HVAC & Chiller equipment configuration software redesign.
Tasked with replacing 20+ year old legacy tools, my role was to lead the redesign and modernization of industry-leading HVAC & Chiller configuration software. These new 3D design software tools make accurately engineering HVAC & Chiller systems faster and easier at any desired level of fidelity. The result is a platform that makes right-sizing HVAC & Chiller systems intuitive and visually dynamic with an easy to understand workflow that's less error prone.
THE PROBLEM
Limited by 20 year-old technology, customers including engineers and contractors were limited in their ability to select, rate and configure Chillers and Air Handling units during the estimate and bidding phases of a building project. Industry competitor tools were surpassing Johnson Controls.
LEGACY TOOLS
Old technology was not keeping up with industry competitors. Features and functionality was limited, causing estimators to have to request special modifications, driving their time to bid up.
USER ERROR
New engineers were prone to make mistakes as the new tool did not provide sufficient support or error guidance for people that were new to the industry.
STAKEHOLDER WORKSHOPS & REQUIREMENTS GATHERING
During this project, I served as UX Design Lead and Product Owner for a team of User Experience Designers. We conducted weekly workshops with business stakeholders to define all requirements for the engineering tools. We explored legacy functionality, userflows, personas, and usage to re-imagine a simplified process.
CUSTOMER WORKSHOPS
In addition, I co-facilitated in-person workshops with various high profile customers that were flown in to our YORK facilities for 2-day ideation sessions.
WIREFRAME & PROTOTYPE SAMPLES
Low to mid-fidelity wireframes and prototypes went through iterations with key stakeholders before usability testing.
