Vision workshops
Vision workshops
Strategic support for a Canadian energy sector company to establish a common vision through workshops.
Strategic support for a Canadian energy sector company to establish a common vision through workshops.
Project brief
Project brief
Client
Client
Canadian energy sector company
Canadian energy sector company
Role
Role
UX designer
UX designer
Year
Year
2024
2024
This Canadian energy sector company is a major player in the energy field in Quebec, positioning itself as a leader in energy transition and innovation.
This Canadian energy sector company is a major player in the energy field in Quebec, positioning itself as a leader in energy transition and innovation.
The mandate of this project was to support the client through a series of collaborative workshops with stakeholders in order to align a common strategic vision on business decarbonization issues and user needs. The objective was to lay solid foundations for the next development stages, by consolidating consensus around priorities and solutions to implement.
The mandate of this project was to support the client through a series of collaborative workshops with stakeholders in order to align a common strategic vision on business decarbonization issues and user needs. The objective was to lay solid foundations for the next development stages, by consolidating consensus around priorities and solutions to implement.
Within the framework of these vision workshops, my role consisted of co-creating and facilitating the workshops with the team. I took charge of competitive benchmarking, mockup creation, as well as the preparation and creation of materials necessary for each session. In parallel, I also contributed to workshop analysis by collecting and synthesizing feedback in order to derive insights and guide strategic decisions and next project steps.
Within the framework of these vision workshops, my role consisted of co-creating and facilitating the workshops with the team. I took charge of competitive benchmarking, mockup creation, as well as the preparation and creation of materials necessary for each session. In parallel, I also contributed to workshop analysis by collecting and synthesizing feedback in order to derive insights and guide strategic decisions and next project steps.
Documentation immersion
Documentation immersion
We began the project by immersing ourselves in existing documents and analyzing different user journeys to better understand the subject. This step allowed us to identify missing points and avoid redundancies during workshops, while ensuring that all participants had access to the same information. We also identified strategic issues and user needs to guide discussions and define clear priorities. All of this in close collaboration with stakeholders, in order to structure sessions, foster exchanges, and ensure that each point of view was taken into account to define a common vision aligned with the company's strategic objectives.
We began the project by immersing ourselves in existing documents and analyzing different user journeys to better understand the subject. This step allowed us to identify missing points and avoid redundancies during workshops, while ensuring that all participants had access to the same information. We also identified strategic issues and user needs to guide discussions and define clear priorities. All of this in close collaboration with stakeholders, in order to structure sessions, foster exchanges, and ensure that each point of view was taken into account to define a common vision aligned with the company's strategic objectives.
Objective definition
Objective definition
Workshop 1: Shared vision
Workshop 1: Shared vision
Synthesize strategic intelligence, establish a common vision of customer space, align customer and role segmentation, and prioritize customer and business needs.
Workshop 2: Vision and roadmap
Workshop 2: Vision and roadmap
Explore possible solutions to the prioritized needs from workshop 1, and identify their advantages and disadvantages. Then prioritize those to develop. Finally, establish a development schedule for these solutions.
Workshop 3: Team alignment
Workshop 3: Team alignment
Align the entire team, answer remaining questions, and prepare for the transition to the mockup phase for workshop 4.
Workshop 4: Action plan
Workshop 4: Action plan
Present and discuss interface concepts based on identified priorities, then select ideas to develop and test with users to validate hypotheses.
Benchmark, for workshop presentation
Benchmark, for workshop presentation
A thorough benchmark was conducted prior to the workshops, centered on three key concepts: the Customer Space as a whole, multi-account management, and role management. These last two concepts, particularly complex, strongly influence the structuring of the customer space. For this, I explored best practices from competing companies in similar sectors, such as ENGIE and Hydro Quebec, as well as other sectors like Bell (telephony) and Rhis (planning software).
A thorough benchmark was conducted prior to the workshops, centered on three key concepts: the Customer Space as a whole, multi-account management, and role management. These last two concepts, particularly complex, strongly influence the structuring of the customer space. For this, I explored best practices from competing companies in similar sectors, such as ENGIE and Hydro Quebec, as well as other sectors like Bell (telephony) and Rhis (planning software).
This work, presented to the team during workshop 1, allowed us to identify six key concepts that nourished the following discussions: guide and support users, centralize information (history and tracking), propose two-level navigation, offer options to compare and export data, adapt client communication, and promote personalization.
This work, presented to the team during workshop 1, allowed us to identify six key concepts that nourished the following discussions: guide and support users, centralize information (history and tracking), propose two-level navigation, offer options to compare and export data, adapt client communication, and promote personalization.
