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UX project case study: Building control platform

This project was for a business unit within Wells Fargo known as the Building Control Group (BCG).

 

  • BCG has purchased software used to manage environmental systems (security, temperature, light, occupancy, electrical and water consumption, etc.) of corporate facilities.
     

  • The Graphical User Interface (GUI) layer will run on top of a third-party platform software layer and needs to be customized and optimized for the user segments within BCG.
     

  • To drive consistency across the corporate global real estate footprint, the BCG asked for my team’s assistance with the design of the GUI layer.
     

  • My role as lead designer: 

    • Assist with user research

    • Identify key use cases and make design recommendations

    • Create and iterate wireframes and interaction designs based on those recommendations

    • Obtain stakeholder acceptance of the UX recommendations and wireframes

The users of the current system and its generic interface fell into many categories:

  • 3rd party building technology support vendors (contractors)

  • 3rd party facility support vendors (contractors)

  • Internal facility support team members

  • Regional engineering management

  • BCG Customer solutions center

  • BCG Sustainability team

  • BCG Leadership

The user research approach was to interview 50 users in order to define user segments, create personas, and identify key use cases.

Following the user research analysis, I recommended a set of wireframes be made to fit the key use cases that would be accessible, mobile-friendly, and emphasize creating an audit trail as work is transferred between different user segments.

I created and iterated wireframes over a period of two months with weekly design reviews with the project team consisting of developers, project leaders, and stakeholders. 

At the time I left Wells Fargo, the development and implementation of the first phase of the GUI was under way.

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