that the users obtained from the product, reduced the learning curve since each user role had different performances and specific tasks. Another objective was to provide as many solutions as possible to common problems so that users could solve technical difficulties without the need to seek external help.

About this project experience...

Work Team

The project followed an agile methodology with daily stand-ups to coordinate sprints with the Full Stack team. I collaborated closely on usability improvements for Dynamics CRM, assessed feasibility, and led UAT sessions with the business team. Additionally, I helped organize Kick-off and Friends & Family meetings.

Project Challenges

I collaborated on an Excel backlog, prioritizing user stories with the business team and Product Owner to meet deadlines while identifying ‘Nice to have’ features. I also worked closely with the Product Owner and Technical Lead to clarify key requirements. Despite initial user resistance during UAT, adoption improved over time, leading to the tool’s success in the company