Empowering customers to generate GHG reports seamlessly on Greenly
DISCOVERY
Analyzed goal & audience
Identified 2 main problems
Complex data collection
Customers gather diverse data types (CSV, Excel, manual entries, automated connectors) from many stakeholders
Time-Consuming for climate experts
Experts spend excessive time guiding customers through data collection.
Customers lack autonomy.
Imagined 4 personas
Sustainability Manager
Age: 30-45 years old
Company Size: Medium to large companies
Motivations: Accurate GHG reporting, compliance, sustainability improvement
Pain Points: Time-consuming data collection, lack of automation, data accuracy issues
Product Use: Self-service for GHG report data entry, expert advice for emission reduction plans.
IT specialist
Age: 28-45 years old
Company Size: Medium to large companies
Motivations: Smooth data integration, system reliability, data security
Pain Points: Complex data formats, integration issues, maintaining data accuracy
Product Use: Managing data import processes, troubleshooting data issues, supporting data accuracy and compliance.
Small Business Owner
Age: 35-55 years old
Company Size: Small businesses
Motivations: Efficiency, cost-saving, compliance, carbon footprint reduction.
Pain Points: Limited resources for data collection, complexity of GHG reporting.
Product Use: Self-service for GHG report data entry, expert advice for emission reduction plans.
Greenly Climate Expert
Age: 25-45 years old
Company Size: Medium to large companies
Motivations: Accurate and efficient GHG reporting, compliance, actionable recommendations.
Pain Points: Time-consuming data collection from customers
Product Use: Support for data entry, data analysis, and strategic advice to reduce emissions.
Main assumptions
Design needs to guide technical and non-technical users (ages 25-55) and be intuitive.
GHG reporting involves collecting diverse data types and many stakeholders.
Users have varying knowledge of GHG reporting and sustainability metrics.
Product must ensure data accuracy and regulatory compliance.
2 goals
Enable customers to create a high-quality GHG report autonomously.
Reduce / remove the need for climate experts to guide customers through data collection.
Opportunities
Save time for climate experts
Focus on core expertise, provide better recommendations.
Customer autonomy
Customers input data themselves, reducing synchronization needs = quicker process.
Faster onboarding
No need climate experts for data collection.
Faster and cost-efficient scaling.
What I'd have done with more time
Validation
Talk to climate experts, customers, and stakeholders to validate personas, pain points, and goals.
Gather quantitative data on user needs and expectations.
Requirements
Understand the specific data and reporting requirements users need to comply with.
Competitor Analysis
Analyze market standards and identify opportunities for differentiation
DISCOVERY
Analyzed customers' context & needs
Current Climate Expert data collection flow
Identified key customer needs
Intuitive Interface
User-friendly flow for data collection.
Automated Data Collection
Tools/connectors for easy integration.
Collaboration Features
Assign data import tasks to colleagues, shared workspace…
Compliance Guidance
Templates aligned with regulations.
Data Accuracy
Real-time validation and verification.
Progress Tracking
Monitor data collection status.
Support options
Assistance from Climate Experts via chat, email, or consultations.
Assumptions
Climate experts/clients may need to correct data after input.
Several stakeholders may be involved in collecting the data.
Data collection and analysis should have separated tabs for clarity sake.
What I'd have done with more time
Talk to climate experts
Understand data types and stakeholders.
Usability testing
Identify issues and areas for improvement in current flow with real users.
DESIGN
Mapped the core customer journey
Mapped key steps in the user flow to complete a GHG report autonomously.
User perspective: focus on the Sustainability Manager assigning data import tasks.
DESIGN
Designed key mockups for this flow
Partially used design system from another project.
Only had 2 hours left, so designed the 6 core mockups of this flow.
Perspective: Sustainability Manager.
1 - Progress overview and data types
User tracks data import progress and sees recent activity to monitor overall progress.
2 - Assign colleagues
User assigns specific data import tasks to colleagues, sets due dates, and adds comments for clarity and accountability.
3 - Created assignments
User views the details of an assigned data import task, including completion percentage and assignees, and has the option to edit or delete the assignment.
4 - Data import error
Real-time data validation and error handling using open AI API
User identifies errors in the imported data and takes action to edit, replace, or delete the erroneous file.
5 - Data collection in progress
User reviews detailed activity updates to stay informed about the latest changes and progress in the data import process.
6 - GHG Report Ready
User is notified that the GHG report is ready, reviews next steps, and accesses compliance services to go forward in the regulatory compliance procedures.
Compliant services: complete other flow, so simplified a lot here.
TEST & DELIVER
Test assumptions and implement in a lean manner
To test before implementation
Test mockups with real users
Check usability, needs, and context.
Simulate import sessions.
Estimate dev workload with CTO
To prioritize well / make compromises.
Test data validation automation
Import different data types and ensure error handling is clear and complete.
Integration with existing systems
Run integration tests with commonly used systems and gather user feedback on the integration process.
Create UXUI for other POVs
And test in user interviews.
"Think big, start small, ship to learn": Implement small iterations, continuously gather user feedback and improve the user experience.
MEASURE
KPIS to track the success of this flow
Average weekly time spent by climate experts
assisting customers with data collection tasks.
GHG report completion rate
Effectiveness of the data collection process.
GHG report completion time
Efficiency of the data collection process.
Average error rate of data import tasks
Clarity of guidelines for the different data types.
Yearly user retention
User satisfaction and long-term engagement.