Occupant Engagement Dashboard

Occupant Engagement Dashboard

Originally built and installed at various 2010 Winter Olympic venues in Vancouver, the Occupant Engagement Dashboard helps building occupants understand how their building uses energy and how to reduce consumption through behavioral actions.

Usage had been declining for a number of reasons: static, text-heavy content was not engaging, poor use of screen real estate, and ambiguous navigation, among others. It had also been built using Flash, which presented a number of other technical and design challenges.

A complete overhaul was started in late 2017, and the product was being used by customers by early 2018.

Date: 2017-2018
Client: Yardi Energy
Role: Lead UX/UI Designer

The existing dashboard was created in 2009-2010 and hadn't changed significantly since then.

In preparation for the redesign, many visits were made to existing dashboard customers. Workshops were held to gather feedback on the existing product, gather functional requirements, and discuss the direction of the new OED. Out of these sessions, we created a core set of personas and use cases that would guide us through the initial stages of the redesign.

To gain a clearer understanding of the data we were working with, I created an Entity Relationship Diagram (ERD). The ERD helped define the Information Architecture which, in turn, informed the list of required views/components. *Some details redacted for privacy reasons.

Using Lucid Charts, the core views and components were wireframed.

The new OED home page uses an adaptive and modular layout.

Ability to view your entire portfolio, now filterable by historical time range, and sortable either alphabetically or by performance.

Building-level views show current and historical demand, as well as a consumption history. Depending on the resolution of the data, this can updated as often as every few minutes, giving occupants a live view into how much energy their building is currently consuming.

Consumption history can be viewed by last 24 hours, 7 days, 30 days, or 12 months.

Energy competitions pit buildings against one another to see who can save the most energy over the length of the competition. Points are awarded for kWh savings, commitment to energy-saving actions, and by raising awareness through social media. Cumulative savings for all teams are tracked throughout the competition.

Competition team views show the points breakdown as well as how much energy is being saved each day throughout the competition.