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Building Performance Analytics

Making complex daily work faster and easier

About Project
Overview
Work Process
Visual Overview
Conclusion
About project
Brand
BalanceCX
Industry
Building Performance
Analytics
Duration
6 Months
Team size
2 specialists

BalanceCX is a building performance analytics platform used to validate, monitor and improve building systems across commissioning, portfolio deployment and daily facility operations.

Visit site
www.balancecx.com
Services
Product design
User flows
Web App
Design system support
Navigation Architecture
Client review
“‎We liked their communication cadence and style overall, it was a positive experience.”
BalanceCX client portrait for the building analytics product redesign case study
Joshua Keeler
Software Engineer, Engineering Economics Inc.
Goals &
Challenges

BalanceCX already had a powerful analytics product with active users and complex operational workflows. The goal was to make daily work faster and easier without disrupting the parts of the system teams already relied on.

Solutions &
Result

Equal worked as embedded product design support. We mapped the product architecture and core user scenarios, then redesigned navigation, workflows, dashboards and interactive components module by module. Each part could move into development gradually, so users were not forced through a disruptive full-system change.

100+
screens
530h
design
In progress
development
Need product design capacity? Let’s talk
Overview
BalanceCX gives operational teams analytics for building performance, commissioning and facility management. The product carries a lot of technical depth, but the interface needed to make that depth easier to use every day.
BalanceCX building analytics product screen used in the redesign case study
The main task was to reduce the time and effort required for essential daily actions.

Enhanced Facility:
Easier Than Ever

BalanceCX users needed faster paths through navigation, clearer dashboards and workflows that matched how operational teams actually worked. Equal helped turn rough product needs into screens, states and components ready for development.
4 min
Less time for functional
test creation
2x
Faster navigation
interactions
+3
New UX flows that
the system lacked
BalanceCX workflow redesign showing faster navigation for operational teams
Work process

Navigation architecture

We started from the existing product and mapped how the main modules, user roles and daily scenarios connected.
‍
The navigation was then simplified and extended so users could reach key tasks with fewer steps.
BalanceCX workflow redesign showing faster navigation for operational teams

Prioritization

The product could not be redesigned as one big release. Equal helped prioritize modules and flows with the client, moving from the most important operational tasks to secondary improvements and supporting details.
BalanceCX product architecture map prepared by Equal for modular redesign

Design

Equal used one flow to define the core interaction patterns, visual rules and reusable components. Once approved, the same system could support the rest of the product screens without restarting the design process for every module.
BalanceCX product prioritization board for staged design and development

The purpose of the redesign

The redesign focused on people using BalanceCX as part of regular operational work. Equal clarified user scenarios, redesigned the main flows and prepared a gradual transition so the product could improve without asking users to relearn the whole system at once.

BalanceCX building analytics interface redesigned for daily operational work

Platform features made easier to use

Functional tests

Guided test flows for checking equipment and system performance with less setup effort.

Object state panel

A clearer view of building objects, current status and the actions users need to take next.

Asset dashboards

Dashboards for reviewing asset performance, reports and history without digging through separate screens.

Faults overview

A structured fault view that helps teams understand what happened, where it came from and what needs attention.

Custom graphs section

Tools for building focused charts around the equipment readings each team needs to monitor.

Communication system

Commenting and collaboration patterns for keeping operational decisions close to the relevant data.
BalanceCX design process artifact for modular product redesign

The product before embedded design support

The former interface made important work harder to find. Key actions, statuses and modules competed for attention, so users spent extra time moving through the product.
Equal redesigned the navigation around real user scenarios, keeping the existing product as the foundation while making daily paths shorter and clearer.

BalanceCX before and after comparison of redesigned analytics workflows
BalanceCX before-state interface used to compare navigation improvements
20+
Redesigned flows
30+
Screencasts for handoff

Testing

Prototypes helped the team test flow logic before development and see how each decision changed the user's path through the product.

Close client communication

Equal stayed close to the BalanceCX team, using quick reviews and screencasts to keep design decisions clear for product and engineering.
BalanceCX product overview screen for building analytics workflows

Interactive widgets for daily decisions

Widgets became a key part of making complex building data easier to use. Equal redesigned them so teams could scan status, open details and understand what needed attention without leaving the workflow.

