PRIVATE CONTENT

Asset Investment Strategy (AIS)

Device Theme

Ryan J. Daley

UX Designer

Available for work

Asset Investment Strategy (AIS)

Device Theme

Client

Client

Client

Client

CenterPoint energy

Role

Role

Role

Role

Senior UX Designer

Platform

Platform

Platform

Platform

Responsive Web

Duration

Duration

Duration

Duration

6+ Months

Team

Team

Team

Team

The team consisted of 1 Senior Designer (myself), a Junior Designer, 1 Product Manager, 7 Developers, and 1 QA

Challenge

The existing proposal process was inconsistent and difficult to evaluate. Teams submitted Word documents or spreadsheets with varied information, and reviewers struggled to compare projects objectively. Leadership lacked a data-driven system to ensure investment decisions aligned with broader strategic goals. AIS needed a design overhaul to support structured input, fair scoring, and a scalable review process that wouldn’t disrupt the complex stakeholder environment.

TL;DR

TL;DR

TL;DR

AIS (Asset Investment Strategy) is a prioritization tool used internally at CenterPoint to evaluate and optimize large-scale project proposals across departments. Before this redesign, proposals were submitted inconsistently and reviewed manually, making it difficult for leadership to identify the highest-impact investments. I redesigned the experience to introduce structured templates, a proposal workflow, and scoring logic aligned to leadership goals. The result was a smarter, more transparent process that helped prioritize $100M+ in investment requests more effectively and fairly.

30%
30%
30%

Faster submission-to-approval time

Faster submission-to-approval time

Faster submission-to-approval time

45%
45%
45%

Eduction in scoring inconsistencies

Eduction in scoring inconsistencies

Eduction in scoring inconsistencies

60%
60%
60%

Proposals submitted as group

Proposals submitted as group

Proposals submitted as group

Before and After

Before and After

Before and After

Process

Process

Process

Research & Stakeholder Interviews:

We interviewed program managers and data leads to understand how project proposals were built and reviewed. We uncovered friction around prioritization and unclear scoring logic.

Workflow Mapping & Optimization Strategy:

We defined a user flow that started with project submission and ended in an optimization engine that weighed proposals based on leadership goals and value per dollar spent.

Wireframes & Interaction Design:

We designed wireframes for proposal creation, template selection, question editing, and score visibility. The flows supported grouping multiple projects and region-specific logic.

UI Design & Data Alignment:

The UI emphasized modularity and clarity, showing proposal status, scoring breakdowns, and district/district filtering. A color system highlighted top-value submissions.

Results & Reflection:

The new interface helped users submit complete proposals faster, ensured regional compliance, and improved visibility into how scoring decisions were made by the optimization engine.


Understanding the Strategic Landscape

Understanding the Strategic Landscape

Understanding the Strategic Landscape

I began with stakeholder interviews and internal product demos to understand where the process was breaking down. Everyone—from engineers to finance to strategy teams—had different workflows for submitting investment proposals. As a result, leadership couldn’t fairly weigh projects or confidently allocate funding.

I also reviewed past proposals, scoring frameworks, and internal documentation to understand how decisions were made and what inputs were valued most. From that, I worked closely with PMs to uncover key needs across three distinct user types: proposal submitters, template designers, and reviewers.

Linda Martinez

Regional Capital Planner

“I never know exactly what leadership is looking for — it feels like a guessing game every time I submit a proposal.”

Age:

37

Location:

Indiana

Tech Proficiency:

High

Gender:

Female

Goal

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Frustrations

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Linda Martinez

Regional Capital Planner

“I never know exactly what leadership is looking for — it feels like a guessing game every time I submit a proposal.”

Age:

37

Location:

Indiana

Tech Proficiency:

High

Gender:

Female

Goal

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Frustrations

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Linda Martinez

Regional Capital Planner

“I never know exactly what leadership is looking for — it feels like a guessing game every time I submit a proposal.”

Age:

37

Location:

Indiana

Tech Proficiency:

High

Gender:

Female

Goal

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Frustrations

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Linda Martinez

Regional Capital Planner

“I never know exactly what leadership is looking for — it feels like a guessing game every time I submit a proposal.”

Age:

37

Location:

Indiana

Tech Proficiency:

High

Gender:

Female

Goal

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


Frustrations

  • Submit funding proposals for infrastructure upgrades

  • Align proposals with company-wide goals to increase chances of approval

  • Track progress of submitted projects


James Powell

Strategic Portfolio Director

“If I could simulate different budget scenarios and see which mix of projects gives the most value, it would completely change how we prioritize.”

Age:

42

Location:

Houston HQ

Tech Proficiency:

High

Gender:

Male

Goal

  • Review and prioritize dozens of proposals per quarter

  • Allocate funding that delivers the most value within budget

  • Ensure leadership goals are reflected in decision-making


Frustrations

  • Hard to compare different types of projects objectively

  • No tool to simulate the value trade-offs between projects

  • Reviews take too long due to inconsistency in submissions


James Powell

Strategic Portfolio Director

“If I could simulate different budget scenarios and see which mix of projects gives the most value, it would completely change how we prioritize.”

