the problem
Power Delivery planned and scheduled field work across eight systems and a lot of paper.
A planning board that brought eight field-scheduling systems into one tool, part of a plan to cut $28 million in costs over five years.
Power Delivery planned and scheduled field work across eight systems and a lot of paper.
A planning board that brought eight field-scheduling systems into one tool, part of a plan to cut $28 million in costs over five years.
Usability tests passed with over 90% task success.

Power Delivery planned and scheduled field work across eight systems and a lot of paper. Resource Optimization Coordinators (ROCs) needed one tool to plan crews and work.

Built on stakeholder feedback already collected in Klaxoon, then interviewed ROCs about their day. They wanted something that felt like Google Calendar and Asana.
Designed the ROC Planning Board around a calendar view to see and manage the schedule at a glance.

Create, submit, search and filter work requests, plus a draft state to catch mistakes, multi-crew assignments and a weekly crew summary for foremen.

Moderated usability tests in UserZoom showed over 90% task success, and the fixes went in before development.
Usability tests passed with over 90% task success.
In March 2021 leadership moved the program to Salesforce, and the UX team moved to other work. A good lesson in adapting when strategy changes.
Scroll sideways for the screens that didn’t fit the story.




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