PRIVATE CONTENT
Client:
CenterPoint Energy
Duration:
1+ years
UX Design
UX Design
UX Design
UI Design
UI Design
UI Design
User Research
User Research
User Research
Faster Onboarding Time
Faster Onboarding Time
Faster Onboarding Time
Faster Onboarding Time
Less Issues Reported
Less Issues Reported
Less Issues Reported
Less Issues Reported
Different Views Added
Different Views Added
Different Views Added
Different Views Added
Details
Details
Details
Details
Problem Statement:
The company was having issues visualizing the scheduled request releases and need-by dates.
Goal:
Create a calendar view that can sync to SAP and help internal users view data at a glance
Target Audience:
Builders who need a new line or new meter & intenral employees to monitor these actions.
Initital Interview
Type:
Internal Employee
Context:
Discussing tools for managing their work schedules.
Role:
Scheduling Coordinator
Initital Interview
Type:
Internal Employee
Context:
Discussing tools for managing their work schedules.
Role:
Scheduling Coordinator
Initital Interview
Type:
Internal Employee
Context:
Discussing tools for managing their work schedules.
Role:
Scheduling Coordinator
Initital Interview
Type:
Internal Employee
Context:
Discussing tools for managing their work schedules.
Role:
Scheduling Coordinator
Competitive Analysis
Competitive Analysis
Competitive Analysis
Competitive Analysis
9M
Customers
Customers
1M
CenterPoint Energy
FPL
SDGE
PGE
PSEG
Duke
PG&E
Southern Company
$2B
Revenue
$25B
Key Takeaways
Key Takeaways
Key Takeaways
Key Takeaways
Managing Requests
Organize requests: A different list between applications and active projects. (Maybe we can figure out how to change the status or pin projects?). A pinning system to keep important projects at the top, similar to email.
Appointments: One of the portals has a section for appointments, maybe we can have a way to show this on a calendar system to keep appointments in perspective for a multi request account? Could be useful from the Dispatch side Interactive calendar view
Group jobs by Sub-category Residential Commercial Etc.
Calendar view of requests: Ability to view requests as a list or calendar
General UX/UI Improvements
Navigation: A hamburger menu to keep additional files and helpful resources in one place.
Responsive: Better support for tablets and mobile
Initial UX Wireframe
🛠️ Key Features
Dual-view layout: Users can toggle between a left-aligned agenda and a traditional calendar view
Event detail pane: When an event is selected, details such as time, attendees, and notes are displayed contextually
Calendar filters: Color-coded indicators highlight different types of events across the month
Interactive UI: Navigation buttons, tabs, and hover states allow quick access to relevant information
🧪 Design Improvements
Created a wireframe version to test layout clarity early
Integrated stakeholder feedback to reduce visual clutter and emphasize important information
Prioritized accessibility by ensuring high contrast and clearly labeled components
🗣️ Feedback Highlights
✅ “Love the way the detail panel updates in real time — helps avoid clicking back and forth.”
✅ “We really appreciate being able to see who’s invited at a glance. Super helpful for rescheduling.”
📝 “Could we add quick event actions like edit/delete right from the tile? That would be a future win.”
Initial UX Wireframe
🛠️ Key Features
Dual-view layout: Users can toggle between a left-aligned agenda and a traditional calendar view
Event detail pane: When an event is selected, details such as time, attendees, and notes are displayed contextually
Calendar filters: Color-coded indicators highlight different types of events across the month
Interactive UI: Navigation buttons, tabs, and hover states allow quick access to relevant information
🧪 Design Improvements
Created a wireframe version to test layout clarity early
Integrated stakeholder feedback to reduce visual clutter and emphasize important information
Prioritized accessibility by ensuring high contrast and clearly labeled components
🗣️ Feedback Highlights
✅ “Love the way the detail panel updates in real time — helps avoid clicking back and forth.”
✅ “We really appreciate being able to see who’s invited at a glance. Super helpful for rescheduling.”
📝 “Could we add quick event actions like edit/delete right from the tile? That would be a future win.”