Sensor status on the main dashboard
Users can scan sensor status for a building object, then expand the widget when they need more detail.
BalanceCX full building analytics dashboard redesigned by Equal

Current hardware state widget

A compact view of connected hardware, recent updates, operational status and active faults.
BalanceCX product architecture map prepared by Equal for modular redesign

Parameter tracking widget

Heat-map views help users compare building parameters and move between object levels faster.
BalanceCX product architecture map prepared by Equal for modular redesign
BalanceCX full building analytics dashboard redesigned by Equal
Full control and
insightful readings.
Custom widgets and dashboards bring key readings, object statistics and airflow indicators into one operational view.
Visual overview
BalanceCX design process artifact for modular product redesign
Dashboards for faster operational tracking
The dashboard design was built to make dense technical information easier to scan. Clear hierarchy, reusable components and focused states helped users move from overview to detail with less friction.
BalanceCX workflow redesign showing faster navigation for operational teams
BalanceCX rollup widget showing building analytics signals
Manual issue types for sensitive fault tracking.
BalanceCX rollup widget showing building analytics signals
Manual issue types for sensitive fault tracking.
BalanceCX design process artifact for modular product redesign
Conclusion
Add senior product design capacity to your roadmap
BalanceCX shows how embedded product design support can help a technical team improve a complex product without forcing a full rebuild. Equal helped clarify the architecture, redesign daily workflows and prepare modular design work for development. The result was a smoother product that reduced the time and effort required for essential tasks.
BalanceCX design process artifact for modular product redesign
See what the team says
“The platform felt faster. Everything was running smoother, and the time it took to handle essential tasks decreased dramatically.”
BalanceCX client portrait for the building analytics product redesign case study
Joshua Keeler
Software Engineer, Engineering Economics Inc.
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BUILDING ANALYTICS

Making complex daily work faster and easier

About ProjectOverviewWork ProcessVisual OverviewConclusion

About project

Brand
BalanceCX
Industry
Building Analytics
Duration
6 Months
Team size
2 specialists
BalanceCX is a building performance analytics platform used to validate, monitor and improve building systems across commissioning, portfolio deployment and daily facility operations.
Visit site
www.balancecx.com
Services
Product design
User flows
Web App
Design system support
Navigation Architecture
Client review

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

BalanceCX client portrait for the building analytics product redesign case study
Joshua Keeler
Software Engineer, Engineering Economics Inc.

Goals & Challenges

BalanceCX already had a powerful analytics product with active users and complex operational workflows. The goal was to make daily work faster and easier without disrupting the parts of the system teams already relied on.

Solutions &
Result

Equal worked as embedded product design support. We mapped the product architecture and core user scenarios, then redesigned navigation, workflows, dashboards and interactive components module by module. Each part could move into development gradually, so users were not forced through a disruptive full-system change.
100+
screens
530h
design
In progress
development
Need product design capacity? Let’s talk

overview

BalanceCX gives operational teams analytics for building performance, commissioning and facility management. The product carries a lot of technical depth, but the interface needed to make that depth easier to use every day.
BalanceCX building analytics product screen used in the redesign case study

The main task was to reduce the time and effort required for essential daily actions.

Enhanced Facility:
Easier Than Ever

BalanceCX users needed faster paths through navigation, clearer dashboards and workflows that matched how operational teams actually worked. Equal helped turn rough product needs into screens, states and components ready for development.
4 min
Less time for functional
test creation
2x
Faster navigation
interactions
+3
New UX flows that
the system lacked
BalanceCX workflow redesign showing faster navigation for operational teams

Work Process

Navigation architecture

We started from the existing product and mapped how the main modules, user roles and daily scenarios connected.
The navigation was then simplified and extended so users could reach key tasks with fewer steps.
BalanceCX product architecture map prepared by Equal for modular redesign