Workshop facilitation
Workshop facilitation
During workshop facilitation, I supported the lead UX by capturing exchanges on screen in real time, using templates previously validated and developed by me. This approach allowed us to validate each point with the team before moving to the next step, while optimizing the analysis restitution time. My active involvement also allowed me to propose adjustments to adapt workshops to exchanges and challenges encountered in real time.
During workshop facilitation, I supported the lead UX by capturing exchanges on screen in real time, using templates previously validated and developed by me. This approach allowed us to validate each point with the team before moving to the next step, while optimizing the analysis restitution time. My active involvement also allowed me to propose adjustments to adapt workshops to exchanges and challenges encountered in real time.
Persona and conceptualization
Persona and conceptualization
Workshop 4 was therefore dedicated to the presentation and evaluation of storyboards and prototypes to improve the Customer Space, focusing on role and permission management, address management, and online request tracking. The objective was to refine these functionalities to respond more effectively to user needs and support the company's strategic objectives, building on lessons learned from previous workshops. For this, interactive sessions were organized, involving the project team to discuss technical aspects and user experience, thus optimizing the proposed solutions.
Workshop 4 was therefore dedicated to the presentation and evaluation of storyboards and prototypes to improve the Customer Space, focusing on role and permission management, address management, and online request tracking. The objective was to refine these functionalities to respond more effectively to user needs and support the company's strategic objectives, building on lessons learned from previous workshops. For this, interactive sessions were organized, involving the project team to discuss technical aspects and user experience, thus optimizing the proposed solutions.
Strategic advices
Following the vision workshops, we present a series of strategic recommendations aimed at deepening understanding and optimizing the development of key customer space functionalities, as targeted by the vision established during the workshops. These recommendations focus on organizing dedicated workshops and user testing, which will allow us to precisely identify real needs and user expectations.
Following the vision workshops, we present a series of strategic recommendations aimed at deepening understanding and optimizing the development of key customer space functionalities, as targeted by the vision established during the workshops. These recommendations focus on organizing dedicated workshops and user testing, which will allow us to precisely identify real needs and user expectations.
Role management
Adapted navigation
Request tracking
"My profil"
From vision to Customer Space redesign
From vision to Customer Space redesign
In a second phase, an action plan was established to transform the customer space. These strategic orientations aim to position the customer space as a model of accessibility, efficiency, and customer satisfaction, building on a deep understanding of user needs and methodical implementation of the most important solutions for both user needs and the company's business needs.
In a second phase, an action plan was established to transform the customer space. These strategic orientations aim to position the customer space as a model of accessibility, efficiency, and customer satisfaction, building on a deep understanding of user needs and methodical implementation of the most important solutions for both user needs and the company's business needs.
As part of the customer space redesign, one of the key recommendations was the design and implementation of a design system, in close collaboration with developers. This initiative aimed to guarantee visual consistency and uniformity of user experience across the entire platform.
As part of the customer space redesign, one of the key recommendations was the design and implementation of a design system, in close collaboration with developers. This initiative aimed to guarantee visual consistency and uniformity of user experience across the entire platform.
Content intended for interview presentation, not intended for online distribution.
Summary and learnings
Summary and learnings
Summary of my missions:
Workshop co-creation:
Organization of interviews with stakeholders to understand the current situation, business challenges, and user needs.
Analysis of internal documentation and existing platform, and research on competitors and related domains.
Development of the plan for different workshops with the UX lead.
Setting up digital and printed materials for workshops.
Design of prototype mockups, integrating elements from previous workshops and strategic advice validated by the team.
Workshop co-facilitation
Facilitation including benchmark presentation, moderation and adaptation during different workshops.
Workshop analysis
Summary of information gathered at the end of each workshop in a synthesis document including different strategic recommendations.
Summary of my missions:
Workshop co-creation:
Organization of interviews with stakeholders to understand the current situation, business challenges, and user needs.
Analysis of internal documentation and existing platform, and research on competitors and related domains.
Development of the plan for different workshops with the UX lead.
Setting up digital and printed materials for workshops.
Design of prototype mockups, integrating elements from previous workshops and strategic advice validated by the team.
Workshop co-facilitation
Facilitation including benchmark presentation, moderation and adaptation during different workshops.
Workshop analysis
Summary of information gathered at the end of each workshop in a synthesis document including different strategic recommendations.
Learnings:
Having a modular workshop plan that can adapt to unexpected situations.
Successfully accelerating the archiving process by prioritizing, when possible, visual and real-time interactive materials vs. a whiteboard.
Conducting analysis directly after workshops to have maximum elements still in mind.
Ensuring that in-person/remote information is well understood.
Learnings:
Having a modular workshop plan that can adapt to unexpected situations.
Successfully accelerating the archiving process by prioritizing, when possible, visual and real-time interactive materials vs. a whiteboard.
Conducting analysis directly after workshops to have maximum elements still in mind.
Ensuring that in-person/remote information is well understood.
