Senior Product Designer

Making home energy savings simple.
OVERVIEW
Challenge:
Opower, a global leader in cloud-based software for the utility industry, combines a cloud-based platform, big data, and behavioral science to help reduce energy consumption. Opower works under the umbrella of utility companies to provide customers with detailed information on their energy use, but there is increasing competition for the big data-driven energy reduction market from consumer-facing companies like Nest. In this project, Opower wants to extend their reach beyond their current utility partners & engage consumers directly.
Solution:
Opower found that people are motivated by competition - energy use goes down when people are given insight into how their energy consumption compares to their neighbors. We created a customer-facing website and energy audit app that leverages this
competition-based motivation model to engage customers, and provides clear, easily actionable ways to reduce energy use.
My Role:
Everyone on the 3 person team collaborated on all parts of the project. I operated as project manager and focused on the website portion of the project.
Duration:
Two weeks
HOW IT WORKS

"My partner lost his job and we need to cut back on expenses, but I don't know where to start."
Adam is a new Opower Home customer who is using the site for the first time.
Meet Adam...
Website On-Boarding
Personalized Tips & Goals
Energy Audit App
RESEARCH & DISCOVERY
Competition
This segment of the energy industry was new to us, so we started by researching Opower, their competitors & the energy industry as a whole to better understand who they were, what they did & how they engaged customers. Opower is the dominant presence with utility companies which meant they had unmatched data on consumer’s energy use patterns. Most competitors had approached the energy market through consumer-facing products like smart thermostats, but were starting to break into Opower’s monopoly with utility company partnerships.

Insights
Strengths
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Opower's relationships with utility companies & thier access to customer data is unmatched.
Opportunities
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Competitors have focused on customer-facing products. Opower has virtually no equivalent which, combined with thier access to utility customer data, presents an area of temendous growth & opportunity.
Interviews & Surveys
Because our objective was to introduce a customer facing application, we needed to understand people’s current relationship to their utility company. We also needed to understand how Opower’s competitors were positioned with consumers. To discover this, we sent out a survey and conducted numerous interviews with utility customers.
Customer Familiarity with Opower

We learned that despite Opower’s dominant presence with utility companies, their name recognition with customers was very low compared to other companies in the energy reduction market.
Another important finding was that most utility customers had a neutral to negative attitude towards utility companies.
This reinforced the importance of Opower connecting with consumers directly - rather than solely under the umbrella of utility companies - as they needed to improve the message and experience around energy use information.

Insights
Findings
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Customer attitudes towards utility companies range from neutral to negative.
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The majority of customers pay very little attention to thier utility bill because it's uninteresting or difficult to understand, but 90% want to know how to lower thier bill.
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Very few utility customers (21%) were familiar with Opower.
Opportunities
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Opower provides a service that 90% of utility customers want - ways to reduce thier utility bills
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Because of customer's negative perception of utility companies, it is important for Opower to create a direct connection with utility customers and provide easy-to-understand information on energy use.
DEFINING
Personas
To identify types of customers that Opower would need to engage, we created three personas that reflected attitudes & behavior patterns we gathered from the survey and interviews.

Of the three personas, we chose to focus on Adam because he represented the customer base that would be the most challenging to attract as they had little to no interest in learning about energy reduction except from a financial point of view.

If we could engage someone like Adam, other customers who had more interest in energy use issues would also be convinced to use Opower.
Focusing
A key difference in working directly with customers - rather than through utility companies - was that Opower needed access customer’s energy use information on their own. Despite the clear picture of Opower’s customers, we struggled with the best way to engage them. Beyond competition with their neighbors, what would motivate & reward people for providing their utility information to Opower, then give them a reason to return to the site?
What was the best way to engage utility customers?

To help visualize our research findings, we sketched various feature arrangements on the wall, then talked through different approaches.

We researched other applications that track and aggregate personal data, from fitness apps like MyFitnessPal & Fitocracy to financial aggregators like Mint.com.

Both engaged customers by providing an easy-to-use, centralized platform for customer's data. Then provided additional services like bill consolidation, goal setting and personalized tips based on information users entered about themselves.
Outcome
We determined that the best engagement strategy for Opower was to provide a combination of:
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Detailed information on how customers compare to thier neighbors
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Personalized tips on how to save money
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Utility bill consolidation service

Defining the Path
Due to the short time period, we decided to focus the prototype on the initial customer engagement, gathering of energy use data and tips on how to save money. Combining the Opower Home goals with Adam’s needs and pain points, we created a narrative for how a user would walk through the Opower website & app.

VISUALIZING & TESTING
Sketching
Once we had established the elements we were going to focus on for the prototype, we sketched ideas for the website and app. Then keeping Adam's needs in mind, we compared our work and decided on a direction for the interface.

Sketches for website energy audit.

Website on-boarding sketches.

Utility bill consolidation.
Testing
To understand what worked well and what was challenging, we formalized the paper sketches then tested the website & app with utility customers .
Mobile App On-Boarding
Before

Testing Findings
We found that there was confusion with the app on boarding screens - the tester wanted the ability to go directly from the home screen to the quick scan functionality.
After

Solution
To solve this, we combined the two onboarding screens which made onboarding faster, and simplified the menu options into a list.
Website Landing Page
Before

Testing Findings
Usability testing of the website on-boarding also showed confusion around the on-boarding - testers weren’t sure what would motivate them to sign into & use the application.
After

Solution
To resolve this, we focused the presentation of the content by removed unnecessary elements from the home page, and shifted the remaining content to better explain & reflect the site’s objectives.
Home Energy Audit Results Page
Testing Findings
The results of usability testing for the website home audit page indicated that people were overwhelmed by all the information they were seeing.
Before

Testing Findings
The results of usability testing for the website home audit page indicated that people were overwhelmed by all the information they were seeing.
Solution
To resolve that, we removed unnecessary elements from the page and simplified the presentation of the content.
After

Testing Findings
To resolve that, we removed unnecessary elements from the page and simplified the presentation of the content.