Prioritization

The product could not be redesigned as one big release. Equal helped prioritize modules and flows with the client, moving from the most important operational tasks to secondary improvements and supporting details.
BalanceCX product prioritization board for staged design and development

Design

Equal used one flow to define the core interaction patterns, visual rules and reusable components. Once approved, the same system could support the rest of the product screens without restarting the design process for every module.
BalanceCX product design screens prepared for engineering handoff

The purpose of the redesign

Equal mapped the core user scenarios, turned them into flows and defined what each screen needed to support. From there, we moved into wireframes, interface states and clickable prototypes, so the team could review logic before committing each module to development.
BalanceCX tablet dashboard experience for facility operations teams

Powerful platform
features

Functional tests

Guided test flows for checking equipment and system performance with less setup effort.

Object state panel

A clearer view of building objects, current status and the actions users need to take next.

Asset dashboards

Dashboards for reviewing asset performance, reports and history without digging through separate screens.

Faults overview

A structured fault view that helps teams understand what happened, where it came from and what needs attention.

Custom graphs section

Tools for building focused charts around the equipment readings each team needs to monitor.

Communication system

Commenting and collaboration patterns for keeping operational decisions close to the relevant data.
BalanceCX redesigned product screen for building performance analytics

The purpose of
the redesign

Equal mapped the core user scenarios, turned them into flows and defined what each screen needed to support. From there, we moved into wireframes, interface states and clickable prototypes, so the team could review logic before committing each module to development.
BalanceCX before and after comparison of redesigned analytics workflows
BalanceCX before-state interface used to compare navigation improvements
20+
Redesigned flows
30+
Screencasts for handoff
BalanceCX dashboard widget redesigned for building performance analytics

Testing

Prototypes helped the team test flow logic before development and see how each decision changed the user's path through the product.
BalanceCX dashboard widget redesigned for building performance analytics

Close client communication

Equal stayed close to the BalanceCX team, using quick reviews and screencasts to keep design decisions clear for product and engineering.
BalanceCX dashboard screen redesigned for clearer building operations

Interactive widgets for daily decisions

Widgets became a key part of making complex building data easier to use. Equal redesigned them so teams could scan status, open details and understand what needed attention without leaving the workflow.

Sensor status on the main dashboard

Users can scan sensor status for a building object, then expand the widget when they need more detail.
BalanceCX control dashboard redesigned for operational teams

Current hardware state widget

A compact view of connected hardware, recent updates, operational status and active faults.
BalanceCX current parameters screen redesigned for faster scanning

Parameter tracking widget

Heat-map views help users compare building parameters and move between object levels faster.
BalanceCX parameter management screen redesigned for building analytics users
BalanceCX full building analytics dashboard redesigned by Equal

Operational readings in one place

Custom widgets and dashboards bring key readings, object statistics and airflow indicators into one operational view.

VISUAL OVERVIEW

BalanceCX rollup widget showing building analytics signals

Insightful dashboards for
in-depth tracking

The dashboard design was built to make dense technical information easier to scan. Clear hierarchy, reusable components and focused states helped users move from overview to detail with less friction.
BalanceCX dashboard widget redesigned for operational visibility
BalanceCX chart settings redesigned for building performance workflows
Manual issue types for sensitive fault tracking.
BalanceCX chart line controls redesigned for faster dashboard use
Manual issue types for sensitive fault tracking.
BalanceCX data table redesigned for facility operations review

Conclusion

Add senior product design capacity to your roadmap
BalanceCX shows how embedded product design support can help a technical team improve a complex product without forcing a full rebuild. Equal helped clarify the architecture, redesign daily workflows and prepare modular design work for development. The result was a smoother product that reduced the time and effort required for essential tasks.
BalanceCX system overview screen redesigned for building analytics teams
See what the team says
BalanceCX shows how embedded product design support can help a technical team improve a complex product without forcing a full rebuild. Equal helped clarify the architecture, redesign daily workflows and prepare modular design work for development. The result was a smoother product that reduced the time and effort required for essential tasks.
BalanceCX client portrait for the embedded product design case study
Joshua Keeler
Software Engineer, Engineering Economics Inc.
Need product design capacity? Let’s talk
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