Initial UX Wireframe
🛠️ Key Features
Dual-view layout: Users can toggle between a left-aligned agenda and a traditional calendar view
Event detail pane: When an event is selected, details such as time, attendees, and notes are displayed contextually
Calendar filters: Color-coded indicators highlight different types of events across the month
Interactive UI: Navigation buttons, tabs, and hover states allow quick access to relevant information
🧪 Design Improvements
Created a wireframe version to test layout clarity early
Integrated stakeholder feedback to reduce visual clutter and emphasize important information
Prioritized accessibility by ensuring high contrast and clearly labeled components
🗣️ Feedback Highlights
✅ “Love the way the detail panel updates in real time — helps avoid clicking back and forth.”
✅ “We really appreciate being able to see who’s invited at a glance. Super helpful for rescheduling.”
📝 “Could we add quick event actions like edit/delete right from the tile? That would be a future win.”
Initial UX Wireframe
🛠️ Key Features
Dual-view layout: Users can toggle between a left-aligned agenda and a traditional calendar view
Event detail pane: When an event is selected, details such as time, attendees, and notes are displayed contextually
Calendar filters: Color-coded indicators highlight different types of events across the month
Interactive UI: Navigation buttons, tabs, and hover states allow quick access to relevant information
🧪 Design Improvements
Created a wireframe version to test layout clarity early
Integrated stakeholder feedback to reduce visual clutter and emphasize important information
Prioritized accessibility by ensuring high contrast and clearly labeled components
🗣️ Feedback Highlights
✅ “Love the way the detail panel updates in real time — helps avoid clicking back and forth.”
✅ “We really appreciate being able to see who’s invited at a glance. Super helpful for rescheduling.”
📝 “Could we add quick event actions like edit/delete right from the tile? That would be a future win.”
Day View
🧠 Purpose
Designed for dispatchers, coordinators, and on-site leads who need precise visibility into the day’s workload. This view is ideal for making real-time adjustments, last-minute scheduling, and confirming time-sensitive appointments.
💡 UI Features
Hourly time slots from early morning to late evening
Color-coded event blocks for job types (e.g., inspection, install, maintenance)
Drag-and-drop interaction (planned for future roadmap) for fast rescheduling
Compact invitee tags and location info inside each event tile
Sticky timeline indicator to track current time of day
🗣️ Feedback & Comments
📞 Dispatcher:
“This helps me avoid overlaps in the field and catch missed time blocks fast.”
🔧 Technician Lead:
“Love that I can see job durations. Before, I didn’t know if a task was 30 minutes or 3 hours.”
🧪 UX Reviewer:
“Consider adding a mini date switcher at the top so users don’t have to click back to the full calendar to navigate.”
💬 Stakeholder (Product Owner):
“This is crucial for reactive scheduling — being able to monitor live changes makes our workflow more flexible.”
Day View
🧠 Purpose
Designed for dispatchers, coordinators, and on-site leads who need precise visibility into the day’s workload. This view is ideal for making real-time adjustments, last-minute scheduling, and confirming time-sensitive appointments.
💡 UI Features
Hourly time slots from early morning to late evening
Color-coded event blocks for job types (e.g., inspection, install, maintenance)
Drag-and-drop interaction (planned for future roadmap) for fast rescheduling
Compact invitee tags and location info inside each event tile
Sticky timeline indicator to track current time of day
🗣️ Feedback & Comments
📞 Dispatcher:
“This helps me avoid overlaps in the field and catch missed time blocks fast.”
🔧 Technician Lead:
“Love that I can see job durations. Before, I didn’t know if a task was 30 minutes or 3 hours.”
🧪 UX Reviewer:
“Consider adding a mini date switcher at the top so users don’t have to click back to the full calendar to navigate.”
💬 Stakeholder (Product Owner):
“This is crucial for reactive scheduling — being able to monitor live changes makes our workflow more flexible.”
Day View
🧠 Purpose
Designed for dispatchers, coordinators, and on-site leads who need precise visibility into the day’s workload. This view is ideal for making real-time adjustments, last-minute scheduling, and confirming time-sensitive appointments.
