Tejaswini Khedkar

Streamlining electricity bill portal

Enterprise Application

Data Visualization

Shipped

Solution

Solution

This product is a cloud-based enterprise application. It is designed to improve the efficiency of local government agencies in the U.S.

Context

Context

Small municipalities rely on manual data entry, leading to time-consuming process and increased potential for errors.

how might we

how might we

Simplify government clerks' workflows by automating repetitive tasks and improving easier access to essential data?

My role

My role

  • Conducted stakeholder interviews to pinpoint existing problems in the system.

  • Collaborated with product managers and engineers for seamless implementation.

Team

Team

  • Product designer (me)

  • Product Manager

  • UI Developer

  • QA

impact

impact

2500

Local U.S. Governments

48

U. S. States currently using

3X

Efficiency in data visualization

$2M

Saved company costs annually

$145K

Saved per employee annually

This enterprise application is helping thousands of clerks save weekly 20 hours in preparing accurate records in compliance with the unique government requirements for their community.

Project Highlights

Project Highlights

Customer account management

Easy search and filtering capabilities

Customized reports

Generate customized electricity and other utility reports with efficiency

Managing large data sets

Reduced steps(20 steps to 5 steps) to understand utility usage.

Indicating critical information

Manage shutoffs, ensuring compliance and encouraging timely payments.

the roadmap

the roadmap

Stakeholder Interviews

User Flows

Design Critiques

Iterations

Design Systems

Developer Handoff

Cross-functional collaboration with product managers and engineers was important at every stage for the seamless implementation of the product.

The Challenges faced

The Challenges faced

  1. Data complexity

We received large data sets from the client. It was difficult to understand the complex information we received from client.

Overcoming the challenge

  • Create and understand complex user flows

  • Conduct design workshop with users

  1. Changing priorities

Everyone had different approaches for handling large data sets. Team alignment became crucial to maintain consistency and efficiency.

Overcoming the challenge

  • Inform design decisions at all stages

  • Understanding possible trade-offs

How might we

How might we

Encourage digital data entry to improve data accuracy?

Encourage digital data entry to improve data accuracy?

Understanding users

Understanding users

Actor-Network theory
This helped analyze how human and non-human entities (actors) interact within a network to shape social and technological systems.

We found out services are designed to enable small local cities and rural counties leverage software and technology.

Understanding users

Understanding users

Network Map

Network Map

Public relation manager

at client company

Employees at

client's company

Front desk users

Clerks

Citizens

External maintainance

contractors

Understanding users

Understanding users

"There is too much of chaos here. Finding the right information is quite a task".

"There is too much of chaos here. Finding the right information is quite a task".

-Public Relations Manager at client company

user Interviews

user Interviews

We conducted 20+ interviews to understand how the tasks of stakeholders are corelated with the help of actor and actants.

The key users of UB Hub are clerks. They handle huge datasets of customer accounts.

Stakeholder Interviews

Stakeholder Interviews

Stakeholder Interviews

What are the day-to-day activities?

When the critical information is flagged?

How the data is collected?

Stakeholder Interviews

Stakeholder Interviews

"Things keep piling up while attending each cusotmer request individually".

"Things keep piling up while attending each cusotmer request individually".

-Clerk at local U.S. Government

A day in a life of clerks

A day in a life of clerks

We created multiple user flows based on user journey mapping. This approach helped us creating user-centric design.

We identified 6 different functional modules that support clerks to manage their tasks

A day in a life of clerks

A day in a life of clerks

Create manual invoices

Review, correct, and refund bills based on front-desk request.

Update rate tables

Create rate charts as per meter types, flat rates, and government policies.

Flag unpaid accounts

Generate shut-off notices for end users to ensure timely payment.

Create service requests

Collaborate with Operations Hub to cut-off services of unpaid accounts.

A day in a life of clerks

A day in a life of clerks

User Flows

Billing Correction

Correct

Add/Remove

Bill

Services

Misc Charges

Meter Read

Shut Off A/Cs

Schedule

A/C TurnOff

ShutOff Work

A/C Turn On

Work Order

Post Delinquent

Certain time period

User flow for how clerks update rate tables.

key observations

key observations

Pain points + Identifying patterns

Repetative tasks

This is consuming productive time of the clerks and their resources of the company.

Manually tally data to create reports

This increases the risk of errors due to manual meter reading.

Manually inform progress of tasks

This is causing communication gaps between stakeholders.