Age:

42

Location:

Houston HQ

Tech Proficiency:

High

Gender:

Male

Goal

  • Review and prioritize dozens of proposals per quarter

  • Allocate funding that delivers the most value within budget

  • Ensure leadership goals are reflected in decision-making


Frustrations

  • Hard to compare different types of projects objectively

  • No tool to simulate the value trade-offs between projects

  • Reviews take too long due to inconsistency in submissions


James Powell

Strategic Portfolio Director

“If I could simulate different budget scenarios and see which mix of projects gives the most value, it would completely change how we prioritize.”

Age:

42

Location:

Houston HQ

Tech Proficiency:

High

Gender:

Male

Goal

  • Review and prioritize dozens of proposals per quarter

  • Allocate funding that delivers the most value within budget

  • Ensure leadership goals are reflected in decision-making


Frustrations

  • Hard to compare different types of projects objectively

  • No tool to simulate the value trade-offs between projects

  • Reviews take too long due to inconsistency in submissions


James Powell

Strategic Portfolio Director

“If I could simulate different budget scenarios and see which mix of projects gives the most value, it would completely change how we prioritize.”

Age:

42

Location:

Houston HQ

Tech Proficiency:

High

Gender:

Male

Goal

  • Review and prioritize dozens of proposals per quarter

  • Allocate funding that delivers the most value within budget

  • Ensure leadership goals are reflected in decision-making


Frustrations

  • Hard to compare different types of projects objectively

  • No tool to simulate the value trade-offs between projects

  • Reviews take too long due to inconsistency in submissions


Linda Martinez

James Powell

Linda Martinez

James Powell

Linda Martinez

James Powell

Linda Martinez

James Powell

Submission Experience

Submission Experience

Submission Experience

Key insights related to how users submit proposals and the friction they face.

Evaluation Challenges

Evaluation Challenges

Evaluation Challenges

Insights tied to how reviewers assess proposals and the limitations of the previous unstructured format.

Write something...

Strategic Alignment & Optimization

Strategic Alignment & Optimization

Strategic Alignment & Optimization

Feedback around scoring, leadership goals, and the need for templates to reflect organizational priorities.

Defining the Workflow & Optimization Logic

Defining the Workflow & Optimization Logic

Defining the Workflow & Optimization Logic

To support the complexity of AIS, I designed multiple parallel flows:

  • Template Creation Flow (used by strategy teams to define weighted questions and scoring logic)

  • Proposal Submission Flow (used by project managers to submit ideas for funding)

  • Review & Approval Flow (used by leadership to approve, deny, or score proposals)

Each flow was mapped with condition-based routing to ensure users only saw relevant sections. This helped reduce friction for new users while ensuring power users could complete complex submissions.

System Design & Interface Planning

System Design & Interface Planning

System Design & Interface Planning

AIS had to do a lot—but I didn’t want users to feel overwhelmed. Wireframes were critical in defining a modular layout that could support complex input fields like decimals, justifications, and attachments, while still feeling simple and approachable.

Key wireframe decisions:

  • Split the proposal into tabbed sections (Details, Questions, Summary)

  • Made templates previewable during proposal creation to reduce errors

  • Prioritized scannability for reviewers who needed to compare dozens of proposals quickly

I validated the wireframes with internal stakeholders across strategy, engineering, and operations.

UI Implementation & Template Management

UI Implementation & Template Management

UI Implementation & Template Management

The visual system was kept clean and neutral, aligning with internal tooling already in use across CenterPoint. I used a card-based layout for questions and inputs, introduced visual indicators for required fields, and added tags for risk, improvement, or compliance-related categories.

New features included:

  • Drag-and-drop question builder in the template flow

  • Inline error handling and validation during proposal submission

  • Proposal status indicators and comment threads for review

Each screen was carefully designed for scalability, knowing that future iterations would expand functionality further.



Results

Results

Results

The AIS redesign directly improved how project proposals were submitted, reviewed, and funded. Teams were able to align more closely with leadership goals, reduce submission errors, and create strategic groupings that were easier to evaluate. The platform is now the primary tool used across multiple business units to manage multi-billion dollar investments.

Reflections

Reflections

Reflections

This project pushed me to design for scale, structure, and long-term impact. The most challenging aspect was creating a system flexible enough for a wide range of users — from finance to engineering — while keeping the UX clear and modular. I learned how to build tools that drive consistency, reduce ambiguity, and influence business decisions at the highest levels.

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Adoption across internal tools

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Senior UX Designer

Angular Code and Figma

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Reduction in UI-related QA tickets

35%

Faster design-to-dev handoff time

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Adoption across internal tools

© 2025. All rights Reserved.

© 2025. All rights Reserved.

© 2025. All rights Reserved.

© 2025. All rights Reserved.