💡 UI Features
Hourly time slots from early morning to late evening
Color-coded event blocks for job types (e.g., inspection, install, maintenance)
Drag-and-drop interaction (planned for future roadmap) for fast rescheduling
Compact invitee tags and location info inside each event tile
Sticky timeline indicator to track current time of day
🗣️ Feedback & Comments
📞 Dispatcher:
“This helps me avoid overlaps in the field and catch missed time blocks fast.”
🔧 Technician Lead:
“Love that I can see job durations. Before, I didn’t know if a task was 30 minutes or 3 hours.”
🧪 UX Reviewer:
“Consider adding a mini date switcher at the top so users don’t have to click back to the full calendar to navigate.”
💬 Stakeholder (Product Owner):
“This is crucial for reactive scheduling — being able to monitor live changes makes our workflow more flexible.”
Day View
🧠 Purpose
Designed for dispatchers, coordinators, and on-site leads who need precise visibility into the day’s workload. This view is ideal for making real-time adjustments, last-minute scheduling, and confirming time-sensitive appointments.
💡 UI Features
Hourly time slots from early morning to late evening
Color-coded event blocks for job types (e.g., inspection, install, maintenance)
Drag-and-drop interaction (planned for future roadmap) for fast rescheduling
Compact invitee tags and location info inside each event tile
Sticky timeline indicator to track current time of day
🗣️ Feedback & Comments
📞 Dispatcher:
“This helps me avoid overlaps in the field and catch missed time blocks fast.”
🔧 Technician Lead:
“Love that I can see job durations. Before, I didn’t know if a task was 30 minutes or 3 hours.”
🧪 UX Reviewer:
“Consider adding a mini date switcher at the top so users don’t have to click back to the full calendar to navigate.”
💬 Stakeholder (Product Owner):
“This is crucial for reactive scheduling — being able to monitor live changes makes our workflow more flexible.”
Week View
This view focuses on daily time slots and provides a detailed breakdown of tasks or events across a 7-day window.
🧠 Purpose
Ideal for scheduling field work, balancing technician workloads, and identifying availability at a granular level.
🗣️ Feedback
👩💼 Scheduler:
“This is my go-to view — I can see where there are gaps or double-bookings instantly.”
👷♂️ Field Supervisor:
“Appreciate how I can quickly scan who’s where, especially when we have a tight install schedule.”
🧪 UX Reviewer:
“Consider locking the day headers when scrolling for easier cross-day comparisons.”
Week View
This view focuses on daily time slots and provides a detailed breakdown of tasks or events across a 7-day window.
🧠 Purpose
Ideal for scheduling field work, balancing technician workloads, and identifying availability at a granular level.
🗣️ Feedback
👩💼 Scheduler:
“This is my go-to view — I can see where there are gaps or double-bookings instantly.”
👷♂️ Field Supervisor:
“Appreciate how I can quickly scan who’s where, especially when we have a tight install schedule.”
🧪 UX Reviewer:
“Consider locking the day headers when scrolling for easier cross-day comparisons.”
Week View
This view focuses on daily time slots and provides a detailed breakdown of tasks or events across a 7-day window.
🧠 Purpose
Ideal for scheduling field work, balancing technician workloads, and identifying availability at a granular level.
🗣️ Feedback
👩💼 Scheduler:
“This is my go-to view — I can see where there are gaps or double-bookings instantly.”
👷♂️ Field Supervisor:
“Appreciate how I can quickly scan who’s where, especially when we have a tight install schedule.”
🧪 UX Reviewer:
“Consider locking the day headers when scrolling for easier cross-day comparisons.”
Week View
This view focuses on daily time slots and provides a detailed breakdown of tasks or events across a 7-day window.
🧠 Purpose
Ideal for scheduling field work, balancing technician workloads, and identifying availability at a granular level.
🗣️ Feedback
👩💼 Scheduler:
“This is my go-to view — I can see where there are gaps or double-bookings instantly.”
👷♂️ Field Supervisor:
“Appreciate how I can quickly scan who’s where, especially when we have a tight install schedule.”
🧪 UX Reviewer:
“Consider locking the day headers when scrolling for easier cross-day comparisons.”
Month View
Offers a broader perspective to visualize project pacing, deadlines, and team-wide availability over a full month.
🧠 Purpose
Great for planning larger initiatives, upcoming maintenance cycles, or tracking key project milestones.
