Energy Management SaaS
Schneider Electric’s Resource Advisor launched in 2005 with the title of DashboardView (DV) and contained a handful of simple reports that were selected from a single dropdown menu. All energy management services at the company were previously handled by individual account managers and delivered as PDFs to clients. These manual services and limited website still generated approximately $15 million annually for the company.
Schneider Electric approached me to help redesign Resource Advisor in order to expand the tool into a SaaS application and focus on 2 key priorities: Self-service and greatly expanded dynamic reporting.
To accomplish the objective, I led internal workshops, interviewed dozens of clients, and trained with multiple internal resources in order to understand everything I could about energy management services. Through a considerable amount of discovery work, including many iterations of information architectures, wireframes, and usability validation, I designed a new user interface and content structure for the product. Through collaboration with product owners, project managers, and developers, a long-term roadmap was created to realize the vision.
Client reception was off the charts and led to consistent positive revenue growth year-over-year for the following 13 years that I was principal product designer. As of 2019, Resource Advisor was the leading energy management and sustainability SaaS solution globally and won numerous industry awards. Clients no longer numbered in the dozens, but into the thousands, and annual revenue well exceeded $1 billion*.
* Reference (Schneider Electric 2019 Annual Report - Energy Management Revenue)
