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Balance CX — UX optimization of the company's internal software

About ProjectOverviewWork ProcessVisual OverviewConclusion

About project

Brand
BalanceCX
Industry
SaaS
DURATION
6 Months
Team siZE
2 specialists
BalanceCx is a cloud-based analytics software specifically designed to check system performance during commissioning of buildings and structures, as well as to improve the ongoing operation of the facility.
Services
UX/UI design
UX Research
Web App
Style guide & Assets
Navigation Architecture
Client review

«‎We liked their communication cadence and style overall, it was a positive experience.»

Joshua Keeler
Software Engineer, Engineering Economics Inc.

Goals&Challenges

Our team had to take an existing product with a wide audience of active users and gradually re-conceptualize it. The most important objective was to improve the present user experience without disrupting well-tried-and-tested interaction patterns that many users deemed ultimately convenient.

Solutions &
Result

We took up a modular approach to product redesign. During the project workflow, we defined every other module to go into work and fully reworked it. This approach enabled us to introduce newly redesigned modules one by one. I.e., some modules remained unchanged while new ones were added gradually. This allowed the existing users to smoothly adopt new designs without a rough transition of the whole system.
100+
screens
530h
design
In progress
development
Need a design? Let’s fill a form ✏️

overview

BalanceCX is a cloud-powered solution for in-depth performance analytics in construction systems and building-related platforms that boosts the efficiency of facility-wide operations.

To make the UI/UX utterly convenient and inviting - this was our ultimate goal from the project’s get-go.

Enhanced Facility:
Easier Than Ever

Providing seamless user experience without distracting employees from ongoing tasks is a cost-, time-efficient, and reliable way to improve workflow processes throughout. Which is just the way an up-to-date company should modernize while staying competitive.
4 min
Less time for functional
test creation
2x
Faster navigation
interactions
+3
New UX flows that
the system lacked

Work Process

Navigation architecture

We created a navigation architecture, building from the existing product as a foundation. This allowed us to inspect the product and its features in full detail.
The existing architecture was optimized, improved, and expanded for higher levels of user interaction quality.

Prioritization

The main challenge when working on a module-segmented architecture was the prioritization of tasks and elements. We analyzed the situation together with the client and went from major to minor, implementing critical user capabilities, then the secondary ones, then the extras.

Design

Coming up with a visual concept, we took a separate flow and worked through its color scheme, picked font types, and introduced basic components (buttons, fields, dropdowns, etc.). With the client’s approval, we had a consistent style to create all other screens. This approach saved a ton of client’s time.

The purpose of the redesign

First, we created user scenarios: Mechanic and Manager. For each, we conducted in-detail research to discover what functionality would be helpful for them. Then, we elaborated a user flow and created a list of possible features. Based on that hypothesis, we then created wireframes. After we tested the wireframes and made sure that the user flow, as we see it, matches reality, we designed a clickable prototype.

Powerful platform
features

Functional tests

Automated tests that users can create to check the software/hardware performance.

Object state panel

Automated tests that users can create to check the software/hardware performance.

Asset dashboards

Automated tests that users can create to check the software/hardware performance.

Faults overview

Automated tests that users can create to check the software/hardware performance.

Custom graphs section

Automated tests that users can create to check the software/hardware performance.

Communication system

Automated tests that users can create to check the software/hardware performance.

The purpose of
the redesign

First, we created user scenarios: Mechanic and Manager. For each, we conducted in-detail research to discover what functionality would be helpful for them. Then, we elaborated a user flow and created a list of possible features. Based on that hypothesis, we then created wireframes. After we tested the wireframes and made sure that the user flow, as we see it, matches reality, we designed a clickable prototype.
20+
Redesigned flows
30+
Recorded screencasts for the client

Testing

An early prototype allowed us to test new ideas and their implementations in practice to point out which ones we needed for certain and how exactly they affected this or that UX flow.

Close client communication

Almost real-time, transparent communication with the client helped us make project-defining decisions fast while hitting the spot when it came to client expectations.

UX-boosting interactive widgets

The essential part of smooth system-wide user interactions is a set of descriptive widgets. We paid a lot of attention to these underlying elements, making them utterly accessible and simple to use so that users can analyze the information they display and make informed decisions faster.

Control of the system sensors’ state on the main dashboard

The widgets provide users with the latest status of the sensors placed on a certain construction object. Each widget is minimized by default - users can expand them to see more details.

Current hardware state widget

This widget helps define the state of the connected hardware and check the latest updates, operational status, and a set of faults that impact its running state.

Parameters-tracking widget

Users get to view separate construction parameters using a heat map, as well as visualize different levels of the building object. This allows users to conveniently view exactly what they need.

Full control and insightful readings.

A set of custom widgets and dashboards give full control over all construction processes, visualize various characteristics and statistics of building objects (like airflow), and improve onsite management (e.g., with airflow indication).

VISUAL OVERVIEW

Insightful dashboards for
in-depth tracking

Creating an easy-to-grasp design is one of our ultimate tasks. Using light grey tones and pinpointed accents enabled us to facilitate the way users perceive information across the board.
Set issue types manually for sensitive fault tracking.
Set issue types manually for sensitive fault tracking.

Conclusion

Let’s implement your next game-changer system
By focusing on the main things, taking modular design step by step, and keeping in direct touch with the client, we managed to achieve a rehauled solution that comes in so much more convenient for its audience of target users. This should help the client make things simpler for hundreds of construction specialists while boosting both sales and reputation.
See what their users say
By focusing on the main things, taking modular design step by step, and keeping in direct touch with the client, we managed to achieve a rehauled solution that comes in so much more convenient for its audience of target users. This should help the client make things simpler for hundreds of construction specialists while boosting both sales and reputation.
Joshua Keeler
Software Engineer, Engineering Economics Inc.
Need a design? Let’s fill a form ✏️