🗣️ Feedback
👨🔧 Ops Lead:
“The color-coded events are super helpful. At a glance, I know which type of job it is.”
📊 PMO Analyst:
“Would be great to add an export or print view so we can drop this into our monthly reports.”
🧑💻 Developer:
“We should optimize load time when multiple events are stacked for a single day.”
Month View
Offers a broader perspective to visualize project pacing, deadlines, and team-wide availability over a full month.
🧠 Purpose
Great for planning larger initiatives, upcoming maintenance cycles, or tracking key project milestones.
🗣️ Feedback
👨🔧 Ops Lead:
“The color-coded events are super helpful. At a glance, I know which type of job it is.”
📊 PMO Analyst:
“Would be great to add an export or print view so we can drop this into our monthly reports.”
🧑💻 Developer:
“We should optimize load time when multiple events are stacked for a single day.”
Month View
Offers a broader perspective to visualize project pacing, deadlines, and team-wide availability over a full month.
🧠 Purpose
Great for planning larger initiatives, upcoming maintenance cycles, or tracking key project milestones.
🗣️ Feedback
👨🔧 Ops Lead:
“The color-coded events are super helpful. At a glance, I know which type of job it is.”
📊 PMO Analyst:
“Would be great to add an export or print view so we can drop this into our monthly reports.”
🧑💻 Developer:
“We should optimize load time when multiple events are stacked for a single day.”
Month View
Offers a broader perspective to visualize project pacing, deadlines, and team-wide availability over a full month.
🧠 Purpose
Great for planning larger initiatives, upcoming maintenance cycles, or tracking key project milestones.
🗣️ Feedback
👨🔧 Ops Lead:
“The color-coded events are super helpful. At a glance, I know which type of job it is.”
📊 PMO Analyst:
“Would be great to add an export or print view so we can drop this into our monthly reports.”
🧑💻 Developer:
“We should optimize load time when multiple events are stacked for a single day.”
Year View
A high-level overview designed to spot long-term trends, team capacity, and strategic planning milestones.
🧠 Purpose
Perfect for leadership and planning teams to identify seasonal workloads, staffing needs, or forecast resource gaps.
🗣️ Feedback
🧓 Director of Operations:
“This is great for executive review — we can see how booked we are across quarters.”
💼 HR Manager:
“Helpful for vacation planning and capacity forecasting across regions.”
🛠️ Stakeholder:
“Can we add filters by department or team for more focused views at this level?”
Year View
A high-level overview designed to spot long-term trends, team capacity, and strategic planning milestones.
🧠 Purpose
Perfect for leadership and planning teams to identify seasonal workloads, staffing needs, or forecast resource gaps.
🗣️ Feedback
🧓 Director of Operations:
“This is great for executive review — we can see how booked we are across quarters.”
💼 HR Manager:
“Helpful for vacation planning and capacity forecasting across regions.”
🛠️ Stakeholder:
“Can we add filters by department or team for more focused views at this level?”
Year View
A high-level overview designed to spot long-term trends, team capacity, and strategic planning milestones.
🧠 Purpose
Perfect for leadership and planning teams to identify seasonal workloads, staffing needs, or forecast resource gaps.
🗣️ Feedback
🧓 Director of Operations:
“This is great for executive review — we can see how booked we are across quarters.”
💼 HR Manager:
“Helpful for vacation planning and capacity forecasting across regions.”
🛠️ Stakeholder:
“Can we add filters by department or team for more focused views at this level?”
Year View
A high-level overview designed to spot long-term trends, team capacity, and strategic planning milestones.
🧠 Purpose
Perfect for leadership and planning teams to identify seasonal workloads, staffing needs, or forecast resource gaps.
🗣️ Feedback
🧓 Director of Operations:
“This is great for executive review — we can see how booked we are across quarters.”
💼 HR Manager:
“Helpful for vacation planning and capacity forecasting across regions.”
🛠️ Stakeholder:
“Can we add filters by department or team for more focused views at this level?”
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© 2025. All rights Reserved.
© 2025. All rights Reserved.
© 2025. All rights Reserved.
© 2025. All rights Reserved.