Delays in customer account management

This is increasing electricity consumption without proper records.

How might we

How might we

Simplify the customer account management for clerks to reduce their time on task?

Simplify the customer account management for clerks to reduce their time on task?

workshop facilitation

workshop facilitation

Hybrid Card Sorting + Internal Reviews

We wanted to simplify primary tasks of the clerks: Manage customer accounts, connect with other Hubs and Front-Desk.

Hybrid card sorting enabled participants to categorize cards into predefined groups while also giving them the freedom to create new categories if they felt necessary.

workshop facilitation

workshop facilitation

Presentation to discuss the results from the workshops. Data from the images is confidential

Task Flow

Task Flow

Start

Logged Into Agency Portal?

Select UB Hub?

No

Yes

Yes

Select UB Accounts?

Search Specific A/C?

Select A/C from List?

Yes

No

No

No

Yes

Yes

Login

Search Criteria

Select Specific A/C

UB Accounts

Billing

Services

Service Locations

Meters

Tax Tables

Rate Tables

Public Users

A/C List/Summary

Fileterd List

UB Hub

Ops Hub

Finance Hub

Other Hubs

Search Parameters?

Our approach was user-centered, not user-driven, which helped us understand the user needs based on user behavior and not just user feedbacks.

Inforamtion architecture

Inforamtion architecture

Creating cohesive interface across all 6 applications

We employed an iterative design framework to continuously improve our information architecture based on feedback from design parteners.

It helped us maintain consistency in the call-to-action buttons, sorting filters, and onboarding ensuring a cohesive user experience across multiple applications in the ecosystem.

workshop facilitation

workshop facilitation

Screenshot of information architecture for filters in the dashboard

Critique sessions

Critique sessions

Low Fidelity Wireframes + Feedback Loops

Our design critique sessions involved 3 stages. We collaborated with product teams and engineers to understand technical feasibility.


Continuous feedback sessions were conducted with stakeholders and internal teams to ensure the design was seamless and addressing user needs.

We gathered constructive feedback, allowing us to refine the design concepts in early stages.


This saved development costs by addressing potential issues even before moving to the development phase.

workshop facilitation

workshop facilitation

Low-fidelity wireframes

Buttons

Text Fields

Color

Typography

Putting things together

Putting things together

Typography + Color + Icons

Now we have established our design systems and product outline. After this phase, our focus shifted to individual features in the desktop application. Guided by client-provided user stories, we translated these narratives into UI components.

This approach not only aligned with the client's vision but also enhanced the overall user experience.

workshop facilitation

workshop facilitation

workshop facilitation

Phase 2 roadmap

Phase 2 roadmap

Client Requirements

Iterations

Internal Feedback Loops

User Stories

User Needs

UI Mockups

Design Review

The all new purpose-driven user experience

The all new purpose-driven user experience

Design Handoff

Design Handoff

Handoff + QA

3 rounds of design QA testing was conducted to ensure the design is replicated in the production.

This involved creating a detailed UI component style guide in Figma  for consistency and future  expansion of the product.

workshop facilitation

workshop facilitation

impact

impact

2500

Local U.S. Governments

48

U. S. States currently using

3X

Efficiency in data visualization

$2M

Saved company costs annually

$145K

Saved per employee annually

This enterprise application is helping thousands of clerks save weekly 20 hours in preparing accurate records in compliance with the unique government requirements for their community.

This enterprise application is helping thousands of clerks save weekly 20 hours in preparing accurate records in compliance with the unique government requirements for their community.

how complex was the workflow

how complex was the workflow

System mapping

50+ user flow diagrams

3+iterations of information architecture

2+ iterations of design systems

What we achieved

What we achieved

User Centric

Approach

Reduced Number

of Clicks

Consistency in

Design Language

Improved

Efficiency

Success Stories

Success Stories

Next steps

Next steps

  • Identify areas for further enhancement for continuous improvement of the product.


  • Conduct last round of usability testing before launch with Clerks to ensure user needs are fulfilled.

key takeaways

key takeaways

  • Cross-functional collaboration

    Collaborating with multidisciplinary teams help understanding technical constraints is crucial in solving complex problems.


  • Scalable design systems

    Scalable design systems helped us maintain consistency across all the 6 applications we designed for stakeholders.

Click to copy

Click to copy

Waiting for a team to call home…

Waiting for a team to call home…

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Made with continuous feedback learnings and ambitions.

Made with continuous feedback learnings and ambitions.